The PlanSource Elite Advisory Board

July 30, 2018
The Ritz-Carlton in Half Moon Bay, CA

What is the PlanSource Elite Advisory Board?

The Elite Advisory Board (EAB) is an exclusive group of PlanSource’s most valued, innovative and forward-thinking strategic partners.

This annual meeting will give you a forum to discuss industry trends and influence your future partnership with PlanSource.

Why This is a “Can’t Miss” Event

Share Your Knowledge

Participate in unique dialogue on industry trends

Influence The Product

Help steer the direction of the PlanSource product roadmap

Network With Peers

Meet the PlanSource leadership, your peers and exchange ideas

Here’s How You Sign Up

The Elite Advisory Board meeting will be held prior to the start of PlanSource Eclipse Monday, July 30, 2018 at the Ritz-Carlton in Half Moon Bay, California. Join us for an exclusive pre-event dinner on Sunday, July 29 at 7:00 PM. The meeting begins at 8:30 AM Monday, July 30 and runs until 2:30 PM. Breakfast and lunch will be provided.

After the meeting, join us for a Happy Hour outside the Grand Ballroom at 5:00 PM before Eclipse 2018 kicks off with a general session at 5:30 PM.

While there is no extra fee to attend the Elite Advisory Board meeting, you do have to register to attend Eclipse. It’s a package deal that is time well spent and it promises to be a great time!

Register for Eclipse

PlanSource Eclipse offers a unique opportunity to network with colleagues and PlanSource executives, learn a ton, and have a blast!

EAB members receive free registration to Eclipse using the code ELITEPARTNER.

Register for Eclipse!