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Meetings and Events


Our flagship national education meeting is a multi-day event featuring renowned keynote speakers; hundreds of educational sessions; one-on-one business consultations; networking opportunities; themed events; an expansive partner exhibition; and world-class entertainment.

Wealth Management Symposium

Our network’s top-producing advisory practitioners, insightful industry leaders, and our firm’s National Sales Team gather to explore “The Value of Advice.”

W Forum

Held exclusively for our firm’s female financial professionals, W Forum boasts an agenda designed to empower, engage and promote success for women as providers and consumers of financial services.

Retirement Plans Summit

These events are designed to help top retirement plan specialists grow and manage their retirement plan business with practical ideas, insights, tools, and fiduciary best practices.

My Business Builder Workshops

This series of workshops focuses on improving practice management capabilities.

Ready for an Extraordinary Partnership?

Contact us


10 Exchange Place
Suite 1410
Jersey City, NJ 07302

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.