Events
Upcoming Events
August 4 - August 7, 2023
9:00a - 5:00p
San Diego Convention Center
September 21, 2023
7:00a - 9:30a
Lakewood Country Club
November 17, 2023
6:00a - 9:30a
Lakewood Country Club
April 7, 2024 - April 10, 2924
8:00a - 5:00p
Wynn Las Vegas
Investments & Wealth Institute (Institute) ACE Academy 2024
Experience 2024 is the gathering place for the world's top advisors. Join 1,200+ prestigious professionals as they assemble over 3.5 days while earning up to 20 premiers CE hours.
April 28 - April 30, 2024
8:00a - 5:00p
JW Marriott Marco Island Beach Resort
2024 Exit Planning Summit - Exit Planning Institute
The Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices.
Past Events
May 21 - May 23, 2023
1:00p - 5:00p
The Phoenician
2023 Exit Planning Summit - Exit Planning Institute
The Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices.
May 12, 2023
7:00a - 9:30p
Lakewood Country Club
April 30, 2023 - May 3, 2023
6:00a - 7:00p
San Diego Convention Center
Investments & Wealth Institute (Institute) ACE Academy 2023
The Advisors at Vintage Financial will be attending this educational event.
January 20, 2023
7:00a - 9:30a
Lakewood Country Club