KONA KAI RESORT AND SPA

SAN DIEGO, CA


MARCH 2-4, 2020

Chalice BooST Conf. Logo
days
hours
minutes
seconds
days
hours
minutes
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Presented by:

Simple Registration Options

Non-Members

$199

Members

FREE

Entry to all events and sessions.

Food & drinks included.

Become a full member of Chalice Financial Network and enjoy access to enterprise-quality products at highly competitive rates PLUS attend BooST 2020 for FREE!

Entry to all events and sessions.

Food & drinks included.

*Must be a paid member of Chalice or Succession Link.

Not a member yet? Sign-up Now!

Thank you Sponsors

Get a fresh perspective

Our sessions will feature dynamic industry experts focused on current trends and insightful ideas geared toward helping you grow your small business. From digital marketing to operational efficiencies and technology to M&A, you will walk away with a new perspective on how to increase efficiencies and strengthen your bottom line.

Explore new ideas

Chalice Financial Network prides ourselves on bringing you forward-thinking speakers and sessions. We strive to focus exclusively on fresh topics important to you. Our goal is to have you leave motivated, educated and equipped with ideas you can act on immediately. 

Kona Kai 

Resort & Spa

Book online or call 1-800-566-2524 and mention BooST Chalice Conference to receive discounted rate of $199/night.


Hurry, discounted rate expires 1/31/20.

Enjoy the Beautiful Venue in San Diego

1551 Shelter Island Drive

San Diego, CA 92106

March 2-4, 2020

BooST Agenda and Sessions

Monday, March 2

Welcome to SD

12:00 PM—Registration Opens


3:00 PM—Harbor Cruise


5:30 PM—Welcome Reception


6:00 PM—Registration Closes


6:00 PM—San Diego Soiree

Tuesday, March 3
Learn & Network

7:00 AM—Registration & Breakfast


8:00 AM—Welcome


8:20 AM—The Future of Advisors is FinTech


9:10 AM—Alt Investments and
Their Role in Advisory Practices


10:00 AM—Networking Break


10:20 AM—Mergers and Acquisitions and
Their Role in Fueling Advisor Growth


11:10 AM—Personal Trust: What Should Trust Do For Your Practice and Clients


12:00 PM—Lunch


1:15 PM—Introduction to the
Chalice FinTech Institute


2:05 PM—Advisor Liquidity Options 

for Organic and M&A Growth


3:00 PM—Networking Break


3:15 PM—Risk Management: Investment 

and Business Mitigants


4:00 PM—Top 5 Challenges of Financial Advisor Adoption of Technology


5:00 PM—Happy Hour with Sponsors

Wednesday, March 4
More Great Sessions

7:00 AM—Registration & Breakfast


8:00 AM—Keynote Session
The Emergence of Cryptocurrencies
as a New Asset Class


8:55 AM—Technology Innovation, Integration and Adoption


9:50 AM—Networking Break


10:05 AM—More Than Reg BI
Compliance Issues for 2020 and Beyond


10:55 AM—Robo Advice - Developing an Omnichannel Advisory Business Model


12:00 PM—Conference Concludes

Check Out Last Year's
Inaugural
Sold-Out Event

Over 200 independent business professionals joined us to get
a better understanding of new ways to increase earnings and decrease costs.

Live Music

Elite Networking

Golf Tournament

What are you waiting for?

Space is limited. Reserve your spot today!

  • Gain practical insights and learn what you need to know to best serve your current & future clients.
  • Network with your peers from a variety of backgrounds and make new connections.
  • Set yourself apart by gaining knowledge about the direction of the industry in 2020 and beyond.

© 2020 Chalice Financial Network