Whatever your focus, 

you can find it at IMPACT.

Brad Power

Patriot Investment

5 reasons to join us in Washington D.C.

Today’s most brilliant minds.

Gain a deeper understanding of the forces shaping the economy—and your profession—from keynote speakers such as Janet Yellen, the first female chair of the Federal Reserve. Hear from Washington insiders, investment strategists, and Beltway policy experts about the issues that may affect your business.

Game-changing intel.

Is your strategy still relevant? Upgrade your approach with 70-plus immersive education tracks, from enhancing client experience to streamlining firm operations. Hone your marketing chops at the Marketing Forum, and book your “digital marketing checkup” to get ideas to take your digital marketing to the next level (register in advance).

The latest tools for modern firms.

Leapfrog the competition by exploring the latest tech tools and innovations with 300-plus solutions providers and live demos at The Exchange. For fun, get a dose of clandestine intel at the International Spy Museum, then do some information gathering of your own as you get to know financial-planning students at the Student Union.

Truly presidential dining experiences.

To make every connection count, carry conversations into dinner. Enjoy “Taste of D.C.” at The Exchange, with flavors from local hotspots like the Federalist Pig or Oysters XO. Still hungry? With 14 Michelin-starred restaurants in the area, the choices of décor and deliciousness are yours. Kick back like Roosevelt did at Old Ebbitt Grill. Check out Georgetown’s 1789, an Obama favorite. Or go casual at The Tombs, where Georgetown faculty and politicos unwind.

Historic places and happening spaces.

Browse artifacts at our on-site collaboration with the Museum of American Finance. After a big day of learning, take a stroll around D.C.’s iconic monuments or see how headlines have changed at the popular Newseum. Cap off the week with a journey through the halls of historic Union Station: Toast colleagues at the speakeasy, meet new friends at the Shake Shack, or get in a good laugh at the silent disco. No matter your taste, there’s something for everyone.

Register now

Four days, endless value.

IMPACT is an unparalleled opportunity to grow your network and exchange ideas with peers and experts. Wealth management, fintech, legacy planning—IMPACT illuminates the topics that matter most to your business. So get inspired. Bring new energy back to your clients. And propel your business forward.


October 28–31, 2018


Walter E. Washington Convention Center
Washington, D.C.