Please join us April 4-6 for our bi-annual gathering of all Partners! We’ll share enhancements, updates, best practices, and 2022 plans as well as welcome questions, ideas, and successes from all of you…our valued Partners. 

We have an expanded agenda with sessions devoted to advisors, CEOs, and Operations Professionals, so there is a high takeaway value for everyone in your office!

Our goal for Partner Summit is unwavering: to send you home with takeaway value you can implement, provide access to the most innovative thinkers in our profession, and give you insight into what’s ahead for Partners like you in 2022!