Past Events

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NATIONAL EVENTS

Top Teams Summit


Fontainebleau Miami Beach

SOLD OUT!
Feb. 20-22, 2024

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Top Advisor Summit


Encore at The Wynn
Las Vegas

SOLD OUT
October 2-5, 2023

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Alternatives Summit


Pier 60

SOLD OUT

June 12, 2023

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ON-THE-ROAD REGIONAL EVENTS

Atlanta


The Whitley

SOLD OUT

March 26, 2024

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Beverly Hills


The Maybourne Beverly Hills

SOLD OUT

March 7, 2024

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San Francisco


Hyatt Regency San Francisco

SOLD OUT

March 5, 2024

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Boston


Hyatt Regency

SOLD OUT

December 5, 2023

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FORUMS

New Orleans


club XLIV at Champions Square

SOLD OUT

April 11, 2024

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Tulsa


ONEOK Boathouse at Gathering Place

SOLD OUT

April 9, 2024

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Boston


Charles River Country Club

SOLD OUT

February 15, 2024

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Washington


The St. Regis Washington, D.C.

SOLD OUT

February 13, 2024

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VIRTUAL TOP ADVISOR SUMMIT

Canada's Top Wealth Advisors


Online

SOLD OUT

November 8, 2021

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Forging Ahead


Online

SOLD OUT

June 3, 2021

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The Road Ahead


Online

SOLD OUT

March 4, 2021

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What's Ahead


Online

SOLD OUT

November 12, 2020

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