Spend some time networking with some truly advanced financial planners, study technical subjects related to financial planning at an advanced level, and have some fun while you’re at it – our Symposium has it all.

We are excited to offer both an in-person and a virtual Symposium again this year with an excellent lineup of speakers and the same great content you have come to expect. The three and a half day Symposium will include Case Study specific presentations, Round Table discussions, Q&A with the Speakers, an Interactive Trade Show, connection opportunities with other attendees and Game Challenges where you can win an assortment of prizes.