THANKS TO OUR SPONSORS
THANKS TO OUR SPONSORS
step up YOUR TECH
The latest innovations in financial management.
Learn about the tech in hands-on demonstrations that will give you the upper hand in implementation. What new trends and tactics will be the game changers of 2022? Find out at our summit and take the advancements in stride.
step up YOUR GAME
Tee Up for the Sowell Summit
Reserve your spot (limited space) at the tee box at TPC Four Seasons Golf Club, a Certified Audubon Cooperative Sanctuary, where you will enjoy an array of native and ornamental plants and wildlife inventory while you step up your game. Sowell will be picking up the green fees for conference registrants on a first-come, first-served basis. GOLF EVENT FULL.
Tee time is 2 pm Friday, April 22.
DAY 3 HIGHLIGHT
Volatility – Friend or Foe?
Learn how volatility can be used to minimize losses in risk assets like stock indexes as long-term investors ride-out market swings. In a world where the risk of a market decline has increased, but inflation threatens any cash, meet the Equity Armor team to learn how to manage risk using a volatility hedge.
Strategies to help you better connect with new clients, strengthen the relationships you have with existing partners and build the connections that will help your business continue to climb.
DAY 2 HIGHLIGHT
Elevating your Practice Value
David will be kicking off Day 2 of our conference by sharing valuable insight to “Elevate” your practice. Recognized as a powerhouse in the RIA industry M&A world, he will focus on building and running a business to drive valuations higher. David’s best practices and actionable strategies will be worth the trip.
Continue your climb to the top with presentations and hands-on demos that will allow you to build your base, grow your scale, and address the challenges that come with your ascent.
step up THE EXPERIENCE
All-inclusive conference experience
Whether you’re attending evening meetings poolside or joining colleagues at the Friday morning Bloody Mary bar, we’ll provide top-notch food and beverages to compliment every occasion. We’ll help you keep your work/life balance with entertainment that brings out the best of Texas’ local artists – of many different styles for your different tastes.
DAY 1 HIGHLIGHT
Get inspired by one of Wall Street Journal’s top 10 most inspirational speakers.
Chad is a best-selling author, president of his own communications company, and recognized world-class wheelchair athlete. In 2001, at the age of 27, Chad’s life changed in an instant when a 2,000-pound bale of hay shattered his neck, leaving him a quadriplegic. But Chad’s dreams were not paralyzed that day—indeed, he set out to become an example of what is possible.
Get focused on your journey to the summit with a series of inspirational and centering keynote speakers. Sample hospitality that will help you connect with your team and prepare you for the next steps of your experience.
step up YOUR STAY
Four Seasons in Dallas
Enjoy ultimate golf experiences by day and celebrate with dinner by the pool at night.
A Certified Audubon Cooperative Sanctuary and Environmental Leader in Golf Award winner, the 18-hole, par-70 championship course offers every golfer the opportunity to have amazing encounters with nature and wildlife all while enjoying the game. The lone star state promises five-star dining from traditional ribeyes and filets to modern continental cuisine.Whether poolside or inside, the food and fun are always top of the menu. Plus, you can extend your stay at the Sowell Summit reduced room rate. Special drawing for 2-night room credit is at noon on Friday, April 22. Must be present to win.
April 20-22, 2022