Lion Street, to Host Trusted Advisor Conference in Las Vegas, Nevada

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Lion Street Owner-Firms and Invited Guest Advisors Assembling for Annual Event

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Lion Street announced it will host its second annual Trusted Advisor Conference June 8 – 10, in Las Vegas. Founded in 2010, Lion Street consists of 125 Owner-Firms nationwide in 40 states who encompass a national network of financial advisors fiercely valuing independence, ownership, and influence.

The conference is exclusively for Lion Street Owner-Firms and their invited guest advisors to interact with industry experts on advanced planning solutions and market intelligence needed to navigate the complex world of financial advice for high-net-worth individuals and businesses.  

“Collaboration between financial professionals is the key to successful client outcomes. The Trusted Advisor Conference is focused on increasing knowledge of the best ideas for all attendees,” Bob Carter, Lion Street’s Founder and CEO stated.

The conference will feature 18 expert speakers including Jeff Ricchetti (Ricchetti, Inc.), Chris Erblich (Husch Blackwell), Rebecca Lockwood (Sotheby’s), Chris Williams (Ernst & Young), Marvin Blum (The Blum Firm), Richard Oshins (Oshins & Associates), Norm Trainor (The Covenant Group), Jay Judas (Crown Global Insurance Group), and others.

Presentations will enhance technical knowledge and develop new opportunities for relationship building and firm building. Attendees will receive expertise and knowledge on topics ranging from income tax planning, global clients, the election’s impact on the industry, challenges of high-net-worth individuals and family offices, premium finance, policy valuations, valuing personal property, leveraging technology, and more.

“The purpose is to bring together the Owner-Firms of Lion Street with their invited guest advisors including CPAs, Attorneys, Trust Officers, and Wealth Managers for a time of business-changing ideas, collaboration, and impactful industry information,” Carter added.

Sponsors include Pacific Life, Lincoln Financial Group, Voya, Mass Mutual, Penn Mutual, Ernst & Young, Sotheby’s, M3 Financial, Sterling Foundation Management, and Ashar Group. Some of the speaker sessions feature opportunities to earn CPE credits for attendees. The event has sold out, and registration is now closed. To learn more about Lion Street’s Trusted Advisor Conference, please find more information here.

About Lion Street
Lion Street is a privately held financial services distribution company based in Austin, Texas. Lion Street provides elite independent life insurance producers and financial advisors access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of their high-net-worth and corporate clients. To learn more about Lion Street, please visit http://lionstreet.com or contact Cami Gueguen, Director of Marketing and Communications at cgueguen(at)lionstreet.com or 512-776-8466.

Lion Street Media Contact: Cami Gueguen, Director of Marketing and Communications; cgueguen(at)lionstreet.com or 512-776-8466.

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Cami Gueguen
Lion Street
+1 (512) 415-5460
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