Tuesday, November 19, 2019
7:45am – 8:15am Registration and Networking Breakfast
8:15am – 8:30am Opening Remarks and Key Findings from Aite Group Research
8:30am – 9:15am Panel 1 – Modernizing the Delivery of Financial Planning
9:15am – 10:00am Panel 2 – Goal-Based Wealth Management
10:00am – 10:20am Sponsor Showcase & Networking
10:20am –11:05am Panel 3 – Financial Wellness: Health, Wealth, and Beyond
11:05am –11:50am Panel 4 – Building the Foundation: Data, Account Aggregation, and Reporting
11:50am – 11:55am Closing Comments
11:55am – 12:15pm Sponsor Showcase & Networking