2024 Regional V.I.S.I.O.N. Lite Conference

Dallas, TX Regional Conference March 27th - 28th

V.I.S.I.O.N. Lite Regional Conference Agenda Wednesday March 27th 1:00 PM – 2:00 PM: Arrivals and Check-ins 3:00 PM – 4:30 PM: Next Gen Partner Panel Discussion on Career Opportunities in Wealth Management 4:45 PM – 6:30 PM: AAAA Career Fair for Next Gen. and Career Changers 4:45 PM – 6:30 PM: AAAA Co-Branded Reception – Sponsorships Available

Thursday March 28th 8:00 AM – 8:50 AM: Breakfast + Networking Session 9:00 AM– 10:30 AM: Investment Outlook and Perspectives on Domestic and Global Economies 10:50 AM – 12:20 PM: Optimizing Your Clients' Savings Through Tax-Efficient Investment Allocation 12:20 PM –1:20 PM (Lunch): Panel Discussion - Sponsored 1:30 PM – 3:00 PM: Improve Revenue for Registered Investment Advisors with Client SubscriptionBased Models 3:10 PM – 4:10 PM: Client-focused Investment Strategies for RIA Practices 5:05 PM – 5:25 PM : V.I.S.I.O.N. Lite Regional Conference Closing Remarks – AAAA Team 5:30 PM-7:30 PM: AAAA Meetup in Partnership with J.P. Morgan Chase

Thursday March 28th 9:00 AM– 10:30 AM: Investment Outlook and Perspectives on Domestic and Global Economies.

Session Description: Investment outlook and perspectives on domestic and global economies" is a dynamic and thought-provoking panel discussion designed to explore the impact of continuously changing contours of the global economy. This session aims to provide a deep dive into the latest economic trends, theories, and predictions, considering how global events, technological advancements, and policy shifts are reshaping the economic landscape.

Our panel of esteemed economists and financial experts will offer insights into the evolving nature of economic thought, analyzing how traditional models are being challenged and redefined in response to new global realities. The discussion will encompass a range of topics including the impact of globalization, the rise of digital economies, shifts in trade and labor markets, and the influence of environmental and geopolitical factors on economic stability.

Participants will be encouraged to examine how these changes affect not only global markets but also individual businesses and financial strategies. The panel will also explore the implications of these shifts for investors, policymakers, and business leaders, providing them with the knowledge to navigate this complex and ever-changing environment effectively.

This session is particularly suited for those interested in understanding the broader economic context in which they operate, including business professionals, investors, policy advisors, and academics.

Attendees will leave with a greater appreciation of the complexities of the global economy and how to adapt to its continual transformation.

10:50 AM – 12:20 PM: Optimizing Your Clients' Savings Through Tax-Efficient Investment Allocation Session Description: Optimizing your clients' savings through tax-efficient investment allocation” is an essential panel discussion aimed at equipping financial advisors with advanced insights into tax optimization strategies for their HNW prospects and clients. This session is designed to explore the intricacies of tax efficient investment strategies that can significantly enhance the profitability and operational effectiveness of a practice.

Throughout the discussion, our expert panelists will delve into a range of proven methods for minimizing tax liabilities while adhering to legal and ethical standards. They will shed light on innovative techniques and best practices for integrating tax efficiency into everyday business processes. The conversation will cover crucial topics such as understanding the latest tax regulations, identifying key areas for tax savings, and the role of tax planning in long-term business sustainability.

Attendees will gain valuable knowledge on how to leverage tax strategies not only to benefit their practice but also to provide added value to their clients. This includes insights into how effective tax management can lead to better financial planning and investment decisions.

Ideal for financial advisors, accountants, and estate planning attorneys, this panel offers a unique opportunity to learn from industry leaders. Participants will leave with a deeper understanding of how tax efficiency can be a powerful tool in enhancing the overall performance and success of their practice.

Thursday March 28th 12:20 PM –1:20 PM (Lunch) Panel Discussion - Sponsored 1:30 PM – 3:00 PM: Improve Revenue for Registered Investment Advisors with Client Subscription-Based Models Session Description: Improve revenue for Registered Investment Advisors with client subscription-based models” will feature a comprehensive panel discussion designed to delve into the emerging trends of subscription-based revenue models for the Registered Investment Advisor (RIA). This insightful session aims to shed light on the strategic implementation of subscription models, exploring their potential to revolutionize traditional revenue streams.

Panelists will engage in an in-depth exploration of how these models can offer more predictable income, enhanced client relationships, and a steady cash flow, contrasting them with traditional one-time fee structures.

The panel will feature industry experts and thought leaders who will share their experiences, best practices, and innovative approaches. They will discuss the challenges and opportunities associated with transitioning to a subscription-based model, providing attendees with real-world examples and actionable insights. Key topics include pricing strategies, client retention techniques, value proposition enhancement, and adapting to changing market dynamics.

This discussion is tailored for practice managers, financial advisors, business strategists, and anyone interested in understanding how subscription-based models can lead to sustainable growth and client satisfaction in the modern business landscape.

Thursday March 28th 3:10 PM – 4:10 PM: Session Title: Client-focused Investment Strategies for RIA Practices Session Description: Client-focused Investment Strategies for RIA Practices” is an insightful panel discussion aimed at Registered Investment Advisors (RIAs) seeking to refine their asset allocation and investment strategies to serve their clients better and enhance their practice. This session will delve into how financial advisors can develop and implement investment approaches that are effective and highly customized to meet the specific needs of their client base.

Our panel will consist of experienced financial advisors and investment strategists who will share their expertise in creating bespoke investment solutions. The discussion will cover a range of topics, from understanding the unique financial goals and risk profiles of RIA clients, to leveraging cutting-edge tools and technologies for portfolio management. Panelists will also explore how RIAs can differentiate their practices through specialized investment strategies, including ESG (Environmental, Social, and Governance) investing, alternative investments, and tactical asset allocation.

Key highlights of the session include practical advice on navigating market volatility, regulatory considerations for RIAs, and insights into building long-term client relationships through tailored investment advice. This discussion is ideal for financial advisors who wish to stay ahead in a competitive market by offering more personalized and sophisticated investment solutions.

Attendees will leave with actionable strategies and deeper knowledge on how to enhance their practice's value proposition through customized investment approaches, ultimately leading to improved client satisfaction and business growth.

5:05 PM – 5:25 PM : V.I.S.I.O.N. Lite Regional Conference Closing Remarks – AAAA Team 5:30 PM: AAAA Meetup in Partnership with J.P. Morgan Chase 7:30 PM: AAAA Meetup Concludes