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Conferences & Events

2019 W Forum | SagePoint Advisors

Held exclusively for our firm’s female advisors, W Forum boasts an agenda designed to empower, engage and promote success for women as providers and consumers of financial services.

  • May 1-3, 2019
  • Indianapolis, IN

2019 Wealth Management Symposium | SagePoint Advisors

Our network’s top-producing advisory practitioners, insightful industry leaders, and our firm’s National Sales Team gather to explore “The Value of Advice.”

  • May 1-3, 2019
  • Las Vegas, NV

2019 Conference of Champions

Explore 50 oceanfront acres of lush gardens, manicured lawns, open courtyards, and pristine pools
to relax and enjoy the classic Hawaiian environment.

  • May 1-3, 2019
  • Kauai
  • Grand Hyatt Resort

2019 ConnectED | SagePoint Advisors

Our flagship national education meeting is a multi-day event featuring renowned keynote speakers; hundreds of educational sessions; one-on-one business consultations; networking opportunities; themed events; an expansive partner exhibition; and world-class entertainment.

  • October 27-30, 2019
  • Nashville, TN

2019 Leaders Summit | SagePoint Advisors

Outstanding achievement is something to celebrate, and at SagePoint Financial, that’s exactly what we do at our annual Leaders Summit conference – an invitation-only recognition event that delivers a distinctive experience in a spectacular setting to our top-tier advisors. These exclusive gatherings offer qualifying advisors and their guests the opportunity to mingle/network with other top-performing peers, senior management and strategic partners at fantastically orchestrated themed events; relax; and enjoy all the amenities and activities provided by five-star destinations.

  • October 27-30, 2019
  • Ritz Carlton Dove Mountain – Tucson, AZ
tucson arizona leaders summit 

2020 Conference of Champions

THE BREAKERS, PALM BEACH is five-star, five diamond and the destination for 2020 Conference of Champions.

World renown in its beauty, with impeccable service. Stunning, crystal-blue water abounds this resort on the Atlantic Ocean. With a half-mile of private beach, infinity pools, and an exquisite SPA, tranquility awaits.

So much to do including two award-winning golf courses and tennis courts. Explore reefs and marine life, deep sea fishing, kayaking and more!

  • April 25-29, 2020
  • Palm Beach
  • The Breakers Palm Beach

conference of champions

2020 Chairman’s Club

Journey across the world with us October 13- 19, 2020 where we will take you to Tokyo, Japan, known for its amazing culture, beauty, hospitality and so much more! Opportunity abounds to immerse yourself in Japan’s unique culture, amazing traditions and stunning natural environment.
Our home away from home will be the exquisite, highly awarded, five-star hotel, The Ritz-Carlton, Tokyo! Chairman’s Club qualifiers will experience unsurpassed luxury, first-class hospitality, incredible dining options, and views of the awe-inspiring scenery from high above Japan’s largest city.

  • October 13-19, 2020
  • The Ritz Carlton Tokyo, Japan


2018 Leaders Summit

SagePoint Financial is committed to providing our financial advisors with valuable educational, training, and incentive opportunities. In addition to our national and regional educational meetings, we host exclusive incentive conferences for qualifying advisors.
The 2018 Leaders Summit will be held at the Fairmont Banff Springs in Alberta, Canada, where guests can immerse themselves in the resort’s timeless beauty and luxurious comfort. Canada’s “Castle in the Rockies” offers a unique blend of opulence and the seclusion of a pristine wilderness, as well as fine dining and deluxe amenities.

  • July 22-26, 2018
  • Alberta, Canada
  • Fairmont Banff Springs

Wealth Management Symposium

The Wealth Management Symposium provides an opportunity to explore The Value of Advice with industry experts, nationally renowned speakers, senior management, and your peers as we engage the best thinking in wealth management.

Take your advisory practice to the next level with: education sessions and interactive workshops that cover all the advisory bases… one-on-one business consultations that speak to your practice’s needs… an interactive partner exhibit… and outstanding networking opportunities.

  • August 29-30, 2018
  • Chicago, IL
  • Marriott Marquis Chicago

Chairman’s Club: Buenos Aires

  • October 1-6, 2018
  • Buenos Aires, Argentina

Cartagena 2018

Qualification Period January 1, 2018 – September 30, 2018
Results through June 30, 2018

  • December 5-8, 2018
  • Hotel Casa San Agustin