The Private Advisor Group Elite Retreat is an invitation-only event designed specifically for the top independent advisors in the network. This two and a half day event in a desirable location consists of morning education and afternoon leisure. The sessions are hands-on workshops customized for the audience and executed with actionable ideas for this elite group to implement.
The 2018 Elite Retreat was held at the Boca Raton Resort & Club in Boca Raton, Florida. With a riveting agenda that boasted two days of educational content and sessions that provided our advisors with the exact solutions they are seeking, the Elite advisors enjoyed themselves in every way. Some of the benefits of attending an event like this include:
- The opportunity to spend time with other successful advisors who understand the challenges and opportunities of running a larger practice
- The access to industry renowned speakers who will spend one on one time with you to identify areas of opportunity in your firm
- The ability to network with the premier Strategic Partners to engage deeper on new solutions that you might implement for your clients
- A chance for your spouse or guest to join you on a business trip and enjoy the surroundings