The Roundtable Series Partners
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PARTNERS

THE ROUNDTABLE SERIES

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An invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions, breakout sessions and community question and answer sessions. Click the purple links below to learn more.

Operational Excellence
Savannah, Georgia
March 17th - 19th, 2026
RIA
Scottsdale, Arizona
April 14th - 16th, 2026
Innovators
Denver, Cherry Creek
April 29th - May 1st, 2026
Marketing & Recruiting
Denver, Cherry Creek
October 14th - 16th, 2026
The Roundtable
Santa Bárbara, California
November 11th - 13th, 2026
Compliance
TBD
February 2027

Providing useful knowledge to the community is a core value of our mission. Our roundtables use case studies so groups of wealth management and solution provider executives can explore emerging solutions to critical issues, collaborating to identify obstacles and opportunities.”


~ Beacon Strategies, LLC

B E A C O N S T R A T E G I E S L L C .C O M

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