The Bold Innovation Conversation Continues with Downloadable Resources and Event Highlights

Leverage the presentations and other resource content from Elite Platinum Summit to help you deliver innovative results for your business, your clients, and yourself.

Innovative Keynote Presentations

Explore the inspiring presentations from keynote speakers at Elite Platinum Summit 2024.

Superpowers for Thriving in Constant Change

April Rinne | Author, FLUX, 8 Superpowers for Thriving In Constant Change
Learn how to open a Flux Mindset, cultivate the 8 Flux Superpowers, and boost your “fluxiness.” Improve your relationship to constant change, uncertainty, and unknowns. As we look at our future through a lens of innovative thinking, we can discover new thought patterns and fresh perspectives for solutions in an ever-changing world. View Masterclass Webpage

The Planning Conversation: A Curious Story

Luke Yoquinto | Science Writer and Researcher at the MIT AgeLab
Longevity Hubs: We are in an unprecedented moment in economic and innovation history. Learn about the opportunities and threats created by emerging consumer behaviors in our new era of old age. He shared how to nurture a new sort of innovation cluster centered on the wants and needs of people as they age and live longer. View Presentation

Generational Wealth: Guiding the Great Generational Wealth Transfer

Stacey Delich-Gould | Senior Vice President, Trust and Estate Services, Capital Group Private Client & Caroline McKay | Managing Director, Senior Wealth Strategist, CIBC
As our generations shift and evolve, how do we continue to connect, communicate, lead, and guide? Stacey and Caroline led us through an interactive session from their different perspectives on generational wealth. View Presentation

Evolution & Vision for Wealth Management & Retirement – AI and Technology Impacts

Chris Jensen | Director Digital Asset Research and Data Science & Digital Lending Strategies, Services, Franklin Templeton
By its nature, technology innovation drives changes in how governments, businesses, the military, educational centers, service sectors, community groups, and individuals operate in their daily lives. View Presentation

PLAT24-8177 MATT MATRISIAN

Innovation Drives Sustainable Growth

Matt Matrisian, Head of Client Growth at AssetMark, welcomed the group and talked about the entrepreneurial business cycle and how innovation drives sustainable growth.

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PLAT24-7104 PHOTO GALLERY

Smile!

Check out the Summit highlights caught on camera! Download and share with colleagues.

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PLAT24-8399 ADVISOR DIRECTORY

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PLAT24-6239 ELITE PLATINUM SUMMIT 2025

Save the Date

Next year, it’s all about coastal Californian comfort at the Ritz-Carlton Bacara in Santa Barbara. Mark your calendars for September 3-6, 2025.

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