call today for upcoming classes and availability
Join our upcoming workshops and discover proven strategies to elevate your financial advisory practice. Don’t miss the opportunity to learn from industry experts and network with peers.
Upcoming events
Thursday, June 12th & Friday, June 13th
- Thursday: 9:00 AM – 2:30 PM, then a break before resuming from 4:00 PM – 6:00 PM.
- Friday: 9:00 AM – 1:00 PM.
Thursday, September 18th & Friday, September 19th
- Thursday: 9:00 AM – 2:30 PM, then a break before resuming from 4:00 PM – 6:00 PM.
- Friday: 9:00 AM – 1:00 PM.
Call us at 919.852.1215 or reach out through our Calendly below
FAQs
Find answers to common questions about our educational workshops for financial advisors.
The workshop is $12,500 per attendee. Be sure to reach out about your preferred date, as discounts may be available for select sessions.
Yes! We’ve got you covered:
- Thursday: Breakfast, lunch, and dinner are included.
- Friday: Breakfast and lunch are included.
Courtyard Raleigh Cary by Marriot
102 Edinburgh Dr, Cary, NC 27511
- Thursday: 9:00 AM – 2:30 PM, then a break before resuming from 4:00 PM – 6:00 PM.
- Friday: 9:00 AM – 1:00 PM.
Our speakers are industry experts with years of experience. They are passionate about sharing their knowledge. Expect engaging presentations and interactive discussions.
The class will be held right at our home office at:
117 Edinburgh South Drive, Suite 110 Cary NC 27511
Please bring your preferred note-taking materials, whether that’s a laptop, tablet, or notebook.
Cancellations made 14 days prior to the event will receive a full refund. After that, no refunds will be issued. However, you may transfer your registration to another attendee.