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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Jason Giorgio

Jason Giorgio, MBA, CFP®, CLU®, RICP®® • Registered Investment Representative • Forbes Magazine Top 25 Best-in-State Financial Security Professional (2021, 2022)1 • Nationally Recognized Speaker/Presenter on Business Planning and High Net Worth...

ABOUT JASON

Jason Giorgio, MBA, CFP®, CLU®, RICP®® • Registered Investment Representative • Forbes Magazine Top 25 Best-in-State Financial Security Professional (2021, 2022)1 • Nationally Recognized Speaker/Presenter on Business Planning and High Net Worth Tax/Estate Planning • Focus on accumulation, distribution and protection of wealth throughout clients’ lifetimes • 29 years, 3rd Generation Financial Expertise