Connect Money Wealth Management: Building Client Success
November 2024

Connect Wealth Management explores the latest trends and strategies to enhance your client relationships and elevate your wealth management services. With a diverse array of panels, you'll gain insights into delivering tax-efficient portfolio strategies, navigating the implications of the SECURE Act 2.0, and understanding the evolving regulatory landscape. Learn how to harness lending as a competitive advantage for high-net-worth clients, explore the world of digital assets, and dive into the ESG movement in the U.S. Understand the nuances of alternative credit and discover best practices for integrating alternative investments into client portfolios. Don't miss this opportunity to stay at the forefront of wealth management, where we will also provide valuable insights on the Fed, markets, and the economy. Plan for a conference that will empower you to meet your clients' evolving needs and aspirations.

Presenting Sponsor - $15,000

  • Speaking Participation
    • Speaker position on applicable panel
    • Moderator role for the one-on-one keynote speaker conversation
  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage, and post-event emails and editorial coverage
  • Content
    • Guaranteed pre-event speaker highlight editorial coverage produced by a Connect Editor and distributed to the national audience on Connect Money daily email and website
    • Participation in on-site video interview for one speaker to be used in compilation recap video included on Connect Money daily email and website
  • Attendees
    • 15 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Advance use of registration list – 1 week out
    • Copy of attendee list with contact info

Gold - $10,000

  • Speaking Participation
    • Speaker or moderator position on applicable panel
  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage, and post-event emails and editorial coverage
  • Content
    • Guaranteed pre-event speaker highlight editorial coverage produced by a Connect Editor and distributed to the national audience on Connect Money daily email and website
    • Participation in on-site video interview for one speaker to be used in compilation recap video included on Connect Money daily email and website
  • Attendees
    • 12 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with contact info

Silver - $7,500

  • Speaking Participation
    • Speaker or moderator position on applicable panel
  • Marketing & Branding
    • Mention of company participation in opening remarks and at start of lunch 
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails  
  • Content
    • Participation in on-site video interview for one speaker to be used in compilation recap video included on Connect Money daily email and website  
  • Attendees
    • 8 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with contact info

Cocktail Reception - $8,000

  • Speaking Participation
    • Speaker or moderator position on applicable panel
  • Marketing & Branding
    • Mention of company participation in opening remarks and at start of reception
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails
    • Dedicated signage at reception
    • Branded napkins (Connect provides napkins)
    • Gobo light with company logo (Connect provides gobo)
  • Content
    • Participation in on-site video interview for one speaker to be used in compilation recap video included on Connect Money daily email and website
  • Attendees
    • 12 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with contact info

Networking Break - $6,000

  • Marketing & Branding
    • Mention of company participation in opening remarks and at start of break
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails
    • Dedicated signage at break
    • Branded napkins (Connect provides napkins)
  • Attendees
    • 8 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with contact info

Lanyard - $3,500

  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails
    • Branded lanyards with company logo for all event attendees (Connect provides lanyards)
  • Attendees
    • 6 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Copy of attendee list with name and company

Chair Wrap - $3,500

  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage and post-event emails
    • Branded water bottles with company logo for all event attendees (Client responsible for water bottle expense)
  • Attendees
    • 6 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Copy of attendee list with name and company

Exhibit 1 - $2,500

  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage, and post-event emails and editorial coverage
  • Attendees
    • 3 complimentary registrations
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Power
    • Copy of attendee list with name and company

Exhibit 2 - $2,000

  • Marketing & Branding
    • Mention of company participation in opening remarks
    • Recognition on all email promos, conference website, and ads prior to event, all on-site event signage, and post-event emails and editorial coverage
  • Attendees
    • 1 complimentary registration
    • 20% discount code for all additional registrations
  • Additional Benefits
    • Exhibit space
    • Copy of attendee list with name and company

$2,000.00 – $15,000.00

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