The Unified Trust Advisor Symposium 2016
Date and time
Location
The Seelbach Hilton Louisville
500 South Fourth Street Louisville, KY 40202Description
The purpose of the Unified Trust Advisor Symposium is to equip you to deliver a new value proposition to your clients. Our goal at Unified Trust is to work with advisors who want to focus on participant outcomes and to provide them with the education to get there.
The 2016 Advisor Symposium will also include an optional pre-conference Advisor Marketing Workshop with Rebecca Hourihan of 401(k) Marketing on the afternoon of Monday, May 16th. The conference itself will kick off with a networking reception the evening of the 16th.
In addition to nearly a dozen education sessions, the 2016 Symposium also features an exclusive evening at the world famous Jim Beam Distillery! Experience the bourbon making process, take in the beautiful surrounding landscapes and enjoy an after-tour tasting of Kentucky bourbon plus a delicious southern inspired dinner.
The 2016 Unified Trust Advisor Sympoisum is proudly sponsored by:
Organized by
Unified Trust Company, N.A., is a nationally chartered bank trust company founded by CEO Gregory W. Kasten, MD, MBA, CFP®, CPC, AIFA®. In 1985 Dr. Kasten, then a Board Certified Anesthesiologist practicing in Lexington, Kentucky, started one of the few fee-only investment advisory practices then existing in the United States. Specializing in asset management for fellow physicians and high-net-worth clients, Dr. Kasten’s reputation grew so rapidly that he left the practice of medicine and built his firm into a national wealth management firm with a reputation for prudence and sound investment philosophy.