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
