Triad Hybrid Solutions

Services & Support

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
  • Compliance
  • Alternative Investments
  • Brokerage Services
  • Estate Planning
  • Financial Planning
  • Insurance Planning
  • Technology

View our event calendar for the listing of upcoming events.

Annual Events

National Conference

August 19-22, 2019 Washington, D.C.

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 2019 National Conference will be held in August in Washington, D.C.

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

April 29 - May 1, 2019 Las Vegas, NV

This event covers current topics, regulations, opportunities, and best practices in alternative investments with focused training for our advisors.

Our 2019 Alternative Investments Conference will be held on April 29 – May 1 at the Four Seasons Hotel.

Chairman's Club

March 17-20, 2019 Tucson, AZ

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 2019 Chairman’s Club will be held in March at the Ritz Carlton Dove Mountain.

Operations and Technology Conference

November 11-12, 2019 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 2019 Operations and Technology Conference will be held on November 11-12 2019 at the JW Marriott Atlanta Buckhead.

Ladenburg Institute of Women and Finance Symposium

October 14-17, 2019 New Orleans, LA

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 Ladenburg Thalmann’s independent advisory and brokerages.

The 2019 Ladenburg Institute of Women and Finance Symposium will be held in October at The Roosevelt.

ELEVATE Advisory Symposium

January 13-15, 2019 JW Marriott Nashville

This invitation-only event provides industry insight and tools to help grow advisors’ fee-based business.

The 2019 ELEVATE Advisory Symposium will be held in January at the JW Marriott Nashville.

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