Note: This conference has been re-scheduled to the first half of 2017. Check back in the New Year for the conference date.
The 9th Annual Doing Well by Doing Good Advisor Philanthropy Conference
Growing Your Financial & Professional Advisory Practice Through Philanthropy
A Unique, One-Day Educational Conference for Senior Financial Advisors, Accountants and Estate Lawyers
Welcome to Mindpath!
A Leading Educational Conference Company for the Financial Services Industry
Mindpath is an educational conference company for the Financial Services sector and run by financial industry professionals. The principals of Mindpath bring over fifty years experience in financial services to the company at the advisory level, in institutional investments and in financial industry professional development and education. Our goal is to facilitate the learning process in thought-provoking ways by utilizing ‘outside-the-box’ thinking and ‘non-traditional’ information delivery methods.
Mindpath conferences deliver timely, relevant and practical information to senior managers in both the financial services industry (including financial advisors, planners & investment advisors) and the institutional investment community (including plan sponsors, pension fund managers, insurance industry investment managers and pension fund consultants).
Through its conferences and forums, Mindpath strives to educate at multiple levels of learning and understanding. Mindpath’s overriding objective is to assist its attendees to carry out their job-functions more effectively by delivering the latest industry information and developments in stimulating, informative and unique ways.
Learn more about what we do
Discussion Panel at 6th Annual Doing Well by
Doing Good Advisor Conference, June 13, 2013