Register for the Advisor Excellence Symposium
Join us for a half-day symposium revolving around a single client story, starting with the science of indecision; moving through wealth, estate, Social Security, and education planning; and ending with a session on portfolio construction.
Lead With Certainty
Thursday, November 12, 2026
10:00 AM – 2:00 PM
(lunch will be served)
Beechwood Hotel
363 Plantation St, Worcester, MA 01605