Forbes | SHOOK Palm Beach

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Agenda

Time, Session and Speaker

4:00 - 4:05pm

Welcome / Open Remarks

Derek Witte, Vice President, Market Leader, Invesco

 

4:05 - 4:30pm

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

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

 

4:30 - 4:40pm

State of The Advisor

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

KT Gallo, Executive Consultant, Invesco Global Consulting

 

4:40 - 5:30pm

From the Managing Partner’s Seat

KT Gallo, Executive Consultant, Invesco Global Consulting

Derek Witte, Vice President, Market Leader, Invesco

David Li, J.P. Morgan Wealth Management

Adam Carlin, Morgan Stanley Private Wealth Management

Eric Applewhite, Morgan Stanley Wealth Management

 

5:30 - 5:35pm

Invesco QQQ ETF: Invest with Innovators

Derek Witte, Vice President, Market Leader, Invesco

 

5:35 - 6:10pm

Liquidity Event Planning for HNW Clients

Tim Benzel, Head of Invesco Managed Accounts Fixed Income, Invesco

 

6:10 - 6:15pm

Closing Remarks

Derek Witte, Vice President, Market Leader, Invesco

 

6:15 - 7:30pm

Cocktails and Hors d’oeuvres