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We Invite You to San Diego

Meet with your peers and hear from industry experts on a variety of timely practice management and technology topics. ​It’s a great opportunity to take back what you’ve learned at the conference and apply it to your practice.

The SSG Conference is Free to Attend! All you need to do is register

At The Beautiful Paradise Point Resort & Spa

Visit Paradise Point

Past Speakers Have Included

Joel P. Bruckenstein, CFP
Joel P. Bruckenstein, CFP
Publisher of the Technology Tools for Today (T3) newsletter and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors as well as the Technology Tools for Today (T3) Enterprise Conference.
Bob Veres
Bob Veres
Bob Veres is editor and publisher of the Inside Information interactive guide to trends and innovations in the profession, and contributing editor and columnist for Financial
Planning magazine. In addition, Mr. Veres co-produces the Insider’s Forum conference for independent financial
advisory firms.
Bonnie Sewell
Bonnie Sewell
Bonnie Sewell has been working with families as a Certified Financial Planner for families since 1992. She also earned the Accredited Investment Fiduciary, AIF®, designation and Certified DivorceFinancial Analyst designation, CDFA™.
2018 Speakers to be Announced Soon

2017 Highlight Reel

Thank You To Our National Sponsor

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