Pre-register now to join us for our 2022 virtual summits.
Connect and learn from fellow financial professionals, thought leaders and industry experts from every aspect of the financial ecosystem.
|April 5, 2022||Market Outlook Summit|
Forward-looking strategies for advisors
|August 16-17, 2022|
Thought Leader Summit
Long-term trends affecting the advisory profession
|December 13, 2022|
Investment Trends for 2023
Top investment themes that will drive client conversations in 2023
from industry leaders
|Entertaining & Educational|
uniquely curated sessions
“This event was far more informative and interesting than I expected. I’m thrilled I stumbled into it.”
– John Lauer, money manager, Arkansas
Interested in Sponsoring?
Looking to foster meaningful relationships with advisor clients and prospects?
Our summits create an engaging and safe virtual environment for sponsors to develop and nurture qualified leads.
2021 Featured Speakers
Speakers will be announced for our 2022 events soon. Here are some who spoke at our last summits.