Symposium Agenda

Wave Wave
the agenda

Two days of educational sessions and networking opportunities.

Conference Timeline

March 8th - Opening Reception
Welcome to San Antonio! We'll kick off the conference with an Opening Reception at 6:00pm at River's Edge located within the Hilton Palacio del Rio.
March 9th - Day One Begins
Join us at 8:00am for a breakfast and check in at registration to receive your Advisor Symposium tote with conference materials.
Full Day of Sessions
A full day of educational sessions including "Hyperfocus: How Advisors Can Be More Productive in a World of Distraction" and "Retaining Heirs: How to Connect With Your Next Generation of Clients."
An Evening at the Alamo
A special evening at the Alamo where you'll have the opportunity to visit and explore the historic Spanish Mission followed by dinner and live music while networking with other attendees.
March 10th - Day Two Sessions
A half day of educational sessions including, "Plan Management: Through the Eyes of a Former DOL Investigator" and "Fiduciary Cowboy: Standing Tall in an Upside Down World."
Conference Concludes
Closing remarks will take place at 12:00pm and to-go lunches will be provided. Stay and eat or take with you!

Full Agenda Coming Soon!

Agenda is subject to change.

PROGRAM CONTENT DISCLAIMER: The statements and materials presented at the 2021 Advisor Symposium by non-Unified Trust, a division of American Trust Company speakers are solely the opinions of the speakers and do not necessarily represent the opinion or position of Unified Trust, a division of American Trust Company, and assumes no responsibility for the content of the statements and materials presented by non-Unified Trust, a division of American Trust Company speakers at this conference.

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