ONE-DAY FALL 2018 EVENT TO ATTRACT NATION’S TOP WEALTH MANAGEMENT ADVISORS, INDUSTRY THOUGHT LEADERS AND FINANCIAL SERVICES FIRMS
Chicago, IL – September 13, 2018 – Building on its reputation for promoting professional education and networking opportunities for the retirement industry at its respected and highly successful Kohler Conference, Sheridan Road Financial, LLC will host its first SKYSCAPE SYMPOSIUM for wealth management advisors, business partners and sponsors, October 10 – 11, 2018 at The Conrad in Chicago, IL. The conference has been created to foster close, meaningful peer-to-peer interactions among leaders of today’s forward-looking wealth management firms, as well as other industry thought leaders and strategic partners.
The SKYSCAPE SYMPOSIUM will include presentations from leading industry experts on the most pressing topics affecting the wealth management industry, including regulatory pressures; disruption and adaptation in advice models and fee structures; the effect of the rapid rise of robo advisors on traditional advisory models; marketing today’s wealth management practice to achieve sustainable growth and plan for succession; and a host of other critical industry issued examined through multiple viewpoints.
Much of the meeting time will be devoted to executive networking, ideation, and collaboration. The agenda is expected to include several blocks of time to FAST+FURIOUS, five-to-seven-minute presentations covering practice management tips, diversity issues, business metrics and more. In addition, attendees can access a professionally staffed and fully equipped Media Room to tape interviews or fireside chats with event sponsors or conduct and record short video presentations similar to TED Talks.
About Sheridan Road
Founded in 2005, Sheridan Road Financial, which works with institutions, private individuals and families throughout the United States, is independently owned and does not create or distribute any proprietary products. Sheridan Road has nearly $13 billion in assets under advisement as of 12/31/17 and serves more than 300,000 individuals through its retirement plan and wealth management practices.
Sheridan Road exists to help Americans choose their day! We do this by striving to be the premier institutional investment consulting and private wealth firm that consciously leads others on a sound financial path. The company strives to make a positive impact on the lives of its team members, clients and the communities that it serves.
About LPL Financial
For more information about LPL Financial, visit www.lpl.com.
Sheri Fitts, Chief Marketing Officer
847.205.9073 | cell: 503.319.0543
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sheridan Road Advisors, LLC, an SEC-registered investment adviser. Sheridan Road Advisors, LLC and Sheridan Road Financial, LLC are separate entities from LPL Financial.