Join Your Fellow Roundtable Members to Lead the Future of Advisory in-person
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Roundtable LIVE
September 17, 2025
Bonus session: 2:00 p.m. - 4:00 p.m. PT
September 18, 2025
8:00 a.m. - 4:00 p.m.
September 19, 2025
8: 00 a.m. - 12:00 p.m.
Bonus session: 1:00 p.m. - 3:00 p.m. PT
September 17, 2025
Bonus session: 2:00 p.m. - 4:00 p.m. PT
September 18, 2025
8:00 a.m. - 4:00 p.m.
September 19, 2025
8: 00 a.m. - 12:00 p.m.
Bonus session: 1:00 p.m. - 3:00 p.m. PT
Roundtable - Mission Bay, San Diego
Join us for our exclusive in-person Roundtable experience designed for elite advisors ready to scale up.
Engage face-to-face with top industry leaders, master high-impact strategies, and build powerful connections that accelerate your growth. Walk away with proven frameworks, game-changing insights, and the competitive edge to dominate the high-net-worth market.
This is your moment—be there, take action, and lead the way.
Engage face-to-face with top industry leaders, master high-impact strategies, and build powerful connections that accelerate your growth. Walk away with proven frameworks, game-changing insights, and the competitive edge to dominate the high-net-worth market.
This is your moment—be there, take action, and lead the way.
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Event Planning
Date
Mark your calendar!
Don't miss this transformative
September
17-19, 2025
17-19, 2025
Mark your calendar!
Don't miss this transformative
event to elevate your practice.
Time
3-day Immersive Live Event
Block your calendar—youʼll want to stay engaged from start to finish.
Location
San Diego Mission Bay Resort
1775 East Mission Bay Drive, San Diego, CA 92109
Event Highlights
We are looking forward to seeing you in San Diego!
Our full agenda and guest speakers are currently being finalized and will be shared as we approach the event.
Our full agenda and guest speakers are currently being finalized and will be shared as we approach the event.
Exclusive In-Person Roundtable
Connect directly with top industry leaders and elite advisors.
High-Impact Strategies
Master proven frameworks to accelerate your business growth.
Powerful Networking
Build valuable relationships with like-minded professionals.
Game-Changing Insights
Gain insider knowledge to dominate the high-net-worth market.
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