FA Connect Spring '18

About SalesforceThe enterprise cloud computing leader. Our social and mobile cloud technologies -- including our flagship sales and CRM applications -- help companies connect with customers, partners, and employees in entirely new ways. We help advise 'Financial Services' companies specifically focused on Wealth / Asset Management / Insurance / Investment / Real Estate / Employee Benefits / Venture Capitals / Retail & Commercial Banking / Credit Unions.About RTS LabsRTS Labs is a progressive software development firm trusted by leaders of high-growth companies to build their products and automate their processes, enabling them to achieve unprecedented efficiency.We can support every aspect of the software and product development life cycle, from feasibility analysis, user experience design, and prototyping, to the development of scalable, winning solutions. Our data team goes beyond everyday reporting to mine, segment, and deliver game-changing insights for our clients.

Salesforce & RTS Labs

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The business of financial advice is set for disruption. Join us to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement.
</DIV>
 Speakers: 
<UL>
<LI>Jon Fussell - LCDR (Retired) USN -20 Year Navy SEAL & CEO</LI>
<LI>Wayne Hewett - CFP - Senior Consultant Raymond James</LI>
<LI>Ryan Sullivan - MIT Age Lab</LI>
<LI>Layne Brodie - Senior Solution Engineer, Salesforce</LI>
</UL>
Agenda: 
<UL>
<LI>Lunch and Networking (11:30am - 1pm)</LI>
<LI>Discussions (1pm - 4pm)</LI>
<UL>
<LI>Jon Fussell: Patriot Leadership Development - Focus, Leadership, and Teamwork</LI>
<LI>Ryan Sullivan: The Future of Advice for 2018 & Beyond</LI>
<LI>Wayne Hewett: What's Your Plan? - Succession & Catastrophic Rick Planning</LI>
<LI>Layne Brodie: Improving the Client's Journey Through Technology</LI>
</UL>
<LI>Happy Hour & Networking (4pm - 5pm)</LI>
</UL>

Chesapeake Conference Center

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FA Connect Spring '18

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FA Connect Spring '18

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