Our events are created, managed, and hosted by an advisor-run team. As your hosts, we have nothing to sell you... we only want to help you grow your business!
We also know how valuable your time is, so we created a fast-paced event format to maximize the value advisors receive from our events.
All local events are free for producing financial advisors and their teams. Expenses are covered by our partners.
What kinds of presentations will I see?
Most presentations at our events are 401(k)-plan-focused, although many events include sessions on business development, marketing, networking, etc. All presentations are reviewed by practicing advisors to assure they offer value to advisors.
Will there be sponsor companies?
Yes. All presentations come from leading DCIOs, Recordkeepers, and industry experts. We make sure that there's resource and content diversity at each of our events.
Can I bring a guest?
Yes, any advisor or anyone on your team is welcome to attend our events. Guests can be registered directly through the registration page.
What's the dress code?
All of our events are business casual. We want you to be comfortable so that you can get the most out of each session.
Is there CE at the events?
CE credit will not be available at most of our events. Our sessions are designed to be quick and efficient (under 30 minutes each) and not limited by CE content rules.