At HTK, we’re committed to ensuring our affiliated financial professionals have access to opportunities to learn and grow their businesses. In 2023, HTK is hosting a new regional event series, called HTK Engage, that brings HTK financial professionals together in smaller group settings. Together with their peers and representatives from HTK and our partner firms, HTK financial professionals can explore effective ways and new ideas to reach clients and deliver financial advice.

In May and June, HTK hosted three of five regional meetings, in Philadelphia, Boca Raton, Florida and Greenwich, Connecticut.

The regional meetings each have distinctive guest speakers from well-renowned firms, including Envestnet, AssetMark and Brinker Capital, that support HTK platforms and our financial professionals. Trends such as portfolio personalization, the fee-for-service model and other topics are covered, along with HTK updates and enhancements.

HTK financial professionals are encouraged to join us for the next series of regional meetings this fall, in Akron, Ohio and Dallas.