Tuesday, March 4, 2014

1:30 p.m.
Registration Opens

2:00 p.m. - 2:10 p.m.
Welcome Reception and Remarks

2:10 p.m. - 3:00 p.m.
Helping your HNW and Small Business Owners Navigate the Affordable Care Act

3:10 p.m - 4:00 p.m
2014 Tax Update for Financial Advisors

4:10 p.m. - 5:00 p.m.
Making the Most of the CPA-FA Partnership

5:00 p.m. - 5:15 p.m.
Closing Remarks

5:15 p.m. - 6:15 p.m.
Networking Cocktail Reception

Registration is FREE to qualified participants.

This is an invitation only event and seating is limited. Attendance is open to wirehouse advisors with $50-$200M AUM. Participants should be Series 7 licensed.

Please apply now to participate.

*Registration does not guarantee participation. We reserve the right to rescind your invitation should you fail to meet our attendee criteria.



Please make checks payable to SourceMedia and include the name(s) of the attendee(s) on the face of the check. We accept American Express, Discover, Visa, and MasterCard. Registration fees include all meals, refreshment breaks, receptions and a copy of the conference workbook. In order to receive early bird discounts, special rates or promotions, full payment must be made prior to the offer expiration date. Any registration not paid in full at that time of offer expiration date will be subject to the current rate. Full Payment must be received 14 days prior to the event or your registration will automatically be cancelled. Registrations with declined or invalid credit cards will not be processed. Substitutions and Cancellations:

Substitutions and Cancellations:

Substitutions may be sent at any time. No refunds or letters of credit are available later than the event Cut Off Date (14 Days prior to start date). All cancellations must be made in writing, submitted within 90 days prior to the Cut Off Date of the event and will be subject to a cancellation fee equal to 50% off the registration fee or a Letter of Credit which will cause forfeiture of the entire registration fee but allow one admittance to a future SourceMedia event to be used in the same year. No refunds will be issued on any Exhibit Hall Only passes.


SourceMedia reserves the right to cancel an event at any time. SourceMedia reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change.

For more information regarding administrative policies such as complaints and refund, please contact our Offices at 800-803-3424.