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Next Mile
The Rising Tide
📅 Thursday, July 17, 2025 | 10:00 AM – 4:00 PM
📍 Asset-Map’s Arts Warehouse, Philadelphia, PA
Milemarker is proud to participate in the Advice Engagement Mastermind—an invite-only, one-day think tank bringing together top advisors, tech innovators, industry influencers, and researchers to explore one essential question:
How will advice be delivered in the future—and what role will technology and human engagement play?
Hosted in the creative space of Asset-Map’s Arts Warehouse, this mastermind event features recorded roundtable sessions that will be transcribed and shaped into a white paper distributed by WealthManagement.com to its vast network of industry professionals.
Jessica Perez will represent Milemarker in this powerful conversation on the future of advice.
We’re excited to contribute to this important dialogue—and to connect with forward-thinking leaders shaping the next chapter of financial services.
Looking forward to seeing you in Philly!
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