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GET READY, ADVISORS. THIS IS GOING TO BE BIG.

Interested in becoming a sponsor? Email events@TradePMR.com.

Download our Sponsorship Package.
 

Sunny Orlando

Join us May 25-27, 2022 at The Ritz-Carlton Orlando, Grande Lakes.

 

REGISTER NOW

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The Ritz-Carlton Orlando, Grande Lakes

Click here to book your room.

4012 Central Florida Parkway
Orlando, FL 32837

+1 (407) 206-2400

 

Full Agenda Coming Soon

Wednesday, May 25th
*While the conference is free to attend, please see registration for the costs of curated activities.

7AM
Synergy Running Club
Led by Greg Meyers
8AM - 10AM
Guided Fishing*
with Brandon Storch
The Ritz-Carlton Lake
7AM - 12PM
Caddied Golf*
Hosted by Robb Baldwin & Rob Dilbone
The Ritz-Carlton Golf Course
8AM - 5PM
Welcome & Registration
Conference Welcome and Registration Desk Open
1PM - 4PM
Creating a Customer Service Revolution*
Workshop
Hosted by Author and Consultant John DiJulius
5PM
Opening Keynote
6PM - 8PM
Welcome Reception

Thursday, May 26th

7AM
Synergy Spin Class*
with Monika Baldwin
7AM
Synergy Running Club
Led by Greg Meyers
8AM
Networking Breakfast
with Sponsors
Located in Exhibit Hall
9AM
General Session
with TradePMR Leadership
10:30AM
Break
11AM
Growth Drivers
Educational Session
Noon
Lunch
1PM
General Session
2PM
Break
2:30PM
Top Advisor Panel
Educational Session
3:30PM - 4:30PM
General Session
5:30PM - 8PM
Sponsor Reception
with Special Musical Guest

Friday, May 27th

7AM
Synergy Yoga Class*
with Monika Baldwin
7AM
Synergy Running Club
Led by Greg Meyers
8AM
Networking Breakfast
9AM
Sponsor Speed Demos
10AM
Fusion Roadmap Preview
with Brandon Storch, Head of Product
11AM
Closing Session
with Grant Hill
Entrepreneur and Basketball Hall of Famer
 

Registration is open

 

REGISTER NOW

 

Any questions? Email 

The health and safety of our guests are our top priority. SYNERGY22 will adhere to federal, state, and local guidelines for addressing the risks associated with COVID-19, which continue to evolve each week. Please visit VisitOrlando.com/healthy-travel for more information. The Ritz-Carlton Orlando, Grande Lakes is equally committed to guest safety. For more information on their efforts, please visit the hotel's website.  

Currently, the State of Florida prohibits TradePMR from requiring that attendees show proof of vaccination to gain entry to the event. However, TradePMR requests that attendees self-clear the current CDC screening upon event check-in. If you or any of your guests experience COVID-19 symptoms while attending the conference, attendees can receive a test at local testing facilities.

 

SPONSORED BY

No sponsor listed is affiliated with Trade-PMR, Inc.

CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230

Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606

TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)

Business Development
888‑579‑8640

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EVENTS
SYNERGY22

 

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    Sources and Disclosures
    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
    ² T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
    ³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

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