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

Sarasota, Florida

February 18th - 20th

Operational Excellence

Orlando, Florida

March 26th - 28th

Innovators

Savannah, Georgia

April 23rd - 25th

RIA

Denver, Colorado

May 14th - 16th

Marketing & Recruiting

Nashville, Tennessee

October

The Roundtable

Sonoma, California

November

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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