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Sunday Sept. 8th
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15:00 - 15:15 15 mins
Welcome Remarks
  • Presenter Joshua Brown - CEO, Ritholtz Wealth Management
15:15 - 16:00 45 mins
Info
Wealth/Stack Presents: TOPIC TBD

The Wealth/Stack Team is hard at work finding the best and brightest minds in the advisory community to join us in September.  Stay Tuned For Exciting Updates!!

16:00 - 16:40 40 mins
Info
The Social Media Session: How to Get It Right
  • Moderator Douglas Boneparth - President, Bone Fide Wealth
  • Presenter Nina O'Neal - Partner & Investment Advisor, Archer Investment Management
  • Presenter Tyrone Ross Jr. - Managing Partner, Noble Bridge Wealth Management
  • Presenter Justin Castelli - Founder & Financial Advisor, RLS Wealth Management

Not everyone is on Twitter, but almost everyone is on some sort of social media—even your parents are! Hear from 3 social-media-savvy advisors on how they’re building their brands, how you can build yours, and more importantly, how to use these platforms to connect with and attract clients.

16:40 - 17:10 30 mins
Info
Wealth/Stack Opening Keynote: Reigniting Your Passion

The Wealth/Stack Team is hard at work finding the best and brightest minds in the advisory community to join us in September.  Stay Tuned For Exciting Updates!!

17:30 - 19:00 90 mins
Info
Welcome Reception: Tailgate Party

Wealth/Stack welcomes our guests with a good old-fashioned tailgater. Join your peers, industry experts and more for an evening of football, backyard games, and of course, all the classic tailgate foods you know and love!