We are a group of independent financial professionals with a passion for supporting advisors who do the right thing, for the right people, for the right reasons.
We provide a robust support system for today's financial professional, built on a foundation of years of experience and strong strategic partnerships.
We believe that better advisors build better futures, and that independent advisors provide the highest caliber of service. But just because you are independent, doesn't mean that you have to be alone.
Don’t let momentum dictate the future of your business.
WHENApril 18, 2018 12:00 pm
TRATA: The Restaurant At The Armory
145 Culver Rd, Rochester, NY 14620
WHENMay 15 -16, 2018 & June 19, 2018
Additional Details Coming Soon
WHENJune 3 - 6, 2018
Hyatt Regency New Orleans601 Loyola Ave.New Orleans, Louisiana 70113