Exclusive connections with

The most distinct topics, products & people.

Partnerships are key to our continued growth and success since our start in 2007. That's why we curate custom opportunities for advisors, partners and our firm executives to connect during our National Conference, Assembly. Evolving market topics and new products drive the discussion while exclusive virtual VIP experiences will keep the conversations flowing.

*In 2023, advisor attendance at these important events is mandatory to build firm culture and ensure strong partnership value.