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Circle of Excellence

Circle of Excellence

May 3-6, 2018
Arrivals:
• Chairman's Club (May 2)
• Advisory Council (May 2)
• Circle of Excellence (May 3)
• Strategic Partners (May 3)
All Departures (May 6)
Phoenix, AZ • Arizona Biltmore

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Wealth Management University (Spring)

National Conference

August 22-25, 2018
San Antonio, TX
San Antonio Convention Center & Surrounding Hotels

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Wealth Management University

Wealth Management University (Spring)

Coming Soon
Atlanta, GA
Georgia Tech

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Wealth Management University

Wealth Management University (Fall)

October 15-18, 2018
University of Texas
Austin, TX

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PAST EVENTS

Circle of Excellence

Circle of Excellence

March 6-9, 2017
Chairman's Arrival (March 5)
Cancun, Mexico
The Ritz-Carlton

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Wealth Management University (Spring)

Wealth Management University (Spring)

May 8-11, 2017
Atlanta, GA
Georgia Tech

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2017 National Conference

2017 National Conference

July 18-21, 2017
National Harbor, MD
Gaylord National Resort &
Convention Center

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Wealth Management University (Spring)

Wealth Management University (Fall)

October 16-19, 2017
Austin, TX
AT&T Executive Education and Conference Center

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