Forbes | SHOOK Palm Beach
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Agenda
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