Roundtable Name
The Roundtable
Location and Hotel
Santa Barbara, California, at The Ritz-Carlton Bacara
Date
November 13th - 15th
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