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2017 T3 Conference - Advisor Edition

Phil Galanty

Tuesday, February 14, 2017 at 1:00 PM

2017 T3 Conference - Advisor Edition

Ticket Information

Ticket Type Sales End Price Fee Quantity
Early Bird - Financial Advisor Ended $399.00 $0.00
Financial Advisor Feb 17, 2017 $499.00 $0.00
Broker Dealer Executive Feb 18, 2017 $499.00 $0.00
Additional Exhibiting Sponsor Representative Feb 5, 2017 $499.00 $0.00
Allied Professional
Ticket type is for those who deliver product or services to the public or support financial advisors and are not a current exhibiting sponsor representative. MUST BE PRE-APPROVED by contacting Phil galanty at: pgalanty@aimmeetings.com to verify your acceptance before registering.
Feb 18, 2017 $599.00 $0.00

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Event Details

ATTENDEES - Welcome to T3 Advisor Edition 2017!

Financial advisors learn to connect, integrate, and transcend at T3 Advisor 2017.

 

HOTEL RESERVATIONS: https://aws.passkey.com/event/14803872/owner/4882/home

 

If you have questions or problems registering, please contact our administration Bryony Moffitt at: Events@aimmeetings.com

 

Conference Cancellation Policy:

If you register for the conference then later cancel, we will apply a $50 administration fee before refunding the balance due to you. This offer applies only if your cancellation notice is received before 10/1/16 at 11:59pm ET. If you paid by credit card but requested your cancellation 27 days after your initial registration but before the cancellation deadline of 10/01/16 at 11:59pm EST, a refund check will be mailed to your address of record. There will be no EXCEPTIONS to this policy as we have a number of commitments we need to make and pay for after a set date. Registrants can transfer their registrants to another person. Contact Bryony Moffitt at: bmoffitt@aimmeetings.com if you need to transfer your registration. It will be the responsible of the attendee to handle any money exchanges, if applicable.

 

SPONSORS

Dear Friends:

We would like to extend to you a special invitation to join us for our 2017 Virtual Office NewsTechnology Tools for Today® T3 Conference, to be held on February 14-17, 2017 at the fabulous Hyatt Regency Orange County, Garden Grove, California.

If you are new to the Technology Tools for Today® Conference, you will learn what our existing sponsors already know: the benefits of sponsoring are three-fold.  First, T3 gives you access to the highest level of independent financial advisors, all of whom come to T3 to make purchase decisions in line with their strategic technology visions, as influenced by you, the sponsor.  Second -- and not so obvious to new sponsors -- is the collegiality in the exhibit hall that lends itself to collaboration and deal-making between and amongst T3 sponsors.  Many sponsors tell us they benefit as much from the interaction with potential technology partners as they do the advisor attendees.  And third, T3 gains more and more press coverage by major news outlets every year, which benefits our sponsors by publicizing their latest expansion efforts and new product/service announcements."

Technology expert Joel Bruckenstein will co-chair the conference.  If you provide technology/practice management support to the financial advisor community, this is the one event of the year that specifically targets and connects you to those advisors who most need your services. 

For 2017, we will be offering four levels of sponsorship- Platinum plus, Platinum, Gold and Silver.  Each level’s benefits are described in the enclosed sponsorship forms.  We are offering your firm the option to garner further recognition with additional sponsorship opportunities listed in the enclosed sponsor forms.

Find out why technology leaders such as: Fidelity Investments, TD Ameritrade, Salesforce, AppCrown, along with: Advent, have chosen to sponsor the Technology Tools for Today® T3 Conference.  This event will be a great success, and we sincerely hope to welcome your firm to our family of sponsors. 

 

PAYMENT OPTIONS FOR SPONSORS:

Check your desired sponsorship level. Each Sponsorship level has two different options:

 

Pay in full

You will have the option to do so by credit card (Click 'register') or by check/ bank transfer (Click 'show other payment options').

 

Payment Plan 

Please select the 'Pay by Instalments' ticket and add a note to your registration indicating which sponsorship level you would like to purchase. We will then contact you to arrange payment. 

 

Checks should be made payable to: Virtual Office News LLC. 

Address to -

C/O AIM Meetings & Events Inc.

212 South Henry Street, Suite 200,

Alexandria, VA 22314

 

If you have questions or problems registering, please feel free to contact -

Bryony Moffitt at: 703.549.9500 or bmoffitt@aimmeetings.com 

We are more than happy to walk you through the full registration process.



Cancellation Policy: Deposits are non-refundable.  All cancellations must be made in writing and will be subjected to a $500 cancellation fee.  If cancellation occurs after October 30, 2016 and before December 1, 2016, 50% of the total sponsoring fee agreed upon in sponsor’s Application/Contract to Exhibit will be due and payable with written cancellation. If cancellation occurs on or after December 1, 2016, 100% of the total sponsoring fee agreed upon in sponsor’s Application/Contract to Exhibit will be due and payable with written cancellation. The conference reserves the right to cancel sponsor exhibits if strikes, natural disasters, disruption in the transportation network or other events make it impossible or invasive to hold exhibits. If cancellation occurs under this provision, exhibit fees will be refunded to the extent funded by cancellation insurance.  Workshop fees are non-refundable.

 

HOTEL RESERVATIONS: https://aws.passkey.com/event/14803872/owner/4882/home

Have questions about 2017 T3 Conference - Advisor Edition? Contact Phil Galanty

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When & Where


Hyatt Regency Orange County
11999 Harbor Boulevard
Garden Grove, CA 92840

Tuesday, February 14, 2017 at 1:00 PM


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Organizer

Phil Galanty

AIM Meetings and Events

703.867.1875 

Pgalanty@aimmeetings.com

  Contact the Organizer

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