Upcoming Events
September 10, 2026
September 2026 Quarterly Meeting
Education Meeting
TOPIC #1: Building Your Growth Roadmap SPEAKER: Susan Rosenhoffer About the presentation: Growing a successful advisory practice requires more than just ambition, it demands a clear strategy backed by data. This session will explore how advisors achieve sustainable growth, from defining their core “why” to positioning their value effectively. We’ll dive into key growth drivers, including…
November 17, 2026
November 2026 Quarterly Meeting
Education Meeting
Save the date – more information coming soon!
Past Events
July 29, 2026
July 22, 2026
April 27, 2026 to April 28, 2026
April 22, 2026
March 25, 2026
March 9, 2026
February 17, 2026
February 12, 2026
January 22, 2026
November 20, 2025
September 4, 2025
Special Webinar: Designing a High Impact Summer Internship: From Recruitment to Execution
August 21, 2025
August 6, 2025