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Event Details Location, Pricing, Activities

National Conference


4600 North World Drive,

Lake Buena Vista, FL 32830-8413


Sun, June 1 to Wed, June 4

Ticketing: (407) 566-5600


Investacorp is pleased to present our National Conference, PlanForward 2014, in Disney’s Contemporary Resort at the Walt Disney World® Resort. Each year, our premier event brings together financial advisors from around the nation, Investacorp home office employees, industry experts and sponsor partners from throughout the country to learn, network and revitalize their practices.

Financial advisors have the opportunity to gain insight from esteemed coaches, participate in advisor-led sessions with their peers, and enjoy leisure time both onsite and at local attractions. Please register today to attend this exclusive event.

Latest News PlanForward 2014

Agenda Highlights Details on Full Agenda

  • Next Level Workshop +

    Next Level is our premier business development program that builds on the proven success of our business consultations, focused coaching programs and fee-based conversion tactics. Contact Arielle Jaffe to register.
  • Digital Media Workshop +

    Peak Advisor Alliance and FMG Working Together –  Sunday June 1st at 1:00 PM
  • Succession Planning Workshop +

    Learn from the experts at FP Transitions and Live Oak Bank on how to successfully implement a succession and/or practice acquisition - Sunday June 1st at 1:00 PM
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Guest Speakers Speakers Table


Mike Huckabee


Presidential Candidate & FOX News Host

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Shankar Vendentam


NPR Correspondent

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Dr. Claus te Wildt

Senior VP

Head of Capital Markets Strategy Group

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William French

Vice President

Fidelity Investments Risk Management

View Full Bio

About PlanForward 2014 Additional Details about June

Opening Night

For opening dinner on Sunday night, the theme will be Beach Party so dress comfortably and get ready to party with the Fab Five - Mickey, Minnie, Donald, Goofy and Pluto!

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Park Tickets

With our world-famous theme parks, premiere resorts, championship golf, unlimited recreation and world-class shopping, dining and nightlife, you'll have easy access to everything you need! 

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Conference Fees

Registration includes core night accommodations at Disney's Contemporary Resort, meals, entertainment and behind-the-scenes access at a Disney park. 

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