HTK recently hosted its biannual national conference, HTK Discover24, in Philadelphia, welcoming more than 150 HTK financial professionals and employees. The event focused on connecting and strengthening the businesses of HTK Financial Professionals and highlighting the latest trends in the wealth management industry.

“Better together was a key theme of this event,” said Heather Nagengast, President of 1847Financial. “By aligning HTK within 1847Financial, we have deepened our commitment to Financial Professionals — we are better together because we are able to provide best-in-class wealth management solutions and services that will help financial professionals grow their practices.”  

Aaron Gordon, President of HTK, acknowledged the significant investments 1847Financial and HTK have made in 2024 to enhance the firm’s products and services. “Every change we’ve implemented has been in effort to make it easier and more compelling for financial professionals to do business with HTK, and we’ll continue making improvements to elevate HTK as a best-in-class broker-dealer.” 

The three-day conference featured keynote presentations, expert insights and financial professional panels. Keynote speakers included Blake Wood, Head of Platform Strategy for Envestnet, on wealth management trends; Nationally recognized IRA Distribution Expert and best-selling Author Ed Slott on demystifying retirement planning; and retired Lt. Colonel, U.S. Air Force and professional pilot Jason O. Harris on building high-performing teams.

Other highlights included a Women’s Workshop, business updates from HTK and Penn Mutual leaders, and financial professional panels on career growth and practice management. Attendees also participated in 12 educational sessions, some offering Continuing Education credits and networking events at the Practice Management Pavilion. 

A post-event survey showed attendees were very satisfied with the event’s presentations, discussions and networking opportunities. The photos below offer a glimpse into the level of engagement and collaboration that financial professionals and employee attendees experienced at Discover24.  

Special thanks to HTK Discover24 sponsors: AssetMark, BNY Pershing, Brinker Capital Investments, Envestnet, Jackson, Mariner, Penn Mutual Life Insurance Company and SEI.