A Customized Experience for Each and Every Participant

The Forum offers a one-of-a-kind experience, connecting you with Independent RIAs of similar size for meaningful, dynamic engagement. Through your completion of an easy on-line application, we craft a personalized agenda that matches you with other RIA leaders and select vendors who can help you—and those who you can help. Together, you’ll tackle the challenges that keep you up at night and explore strategies to drive your business forward.

Best of all, this 48-hour experience comes at no cost to you or your firm. Travel, resort accommodations, meals, and event expenses are fully covered, ensuring you can focus entirely on the connections and insights that matter.

Learn more about the Summit: