ASSEMBLY 2025 Agenda
CONFERENCE DATES
WED, Sept. 3 - start @ 11:30am
THUR, Sept. 4
FRI, Sept. 5 - close @ 11:30am
CONFERENCE HOST HOTEL
The Ritz-Carlton, South Beach
1 Lincoln Avenue
Miami Beach, FL
TIMES OF NOTE
See more agenda details below.
Full conference agenda
Working Agenda Overview
WED
Sept. 3rd
Day 1
10:30am
REGISTRATION OPENS
Partner Village opens (exhibits)
The Ritz-Carlton, South Beach
Mezzanine Level
11:30am - 1pm
Welcome Lunch / Partner Village
Salon 1 / Mezzanine Level
1pm - 1:30pm
CEO WELCOME, JOSHUA ROGERS
Salon 2 - 3
1:30pm - 2:15pm
KEYNOTE: PROVIDING ELEVATED CLIENT SERVICE
Salon 2 - 3
2:30pm - 4:30pm
PLATIUM PARTNER SESSIONS
Salon 2 - 3
4:30pm - 6pm
VIP PLATINUM PARTNER RECEPTION
Salon 2 - 3
6pm - 7:30pm
ALL-CONFERENCE WELCOME RECEPTION
Hotel Pool - Beach
THUR
Sept. 4th
Day 2
8am - 9am
BREAKFAST & PARTNER VILLAGE
Mezzanine Level
9am - 10am
KEYNOTE: MARKET COMMENTARY
Salon 2-3
10am - 11:30am
GOLD PARTER SESSIONS
Salon 2-3
11:30am - 1pm
LUNCH & PARTNER VILLAGE
Mezzanine Level
1pm - 2pm
GOLD PARTNER SESSIONS
Salon 2-3
2pm - 3pm
FINTECH FORWARD: ARETE'S TECH PLATFORM
Salon 2- 3
3pm
Break
3:15pm - 4pm
KEYNOTE: ESTATE & TAX PLANNING
Grand Ballroom
4pm - 6pm
Conference Break + Partner / Advisor meetings
6pm - 8pm
THEME PARTY
FRI
Sept. 5th
DAY 3
8am - 9am
BREAKFAST & PARTNER VILLAGE
Mezzanine Level
9am - 10am
THE COMPLIANCE BRIEF
Firm annual compliance meeting
Salon 2-3
10am - 11am
ASK ARETE
Open advisor and executive panels
Salon 2-3
11am - 11:30am
Conference closing