Upcoming Events

Stay up-to-date on upcoming webinars and conferences we’re participating in!


Join Us At Bob Veres’ Insiders Forum

“Bob Veres’ Insider’s Forum conference is the real-world extension of Inside Information, a master study group, provider of newsletters and articles as well as a general “curator” of information found throughout the financial advisory profession.

Intended for experienced fiduciary financial advisory business professionals, the conference is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.”

Conference will take place in Nashville, TN from October 6th to 8th, 2021.

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#XYPN Live 2021 Conference

“At #XYPNLIVE, you’ll find a jam-packed session schedule, acclaimed keynotes, add-on opportunities, and peer-to-peer networking. But you’ll also discover so much more.

Setting #XYPNLIVE apart: a full-day dedicated to connecting you with partners, one-on-one advice, a commitment to inclusivity, and a supportive, family-friendly environment.”

Conference will take place in Denver, CO from November 8th to 12th, 2021.

Learn More & Join