OUR 2026 ROUNDTABLE FOCUS:
What is next in the service of advisors, customers, and enterprise wealth firms?
Location: California
Audience: Wealth Firm C-Suite
Past Attendees: C-Suite, Presidents, Senior Positioned Leadership
Past Wealth Firms Attended: Addison Avenue, Ameriprise Financial, Avantax, B Riley, Cambridge, Cetera, CFD, CG Financial Services, Cuso Financial Sorrento Pacific, Equity Services Incorporated, Farmers Insurance, Fisher Investments, Grove Point, Hammond ILES, Harbour Investments, Hilltop Securities, Investment Planners, Inc., Kestra, Lincol Financial, Lion Street Financial, Lincoln Financial, LPL Financial, Newbridge, New York Life, Park Avenue, PlanMember, Realta, Sanctuary, United Planners, Valmark and more.
This is our flagship roundtable. This roundtable focuses on issues that enterprise wealth leadership is facing, and supplies a wonderful opportunity to collaborate for a few days and drink in a bounty of perspective along with innovative ideas.
Similar to our other roundtables, we mix together targetted case studies, community questions, breakout sessions, and partner thought leadership for honest and open conversations.. Additionally, we bring our groups together for a small intiimate / family like experience that results is rich dialogue and deep long-term friendships.
