Welcome to Get Connected 2012!

Matrix Financial Solutions is excited to invite you to its 12th annual conference in beautiful Keystone, CO. This year's conference is exciting in many ways. First, it is our second conference as part of Broadridge Financial Solutions. Secondly, we have consolidated our sessions into two main tracks - the traditional Get Connected track and the new Matrix U track that features PFC-1 and Ethos training classes. This change will enable us to offer more in-depth information on the issues that are important to each of you.   

The Get Connected track is for the traditional Keystone attendee/Matrix customers. This track allows you to shift between all available sessions, including our bank track, TPA/Advisor specific track, as well as the Matrix U sessions (marked on your agenda as TPA/Advisor Track I and II). As you review the agenda for this track, simply choose the sessions that are of most interest to you and best fulfill your business needs.

The Matrix U/Matrix U Advanced track (typically Advisors) is for those that are looking to learn more about how to succeed in an open architecture environment. If you choose either of these tracks, you will be required to attend only sessions in the Matrix U or Matrix U Advanced.

No matter the track you select, this year's agenda is packed with informative speakers who will touch upon the interests of our diverse attendee base. Through panel discussions, keynote addresses, and breakout sessions, these speakers are here to help you learn how to better manage and grow your business.

Thank you for taking the time to learn more about this year's conference. We understand you have many options in conferences and we are thankful you have chosen to learn more about ours. We hope you see the value and take advantage of the fact you will be surrounded by some of the industry's top banks, trust companies, third party administrators, investment advisers, broker/dealers, mutual fund companies, industry publications, and technology vendors in the country. It's truly a great opportunity to "Get Connected!"

We look forward to celebrating our 12th Anniversary with you all in August!