
VIP Night: Tuesday, July 29, 2025
Symposium: Wednesday, July 30 – Friday, August 1, 2025
This is more than just an event - it’s a powerful opportunity to connect, grow, and elevate your practice alongside top performers and thought leaders. If you're ready to invest in your professional growth, build meaningful relationships, and walk away with strategies that make an impact, we’d love to have you with us in Orlando, Florida.
THIS WILL HELP YOU
We believe in unlocking the full potential of every advisor through practical strategies, powerful insights, and a focus on measurable business growth.
Building strong relationships is at the heart of everything we do. Our Symposium creates space for genuine connections, collaboration, and peer-to-peer learning.
We challenge traditional thinking and champion cutting-edge approaches that drive change in the financial services industry.
Every session and speaker is selected with purpose - to help you align your business, values, and goals for long-term success.
We honor the achievements of high-performing advisors and inspire others to reach their next level with confidence and clarity.
From inspiring keynotes to our exclusive VIP Night, we design every detail to leave a lasting impression that fuels your momentum all year long.
Here’s What to Expect







Your registration includes full access to all symposium sessions from July 30–August 1, 2025, entry to breakout sessions and panels, conference materials, and networking opportunities. If you qualify, for the VIP Night you’ll also enjoy our exclusive pre-event evening on July 29.
VIP Night is an exclusive experience reserved for qualified advisors. If you qualify, you’ll receive a separate invitation after registering.
Yes. Light refreshments and lunch will be provided each day of the symposium. We will also be providing a group dinner Wednesday and Thursday, along with a surprise event. The VIP Night will include dinner and drinks. Additional meals are available at the resort’s onsite restaurants.
Yes! We’ve secured a special group rate at the Gaylord Palms Resort for symposium attendees. Details on booking your stay will be provided in your registration confirmation email. You must Register for the event and Book your hotel room before June 29 to receive the group rate.
Business casual is recommended for all symposium sessions. For the VIP Night, Casual Evening attire is suggested!
Guests are welcome to stay at the resort with you, but access to event sessions and the VIP Night is reserved for registered attendees only. There is an additional fee for guests*
Cancellations received by June 29, 2025, will receive a full refund. After that date, registration fees are non-refundable but may be transferred to another advisor within your firm.