Events

Team Meetings

JAN 10, 2025

Network Wide Quarterly Meeting

BIG Meetings

MAR 21-APR 5, 2025

Proxy Brazil Spring Conference

SEPT 24-26, 2025

Proxy Company Summit

SEPT 20-23, 2025

Proxy Seller Event

EDUCATIONAL EVENTS

APR 15, 2025
APR 22, 2025

APR 29, 2025

Proxy Podcasts

FEB 11, 2025: Winter Session
MAY 13, 2025: Spring Session
SEPT 9, 2025: Fall Session

Local Classroom Sessions

FEB 26, 2025: Small Business Planning
MAY 28, 2025: Retirement Income Planning

AUG 27, 2025: Common Investment Vehicles
NOV 19, 2025: Understanding Insurance

Quarterly Webinars

FEB 5, 2025
MAY 7, 2025
AUG 6, 2025
NOV 5, 2025

Quarterly Market Commentary

APR 16, 2025: REITs
JUL 16, 2025: Infrastructure
OCT 15, 2025: Oil & Gas Partnerships

Alternative Investments Webinars

NETWORKING & SOCIAL EVENTS

SECOND TUESDAY EVERY MONTH

C-SUITE NETWORK™ Executive Mixer in Phoenix, AZ

THIRD WEDNESDAY EVERY MONTH

C-SUITE NETWORK™ Executive Mixer in Dallas, TX

FOURTH TUESDAY EVERY MONTH

C-SUITE NETWORK™ Executive Mixer in New York City, NY

JUN 22-28, 2025

Proxy Client Appreciation Week- Summer

NOV 30-DEC 6, 2025

Proxy Client Appreciation Week- Holiday