Lion Street 2019 Annual Report FINAL - Page 18



15
T HE YE AR AHE AD: 2020 CAL ENDAR
Trusted Advisors Conference
May 31 – June 2, 2020 | Las Vegas, NV
Trusted Advisors Conference is an annual meeting exclusively for Lion Street
Owner-Firms and their invited guest Advisors to hear directly from industry
experts on the advanced planning solutions and market intelligence needed to
navigate the complex world of financial advice for high-net-worth individuals
and businesses.
TRUSTED ADVISORS
CONFERENCE
by
TM
Owners Convention Aspen
June 14 – 17, 2020 | Aspen, CO
The power of your production is strong on Lion Street, and Owners have the
ability to qualify for exciting Lion Street and Carrier incentive trips. Continuing in
the spirit of “a tradition like no other,” qualifying Owners are invited to the Hotel
Jerome in Aspen, Colorado, for our 2020 Owners Convention.
A S P E N
2
0
2
0
Owners Convention
10th Anniversary Trip
Aug. 26 – Sept. 2, 2020 | Danube River Cruise
With the support of several of our Carriers, Lion Street is going to take our top
Firms on yet another great adventure! A private cruise on the Danube aboard
the all-suite Crystal Mahler.
Indaba
Sept. 13 – 15, 2020 | Dallas, TX
Indaba is Lion Street’s annual Owners-only meeting centered around a “TED Talk”
approach with quick, 20-minute presentations featuring fellow Owners revealing
the strategies and products that are working in their target markets. Indaba is
our most valuable Lion Street meeting of the year where Owners experience a
growing Lion Street culture that values collective expansion through openness
and idea sharing.
Institute 2021
Feb. 24 – 28, 2021 | Austin, TX
Institute 2021 features the industry’s brightest third-party subject matter experts
helping you “set your compass” for the year ahead. Different from Indaba (short
Owner ideas), Institute is built with the objective of focusing you on the Markets,
Strategies and Products that will help your Firm GROW in 2021. All Principals and
Producers of Lion Street Firms are invited to attend.
2021
2019 ANNUAL REPORT

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