You couldn’t dream up a sicker lineup if you tried

As promised, we just unveiled the draft agenda for this September’s Wealth/Stack conference and it’s absolutely jaw-dropping. Some of the biggest hitters in the wealth management space are speaking live over the course of our two and a half day advisor conference.
We have industry giants like Joe Duran (United Capital), Steve Lockshin (Advice Period), Shirl Penney (Dynasty) and Peter Mallouk (Creative Plannin…

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