Please Select Your Registration Type Please select Mariner Keynote Speaker Guest Sponsor
Mariner Advisor/Advisory: Select if you're staying through the end of NAM on Wednesday, Jan. 29 at noon.Mariner Non-Advisor Associate: Select if you're departing on Tuesday, Jan. 28 at noon.Mariner Institutional Advisor/Advisory: Select if you're part of the Institutional Advisor/Advisory team and are staying through the end of NAM on Wednesday, Jan. 29 at noon.Mariner Institutional Non-Advisor Associate: Select if you're departing on Tuesday, Jan. 28 at 2 p.m. Please Choose Which Role Describes Yours Best Please select Mariner Advisor/Advisory Mariner Non-Advisor Associate Mariner Institutional Advisor/Advisory Mariner Institutional Non-Advisor Associate
Email Address
First Name
Last Name
Job Title
Please enter your CFP ID Number or enter N/A if this doesn't apply to you. CFP ID (Required for those that need to obtain CE credit)
Company
Select Your Primary Mariner Office Location Please select Albuquerque, New Mexico Amarillo, Texas Atlanta, Georgia Austin, Texas Beachwood, Ohio Bellevue, Washington Bentonville, Arkansas Berwyn, Pennsylvania Bethesda, Maryland Bethlehem, Pennsylvania Birmingham, Alabama Bloomfield Hills, Michigan Bloomington, Minnesota Boise, Idaho Boston, Massachusetts Brentwood, Missouri Brookfield, Wisconsin Cambridge, Massachusetts Canton, Ohio Cape Town 8001, Roggebaai 8012 Center Valley, Pennsylvania Charleston, South Carolina Charlotte, North Carolina Chatham, New Jersey Chattanooga, Tennessee Cincinnati, Ohio Columbus, Ohio Concord, New Hampshire Coral Gables, Florida Corte Madera, California Covington, Kentucky Dallas, Texas Danville, California Dedham, Massachusetts El Segundo, California Emeryville, California Eugene, Oregon Fairfield, Connecticut Fargo, North Dakota Franklin, Tennessee Fresno, California Fullerton, California Grand Rapids, Michigan Greenville, South Carolina Guaynabo, Puerto Rico Headquarters/HQ Herndon, Virginia Highlands Ranch, Colorado Houston, Texas Indianapolis, Indiana Kirkland, Washington Knoxville, Tennessee Lexington, Kentucky Lisle, Illinois Little Rock, Arkansas Los Angeles, California Louisville, Kentucky Madison, New Jersey Manasquan, New Jersey McLean, Virginia McMinnville, Oregon Mechanicsburg, Pennsylvania Memphis, Tennessee Menlo Park, California Metairie, Louisiana Miramar Beach, Florida Missoula, Montana Morgan Hill, California Mt. Pleasant, South Carolina Naples, Florida Nashville, Tennessee New Albany, Indiana New London, New Hampshire New York City, New York Newport Beach, California Novi, Michigan Oakbrook Terrace, Illinois Oklahoma City, Oklahoma Omaha, Nebraska Orlando, Florida Overland Park, Kansas Palm Beach Gardens, Florida Petaluma, California Phoenix, Arizona Pittsburg, Kansas Pittsburgh, Pennsylvania Plano, Texas Pleasanton, California Raleigh, North Carolina Rapid City, South Dakota Redding, California Reno, Nevada Rochester, Minnesota Roseland, New Jersey Sacramento, California Salt Lake City, Utah San Antonio, Texas San Diego, California San Jose, California San Juan, Puerto Rico Sarasota, Florida Savage, Minnesota Scottsdale, Arizona Sioux Falls, South Dakota Spokane, Washington State College, Pennsylvania Tigard, Oregon Tucson, Arizona Tulsa, Oklahoma Vancouver, Washington Ventura, California Walnut Creek, California West Chester, Ohio West Des Moines, Iowa West Hartford, Connecticut White Plains, New York Wichita, Kansas Wilmington, Delaware Winter Park, Florida Woodbridge, Connecticut Woodland Hills, California
Do you have any Dietary Restrictions? Cell Phone Number (Enter digits only, no hyphens)
Emergency Contact: First and Last Name
Emergency Contact: Cell Phone Number (Enter digits only, no hyphens)
Emergency Contact: Relationship
Select Your T-Shirt Size (Unisex) Please select XS S M L XL 2XL 3XL
Are you planning to attend the Welcome Dinner on Sunday, January 26? Please select Yes, I will attend the Welcome Dinner. No, I will not be attending the Welcome Dinner.
Are you planning to attend Dinner: Tour of Texas event on Monday, January 27? Please select Yes, I will be attending the Tour of Texas event. No, I will not be attending the Tour of Texas event.
Are you planning to attend the Dinner at Riverwalk Cantina on Tuesday, January 28? Please select Yes, I will be attending the Dinner at Riverwalk Cantina. No, I will not be attending the Dinner at Riverwalk Cantina.
I have read, understand and agree with the Mariner Associate Acknowledgement I have read, understand and agree with the Event Attendee Expectations. I have read, understand and agree with the Mariner Event Attendee Expectations.
With almost 30 breakout sessions, there is something for everyone. We encourage offices to thoughtfully have advisors attend different sessions and then share what they learned with others from their location.
Select the Breakout Session You Would Like to Attend on Tuesday, January 28 from 1-2 p.m. Title: Access is Everything Roundtables Speaker(s): Various Business Unit Leaders and Subject Matter Experts Description: Behind every advisor is access to a team of advisors. These breakout sessions will have various team members available from Tax, Specialty Tax, Trust, Estate Planning, Insurance, Investment Banking, Institutional, Workplace, CPA Alliance, Advanced Planning and Investments. Meet with the various teams to learn more, ask questions, talk about a specific client/prospect, and overall, understand how to better engage with and utilize our various experts to support our growth efforts.
Select the Breakout Session You Would Like to Attend on Tuesday, January 28 from 3:30-4:45 p.m. Select the Breakout Session You Would Like to Attend on Wednesday, January 29 from 9:30-10:30 a.m. Title: Access is Everything Roundtables Speaker(s): Various Business Unit Leaders and Subject Matter Experts Description: Behind every advisor is access to a team of advisors. These breakout sessions will have various team members available from Tax, Specialty Tax, Trust, Estate Planning, Insurance, Investment Banking, Institutional, Workplace, CPA Alliance, Advanced Planning, and Investments. Meet with the various teams to learn more, ask questions, talk about a specific client/prospect, and overall, how to better engage with and utilize our various experts to support our growth efforts.
Select the Breakout Session You Would Like to Attend on Wednesday, January 29 from 11a.m.-12p.m. Title: Leveraging Tax as a Competitive Advantage and Value Add Speaker(s): Description: Join Field, Practice Management, and Tax leaders for a panel discussion on how tax strategies and internal resources can help drive client attraction and retention for your book of business. This session qualifies for 1 NASBA CPE credit and 1 CFP/CE credit. Field of Study: Specialized Knowledge
Title: Leveraging Internal Strategies and Solutions Description: Learn more about our internal strategies and solutions, and how to best leverage them with the appropriate clients.This session qualifies for 1 NASBA CPE credit and 1 CFP/CE credit. Field of Study: Finance
Title: Access is Everything Roundtables Speaker(s): Various Business Unit Leaders and Subject Matter Experts Description: Behind every advisor is access to a team of advisors. These breakout sessions will have various team members available from Tax, Specialty Tax, Trust, Estate Planning, Insurance, Investment Banking, Institutional, Workplace, CPA Alliance, Advanced Planning, and Investments. Meet with the various teams to learn more, ask questions, talk about a specific client/prospect, and overall, how to better engage with and utilize our various experts to support our growth efforts.
Registration begins at 4 p.m. on Sunday, Jan. 26 and we encourage all attendees to arrive in time to register and attend the Welcome Dinner that begins at 6 p.m.
NAM for Mariner Non-Advisor Associates ends at noon on Tuesday, Jan. 28
NAM for Mariner Institutional Non-Advisor Associates ends at 2 p.m. on Tuesday, Jan. 28
NAM for Mariner Advisor/Advisory and Mariner Institutional Advisor/Advisory ends at noon on Wednesday, Jan. 29
We will book your room and you will receive a confirmation number closer to the event.
Please Select From the Following Lodging Options Please select Gaylord Texan Resort & Convention Center No Lodging Required
Please Select Your Check-In Date
Please Select Your Check-Out Date
Mariner will book my room, however, I am financially responsible to pay the hotel directly for my room. Additional Requirements
Do you have any accessibility needs? Please select Yes No
Please type your accessibility needs in the space below.
How Will You Be Traveling? Please select Flying Driving
Your flight must be booked before registering. To do so, we recommend you book directly with your preferred airline.
Departure (from Dallas) Airport Please select Dallas Love Field Dallas/Fort Worth Other Other
Departure Airline
Departure Flight Number
Departure Date
Departure Time
Transportation from the Gaylord to the airport will be provided to those flying out of Dallas Fort Worth on Wednesday, Jan. 29, from 12 p.m. - 5 p.m. only.
For those leaving at any other day/time, transportation will not be provided and instead, are encouraged to use rideshare services such as Uber or Lyft.
Transportation from the Gaylord to Dallas Love Field will not be provided and you are instead encouraged to use rideshare services such as Uber or Lyft.
Transportation from the Gaylord to Dallas Love Field will not be provided and you are instead encouraged to use rideshare services such as Uber or Lyft.
Transportation from the Gaylord to Dallas Love Field will not be provided and you are instead encouraged to use rideshare services such as Uber or Lyft
Will you need transportation to DFW during that timeframe? Please select Yes, I need transportation to DFW. No, I do not need transportation and will find my own way back to the airport.
