Spring FA Connect 2018 ~ Freedom Street Partners

The business of financial advice is set for disruption. Join us to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement.

Speakers:

• Jon Fussell – LCDR (Retired) USN – 20-Year Navy SEAL and CEO
• Wayne Hewett – CFP – Senior Consultant, Raymond James
• Ryan Sullivan – MIT Age Lab
• Layne Brodie – Senior Solution Engineer, Salesforce

Agenda:

• Lunch and Networking (11:30am – 1pm)
• Discussions (1pm – 4pm)
  • Jon Fussell: Patriot Leadership Development – Focus, Leadership, and Teamwork
  • Ryan Sullivan: The Future of Advice for 2018 and Beyond
  • Wayne Hewett: What’s Your Plan? – Succession and Catastrophic Risk Planning
  • Layne Brodie: Improving the Client’s Journey Through Technology
• Happy Hour & Networking (4pm – 5pm)

For free registration, click here.