Why We Assemble
Our events unite industry professionals, providing a platform for networking and collaboration. Recognizing that our advisors are entrepreneurs managing demanding practices, these gatherings offer invaluable opportunities to connect with peers facing similar challenges. Through sharing business experiences and exploring strategies and solutions, participants foster mutual growth and support.
Our Goal
We organize events that provide our advisors with comprehensive opportunities for business practice management and development. These gatherings are designed to educate and equip advisors with actionable solutions, enabling them to navigate the evolving landscape of their profession effectively.
2025 Events
Our calendars show past and present events for the current year.
• January 6-11: Agent Convention Deer Vally, UT
• February 20-21: Elevate Bootcamp - Cornelius, NC
• March 23-25: ElevateU™ - Nashville, TN
• Free Month
• May 14-18: PGA Championship - Charlotte, NC
• Free Month
• Free Month
• August 6-8: TOT Retreat - Toronto, ON
• Free Month
• October 20-22: FIG Symposium - Boston, MA
• Free Month
• Free Month
2026 Events
Our calendars show past and present events for the current year.
• Free Month
• Free Month
• Free Month
• April 2- May 2: Agent Convention, Lisbon, Portugal
• April 2- May 2: Agent Convention, Lisbon, Portugal
• Free Month
Event Guide
The following events are proposed for our annual calendar to provide financial professionals with opportunities for in-person engagement with private client groups, coaches, and industry peers. These events are designed to significantly enhance growth, ensure compliance, and support ongoing educational initiatives for their professional development.
Expect the unexpected during our Agent Convention, where guests come to learn, grow, and unwind. Qualifying financial professionals are invited to participate in this unique and luxurious offsite retreat. Our Agent Convention revolves around informative group meetings intertwined with entertainment and activities. Unique destinations and accommodations allow you to learn and share ideas for business growth in a less formal environment. These destinations offer opportunities for personal engagement and business development in serene settings that balance vocation and recreation.
Invitation Only Event
Capstone is a high-level client event intent on improving your business strengths, enhancing workflow efficiencies, and providing better planning and offerings to your clients. In this invitation-only experience, event qualifiers are encouraged to engage with in-depth coaching and small group discussions.
Guests and potential partners are introduced to our Family of Companies and the offerings we provide. This experience allows you to hear active FIG advisors discuss the tools we deliver and how they can improve your business inside a collaboration-based framework.
Invitation Only Event
Elevate Bootcamps offer exclusive, in-depth training led by top-performing financial professionals who share their proven strategies, essential tools, and best practices. These events provide a unique opportunity to gain valuable insights from industry leaders, equipping participants with actionable tactics to drive business growth and operational excellence.
ElevateU is a one-of-a-kind marketing and business development event unique to financial services. It’s designed for independent financial professionals like yourself who want to maximize office and marketing efficiencies while increasing your firm’s overall value and success. We bring together highly successful professionals, industry influencers, and our elite coaching mentors to showcase proven strategies and tactics to expand your firm’s growth as you envision.
During each ElevateU event, you’ll have opportunities to learn and share marketing techniques, address personal challenges, and discover solutions for what’s bogging your business down. ElevateU guests will also find new ways to utilize our premier Elevate program while building key relationships.
The FIG Sales Symposium is often described as our biggest event. Every 12-15 months, our industry experts and keynote speakers touch down in a different city for a two-day immersive conference experience. Past meeting locations include San Diego, Nashville, New Orleans, and Dallas—but the destination is only a part of the experience. Talented speakers, influencers, and educators will inspire your business goals so you can achieve new strategic levels.
At our Sales Symposium, there’s the perfect mix of learning and entertainment. Engage with educational sessions during the day and soak in the local scenery afterward with regionally-distinct food and beverage. Event guests will interact with peers and thought leaders for a deep dive into the FIG Family of Companies, our affiliated partners, and our proven business solutions.
This event emphasizes education and development and less on merit. We bring everything together and offer all the essential tools of the trade directly to our attendees. The FIG Sales Symposium represents the best comprehensive exposure for learning and growth in our industry.
We developed an immersive experience for the golf purist through our partnership with the Dormie Network. The FIG Open is an invitation-only meeting at a private golf club destination designed with business events in mind.
An ideal camaraderie in the exclusive yet comfortable atmosphere allows a safe space for open dialogue. Discussions and strategic alliances are constructed over golf, premier accommodations, and delicious meals. The FIG Open is where blueprints and planning come together to form new partnerships for your business growth and your clients’ well-being.
Invitation Only Event
The Tip of the Triangle (TOT) offers a small group format to deliver extraordinary outcomes to already-remarkable firms. If you want to experience even more growth, our TOT program is your ticket to an exclusive, members-only club comprised of the top 3% of financial professionals. TOT is a VIP group for those exclusively committed to FIG looking for collaboration and camaraderie with fellow independent financial professionals.
The TOT Retreat is an annual event where TOT members come together for B2B exchanges, group sharing, and networking discussions. In this advisor-only summit, the most successful professionals come to learn and grow. At the TOT Retreat, guests will learn and share trade secrets on improving efficiencies and cultivating their businesses, ensuring superior client services for now and the future.
Invitation Only Event
TOT Study Groups are elite small-group conferences. These invitation-only meetings are where the most successful financial professionals unite in a think-tank of ideas on options. TOT Study Groups focus on industry collaboration with peers and thought leaders to improve the marketplace, tailoring businesses for tremendous success.
Invitation Only Event
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Frequently Asked Questions
At Smith Legal, we specialize in Family Law, Personal Injury, Corporate Litigation, and Estate Planning. We provide comprehensive legal services tailored to meet your specific needs.
You can schedule a consultation by calling us at [Your Phone Number], emailing us at [Your Email Address], or book a consultation.
For your first consultation, bring any relevant documents related to your case, such as contracts, medical records, or court documents. This helps us understand your situation better and provide accurate advice.
For your first consultation, bring any relevant documents related to your case, such as contracts, medical records, or court documents. This helps us understand your situation better and provide accurate advice.
The duration of the divorce process varies depending on the complexity of the case, the cooperation between parties, and the court’s schedule. It can take anywhere from a few months to over a year.
Child custody decisions are based on the best interests of the child, considering factors such as the child’s age, health, emotional ties to each parent, and each parent’s ability to care for the child.
April 15, 2025 – Hyatt Regency O'Hare, Chicago, IL
June 17, 2025 - FIG Training Center, Cornelius, NC
September 30, 2025 - FIG Training Center, Cornelius, NC
Power of Zero
Zero-tax expert David McKnight’s Power of Zero is a turnkey, flagship marketing strategy designed to put financial professionals like you in front of a consistent, predictable stream of new clients interested in achieving the 0% tax bracket. The Power of Zero system works because it puts you in the right place, with the right message, at the right time to help prospects and clients avoid the oncoming tax crisis. Attending a Power of Zero workshop teaches you how to leverage David’s proven sales process to attract more affluent clients, establish credibility, and grow your business to $1 million or more.
Power of Zero members will be able to effectively teach a six-hour, two-day workshop to pre-retirees ages 50-65 at a college or university campus near your office. With a lineup of ready-for-you marketing materials, including presentations, videos, scripts, mailers, and more, attending the next Power of Zero event will revolutionize your marketing efforts and create prospecting predictability.
May 1-2, 2025 Birmingham, MI - Schechter Office
Power of Zero
Zero-tax expert David McKnight’s Power of Zero is a turnkey, flagship marketing strategy designed to put financial professionals like you in front of a consistent, predictable stream of new clients interested in achieving the 0% tax bracket. The Power of Zero system works because it puts you in the right place, with the right message, at the right time to help prospects and clients avoid the oncoming tax crisis. Attending a Power of Zero workshop teaches you how to leverage David’s proven sales process to attract more affluent clients, establish credibility, and grow your business to $1 million or more.
Power of Zero members will be able to effectively teach a six-hour, two-day workshop to pre-retirees ages 50-65 at a college or university campus near your office. With a lineup of ready-for-you marketing materials, including presentations, videos, scripts, mailers, and more, attending the next Power of Zero event will revolutionize your marketing efforts and create prospecting predictability.
![Aplhastar_sales-summit_2025__gradient[99].png](https://static.wixstatic.com/media/1b37d6_4959259d0c484f8ab73d23081577a3e9~mv2.png/v1/fill/w_980,h_470,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/Aplhastar_sales-summit_2025__gradient%5B99%5D.png)
May 5-6, 2025 Charlotte, NC - Kimpton Hotel at Tryon Park
Join us in Charlotte as we combine tradition with innovation, exploring ways to make 2025 a year of discovery and success!
This year’s summit draws inspiration from the city’s storied legacy of uncovering opportunity and transforming it into enduring value. Much like the pioneers who struck gold in the Carolinas, financial professionals today must navigate challenges, seize opportunities, and refine their craft to unlock their full potential. We'll focus on leveraging the unique strengths of your practice through cutting-edge tools and partnerships that elevate your business to new heights.
Click HERE to register for the event.
PARTNER EVENTS
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