Exclusive featured partner
Platinum Sponsor
Reserved for one wealth-management firmDownsizers are often making some of the most significant financial decisions of their lives. After selling a family home and purchasing a smaller property, many may have between $500,000 and $3 million available to invest, preserve or transfer to the next generation.
The Platinum Sponsor will be positioned as the event’s featured wealth-management partner and invited to participate in a professionally moderated, seven-to-ten-minute podcast-style stage interview. This conversation allows the sponsor to share practical financial considerations and demonstrate how its services support attendees through this transition.
The interview will be professionally photographed, filmed and edited into social-media-ready formats for the sponsor’s own marketing. The sponsor also receives premium brand positioning, a featured booth, prominent venue recognition and category exclusivity.
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