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Fi360 Unveiled Agenda and Keynotes for 2019 Annual Conference


PITTSBURGH, PA, January 31, 2019 -- Fi360, the nation's leading provider of fiduciary-related education and technology, unveiled the agenda and keynotes for its 2019 annual conference, which will take place April 3-5, 2019, in Nashville, Tenn., at the Omni Nashville Hotel.

Fi360 is celebrating a landmark 20 years of fiduciary excellence. For the last 15 years, the Fi360 Conference has established itself as a leading destination for investment professionals looking to advance their fiduciary knowledge. The event gives more than 750 attendees from around the world the opportunity to participate in compelling fiduciary-focused workshops and discussions and learn from the industry's best and brightest.

Highlights from this year's agenda include:

  • A keynote from Liz Ann Sonders, Senior Vice President and Chief Investment Strategist at Charles Schwab, at the kickoff of the event. Ms. Sonders will detail the firm's U.S. financial markets outlook and what's moving the markets, as well as what fiduciary-focused advisors need to monitor in the current environment.
  • Author Tara Westover will give the second keynote, discussing her critically acclaimed memoir, "Educated," which spent 32 weeks on The New York Times best-seller. Ms. Westover will share her inspiring story of overcoming adversity to achieve a formal education and how it led to personal and professional success.
  • 35 unique educational sessions taught by prominent industry influencers and covering a range of topics, including tips for working with charitable boards, an introduction to ABLE accounts and special-needs planning, advisor branding and messaging to foster trust with clients and ways to reinvigorate 401k plans. Featured speakers include Michael Kitces, Fred Reish, Rebecca Hourihan, Bonnie Sewell, Shelby George, Sheri Fitts and others.

Registration information and the full agenda can be found at www.fi360.com/2019Conference.

About Fi360

Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter or on LinkedIn.


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