2023 Forbes | SHOOK Forum

The Umstead Hotel | 100 Woodland Pond Dr, Cary, NC | August 29, 2023

The Umstead Hotel

100 Woodland Pond Dr, Cary, NC
August 29, 2023


4:00 - 6:00pm - Managing Partner Symposium
6:00 - 8:00pm - Networking Cocktail Reception and Dinner

Business Casual

Exclusively for Top Advisors & RIAs


Sample Sessions

  • R.J. talking about the science behind success
  • Connect With Your Clients
  • Enhance Your Business
  • Optimize Your Portfolios

 

Sponsored by

Shook Research

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Tuesday,
August 29, 2023

TIME

SESSION & SPEAKER

4:00 - 4:05pm

Welcome

  • Wesley Vance, Senior Advisor Consultant, Invesco

4:05 - 4:50pm

The Science Behind Success: How Every Advisor Should Plan for the Future

  • R.J. Shook, Co-Founder & President, SHOOK Research, Senior Forbes Contributor

4:50 - 5:10pm

Evolving Your Business for Success

  • Dave Thomas, Executive Consultant, Invesco Global Consulting

5:10 - 5:15pm

Invesco QQQ: Help Power Your Portfolio with Innovation

  • Wesley Vance, Senior Advisor Consultant, Invesco

5:15 – 5:50pm

Liquidity Event Planning for HNW Clients

  • Stan Domanski, SMA Specialist, Invesco Managed Accounts

5:50 - 6:00pm

Closing Comments

  • Wesley Vance, Senior Advisor Consultant, Invesco

6:00 - 8:00pm

Networking Dinner

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

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