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St. George
20 N Main, Ste 400
St. George, UT 84770

Salt Lake City, Ste 1776
222 S Main St
Salt Lake City, UT 84101


12th Annual Client Apprecation and Wealth Management Conference

Thursday & Friday, September 27-28  2018


5:30 – 6:30 pm  Networking Opportunity

6:30 – 8:00 pm Dinner and Keynote Speaker, Cam Marston, Expert on the Generations


7:30 – 8:00 am  Breakfast Buffet 

8:00 – 8:10 am  Welcome and Introduction to Conference ThemeClark Taylor, Managing Partner, Wealth Mgmt, Soltis Investment Advisors

8:10 – 8:40 am  Soltis Investment and Economic UpdateWilliam Wallace, CIO, Soltis Investment Advisors

8:40 – 9:15 am Matthews Asia Insights’: International Equity MarketsDavid Dali, Portfolio Strategist, Matthews Asia Funds

9:15 – 9:45 am  Bitcoin, Blockchain and the Emergence of a New Asset Class, Josh Deems, Director, Fidelity Labs

9:45 - 10:00 am  Break/Networking  

10:00 – 10:15 am  Estate Planning Ideas, Jim Burch, President Easy Legal Zoom 

10:15 – 11:00 am Taylor Derrick Capital:  Introduction of Opportunity Zone Investment Fund Rocky Derrick, President/CEO Taylor Derrick Capital; Lance Bullen, Principal Colmena Group

11:00 am – 11:45 am Key Note Speaker John Choate – Former Navy Seal – Procinctu Group 

11:50 – 2:00 pm Conclude and Depart for Afternoon Activites 


Independently Certified

Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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See our ranking in Barron's List of America's Best Financial Advisors.

Soltis Investment Advisors
Soltis Investment Advisors

Financial Times Top 300 Registered Investment Advisors

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