Roundtable Name
The Roundtable
Date
November 5th - 7th
Location and Hotel
Santa Barbara, CA at The Ritz-Carlton Bacara, Santa Barbara
Description
The Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms
Past Wealth Firms Attended
Ameriprise Financial, Avantax, B Riley, Cambridge, CFD, CG Financial Services, Cuso Financial Sorrento Pacific, Equity Services Incorporated, Farmers Insurance, Grove Point, Hammond ILES, Investment Planners, Inc., Kestra, Lion Street Financial, LPL Financial, Newbridge, New York Life, Sanctuary, United Planners, Valmark
Partner Focus
Breadth of Service, Technology and Product Solutions.
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