Philadelphia, PA - Asset-Map Holdings, Inc. (“Asset-Map”), the premier modern financial planning tool for financial professionals, today announced the agenda and benefactor partner for AdviceTech.LIVE 2024, its annual, virtual advisor technology showcase event.
Taking place on November 12th and 13th, net sponsorship proceeds raised over the two-day event will be contributed to Philly Phinancial Literacy Week Inc., an organization dedicated to expanding access to economic resources and education throughout the United States, while ultimately improving financial stability within underserved communities.
Now in its fifth year, AdviceTech.LIVE has raised over $140,000 for charitable causes and industry organizations integral to improving the wealth management industry, such as The American College Center for Economic Empowerment and Equality, the CFP Board’s Diversity and Inclusion initiative, Invest in Others, and The Leukemia & Lymphoma Society, in memory of Gavin Spitzner, a longtime advisor technology expert and consultant.
In addition to hosting over 2,000 anticipated financial advisors, firms, and students, this year’s event, which is complimentary to attend for the second consecutive year, will showcase speed demos for 20 of the leading technology firms in wealth management and focus on how industry professionals can elevate their human experience through financial technology. The event will also feature six keynote speakers:
- Erin Wood - Senior Vice President of Financial Planning and Advanced Solutions, Carson Group
- Jamie Hopkins - Chief Wealth Officer, WSFS Bank
- Tyrone Ross Jr. - CEO of 401 Financial
- John Butler - CEO of Dimensional Fund Advisors
- Michael Kim - CEO of AssetMark
- Paul Klauder - Executive Vice President, Head of Independent Advisor Solutions Unit of SEI
“This is one of my favorite times of the year, as it remains incredibly rewarding to see both new and old friends across the wealth management community come together to share what they are building for the future of our industry at AdviceTech.LIVE,” said host H. Adam Holt, CFP, ChFC, Asset-Map’s Founder and CEO.
“We’re excited to share our own perspective on how Asset-Map is reimagining financial planning to focus on collaboration and inclusion while continuing to learn from our peers across the industry. Most importantly, I’m thrilled that we’ll be coming together to support Philly Phinancial Literacy Week. Philly Phinancial has achieved tremendous things in our local communities, and we share their beliefs that society is better served when we improve access to financial literacy resources for a wider group of households.”
Community Sponsors this year include Carson Wealth, WSFS Financial Corporation, 401 Financial, Dimensional Fund Advisors, AssetMark, and SEI.
This year’s confirmed sponsors include: Asset-Map, AssetLink, Bento Engine, Blueleaf, EncorEstate, Estate Guru, Estately, FMG, FP Alpha, fpPathfinder, Holistiplan, Nitrogen, PreciseFP, Pulse360, Redtail, RISR, Snappy Kraken, Tolerisk, Uptiq, VRGL, and Wealthbox.
Please visit AdviceTech.LIVE’s website, available here, for additional information and to finalize registration.
About Asset-Map
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.8 million people and $1.5 trillion in financial instruments. To learn more about Asset-Map, visit www.asset-map.com.
About Philly Phinancial Literacy Week Inc.
Philly Phinancial Literacy Week Inc. is a non-profit organization dedicated to expanding access to economic resources and education for underserved communities throughout the US. The organization’s mission is to empower individuals to achieve a higher sense of pride, dignity, and financial stability within themselves. Through their programs and services, Philly Phinancial Literacy Week Inc. strives to help individuals develop the skills and knowledge necessary to navigate the complex financial world and achieve their goals.
Contacts
Kevin Santo
Water & Wall
asset-mappr@waterandwall.com
Media Contact
Name
Asset-Map
Contact name
Kevin Santo
Contact address
225 Arch Street, First Floor
City
Philadelphia
State
Pennsylvania
Zip
19106
Country
United States
Url
https://asset-map.com/
