Each year this symposium gets bigger and better. If you want the opportunity to work “on” your business rather than “in” your business, then you should be in attendance. Our attendees tell us how they grow personally and professionally each and every year.
Every year, financial professionals, attorneys, and accountants come together to share business ideas, meet friendly people and network.
Event
[What We Offer]
We Bring The Best Together
Advanced Speakers
Amazing key note and professional speakers to help take your business to new heights.
Food, Glorious Food
Breakfast, lunch, snacks and unlimited tea and coffee are all part of the ticket price. Networking dinners each night.
Super CE
Earn maximum CE credits for financial advisors, attorney's and CPA's. No need to worry about it later.
Incredible Crowd
We bring the best professionals together to learn from one another and build new and everlasting relationships.
It is these SPONSORS who make this all possible
Speakers
Listen and Learn
Who's Speaking?
Hear some of the best speakers across many industries, including inspirational key notes. It’s time to launch your business to new heights!
Scott Zuckerman
[Event Emcee]
Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® has dedicated his career
Joseph DiLeo
[CEO - Vision Financial Group]
Joseph L. DiLeo is dedicated to providing clients with both the professional and
Sam Terrazzino
[General Agent - Vision Financial Group]
Vision Financial Group of Upstate New York builds relationships with people by
Take Your Business To The Next Level In:
Schedule
[Our Timetable]
At What Time?
Below is the schedule of events. We have a great lineup of speakers and topics we know you will enjoy. Topics and speakers are subject to change.
12:00 pm - 2:30 pm
Arrivals
Event Registration
3:00pm - 4:00pm
Welcome / Opening Remarks
Welcome / Opening Remarks
7:30am - 8:30am
Breakfast & Networking
Breakfast and networking
10:15 am - 10:30 am
Break
Break
12:45 pm - 1:30 pm
Lunch - Networking
3:00 pm - 3:15 pm
Break
6:00 pm - 8:00 pm
Happy Hour / Dinner
7:30am - 8:30am
Breakfast
Breakfast and networking
11:45 am - 12:15 pm
Closing Remarks / What Are You Doing Tomorrow?
With so much content presented, what are you going to do when you return to the office? You will identify at least three goals along with action items.
12:15 pm
Adjourn
Register
[Register Now]
How Much?
Choose the below option that is best for you. No matter what, you won’t find an event of this magnitude at such an affordable price!
$
299
[No Accommodations]
2 Days
- – Symposium Entrance
- – Breakouts
- – Networking / Happy Hours
- – Earn All Your CE Credits
- – Breakfast, Lunch & Dinner (two days)
$
349
[Shared Room]
2 Days
- – Two Nights – Double
- – Symposium Entrance
- – Breakouts
- – Networking / Happy Hours
- – Earn All Your CE Credits
- – Breakfast, Lunch & Dinner (two days)
$
599
[Single Occupancy]
2 Days
- – Two Nights – Single
- – Symposium Entrance
- – Breakouts
- – Networking / Happy Hours
- – Earn All Your CE Credits
- – Breakfast, Lunch, & Dinner (two days)
$
3999
[Meal Sponsor]
2 Days
- – Two Nights
- – Symposium Entrance
- – Logo on Marketing
- – 6′ Table On Site
- – One-on-One’s
- – Networking/Happy Hours
- – Breakfast, Lunch & Dinner (Two Days)
- – Speaking Opportunity During Meals
$
2999
[Table Sponsor]
2 Days
- – Two Nights
- – Symposium Entrance
- – Logo on Marketing
- – 6′ Table On Site
- – One-on-One’s
- – Networking/Happy Hours
- – Breakfast, Lunch & Dinner (Two Days)
$
5999
[Event Sponsor]
2 Days
- – Two Nights
- – Symposium Entrance
- – 45 Minute Presentation
- – Logo on Marketing
- – 6′ Table On Site
- – One-on-One’s
- – Networking/Happy Hours
- – Breakfast, Lunch & Dinner (Two Days)
- – Speaking Opportunity During Meals
Testimonials
See What People Are Saying
What Are You Waiting For?