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Not Just Another Conference

The marketplace for qualified plan services is intensely competitive, yet only a handful of advisors can truly claim they are improving the outcome for the participants. Our goal at Unified Trust is to work with advisors who want to focus on participant outcomes, and help educate the advisor who wants to get there.

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Why should you attend?

Educational Sessions

Learn the latest in industry trends
We're curating a fantastic agenda and speaker lineup, with topics including increasing your productivity, best practices from a former DOL investigator, retaining heirs and more! Many sessions are eligible for continuing education credit toward many different industry credentials.
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No Registration Cost

Take part in this unique opportunity
All conference sessions, continuing education, meals, materials and special networking events are provided to attendees at no registration fee! You only have to cover your travel and stay at the Hilton Palacio del Rio, for which we have an exclusive event rate of $199/night.
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Networking Events

Enjoy a private evening at the Alamo
We’ve set out to provide the ultimate San Antonio, Texas experience. The conference will take place at the Hilton Palacio del Rio, located on the famous downtown River Walk, and feature a living history experience and dinner at the historic Spanish Mission, the Alamo!
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Need more reasons to attend?

Keep up with industry trends
Further develop your business model
Position yourself in a crowded marketplace
Share best practices
Explore the famous San Antonio River Walk
Enjoy unique networking events
San Antonio River Walk, Texas

Explore San Antonio

Located on the famous River Walk in downtown San Antonio, the Hilton Palacio del Rio is within walking distance of many shops, restaurants and activities the River Walk has to offer.

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The Alamo in Texas

An Evening at the Alamo

Explore the heroes and events that have made the story of the Alamo captivating for generations. After a private tour, enjoy dinner and live music on the grounds!

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MARCH 8-10

San Antonio, Texas

Hilton Palacio del Rio
200 S. Alamo Street

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Before investing it is important that you understand that securities and insurance products involve risk and may lose value. They are not FDIC insured or insured by any Federal government agency and are not deposits of, guaranteed or insured by Unified Trust. Asset allocation of your investments does not guarantee a profit or eliminate the risk of loss of value of assets. Unified Trust cannot guarantee that any participant will achieve a successful retirement. Unified Trust does not provide tax, accounting or legal advice, and information presented about tax considerations is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors. Products and services offered by Unified Trust Company, N.A. are not insured by the FDIC, are not a deposit or other obligation of, or guaranteed by, Unified Trust Company, N.A., and are subject to investment risks, including possible loss of the principal amount invested.

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