Good news! T3 Events are back on track for 2022

Good news! T3 Events are back on track for 2022

We are happy to announce the new T3 dates for 2022. Mark your calendars now and start making plans:

  • T3 Advisor Conference: May 2-4, 2022
  • DevCon Workshop (running concurrently): May 2-3, 2022
  • T3 Enterprise Day: May 5, 2022

We’ll be at the same location that we had planned for 2021, prior to the Delta variant scuttling the schedule: The convention center and hotel in Denton, Texas.

If you were registered previously as a speaker or as an attendee, in any category of participation, no action is needed on your part. We have alreadyautomatically rolled your registration(s) forward for the new dates in 2022. Questions or other requests to the contrary should be addressed to Phil Galanty at AIM Meetings: pgalanty@aimmeetings.com  

If were committed previously as a sponsor, no action is needed on your part.We have already rolled forward your sponsorship to the new dates in 2022. Questions or other requests to the contrary should be addressed to Phil Galanty at AIM Meetings: pgalanty@aimmeetings.com  

You will, however, need to reset your hotel reservation(s) at the Embassy Suites. Here is the link to do just that and get in on our specially negotiated room block: https://group.embassysuites.com/pd8sne

The entire T3 Community is looking forward to getting back together in 2022!  

Please continue to watch T3 social media and subscribe to the T3 Newsletter at www.T3TechnologyHub.com so that you receive continued information about FinTech news and technology advances on an ongoing basis. Staying on this email list will ensure you receive timely information.

Meanwhile, I am participating in a special webcast as follows and hope you will register to attend:
When: November 10, 2021, at 4pm ET

What: Live Demo – The Income Solver Platform: A Decumulation TAMP

Who: Joel Bruckenstein of T3 Technology Tools for Today (T3), Bill Meyer of Retiree Income, and Dr. William Reichenstein of Baylor University

Why: The Income Solver Platform is an advisor TAMP platform specifically designed for retirement income planning and income management. The platform, comprised of three modules, helps advisors create retirement income strategies, execute investment and product solutions, and access trading utilities and features to generate cash and manage income streams to dynamically serve clients’ unique needs over the age of 50.

Joel Bruckenstein
Joel Bruckenstein
Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) and the producer of the Technology Tools for Today (T3) Advisor Conference, the longest-running and most respected technology conference for independent advisors, wealth management teams, and enterprise technology buyers such as IBDs, insurance companies, banks, and national RIAs. Always the innovator, Bruckenstein was one of the first fintech consultants to see that cyber security is of the essence, so he rolled out T3 Cyber University as part of the T3 Conference agenda. As artificial intelligence (AI) and technology became more complex, he added increasingly sophisticated content modules and expert speakers to the T3 Conference line-up; in 2026 he established AI University as a special stand-alone educational experience for advisors and interested others seeking to understand generative AI, agentic AI, and more. Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. In addition, he works in tandem with industry influential Bob Veres, publisher of Inside Information, to produce an annual T3/Inside Information technology survey for the financial planning community. Bruckenstein accepted the fifth annual Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN. Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit www.JoelBruckenstein.com.

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