• Thursday Oct 25, 2018
• Start Time: 8:00AM
• End Time: 4:00PM
• Top Golf

Austin  Planners Conference

October 25, 2018

Top Golf
2800 Esperanza
Austin, TX  78758

Austin Planners Conference is our annual conference that draws in both members and non-member planners that are looking for professional development and lessons to grow their practice.  We bring in the top keynote speakers, as well as, nationally recognized practitioners for an all day event.  This is an ideal opportunity for Partners looking to commit a single day to reaching the 2500 financial planners in the Austin area.

Conference Package Levels

 

Title Sponsor  FILLED
Allianz

– Prominent placement at conference

– Prominent branding on Conference Bags

– Ten (10) minute sales presentation to entire conference before Keynote

– Conference Attendee Contact Info

– Marketing on all promotional materials

– 2 Golf Bays through entire first day of Conference (Including after-hours networking event)

– Includes 2 attendees

Happy Hour Sponsor  FILLED
Segall Bryant & Hamill

– Prominent placement at conference

– Five (5) minute presentation during Happy Hour

– Conference Attendee Contact Info

– Marketing on all promotional materials

– 1 Golf Bay through entire first day of Conference (Including after-hours networking event)

– Includes 2 attendees

Presentation Sponsor  FILLED
SEI Investments
Vestwell

– Opportunity to provide speaker for breakout session (presentation must be eligible for CFP, Insurance, or CPA CE. We can submit presentation for approval.)

– Conference Attendee Contact Info

– Marketing on all promotional materials

– Includes 2 attendees

Vendor Booths  FILLED
Bridgeway Capital Management
DPL Financial Partners
Family Financial Institute
Guggenheim Investments
Innovative Portfolios
Jensen Investment Management
Money Concepts
Red Oak Compliance
Splash Financial
Vanguard
XY Planning Network

– 1 Golf Bay during first day of conference (10am-4pm). Location is based on when payment is received.

– Marketing on all promotional materials

– Conference Attendee Contact Info

– Includes 2 attendees