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 NewsPlanForward 2014
Opening Session Keynote Presenter Announced
Former Governor, Presidential Candidate& Host of FOX News' "Huckabee" & Daily ABC Radio Broadcast Show will headline the opening night general session for PlanForward 2014.
Discover the modern magic of a true Disney masterpiece at Disney’s Contemporary Resort. Rising majestically between the shores of Bay Lake and Seven Seas Lagoon, the resort offers breathtaking views of Magic Kingdom® Park, Cinderella Castle, Bay Lake or the Orlando skyline. Inside, modern art and contemporary conveniences surround guests as sleek monorails glide through the stunning 90-foot atrium lobby.
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