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.

Compliance
Orlando, Florida
February 24th - 26th, 2026
Operational Excellence
Savannah, Georgia
March 24th - 26th, 2026
RIA
Phoenix, Arizona
April 14th - 16th, 2026
Innovators
Denver, Colorado
April 28th - 30th, 2026
Women and Their Evolving Role in Wealth Management
Denver, Colorado
June 2nd - 4th, 2026
Marketing & Recruiting
Florida
October 13th - 15th, 2026
The Roundtable
California
November 10th - 12th, 2026

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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