Elevate is a two-day, immersive, in-person experience for serious financial advisors ready to elevate the impact of their advice — with a virtual option available for those who can’t attend live.
Sessions balance technical rigor with real-world application, giving advisors time to think, refine, and integrate ideas. Expect depth, not distraction.
Kick off the day connecting with peers over coffee and breakfast.
Speaker: Eric Negron
Category: Investments
Speaker: Joel Hefner
Organization: Dimensional Fund Advisors
Category: Tax Planning
Speaker: Fernando San Martin
Organization: Altruist (Hazel)
Category: Estate & Tax Planning
Speaker: Christine Travis
Organization: SPG Life & Annuity
Category: Tax Planning
Speakers: Kacie Walsh
Organization: Dimensional Fund Advisors
Category: Investments
Speakers: Kayla McCollum
Organization: Goldman Sachs
Category: Tax Planning
Speakers: Steven Jarvis
Organization: Retirement Tax Services
Category: Investments
Speakers: Jon DiGiovanni
Organization: First Trust
Category: Tax Planning
Speaker: Carl Pikus
Organization: 1031IPX
Kick off the day connecting with peers over coffee and breakfast.
Speaker: Eric Negron
Category: Estate Planning
Speaker: Marla Landa
Organization: Encore Estate Plans
Category: Investments
Speaker: Lou Mandia and Patrick Anderson
Organization: AAM
Category: Investments
Speaker: Matt Incitti, Mick Mclendon
Organization: Multiple
Category: Tax Planning
Speakers: Michael Niemann
Organization: Niemann Group
Category: Investments
Speakers: Chris Quandt
Organization: Nitrogen
Category: Tax Planning
Speakers: Tom Casper
Organization: Synthetic Fi
Category: ESOPs - Tax, Investment, Succession Planning
Speaker: Tommy Waitscott, Jordan Burg
Organization: CSG Partners
