Wealth Consulting Partners, LLC
Wealth Consulting Partners, LLC
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    • Home
    • About
    • Events
    • In the Press
    • Podcasts
    • Blog
    • WealthTech Market Map
    • Contact
  • Home
  • About
  • Events
  • In the Press
  • Podcasts
  • Blog
  • WealthTech Market Map
  • Contact

Calendar of Events

Upcoming Events

Speaking Engagements

Upcoming Events

The Deals & Dealmakers Summit

August 31-September 1, 2022

San Diego, CA


Future Proof

September 11-14, 2022

Huntington Beach, CA


Carson Excell

September 13-15, 2022

Las Vegas, NV


#XYPNLIVE 2022

October 8-11, 2022

Denver, CO


Riskalyze Fearless Investing Summit 2022

October 19-21, 2022

Salt Lake City, UT













 




Past Events

Speaking Engagements

Upcoming Events

Financial Planning INVEST June 16-17, 2022 New York, NY


WealthStack

 June 1-3, 2022 Miami, FL  


Morningstar Investment Conference  

May 16-18, 2022 Chicago, IL  


T3 

May 2-5, 2022 Denton, TX  


FSI OneVoice 

January 31-February 2, 2022 Dallas, TX


The MarketCounsel Summit

December 6-9, 2021Miami, FL


Financial Planning 

INVEST CONNECT

November 15-16, 2021

Virtual


#XYPNLIVE 2021

November 8-11, 2021Denver, CO


MMI Annual Conference

October 20-22, 2021

Virtual Event


Carson Excell

October 12-14, 2021

Las Vegas, NV


Riskalyze Fearless Week 2021

September 29 - October 1, 2021Palm Springs, CA


Next Chapter: ReThinking Retirement

June 16-17, 2021Virtual


Financial Planning INVEST Conference 

May 12-13, 2021


Riskalyze Fearless Week 2020 

Week of August 10, 2020 


BISA Annual Convention

March 3-6, 2020

Miami, FL


T3 Advisor Conference

February 17-20, 2020

San Diego, CA


FSI OneVoice

January 27-29, 2020

San Diego, CA


InVest West 2019

December 5-6, 2019

San Francisco, CA


Family Wealth Investment Strategies Summit

November 21, 2019

New York, NY


Investment News Future of Financial Advice

November 20, 2019

New York, NY

  

Riskalyze Fearless Investing Summit

October 2-4, 2019

Boston, MA


Investment Planning Counsel 2019 Fall Summit

September 22-24, 2019

Quebec City, Canada

 

ThinkAdvisor Webinar: 

How AI is Transforming Wealth Management

September 18, 2019

 

Wealth/Stack

September 8-10, 2019

Scottsdale, AZ

 

TheWealthAdvisor

Launching Your Own TAMP Webinar 

August 20, 2019

(TAMP Market Overview Slide)



InVest 2019

July 16-17, 2019

New York City, NY 


Family Office 

Fintech Summit

March 21, 2019

New York, NY 


BISA Annual Convention March 5-8, 2019

Miami, FL 

 

ABA Wealth Management & Trust

February 10-12, 2019 

San Francisco, CA


InVest West 2018

Speaker: Bank Wealth Management State of Play: Leveraging Technology to Accelerate Business Strategy

December 6-7, 2018

San Francisco, CA


ThinkAdvisor Webinar: 

5 Areas AI and Behavioral Tools Can Transform Your Advisory Business

November 29, 2018


InVest 2018

Speaker: AI in Wealth Management

July 10-11, 2018 ​

New York City, NY 


ABA Digital Banking Conference

June 6-8, 2018

Austin, TX


Family Office Fintech Summit 2018

March 13, 2018

New York, NY


BISA Annual Convention March 6-9, 2018 Miami, FL 


ABA Wealth Management & Trust 

February 25-27, 2018  

Austin, TX  

 

InVest 2017
July 11-12, 2017
​New York City, NY
​

BISA Annual Convention
March 16-18, 2017
Miami, FL

InVest 2016
June 16-17, 2016
​New York City, NY


 MMI Annual Convention April 20-21, 2016 Washington, DC 


 BISA Annual Convention March 16-18, 2016 

Miami, FL 


FinovateEurope
February 9-10, 2016
London, UK​


MMI Annual Convention
April 22-23, 2015
Charlotte, NC​

​

Bank Innovators Council May Lab Day
May 11, 2015

San Jose, CA​


​FinovateSpring 2015
May 12-13, 2015
San Jose, CA​


InVest 2015
June 18-19, 2015
New York City, NY​


​FinovateFall 2015
September 16-17, 2015
New York City, NY

FRA Managed Accounts and UMA Summit
September 28-29, 2015
New York City, NY


Speaking Engagements

Speaking Engagements

Speaking Engagements

We are available for speaking engagements at industry and corporate events.  


Past Speaking Engagements:


Financial Planning INVEST June 16-17, 2022 New York, NY


WealthStack 

 June 1-3, 2022 Miami, FL  


FSI OneVoice 

January 31-February 2, 2022 Dallas, TX


Financial Planning INVEST CONNECT

November 15-16, 2021

Virtual Event


MMI Annual Conference

October 20-22, 2021

Virtual Event


Next Chapter: ReThinking Retirement

June 16-17, 2021

Virtual


Financial Planning INVEST Conference 

May 12-13, 2021

 

Riskalyze Fearless Week: Advisor 2021: Top Advisors From Around The Country Share Their Ideas.


MMI Annual Convention

October 2020

Virtual


BISA Annual Convention

March 3-6, 2020

Miami, FL


InVest West 2019

December 5-6, 2019

San Francisco, CA

 

Riskalyze Fearless Investing Summit

October 2-4, 2019

Boston, MA


Investment Planning Counsel 2019 Fall Summit

September 22-24, 2019

Quebec City, Canada


Think Advisor Webinar: How AI Is Transforming Wealth Management, September 18, 2019


The WealthAdvisor Webinar: Launching Your Own TAMP

August 20, 2019








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