Roundtable Name
The 2025 Roundtable
Location and Hotel
The Lodge at the Sonoma Resort, Autograph Collection, Sonoma, CA
Date
November 11th - 13th, 2025
Ideal Wealth Firm Attendees
C-Suite Leaders
Description
The Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms
Partner Focus
Breadth of Service, Technology and Product Offerings
Format
The Beacon team weaves together case studies, breakout "brainstorming" sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.
Roundtable Infographic
Roundtable Book
Top 9 Takeaways
Peer Referral