Roundtable Name
The RIA Roundtable
Location and Hotel
Amelia Island, Florida at the Ritz-Carlton
Date
December 4th - 6th
Ideal Wealth Firm Attendees
C-Suite Leaders
Description
The Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise RIA 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
Peer Referral