Wealth Management Convergence

The Investment Strategies Advisors Need Today

We all know that industry conferences are often of little value to advisors – packed with product sellers and useless content. That’s why Ric Edelman created Wealth Management Convergence – no product pitches or empty talks, instead you get the latest investment and practice management strategies to help you build your practice. WMC is designed exclusively for financial professionals who are focused on growing their business and serving their clients.

FPA Advantage

• FPA members will save $100 on registration with code fpa100
• Private meetings with asset managers
• Exclusive dine-arounds for powerful network building
• 1 track – never miss a session
• No bloated panels - all sessions feature 3 people max
• Real conversations with real leaders – no canned presentations
• Perfect timing: Letting you prepare for the new administration as it takes office
• CE credits
• Special Hotel Room Rate of $289+tax per night

Benefits

2025 WMC will qualify for CFP, IWI and CFA CE credits.

2025 CE topics include:

• The Election’s Impact: On the Economy, Stock Market, Bond Market, and Alts
• Generative AI: Improving Your Practice Management
• Amazon Web Services: A Blockchain Case Study
• Exponential Technology Investment Strategies
• The Biggest RIAs Share Their Insights: Perspectives from Top CEOs, Top CIOs, and Top Advisors
• Alzheimer’s Disease: Strategies Your Clients Need Now to Protect Them from the Devasting Effects
• The 60/40 Glidepath is Dead – and What to Do About It