RADNOR, Pa.,
July 13, 2017 /PRNewswire/ -- eMoney Advisor (eMoney) today announced the agenda for the company's annual Advisor Summit, which will be held at the Fairmont Scottsdale Princess in
Scottsdale, Ariz.
,Sept. 25-27, 2017
. Now in its fourth year, the event is expected to draw more than 600 attendees, feature multiple keynote speakers, host 75 sessions and provide 22 hours of training. Sponsored by many industry partners including PEAK Advisor Alliance, the Summit will present a fresh approach to financial planning focused on this year's theme, "Plan It Forward," anchored by the concept that the financial plans advisors build for clients affect far more than just their finances. "Our industry is constantly evolving, and we're excited to share our latest insights and tech developments for advisors who value innovative wealth management," saidEd O'Brien, CEO of eMoney Advisor
. "This year's conference will feature dynamic speakers and collaborative sessions that will provide fresh perspectives on financial planning, practice management and client relationships. Additionally, we look forward to the nonstop networking, learning and professional development that takes place each year, leaving attendees refreshed and inspired," he said.
The Summit will feature multiple keynote speakers throughout the three-day event, including:
- Andy McAfee, principal research scientist at MIT, who will discuss the second machine age and how financial advisors need to rethink the integrations of minds and machines, as well as products and platforms.
- Clara Shih, CEO of Hearsay Social, bestselling author and Silicon Valley veteran, who will discuss "social selling" and the effects that social networks have on client relationships, referrals and selling.
- Pete Souza, the former White House Chief Official Photographer, who will share his personal and professional experiences from documenting the presidencies of Ronald Reagan and Barack Obama.
- Jeff Bush of the Washington Update, who will discuss the current state of politics and how this affects the financial services industry in his speech, "The View from the Hill."
- Mike Durbin, Head of Fidelity Institutional Product, will share perspectives on how advisors can bolster the value they deliver to clients amidst a rapidly changing industry.
- PNC Chief Investment Strategist Jeffrey Kleintop, who will discuss global market trends and what they mean for U.S. investors.
- Ron Carson, industry thought leader and Founder and CEO of Carson Group Holdings, who will answer a diverse array of questions submitted by his peers attending the Summit.
- Industry expert Michael Kitces, who will discuss the "Industry Trends Shaping Financial Advice."