CLOSE
Relax, we can help.
With so many features and functions, we fully understand that getting the software to do what you want can be daunting at times.
YIKES!
CHANGES SAVED
SESSION EXPIRED
We appreciate that your browser hung out with us for so long, but your session has expired! If you want to register, we need to refresh your connection. We limit session time to 30 minutes for your security and to free up unused registration slots for others.
SESSION EXPIRED
Your session on this page has expired. We expire your session to protect your information in case you sit on a page too long with no activity.

IFP National Conference

Please sign in to access your itinerary, materials and links to all your sessions.

Please enter your access code!
CONTACT HOST
Primary Contact:
IFP Events
SAVE TO CALENDAR

Google | Outlook | Outlook.com (Office 365) | iCal | Other

SHARE
Overview
Accommodations
Agenda
Attendees
Sponsors
Register ▸
 
IFP National Conference
IFP National Conference
Independent Financial Partners CONFERENCE
Tue, December 06, 2022 — Fri, December 09, 2022
Event Banner
THIS EVENT IS 100% FREE!

IFP is excited to announce that our National Conference will once again be hosted at the Grand Hyatt Tampa Bay. With top notch accommodations and a short 2.5 mile jaunt from the Tampa International Airport, this location provides convenience and luxury. 


We need you to do TWO things:


1. RSVP for the event itself by clicking the Register button.


2. Reserve your room HERE. If you do not book your room, by the cutoff date, November 11, we cannot guarantee you a room. 


IFP is covering the expense of the hotel room accommodations for three nights for all advisors. Keep in mind any reservations made, but not utilized and not canceled in accordance of the hotel's cancellation policies will result in the cost being billed to the advisor. Credit card information is require to complete the reservation but a deposit will not be taken. Advisor office staff are welcome to attend the National Conference. The office staff will be responsible for their own hotel room accommodations.



Registration: Closed
Event Dates
DEC
06
TUESDAY
to
DEC
09
FRIDAY
SAVE TO CALENDAR

Google | Outlook | Outlook.com (Office 365) | iCal | Other

Registration Closes
November 16, 2022 @ 11:00 pm
Location
Address
Grand Hyatt Tampa Bay
2900 Bayport Dr, Tampa, FL 33607
Tampa, FL  USA
Summary Agenda
AGENDA
Tuesday, December 06
3:00 PM to 6:00 PM
IFP Department One-on-One
4:00 PM to 6:00 PM
Cocktails & Hors d’oeuvres
4:00 PM to 6:00 PM
Early Check-In
Wednesday, December 07
7:30 AM to 8:25 AM
Breakfast
8:30 AM to 8:35 AM
Welcome
8:35 AM to 9:35 AM
State of Union
9:40 AM to 10:10 AM
Crystal Capital Partners: Powering IFPAM’s Institutional Alternative Investment Journey
10:10 AM to 10:35 AM
Break
10:35 AM to 11:05 AM
Case Study: Alternative Investment Selection I
11:10 AM to 11:35 AM
IFP At Your Service
11:40 AM to 12:00 PM
Mergers & Acquisitons Referral Program
12:00 PM to 12:55 PM
Lunch
1:00 PM to 1:30 PM
7 Wonders of You
1:35 PM to 2:05 PM
Sourcing Sellers
2:10 PM to 2:50 PM
SEC Marketing Rule Overview
2:50 PM to 3:20 PM
Break
3:20 PM to 4:20 PM
Breakout Sessions
4:30 PM to 5:30 PM
Cocktails
6:00 PM
Dine Arounds with IFP Partners
Thursday, December 08
7:30 AM to 8:25 AM
Breakfast
8:30 AM to 9:10 AM
How to Grow in 2023
9:15 AM to 9:45 AM
CoinFlip Marketing - Flip The Odds in Your Favor
9:45 AM to 10:10 AM
Break
10:10 AM to 10:40 AM
Institutional Direct Indexing
10:45 AM to 11:15 AM
Think Differently: Understanding What's Inside the Box
11:20 AM to 12:00 PM
Case Study: Alternative Investment Selection II
12:00 PM to 12:55 PM
Lunch
1:00 PM to 2:00 PM
Keynote Speaker: 7 Critical IRA Errors Advisors Must Avoid
2:05 PM to 2:35 PM
Understanding Maximum Value
2:35 PM to 3:00 PM
Break
3:00 PM to 3:45 PM
What’s Working - IFP Advisor Panel
5:30 PM
Cocktails
6:00 PM
Havana Nights Theme Party
Friday, December 09
7:00 AM
Departure
Featured Speakers
KEYNOTE SPEAKER
Photo of Jeffery Levine
Jeffery Levine
Attendee Registration
POWERED BY