Signature Events
Signature Events bring members together for learning, collaboration, and connection. Flagship gatherings include The Collegium, Annual Symposium, and Women’s Summit.
The Collegium is a focused forum that convenes select leaders for candid peer-to-peer dialogue on practice management, featuring facilitator-led breakouts and collective discussions. The in-person occurrence is an invitation-only event.
The Symposium is a premier two-day forum featuring leading experts and dynamic discussions on the most pressing issues in wealth management. Through panels and collaborative sessions, participants engage in meaningful dialogue and knowledge exchange.
