Genius Preview 2020

November 14, 2019 – Scottsdale, Arizona

Gathering of the Minds 2019

Join Congenius for its first annual meeting of the minds.  In 2019, Congenius, expanded its footprint into several areas that proved beneficial for our clients . In 2020, we look forward to continued genius growth and we’d like to share with our 2020 plan to increase market share, genius revenue opportunities, and partnerships. This will be a fast paced discussion that will conclude with some fun at Top Golf – Scottsdale. 

Where have we been? Better yet, let’s go here in 2020!

We learned lots in 2019, lots that will help us have an even bigger and better 2020.  We want to review, update, listen, prosper, and connect genius with our parters  at our meeting of the minds.

Congenius’ Client Journey

InReach Wealth Advisors has an awesome story to tell. Assisting with InReach’s brand transition; Congenius has been there every step along the way.  We will hear from InReach regarding their client journey and Congenius partnership.

Be Genius @ Top Golf, Scottsdale, AZ

Nothing like a little food, fun, and TopGolf to end our meeting in Scottsdale. Swing for the fence literally – your score might be higher than your neighbor’s score.

Featured Talks & Speakers

We are excited to connect genius during our time together. You will hear from the Congenius team along with a guest panel that includes clients and business partners.  InReach Wealth Advisors, a Congenius Client, led by Jason Ayala will share their Congenius journey as they launched their organization. Ryan Dei, GPS Insight, a business partnership along with Jiby John, Congenius/Abaasoft IT Engagement Leader will also talk about their connected genius.  

Sean Miller

Managing Partner, Founder, Congenius

Jason J. Ayala, CFP®, CIMA®

Private Wealth Advisor, Congenius Client

Ryan Dei

Enterprise Sales, GPS Insight, Congenius Partner 

Jiby John

IT Engagement Leader, Congenius/Aabasoft

Our Sponsors

Our Meeting Spot!

Meeting Location: InReach Wealth Advisors corporate office: 14500 N. Northsight Blvd, Suite 213; Scottsdale, AZ 85260

 

Count Me In

I wil be attending:

Make A Difference – Bring A Toy!

Congenius is proud to partner with, Los Ojos De La Familia AZ, a charity organization. This year,  Los Ojos De La Familia AZ, will help to support 250  less fortunate Arizona families with food, household goods, and gifts for all household children.  We’d appreciate you bringing a new unwrapped toy or toys with you to our meetings of the minds!