Registration Opens / Practice Management Round Tables
9:00 AM – 12:00 PM | Veranda
Gateway Financial Partners & Event Sponsors
Agenda
Event Details
ALIGN is designed exclusively for advisors ready to strengthen their value, deepen client relationships, and build a more future-ready practice. This high-impact, hands-on experience will bring together practical strategies, fresh perspectives, and meaningful conversations to help you navigate what’s next.
Over the course of the event, you’ll hear from dynamic industry leaders, forward-thinking partners, and powerhouse speakers covering everything from AI and behavioral finance to high-net-worth growth, tax and estate planning, client experience, and succession. You’ll leave with actionable ideas to elevate your practice, better serve your clients, and move forward with greater clarity and confidence.
What to Expect
Learn how AI is reshaping advisory practices and identify practical ways to prepare for what’s ahead
Explore strategies for serving high-net-worth clients and creating new planning opportunities
Discover ways to strengthen client relationships through belonging, behavioral insights, and transformational experiences
Gain fresh perspectives on tax, estate, retirement income, Roth conversion, and legacy planning
Collaborate with fellow advisors, participate in group coaching, and leave with practical next steps for your practice
Keynote Spotlight: Dennis Moseley-Williams
Get a sneak peek at what’s in store for Align, hosted by Gateway Financial Partners in Orlando! Keynote speaker and Customer Experience Specialist Dennis Moseley-Williams previews his upcoming talk, Build Belonging: Creating Transformational Client Experiences.
In this brief teaser, Dennis challenges financial advisors to move beyond commoditized services and look toward the next economic frontier: consequence. Discover how shifting your focus from managing assets to elevating human well-being can redefine your practice, transform clients into members, and create a lasting sense of belonging.
We are looking forward to seeing you at Align!
Submit Your Question to Coach Joe!
Joe ("Coach Joe") Lukacs
Founder, Magellan Network & MasterMind · Lead Coach Officer
Learn More About Coach Joe Have a question about growth, leadership, or what’s next for your practice? Submit it ahead of Coach Joe Lukacs’ Group Coaching Session and Q&A for the opportunity to have it answered live.
Submit Your Question Below
Featured Sponsors
Need Help?
Email marketing@mygfpartner.com with any questions about the event, accommodations, or logistics.