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, 2022Market 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 Insights Summit

Top investment themes that will drive client conversations in 2023


Why Attend?

Keynote presentations
from industry leaders
Earn free
CE credit
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.