This is not your traditional conference. If you are not interested in autonomy, mastery and purpose then this high net worth planning conference is not for you.

It is for you if you want the freedom to become more successful in helping high net worth clients plan in a more complex world and earn significantly more money.

Our dynamic guest speaker, Ryan Zeeb, of the Heritage Institute, the acknowledged leader in the field of multigenerational heritage planning, will show you:

• - How the Heritage Process^TM has transformed relationships amongst high net worth families and their advisors.
  
  
• -Why credibility and confidence is necessary in the HNW market.
  
  

• -When changes in your infrastructure are required to meet the needs of the HNW client and their family.
  
  

When your role changes so does your income, for the better.

Join us for two days of high level planning, practice management and marketing, providing you with the autonomy, mastery, and purpose to serve high net worth clients in the months ahead.