Join us for an exclusive educational event designed for financial professionals serving high-net-worth clients. This conference will bring together respected industry leaders and subject matter experts to share timely insights, advanced planning strategies, and practical solutions for today's most complex client needs.
Attendees can expect engaging presentations on advanced planning concepts, Medicare planning considerations, advisor best practices, and a motivational keynote, along with opportunities to network with peers and industry partners. Whether you're looking to strengthen your expertise or build valuable professional connections, this conference will provide actionable takeaways to help you better serve your clients and grow your practice.
Registration Rates: Members: $25 | Non-Members - $40
Location: 255 Parkshore Drive, Ste 120, Folsom CA 95630
Liz Daffner is the founder of Diligence Wealth Management, has built her practice around helping clients make confident decisions through some of life’s biggest financial transitions.
But confidence isn’t just something clients need. It’s something advisors need, too.
Drawing from the principles in The Confident Mind by Dr. Nate Zinsser, Liz’s Confident Advisor presentation explores how the way we think, prepare, and talk to ourselves can directly affect how we show up with clients, prospects, and in our businesses. She brings the perspective of a practicing advisor who understands the pressure to perform, make decisions, communicate with conviction, and keep moving forward when things don’t go perfectly.
Liz will kick off the day with practical ideas advisors can use to strengthen confidence, quiet unnecessary self-doubt, and show up more intentionally in the moments that matter.
Details coming soon!
More Details coming soon!
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