AXXCESS WEALTH 2022 CONFERENCE

CONFERENCE HIGHLIGHTS

  • Welcome Reception - September 14th

    Jefferson’s Bourbon founder Trey Zoeller hosts a discussion about his business, brand value, and marketing efforts that have positioned Jefferson’s as one of the world’s premier small-batch bourbons. Reception follows with bourbon tastings, pairings, and networking in the ocean front lounge.

  • Golf Tournament - September 14th

    18 hole Arnold Palmer designed Aviara Golf Club in Carlsbad hosts the LPGA KIA Classic annually. Register and play with colleagues and industry vets before the conference reception. Tee off: 8:30 AM Wednesday September 14th.

  • Venue - The Alila Marea Beach Front Resort

    The conference proceedings will take place at the Alila Marea Beach Front Resort located in Encinitas, CA. The Alila Marea is a 4.5 star, adult-centric sanctuary that embodies the soul of California beach culture, just steps from six miles of sun-kissed sand and the hip community of Encinitas. We have discounted rooms available at both the Alila Marea and the Cape Rey Carlsbad Beach for all conference attendees. For further booking information, please email vanessa@axxcesswealth.com or megan@axxcesswealth.com.

REGISTRATION OPEN NOW! VIEW THE BROCHURE BELOW FOR CONFERENCE DETAILS

For sponsorship inquiries, please contact vanessa@axxcesswealth.com OR megan@axxcesswealth.com

80+

Financial Advisor Attendees

18+

Industry Leading Manager Speakers

50+

Bottles of Whisky

VENUE: THE ALILA MAREA BEACH FRONT RESORT

Alila Marea Beach Front Resort

The conference proceedings will take place at the Alila Marea Beach Front Resort located in Encinitas, CA. The Alila Marea is a 4.5 star, adult-centric sanctuary that embodies the soul of California beach culture, just steps from six miles of sun-kissed sand and the hip community of Encinitas.

Axxcess has pre-negotiated the best available room rates for our conference attendees. You can book your discounted hotel stay using the link below.

Book My Stay

The Cape Rey, a Hilton Resort

We have also pre-negotiated the best available rates at the neighboring property, the Cape Rey, a Hilton Resort. The Cape Rey is a more affordable rooming option offered to our conference attendees. Axxcess will provide all transportation to and from the Alila Marea and Cape Rey. For more information regarding your hotel stay, please contact vanessa@axxcesswealth.com.

You can book your discounted hotel stay using the link below.

Book My Stay

TENTATIVE CONFERENCE AGENDA

Note: the conference schedule has yet to be finalized and is subject to change

Wednesday September 14th:

8:30 am – 1:30 pm: Golf Tournament

5:00 pm – 8:00 pm: Keynote Speaker/ Welcome Reception/ Bourbon Tasting, Pairings, and Networking

Thursday September 15th:

8:30 am: Kickoff

9:00 am – 4:15 pm: Conference Proceedings

4:15 pm – 4:30 pm: Conference Closing

5:00  pm – 7:00 pm: Closing Happy Hour/ Networking

7:00 pm – 9:00 pm: Sponsored Engage Dinners

CURRENT SPONSORS

Want To Become A Sponsor?

Simply fill out the registration form below, and one of our team members will reach out to you for payment details. Please email vanessa@axxcesswealth.com or megan@axxcesswealth.com for all sponsorship or conference related questions.

REGISTRATION FORM

CONTACT US
Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline,  Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.