South Coast Summit 2020 is Orange County’s premier wealth management conference showcasing established strategies to build and keep wealth. This forum allows for the exchange of best ideas from industry experts to guide investors into and through retirement. This year’s summit will be hosted online due to the limitations on large public gatherings. For the first time in the events 12 year history, we will be offering complimentary virtual access.
Leaders across financial disciplines will host an array of talks tailored to the specific needs of retirees and their children as they maneuver thru a complex world of politics, investing, family, and legacy during the years leading up to and into retirement. Comprised of financial industry leaders across the spectrum, topics will include: Election 2020, The Great Recession 2.0, COVID-19, and the Recovery Play Book.
The 12th Annual South Coast Summit will provide an environment for the exchange of ideas and expert analysis in tune with today’s complex economic landscape. Join us online as we discuss the importance of developing a multi-strategy approach to have success in all types of markets.
Featured speakers to be announced over the next several weeks.