Triad Hybrid Solutions

Services & Support

Education and Networking Opportunities

To provide valuable education and networking opportunities for our financial professionals, 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


April 27-30, 2020 Chicago, IL

Ladenburg Institute of Women & Finance Symposium provides education and networking support to female financial professionals. This is an invitation-only event.


January 14-16, 2020 Atlanta, GA

Ladenburg Advise provides development for financial professionals looking to grow and enhance their advisory business. Learn more about our strategists, TAMP partners, and asset managers. This is an invitation-only event.


June 2-3, 2020 Austin, TX

Ladenburg NxG facilitates networking between next-gen financial professionals to drive their practices to higher levels of success. This is an invitation-only event.


June 3-4, 2020 Austin, TX

Ladenburg Innovate showcases various Fintech start-up companies giving financial professionals a look at new technologies transforming our industry. This is an invitation-only event.


June 9-10, 2020 Las Vegas, NV

Ladenburg Diversify offers financial professionals the opportunity to hear from our alternative investment sponsors who can enhance your clients’ investment portfolios. This is an invitation-only event.

Chairman's Club

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

Operations and Technology Conference

November 11-12, 2019 Atlanta, GA

This annual meeting held in Atlanta is designed to improve the way our financial professionals 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.


September 11-15, 2020 Louisville, KY

Ladenburg Elevate is a national conference offering in-depth sessions on financial planning, investment management, practice management, retirement planning, compliance, cybersecurity and more.

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