Our PlanForward15 National Conference will feature speakers such as Daymond John.

In addition to speakers, we will be hearing from industry experts on practice management solutions, market leading business ideas as well as updates on Compliance and Technology initiates for 2015.

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Speakers

Speaker
Daymond JohnFashion Mogul
Speaker
 
Mac AndersonMotivational Speaker

 
Ren ChengFidelity Senior Research Advisor
Speaker
 
To Be AnnouncedPlanForward15
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Interested in attending PlanForward15? Learn More

This is Stone Mountain

Escape to a Georgia resort 16 miles from downtown Atlanta and a million miles from ordinary at the stunning Atlanta Evergreen Marriott Conference Resort, nestled in the natural beauty of Stone Mountain Park. Surrounded by 3,200 acres of lush greenery, this AAA 4 Diamond Atlanta, GA, resort allows guests to enjoy exciting recreational activities, including championship golf, 4D Theater shows, hiking, Geyser Towers, The Summit Skyride and much more.

Investacorp is looking forward to spending time with you and your families for a few days of learning, networking, and enjoying the beautiful surroundings of this state park just outside of Atlanta. 

Attend Event View Agenda

May 31

  • 10am - 4pm Welcome & Registration
     
  • 4pm - 6pm Advisor General Session

    For Investacorp Advisors and Sponsor Partners - Please plan on attending this kick off session featuring our esteemed Key Note speaker, Daymond John, author, global entrepreneur, “Shark Tank” star and fashion icon.

  • 6pm - 7pm Open House Reception

    Join us and our marketing partners for cocktails and snacks.

  • 7:30pm - 10:30pm Opening Night Celebration

    Your PlanForward15 conference entertainment begins with a not-to-be-missed Atlanta tradition that will wow your family with state-of-the-art digital graphics and awe-inspiring laser show effects.

June 1

  • 7am - 9am Breakfast & Key Note

    Mac Anderson is a motivational speaker, author and founder of Simple Truths and Successories

  • 9am - 3pm Marketing Partner Presentations

    Mandatory attendance for advisors. Download the agenda or the Investacorp Conference app for full details.

  • 6pm - 7:30pm Open House Reception

    Join us and our marketing partners for cocktails and snacks.

  • 7:30pm - 10:30pm Sponsor Dine-Arounds
     

June 2

  • 7am - 8:45am Breakfast & Key Note
     
  • 8:45am - 3pm Marketing Partner Presentations

    Mandatory attendance for advisors. Download the agenda or the Investacorp Conference app for full details.

  • 7:30pm - 8:00pm Cocktail Reception

    Final evening cocktails and complimentary photo opportunity.

  • 8pm - 12am Closing Dinner Celebration
     

Memories from PlanForward14

Follow this year's event on Instagram

Frequently Asked Questions

What if I need to cancel my reservation at late notice?

Cancellations made after May 1, 2015 are subject to a fee of $500.00 and no shows are subject to a fee of $1000.00.

I would like to attend, may I also bring my wife and kids?

Absolutely, you and your family are welcome to attend the conference. There may be a cost to attend depending on the age of the children.

What travel expenses does Investacorp pick up, if any?

Investacorp doesn't cover any travel expenses, only the three core nights, planned meals and entertainment.

Will there be a Golf Tournament this year?

Yes, our Golf Tournament will be on Wednesday morning at 9am

Register Now

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