Triad Hybrid Solutions

Services & Support

Education and Networking Opportunities

To provide valuable education and networking opportunities, we sponsor and participate in numerous events every year. Financial professionals can earn continuing education (CE) credits for many of these events.

Here are a few of the upcoming workshop topics:

  • Advisory Services
  • Alternative Investments
  • Estate Planning
  • Marketing
  • Operations
  • Retirement Planning
  • Succession Planning
  • Technology
  • Wealth Management

View our event calendar for the listing of upcoming events.

Annual Events

ConnectED

October 2020 Virtual Event

ConnectED is an annual national conference offering in-depth sessions on financial planning, investment management, practice management, retirement planning, compliance, cybersecurity and more.

Alternative Investments Conference

The Alternative Investments Conference offers financial professionals the opportunity to hear from our alternative investment sponsors who can enhance your clients’ investment portfolios.

Chairman's Club

The Triad Advisors Chairman’s Club provides top-producing advisors with ample opportunities to network with their peers, Triad leadership, and product partners. This is an invitation-only event.

Operations and Technology Conference

The annual Operations and Technology Conference is designed to improve the way our financial professionals and their staff use back office systems and to introduce new technology, products, and services.

W Forum

The annual W Forum is part of Advisor Group’s Women Forward Initiative to promote professional growth and career success among women financial professionals.

Wealth Management Symposium

Various Dates in 2020 Virtual Event

The Wealth Management Symposium provides development for advisors looking to grow and enhance their advisory business.

Are you interested in ways sharpen your skills and knowledge?
Get the latest Triad Advisors news and see how we help our advisors hone their skills.