Beyond the Finish Line

Accelerating Impact from the Next Starting Point

Progress takes shape through shared purpose, with every team contributing its strengths and expertise to advance PPB’s next chapter.

Build / Serve / Inspire / Lead

Build with Intention

Serve with Excellence

Inspire what’s Next

Lead with Purpose

Tuesday, November 3

Session		Speakers
9:00 AM	Breakfast
10:00 AM	PPB Firm Updates Meeting
11:00 AM	Advisor Experience
12:00 PM	Lunch
1:00 PM	Built with Intention
4:00 PM	Offsite Activity	Pizzeria Vetri

Wednesday, November 4

Session		Speakers
9:00 AM	Breakfast
10:00 AM	Keynote Speech	Bob Oros
11:15 AM	Lunch
12:00 PM	Training Session
5:00 PM	Departures

Disclosure: Information presented is for educational purposes only, is subject to change from time to time, and does not constitute an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.