NAPFA (National Association of Personal Financial Advisors) Fall Conference

​​​​​​​October 15-18

The Philadelphia 201 Hotel, 201 N 17th St, Philadelphia, PA

From October 15th through the 18th, we’ll be exhibiting at the NAPFA Fall Conference at the Philadelphia 201 Hotel located in the heart of old Philadelphia, Pennsylvania. We’ll be located at Booth 109, right by one of the food stations – you can’t miss us!

Stop by to see how you can help your clients leverage a self-directed IRA to diversify their investment portfolios by including alternative assets such as real estate, private placements, precious metals, and more!

Let us know if you plan on stopping by, or would like to schedule a 1-on-1 session with us. We look forward to hearing from you.