Event Details

We can't wait to get together with you in Boston from Sunday, September 29 - Tuesday, October 1. This event offers two intensive days of learning, sharing and deepening relationships with your LAN peers and other industry thought leaders. Sessions are designed to help you accelerate growth as we:

  • dissect and discuss case studies
  • hear best practices for winning and serving clients
  • discover ways to manage your firm more efficiently and effectively
  • dig deeper into the tools, playbooks and tactics that support your success.


You won't want to miss this practical, strategic and engaging event to help you drive your business forward.


NOW: Make your hotel and flight reservations!

Get the Early Bird rate for the conference now through August 11.


Register for the Event - Click the Register button at the top right of the page orclick here.


We have three types of tickets for registration this year:

  • Member Fly-In Ticket
  • $450 through 8/11 with the LAN Early Bird discount. Use discount code EARLYBIRD50.
  • Price increases to $500 on 8/12.
  • Non-Member Ticket: $650 - Invite colleagues and advisors you would like to introduce to LAN.
  • Online Only Ticket: $250 - Join us remotely via Zoom and get early access to recordings following the meeting.


Reserve Your Hotel Room - Rooms must be booked by September 5, so register today using the unique LAN code below!


  • The Mission House - a SpringHill Suites by Marriott property
  • Located at 400 Ocean Ave. Revere, MA, overlooking Revere Beach, America's oldest public beach
  • Just 5 miles from Logan Airport and downtown Boston
  • Connected to the Wonderland T Station, making it easy to travel to any Greater Boston attractions
  • Make your room reservation using our unique LAN link.
  • LAN members will book their own rooms and pay the hotel directly for their stay.
  • Cost per night: $199/night. If you come in Saturday, rates that evening are also $199 for our group.
  • Select your dates from the box on the landing page. If you wish to stay Saturday, choose September 28 - Oct. 1; if you wish to arrive Sunday, choose September 29 - Oct. 1.


Make Your Travel Plans


Airport

  • Boston Logan (BOS)
  • Allow 15 minutes from the airport to the hotel. The hotel is just 5 miles from the airport.


Travel Planning Timeline


  • Sunday, Sept. 29: Executive Committee meeting from 3:30 - 5 p.m.
  • Sunday, Sept. 29: 6 - 7 p.m. Gather at the hotel's restaurant for a cocktail hour before dinner.
  • Monday, Sept 30: Before 7:45 a.m., enjoy breakfast at the hotel restaurant. At 7:45 a.m., settle into the Wonderland meeting room for an 8 a.m. start.
  • Tuesday, Oct. 1: 12:30 p.m. Programming will end and a to-go lunch offered.
  • Please arrange your flights for a reasonable departure time, after the conclusion of the fly-in so we can maximize our time together.



Note: We are beginning to populate our Speakers section. The information currently there is not the full list yet. The final agenda and details will be published within the next few weeks.

Sep 29, 2024 to Oct 1, 2024 (CDT)

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Mission Beach House at Springhill Suites by Marriott
400 Ocean Avenue
Revere, Massachusetts

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Agenda

  • Day 1 (September 29, 2024)
    6:00 PM - 7:00 PMOpening Gathering - Cocktails at Mission Hill House - SpringHill Suites by Marriott
    Join your peers before dinner for a meet and greet at the hotel restaurant.
    7:00 PM - 9:00 PMDinner at Mission Hill House
    Day 2 (September 30, 2024)
    7:00 AM - 7:45 AMBreakfast
    Enjoy breakfast in the hotel dining room, then head to the Wonderland Room to get set up for the day. We will begin promptly at 8 a.m.
    7:45 AM - 8:00 AMGet settled in the Wonderland Room
    6:00 PM - 9:00 PMCocktails & Dinner at Dryft
    We'll walk to Dryft—
    Day 3 (October 1, 2024)
    7:00 AM - 7:45 AMBreakfast
    Have breakfast in the hotel dining room, then head to the Wonderland Room to set up for the day. We will begin the meeting promptly at 8 a.m.
    7:45 AM - 8:00 AMSettle into Wonderland Room
    12:30 PM - 1:00 PMGrab "To-Go" Lunch

Speakers

  • Dave Clayman, AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA® (CEO of Twelve Points)

    Dave Clayman, AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA®

    CEO of Twelve Points

    Read Bio
  • Tommy Battle (President at Financial Designs Business Advisors)

    Tommy Battle

    President at Financial Designs Business Advisors

    Read Bio
  • Bennett Lebowitz, CEPA (President/Business Consultant at Pando Consulting Group)

    Bennett Lebowitz, CEPA

    President/Business Consultant at Pando Consulting Group

    Read Bio
  • Paul Scioli, MSPFP, MBA, CLU, ChFC (Partner & Financial Advisor at The Scioli Group)

    Paul Scioli, MSPFP, MBA, CLU, ChFC

    Partner & Financial Advisor at The Scioli Group

  • Rick Scruggs, CLU®, ChFC®, C(K)P® (Founder, CEO, Advisor of Financial Designs)

    Rick Scruggs, CLU®, ChFC®, C(K)P®

    Founder, CEO, Advisor of Financial Designs

    Read Bio
  • Eric Terry, CEPA (Advisor and COO at Pando Consulting Group)

    Eric Terry, CEPA

    Advisor and COO at Pando Consulting Group

    Read Bio
  • Catherine Varner (Executive Director of Legacy Advisors Network)

    Catherine Varner

    Executive Director of Legacy Advisors Network

    Read Bio

Documents

Community

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Tickets Register

LAN Member Fly-In Ticket
Member Price $500
Non-Member Ticket

We would love to have you attend and learn about LAN in the process.

$600
Online Access Ticket

If you are unable to attend in person, you may attend via Zoom.

$250
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