Frequently Asked Questions
How do I register for Assembly?
Event registration is now open here.
This event and complimentary registration is reserved for Arete Wealth employees, advisors, affiliated staff, and select product partners.
Is this meeting mandatory?
There will always be challenges pertaining to travel, as it means time away from families, friends, and clients. Regarding content, the firm's annual compliance meeting requirement for Arete Wealth registered advisors will be met by attending this meeting. If you are unable to attend Assembly, it's mandated registered representative meet the annual compliance requirement with additional online training. The details of those online hours will be shared after Assembly. We hope the nature of the content, the appeal of the culture-building, and the expenses the firm is absorbing on your behalf will make the trip both feasible and worthwhile. If you have any challenges preventing you from attending, please notify us.
What is the start time and end time of the event?
The formal conference program is Wednesday, Sept. 2nd - Friday, Sept. 4th.
For those travelling into California, the hotel will accept early arrivals on a first-come, first-reserved basis on Tuesday, Sept. 1st.
The conference kicks off with a welcome lunch on Wednesday, Sept. 2nd.
The conference closing breakfast is hosted the morning of Friday, Sept. 4th.
Following the conference closing on Friday AM, Arete will offer the Assembly Golf Invitational at the Sandpiper Golf Club.
Where is the agenda?
Event agenda details from 2025 are posted here for reference. The 2026 agenda will be posted when available.
Where is the event?
Assembly 2026 will be hosted in Santa Barbara, California at this property:
THE RITZ-CARLTON BACARA, SANTA BARBARA
How do I make a hotel reservation?
You have access to an exclusive discounted nightly room rate with Arete's room block. Make your reservation directly online here or call the hotel at 844-252-9422.
Are hotel early check-ins and late check-outs available?
Given the size of our group, a limited number of Tuesday, Sept. 1st arrivals and Saturday, Sept. 5th departures will be available. Attempt to make your preferred reservation using the link above, or contact the hotel directly and mention the Arete Wealth Assembly room block.
Is parking available?
Onsite parking at the hotel is available. Ask for more details.
What airport is recommended?
The Santa Barbara Municipal Airport (SBA) is 7 miles from the property.
The next closest airport is Los Angeles (LAX), which is 110 miles, or 2 hours.
Is transportation provided from the airport to the hotel?
Given you are responsible for your own flight arrangements, there is a much higher convenience when you also arrange onsite transportation upon your arrival. Many options to arrive at the hotel are available, including hired ride apps like Lyft and Uber.
What costs are involved?
Registration for advisors, staff, and approved guests is complimentary. The firm covers all meals, events, and materials throughout your time with us. Attendees are responsible for their own travel expenses.
We will lighten the burden of your hotel fees by negotiating a special room rate for Assembly attendees.
What is the event dress code?
Business casual or golf attire are recommended attire styles throughout the conference.
May I bring a guest?
Yes; you may bring one personal guest with you, who will have access to all of our meals and excursions.
Will the event be recorded or live-streamed?
No; Arete Wealth Assembly is always an in-person event. The specific content and experiences of this meeting are designed to be in person.