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Meetings and Events

Advisor Group hosts a series of national and regional events that vary by size, location, and area of focus. These events are designed to bring advisors, firm leadership, industry experts, and strategic partners together for comprehensive education and training opportunities throughout the year.


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 advisors, W Forum boasts an agenda designed to empower, engage and promote success for women as providers and consumers of financial services.

Qualified Plans Sales Institutes (QPSI)

The QPSI series is designed for advisors looking to grow their qualified plan business.

My Business Builder Workshops

This series of workshops focuses on improving practice management capabilities.

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Suite 1410
Jersey City, NJ 07302

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