Alex Mercer

James Rockwood

James Rockwood is the founder of CapIntel, a sales enablement platform for financial advisors and asset management sales teams. CapIntel’s clients include tier 1 financial...
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ALY DHALLA

Aly Dhalla, CEO & Co-Founder, Finaeo Aly brings with him over a decade of experience spanning financial services, executive leadership and entrepreneurship. He has spent...
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IAFP VIRTUAL SYMPOSIUM

3 Day Symposium, September 22 – 24

EARLY BIRD PRICE – ENDS JUNE 30TH

Members: $395.00 plus tax  | Non-Members: $495.00 plus tax

Sneak A Peek/Advanced Education Day

1 Day Event, September 22nd:

$150.00 plus tax

AFTER JUNE 30

Members:$495.00 plus tax  | Non-Members: $595.00 plus tax

* Please be sure to include your MAILING ADDRESS in order to receive your delegate package