Featured Event: Distinguished Advisor Conference

Help us celebrate 10 years of cutting edge professional development and seize the opportunity: be there to think strategically with top advisors at the DAC in beautiful Ojai, California, November 10-13, 2013.

"The information was wide and varied. Everyone was happy and friendly — mingled very well. I enjoyed this conference immensely. Looking forward to the next." – Jocelyn G., ON

THEME:
Back to the Future: Collaborative Wealth Management

You’ve helped your clients manage their money in a decade of financial crisis. Now the challenge is to think outside the box and manage family wealth back into a bright, but uncertain future.

There are many benefits to be gained from attending:

• Earn valuable CE credits and certification
• 18 great speakers
• Unparallelled networking opportunities

About Ojai, California

Pronounced O-Hi, this charming community is considered the most spiritual town in the US. Surrounded on all four sides by mountains, it is famous for its ‘pink moment’ which occurs nightly just before sunset. A haven for musicians, artists and health enthusiasts, The Ojai Valley Inn & Spa is an award-winning resort that is the perfect setting for this year's conference. Enjoy wine tastings, visit the various art galleries, meditation gardens, spa, horseback riding, Jeep tours, fishing on Lake Casitas, hiking and biking, golfing.