Get Connected 2013

August 18 - 21, 2013
Keystone, Colorado

Matrix Financial Solutions is excited to invite you to its 13th annual conference in beautiful Keystone, CO, from August 18-21, 2013.

Below is an outline of the different tracks available to you as an attendee:

  • The Get Connected track is for the traditional Keystone attendee/Matrix customers and features two breakout tracks - TPA/Advisor and Bank. As a TPA/Advisor or Bank track attendees, you have the flexibility to shift between all available sessions. As you review the agenda for this track, simply choose the sessions that are of most interest to you and best fulfill your business needs.
  • The Matrix U/Matrix U Advanced track (typically for Advisors and TPAs) is for those that are looking to learn more about how to succeed in an open architecture environment. If you choose either of these tracks, you will be required to attend only sessions in the Matrix U or Matrix U Advanced. This year, the Matrix U track features the PFC 1 Boot Camp and will get you half way to your QPFC designation (PFC 2 will be offered at next year’s conference that will allow you to complete the designation’s requirements). Matrix U Advanced features a mix of sessions that will outline and discuss industry trends and business development topics.

No matter the track you select, this year's agenda is packed with informative speakers who will touch upon the interests of our diverse attendee base. Through panel discussions, keynote addresses, and breakout sessions, these speakers are here to help you learn how to better manage and grow your business.

Thank you for taking the time to learn more about this year's conference. We understand you have many options in conferences and we are thankful you have chosen to learn more about ours. We hope you see the value and take advantage of the fact you will be surrounded by some of the industry's top banks, trust companies, third party administrators, investment advisers, broker/dealers, mutual fund companies, industry publications, and technology vendors in the country. It's truly a great opportunity to "Get Connected!"

We look forward to celebrating our 13th Anniversary with you all in August!

Learn more about Get Connected 2013.

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