Education and Networking Opportunities
To provide valuable education and networking opportunities for our advisors, we sponsor and participate in numerous events every year. Advisors can earn continuing education (CE) credits for many of these events.
Here are a few of the upcoming workshop topics:
- Advisory Services
- Asset Management
- Alternative Investments
- Brokerage Services
- Estate Planning
- Financial Planning
- Insurance Planning
View our event calendar for the listing of upcoming events.
August 27-30, 2018 Boca Raton, FL
We hold our National Conference each fall, providing a forum for top keynote speakers, technology updates, business development sessions, and interaction with other top advisors.
The 2018 National Conference will be held in August at the Boca Raton Resort & Club.
In addition to our National Conference, we hold many other key events to focus on critically important topics for our advisors and the industry.
Alternative Investments Conference
March 19-21, 2018 Las Vegas, NV
This event covers current topics, regulations, opportunities, and best practices in alternative investments with focused training for our advisors.
Our 2018 Alternative Investments Conference will be held in March at the Four Seasons Hotel.
May 8-11, 2018 Sonoma, CA
This invitation-only event provides attendees with ample opportunities to network with their peers, Triad management team members and product partners; share best practices; and discuss industry developments and ongoing growth strategies.
Our 2018 Chairman’s Club will be held in May at the Fairmont Sonoma Mission Inn.
Operations and Technology Conference
November 5-6, 2018 Atlanta, GA
This annual meeting held in Atlanta is designed to improve the way our advisors use back office systems and to introduce new technology, products, and services.
Our 2018 Operations and Technology Conference will be held in November at the Atlanta Airport Marriott.
Ladenburg Institute of Women and Finance Symposium
October 10-11, 2018 Dallas, TX
This invitation-only meeting of select women advisors has two goals: to help women advisors build their business and to improve how all advisors serve women investors. This event also provides education and networking support for women independent advisors of our independent broker/dealers.
The 2018 Ladenburg Institute of Women and Finance Symposium will be held in October at the Four Seasons Las Colinas.
ELEVATE Advisory Symposium
November 7-9, 2017 Salt Lake City, UT
This invitation-only event provides industry insight and tools to help grow advisors’ fee-based business.
The 2017 ELEVATE Advisory Symposium will be held in November at the Grand American Hotel.