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Travel/Venue Info

Fontainebleau Miami Beach
4441 Collins Avenue
Miami Beach
Florida 33140 USA

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Featured Speakers

Conference Keynotes

Katherine Fernandez Rundle
Katherine Fernandez Rundle
State Attorney for Miami-Dade County
 
Meg Green
Meg Green
CEO
Meg Green & Associates
 

Conference Co-Chairs

Pamela Black
Pamela Black
Editor-In-Chief
Bank Investment Consultant
 
Frances A. McMorris
Frances A. McMorris
Editor-In-Chief
On Wall Street
 

Featured Speakers

Christine Baker
Christine Baker
EVP, Business Development
J.W. Cole Financial, Inc.; Member FINRA/SIPC
John Bishara
John Bishara
CMO
LinkedFA
Kathleen Burns Kingsbury, LMHC, CPCC
Kathleen Burns Kingsbury, LMHC, CPCC
Wealth Psychology Expert
Principal, KBK Wealth Connection & Author, Creating Wealth from the Inside Out Workbook
Vickie Edwards
Vickie Edwards
Vice President, Eastern Regional Director Sales & Consulting
Genworth Financial Wealth Management
Karen McKinley
Karen McKinley
Managing Director–Investments, Wealth Management Advisor
McKinley & Associates of Merrill Lynch Wealth Management
Thais D. Piotrowski, CFP®, CRPC®
Thais D. Piotrowski, CFP®, CRPC®
Private Wealth Advisor
An Ameriprise Platinum Financial Services® Practice
Stephen Prosser
Stephen Prosser
Co-founder and Director of Business Development
LinkedFA
Margaret C. Starner, CFP®
Margaret C. Starner, CFP®
Senior Vice President, Financial Planning
Starner Group of Raymond James & Associates