HOME PAGE      |      SUMMIT DETAILS      |      AGENDA      |      PRESENTERS      |      WHAT TO DO IN SRQ      |      CONTACT   

 

 

THE FIRST ANNUAL

TRUADVICE ELITE ADVISOR SUMMIT

TUESDAY, APRIL 26TH – THURSDAY, APRIL 28TH 2022

small-frond.jpg
day1.png
TUESDAY, APRIL 26

All Day:      Advisors arrive 6pm – 8pm                                                       Optional Welcome Drinks
                   Jack Dusty located in the hotel lobby

 

Stop by for a cocktail and to say hi to the TRUADVICE team if you’re up for it!

day3.png
THURSDAY, APRIL 28
WEDNESDAY, APRIL 27
day2.png

8am – 9am         Breakfast
                             Ca d’Zan Terrace

 

9am – 5pm          Presentations & Lunch
                              Ca d’Zan Meeting Room

 

6:30pm                 Dinner
                               The Ritz Carlton Beach Club 

8am – 9am      Optional Farewell Breakfast 

                          The Bickel Room

TA_logotype_blue.png

Advisory services offered through TRUADVICE, LLC, an SEC registered investment advisor (CRD No. 292482). TRUADVICE, LLC’s Form ADV Part 2A and Form ADV Part 3 are available free of charge at https://adviserinfo.sec.gov/. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. This material may include links to independent, third-party websites that are not affiliated with or controlled by TRUADVICE, LLC. When you follow a link to one of these sites TRUADVICE, LLC does not warrant the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information.  Any person or entity that relies on any information obtained from these sites does so at his or her own risk.