Name: The Future of Advising with Simplicity Wealth
Start: 2025-05-19T07:00:00-04:00
End: 2025-05-20T13:00:00-04:00
Location: Grand Hyatt DFW

March

–

The Future of Advising with Simplicity Wealth

RSVPs Closed

08:45 - 09:30

Conference opens

08:45 - 09:30

Conference opens

08:45 - 09:30

Conference opens

08:45 - 09:30

Conference opens

08:45 - 09:30

Conference opens

Clean and Simple

Clear your calendar - It's going down! Text Blocks kicks off on May 20th, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

The Future of Advising with Simplicity Wealth

May 19th - May 20th, 2025

Dallas, TX

RSVPs Closed

Join Simplicity Wealth in Dallas and discover the sophisticated platform for accelerating advisory growth.

Advisors will learn about Simplicity's...

• Holistic Approach: Investment proposals designed to capture investment and insurance business

• End-to-End Sales Process: Integrated technology, unrivaled proposition, and training resources

• Paid-For Lead Generation: Educational marketing workshops for qualifying advisors

• Professional Execution and Support: Expert team focused on advisor growth and client relationship optimization

Advanced Investment Strategies, Simplified

Simplicity's investment leadership team will share its curated list of managers, investment strategies, and illustrate ways Simplicity helps advisors construct and deliver investment proposals that win new business.

Proprietary Risk Scoring

Robust UMA Framework

Differentiated Trading

Tax-optimized Transitions

Direct Indexing

Tax-loss Harvesting

ESG and SRI Investment Overlays

Strategic Custodial Relationships

SMA Model Portfolios

Attendees Will Also Receive an Exclusive Preview of Simplicity's Proprietary Risk Scoring, Portfolio Monitoring, and Communication Tech

• Monitors portfolio performance in accordance with client risk tolerance

• Automates personalized client portfolio communications

• Helps clients remain committed to their investment plans

• Attracts new business with a unique value proposition

Travel and Meeting Details

Hotel accommodations

Simplicity will cover the cost of the hotel room for you at the Grand Hyatt DFW. Upon registration a room will be booked for you. Simplicity's Events Team will share confirmation details with you prior to the event.

flights

Simplicity will cover the cost of flights for advisors who have $3 million+ in vetted AUM. Once AUM is confirmed, the Simplicity Events Team will connect you with the travel team to book your flights.

Ground Transportation

The hotel is located at the DFW airport, so anyone flying into Dallas for the event will not need ground transportation.

What to bring

Meeting attire is business casual. Meeting rooms can get chilly, so we suggest you bring a jacket. You can bring a laptop or tablet to take notes, though notebooks and pens will be provided.

Agenda

Monday,

May 19th

Arrivals at Leisure

6:00 PM

Welcome Dinner

Tuesday,

May 20th

7:00 aM

Breakfast

8:00 AM

Meeting

12:00 PM

Lunch

2:00 PM

Departures

Hotel

Grand Hyatt DFW

2337 S International Parkway

DFW Airport, TX 75261

Simplicity has secured a room block at the hotel. A room will be reserved for you upon registration.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability.

AssetLock® is tracking software used to monitor performance of a client’s portfolio, and to predetermine the amount of downside the client is willing to tolerate. It is NOT an actual stop order and will NOT automatically sell the individual securities in the portfolio. The AssetLock® Value is a reference point to encourage a conversation between the client and the advisor/firm

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