Wednesday, May 8

8:00 AM - 1:00 PM Pre-Conference Advisory Council Meeting

4:30 PM - 5:30 PM Sponsor Meeting

6:00 PM - 9:00 PM Welcome Reception

 

 
 

Thursday, May 9

8:30 AM - 9:00 AM Opening Remarks by EQIS’s CEO

9:00 AM - 10:00 AM Economic Outlook: Kenneth Kim

10:00 AM - 10:45 AM Money Manager Presentation

10:45 AM - 11:05 AM Break

11:05 AM - 11:25 AM Money Manager Presentation

11:25 AM - 11:55 AM EQIS Due Diligence Process

11:55 AM - 12:15 PM Money Manager Presentation

12:15 PM - 1:00 PM Lunch

1:00 PM - 1:45 PM Money Manager Panel Session

1:45 PM - 2:05 PM EQIS Marketing Update

2:05 PM - 2:25 PM Money Manager Presentation

2:25 PM - 2:55 PM EQIS Technology Update

2:55 PM - 3:15 PM Money Manager Presentation

3:15 PM - 3:45 PM EQIS Investment Update

3:45 PM - 4:00 PM Closing Remarks

6:00 PM - 10:00 PM Evening Event- Reception and Dinner at Oracle Park

Join us this evening as we bus over to the home field of the San Francisco Giants, Oracle Park. While the
Giants will not be playing, we will have a once in a lifetime opportunity to explore the club level and take in the breathtaking view of the park and the bay beyond. Dinner will be provided and tours of the park will be available throughout the evening.


 
 

Friday, May 10

8:30 AM - 8:45 AM Opening Remarks by EQIS CEO

8:45 AM - 9:45 AM Guest Speaker: Mark Zinder

10:35 AM- 10:55 AM Break

10:55 AM - 11:15 AM Money Manager Presentation

11:15 AM - 11:45 AM EQIS Sales Update

11:45 AM - 12:30 AM Money Manager Panel Session

12:30 PM - 1:15 PM Lunch

1:15 PM - 1:35 PM Money Manager Presentation

1:35 PM - 1:55 PM EQIS Compliance Update

1:55 PM - 2:25 PM EQIS Operational Update

2:25 PM - 2:45 PM Money Manager Presentation

2:45 PM - 3:30 PM Money Manager Panel Session

3:30 PM- 3:45 PM Closing Remarks

6:00 PM - 10:00 PM Evening Event- Wild West Dinner Cruise and Casino

This evening will board the Empress Hornblower for a Reception and Dinner in the San Francisco Bay. The theme this evening will be Wild West and costumes are strongly encouraged. After dinner, enjoy the sights as we open up the casino for some friendly card games.


 
 

Saturday, May 11

The Power User Summit is an additional cost.
For more information, go to
Power User Summit

7:30 AM- 10:00 AM Breakfast for all Attendees (Power User Summit Starts at 8:30 AM)

8:30 AM - 9:00 AM Opening Remarks by EQIS’s CEO

9:00 AM - 9:45 AM Getting to Know Our TAMP

9:45 AM - 10:30 AM How to Create an IPS, Proposal and One Ap

10:30 AM - 10:50 AM Break

10:50 AM - 12:00 PM Platform Best Practices

12:00 PM - 1:00 PM Lunch

1:00 PM - 1:30 PM EQIS Social Security Advantage

1:30 PM - 2:00 PM Tax Season Recap

2:00 PM - 2:30 PM Sales/ Operations Panel Discussion

2:30 PM - 3:00 PM Open Forum Question & Answer Session

3:00 PM- 3:15 PM Closing Remarks

6:00 PM - 9:00 PM Evening Event- Dinner at the Dorian San Francisco

Tonight we will head over to the Dorian in the San Francisco Marina District for dinner. The evening will start with a Noir- inspired party game- staring all of our attendees, and end with a sit down dinner.

 

*Schedule Subject to Change