Looking for a hands-on experience to navigate the EQIS investment platform?

New this year is the EQIS Power User Summit that will connect you with EQIS platform experts to guide you through everything that we have to offer. This intimate group will leave with an in-depth understanding of how to run reports, locate client information, and important resources. This session is perfect for administrative and office employees, but we welcome all financial advisors to attend as an add-on to their registration.

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Pricing:

  • Power User Summit Only: $400

  • Financial Advisor Add-on to EQIS World Registration: $250

Includes: Ground transportation, 2-night hotel accommodations
(one additional night for add-on registration fee), all meals during
conference events and educational meeting on May 11.


Agenda*

Friday, May 10th
Arrivals All day

6:00 PM - 10:00 PM Evening Event with EQIS World Attendees


Saturday, May 11th

7:30 AM- 8:30 AM Breakfast

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.



*All Topics and Speakers Subject to Change