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RIA / Wealth ManagementIn-Person
Personal Wealth Conference 2027
Scholar Financial Advising
About This Event
A private, curated gathering of investors, business owners, and high-net-worth families for two days of focused conversations on markets, strategy, and long-term wealth planning. The conference features expert-led sessions with no sponsors, sales pitches, or large expo halls—just substantive conversations and meaningful connections among attendees.
Location
Event Details
- Speakers
- 3
- Scope
- Private, curated gathering of investors, business owners, and successful families
Featured Speakers
Marty MalloyStephan Shipe Ph.D. CFA CFP®Deon Strickland Ph.D.