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Lake Tahoe Symposium

March 3 @ 8:00 AM - March 5 @ 5:00 PM

Please join us for a valuable and educational experience, focusing on topics such as practice management and keeping you abreast on the latest financial technology being offered through WIS.

In addition, most of our clearing partners will be present to provide updates and to answer questions you may have for the individual clearing firms. This symposium gives you an opportunity to network with other advisors and industry professionals in a warm and relaxed environment. 

Symposium Highlights:

• Introductions and Networking with your Partners, Colleagues, and Peers at WIS

• Financial Planning Tools and Technology Integration for Advisory Practices

• Practice Management and speakers focusing on the dynamic changes in our industry and global environments as we transition to new leadership in the U.S.

• Working with Alternative Investments and Private Equity in your Portfolios

• Panels, Breakout Sessions and Technology Demos

CLICK HERE TO VIEW THE AGENDA (Last updated 2/21/20)

Dress Code for Symposium: Resort Casual

PLEASE NOTE:  You MUST register for the Symposium and the Hotel separately.  If you are not staying at the Hotel, please register only for the Symposium.  For those who wish to arrive early or stay later, the discounted block of rooms will be available for 3 days prior and 3 days after the event.

CLICK HERE TO REGISTER FOR THE SYMPOSIUM

CLICK HERE TO REGISTER FOR A HOTEL ROOM OR CALL 775-886-6603

Guest Room Reservations:

In order to assure you reserve a room at the discounted rate, you must book your rooms no later than February 4, 2020.  After that date, rooms will be booked on a best-efforts basis at the current rack rate based on availability and demand.

Reservations may be made, modified, or canceled individually through Hotel’s Reservation Department by calling (775) 832-1234 or 800-233-1234 and referring to Group or Event name.

Or online at https://www.hyatt.com/en-US/group-booking/TVLLT/G-WST1 by entering in the group code G-WISC as the Corporate/Group Code (See Image below).  Please note at the moment when entering your code online guests will only be shown the Standard Rooms (1 King/2 Queens).  Room block rates are available from March 1-8, 2020 based on resort availability.

Nearest Airport: Reno-Tahoe International Airport (RNO) – 34 miles 
For Shuttle Service to Hotel: North Lake Tahoe Express
http://www.northlaketahoeexpress.com/

AREA LINKS: 

Hyatt Regency

laketahoe.hyatt.com

Symposium Location

Northstar California

northstarcalifornia.com

Information on local Ski Resort, including Lift ticket purchase and pricing.

North Lake Tahoe Information

 

gotahoenorth.com

Get local skiing, activities, lodging and dining information.

History and Information

en.wikipedia.org/wiki/Incline_Village,_Nevada

Get history, climate, and demographics information

Tourism

tripadvisor.com/Tourism-g45956-Incline_Village_Lake_Tahoe_Nevada_Nevada-Vacations.html

See what other travelers do while visiting Incline Village

Contact Information
Jill Jaglowski
Vice President, Advisory Solutions
jill@wisdirect.com
626-529-2373
 

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Edward HorwitzDonald Bizub

Details

Start:
March 3 @ 8:00 AM
End:
March 5 @ 5:00 PM