TOP INDEPENDENT
ADVISORS SUMMIT

MARCH 14-16
ORLANDO, FL

​Barron’s is proud to offer this intimate and invitation-only event, where the nation's top independent financial advisors gather for an exclusive chance to share ideas, grow professionally, and network amongst their peers. 

The Barron's Top Independent Advisors Summit provides highly detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices. Much of the content is delivered by members of Barron's Top Independent Advisors, making this conference an extraordinary opportunity to share thoughts with peers and hear what is on the minds of leading practitioners in the industry as they move forward in the ever-changing market.

Agenda

 

mar 14

mar 15

mar 16

Previous agenda

Wednesday, March 14, 2018

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TIME & LOCATION

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SESSION

11:30 am – 8:30 pm

REGISTRATION / INFORMATION  DESK 

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12:00 pm – 2:00 pm

NETWORKING LUNCH 

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2:00 pm – 4:00 pm

PRE-CONFERENCE WORKSHOP

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5:30 pm – 6:30 pm

COCKTAIL RECEPTION

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6:30 pm - 8:30 pm

DINNER & SPEAKER

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8:30 pm – 9:30 pm

 

TOP 100 INDEPENDENT ADVISORS COCKTAIL RECEPTION

Thursday, March 15, 2018

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TIME & LOCATION

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SESSION

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7:00 am – 6:00 pm

REGISTRATION / INFORMATION DESK

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7:00 am – 8:00 am

BREAKFAST

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8:00 am – 9:00 am

GENERAL SESSION

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9:00 am – 9:15 am

REFRESHMENT BREAK

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9:15 am – 10:05 am

9:15 am – 10:05 am

9:15 am – 10:05 am

9:15 am – 10:05 am

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

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10:05 am – 10:20 am

REFRESHMENT BREAK

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10:20 am – 11:10 am

10:20 am – 11:10 am

10:20 am – 11:10 am

10:20 am – 11:10 am

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

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11:10 am – 11:25 am

REFRESHMENT BREAK

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11:25 am – 1:30 pm

LUNCH & GENERAL SESSION

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1:30 pm – 1:45 pm

REFRESHMENT BREAK

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1:45 pm – 2:35 pm

1:45 pm – 2:35 pm

1:45 pm – 2:35 pm

1:45 pm – 2:35 pm

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

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2:35 pm – 2:50 pm

NETWORKING BREAK

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2:50 pm – 3:40 pm

2:50 pm – 3:40 pm

2:50 pm – 3:40 pm

2:50 pm – 3:40 pm

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

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3:40 – 3:55 pm

REFRESHMENT BREAK

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4:00 – 5:00 pm

GENERAL SESSION

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5:00 – 6:00 pm

 

COCKTAIL RECEPTION

Friday, March 18, 2018

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TIME & LOCATION

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SESSION

7:00 am – 11:00 am

REGISTRATION / INFORMATION DESK

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7:00 am – 8:00 am

BREAKFAST

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8:00 am – 8:40 am

GENERAL SESSION

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8:40 am – 8:50 am

REFRESHMENT BREAK

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8:50 am – 9:40 am

8:50 am – 9:40 am

8:50 am – 9:40 am

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

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9:40 am – 9:50 am

REFRESHMENT BREAK

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9:50 am –10:40 am

9:50 am –10:40 am

9:50 am –10:40 am

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

CONCURRENT BREAKOUT

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10:40 am – 10:50 am

REFRESHMENT BREAK

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10:50 am – 11:35 am

GENERAL SESSION

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11:35 am – 11:45 pm

CLOSING REMARKS