HTK has concluded its series of regional meetings in 2023, culminating with events in Akron, Ohio and Dallas on September 12 and 26, respectively. Intentionally designed as smaller group, workshop-style events, these meetings immersed HTK financial professionals in learning, connecting and engaging with HTK and their peers.

Both Akron, Ohio and Dallas featured sessions from HTK and our partners, including representatives from AssetMark, Envestnet, Morningstar Wealth and Mariner Wealth Advisors. Topics included how to build and execute a tactical marketing plan, driving value to your clients through the power of your financial advice, and creating growth and efficiency with direct indexing solutions.

“After attending the HTK Engage event in Akron, I walked away very excited about the future of HTK. I appreciated the ability to hear from and talk directly with HTK’s president Aaron Gordon,” said Melanie Colusci, HTK financial professional based in Pittsburgh. “I feel that HTK has done a great job of evolving over the past few years to a company that truly is best in class, and the Engage event definitely demonstrated that.”

1847Financial Managing Principal for Ohio and Western Pennsylvania, Mike Sarver, echoed Colusci’s sentiment. “The HTK Engage regional meeting held in Akron provided financial professionals insight into HTK’s accomplishments as well as the future vision,” he said. “The meeting provided practice development opportunities, education and networking with peers as well representatives from HTK – all in all, a great day!”