2024 Client Conference Registration

Thank you for your interest in our 2024 Client Conference. Please complete the registration information requested below.

    General Information

    Conference Sessions

    Will you be attending the following: *

    Do you have any dietary restrictions?

    Continuing Education Credits

    Our conference attendees are eligible to receive continuing education credits through the Institute of Certified Bankers and the Certified Financial Planner programs. Please indicate which of the following (if any) you will be applying to for continuing education credits.

    Hotel Accommodations

    Please let us know your lodging plans below:

    Webinars

    WEBINARS

    Our most recent Summer Webinar Series offered information about our new 3rd party platforms: DI & MS. As well as everything you'd want or need to know about Alternative Investments. Watch now on our Vimeo channel.

    Curious about our pas Annual Client Conference presentations? You can also find those a Vimeo.

    Watch Now

    Tools We Offer

    TOOLS WE OFFER

    As proprietary owners of our portfolio performance research, MainStreet Advisors provides clients with exclusive monthly publications featuring in-depth performance analysis, comprehensive market updates, and expert portfolio manager insights.

    Discover the benefits of becoming a MainStreet Advisors client today.

    NEW INQUIRIES
    Speaking Engagements


    SPEAKING ENGAGEMENTS

    The current list of speaking topics includes:

    -Behavioral Finance
    -Dividends
    -Intersection of Politics and Investing
    -Investing in Today’s Market
    -Investing in a Volatile Environment
    -Managing Fixed Income Investments
    -Millennials & Money
    -Mind, Heart & Wallet
    -Women, Wealth & Wisdom

    Request Speaker
    What's Ours Is Yours

    WHAT'S OURS IS YOURS

    Whether you choose MainStreet Advisors' branded materials or your own private label, our professional publications provide valuable insights. Now enhanced with engaging photography and presented in a more reader-friendly format, they offer an improved experience.

    Already a Client? Access the enhancements in your client portal today.

    Client Portal