Past Events

BOSTON, MA
Next-Gen Wealth Advisor Stage

2018 Forbes/SHOOK

Sept. 30-Oct. 2, 2018

LAS VEGAS, NV
Top Advisors Summit

2018 Forbes/Shook

Feb. 27 – Mar. 1, 2018

BOSTON, MA
Top Next-Gen Wealth Advisors Event

2017 Forbes/Shook

October 1-3, 2017