Financial Advisors/RIAs
$595
$695 onsite
Others
$1395
$1595 onsite
Group Rate
$100 off the prevailing rate each for teams of 3 or more.*
*Groups must register at the same time to qualify for the offer. Offer cannot be applied retroactively to existing registrations and cannot be combined with any additional offers or discounts. Discount based on prevailing registration rate.
Post-Conference Workshop:
Advisors and Others
$299**
**Group discounts do not apply to individuals who register for the post-conference workshop only.
Cancellation Policy
Substitutions may be sent at any time. All cancellations are subject to a $225 administration fee. To receive a refund, your written cancellation must be received a minimum of 21 days before the conference date. Refunds will not be issued after that date. Instead we will issue a Letter of Credit less the administrative fee of $225. The Letter of Credit can be used within 12 months from the starting date of the cancelled event. It can also be redeemed by any employee of your company.
To notify us of a cancellation and request a letter of credit, please send your name, contact details and the name, date, and location of the event to:
Summit Business Media
Attn: Events Customer Service
5081 Olympic Blvd.
Erlanger, KY 41018
Or email us at summitevents@sbmedia.com