The Custom Wealth Advisor Network’s finest strength is our training, and our live events are no exception.

Spring 2018

October 23-25, 2017

The Summit is 100% focused on practice management. Whether the angle is exploring the science of the client meetings, sharing the pros and cons of the latest technology, team training and optimization or sharing the most effective ways to market your practice, our Summit events have something that will help you to deliver more value – in less time, while driving more firm revenue.

The Forum is all about technical and tactical training. If you’re constantly working to take your planning capabilities to the next level, our forum is where you can delve into different areas of planning, whether it’s income tax debriefing, the nuances of insurance that most advisors don’t know or high-level charitable planning concepts to help your high-net-worth clients.