You may be independent,
but you're never alone.
We understand that sometimes the best learning happens outside of the office. Every year, we host a national conference where advisors have the opportunity to listen to experts and learn best practices. If the national conference doesn’t take care of your travel bug, start packing your bags for the Presidents Club Conference! This event is our way of rewarding advisors who have exceeded certain production goals for the year. With these kind of benefits, you might want to get your passport ready.

Business Development / Conferences

Presidents Club Conference

We think our advisors who have exceeded firm goals deserve some extra special attention. After all, exceptional performance deserves exceptional reward. We reward our outstanding advisors with a fun, yet educational, annual conference retreat. We’ve gone to many destinations, including Key West, Puerto Rico, Hilton Head, St. Maarten, Maui and the Grand Bahamas. When you exceed firm production goals, you’ll find yourself packing your suitcase for the Presidents Club getaway.

National Conference

Are you ready to loosen your tie and tighten your profit margins? Every year, we encourage all of our advisors to attend our national conference to learn about the latest trends in the industry directly from the experts. We have a little bit of fun, too. In between engaging workshops and lectures, advisors will be treated to entertainment, delicious food and leisure activities.