2022 ANNUAL ADVISOR MEETING
October 25th and 26th
Foxwoods Resort

Our annual two-day event is an opportunity for advisors affiliated with Bay Financial Associates to learn, share ideas and network with their peers. In the past, we’ve had world-class, mainstage speakers at our meeting such as:

• Dr. David Kelly, Chief Global Strategist and Head of Global Market Insights for JPMorgan Asset Management
  
• Professor K. J. Martijn Cremers Dean of the Mendoza College of Business at the University of Notre Dame on active investment management and Active Share
  
• Dr. Wade Pfau from the American College discussing best practices for Retirement Income Planning
  
• Don Connelly on managing client relationships and becoming a more successful advisor
  
• First Trust Senior Economist Strider Elass with an update on the economy and markets
  
• Professor Chris Hennessey, CPA, JD with Washington and Tax Updates
  
• Bob Doll with an Equity Markets update
  
• Catherine Wood, CEO of ARK Invest speaking on investing in disruptive innovation
  
• Presentations on how to manage a more efficient and profitable practice by Kevin Bishopp with First Trust, Rob Kron with Nuveen, Jay Therrien with Invesco, and others

ADVISOR GOLF OUTING – Spring 2023

CPA CE EVENT – Spring 2023