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