Triad Hybrid Solutions

Services & Support

Education and Networking Opportunities

To provide valuable education and networking opportunities for our advisors, we sponsor and participate in numerous events every year. Advisors can earn continuing education (CE) credits for many of these events.

Here are a few of the upcoming workshop topics:

  • Advisory Services
  • Asset Management
  • Compliance
  • Alternative Investments
  • Brokerage Services
  • Estate Planning
  • Financial Planning
  • Insurance Planning
  • Technology

View our event calendar for the listing of upcoming events.

Annual Events

National Conference

September 6-9, 2017 La Jolla, CA

We hold our National Conference each fall, providing a forum for top keynote speakers, technology updates, business development sessions, and interaction with other top advisors.

The 2017 National Conference will be held in September at the Hilton Torrey Pines.

In addition to our National Conference, we hold many other key events to focus on critically important topics for our advisors and the industry.

Alternative Investments Conference

February 2-4, 2017 Las Vegas, NV

This event covers current topics, regulations, opportunities, and best practices in alternative investments with focused training for our advisors.

Our 2017 Alternative Investments Conference was held in February at Caesars Palace.

Operations and Technology Conference

July 24-25, 2017 Atlanta, GA

This annual meeting held in Atlanta is designed to improve the way our advisors use back office systems and to introduce new technology, products, and services.

Our 2017 Operations and Technology Conference will be held in July at the Atlanta Airport Marriott.

Ladenburg Institute of Women and Finance Symposium

October 2-3, 2017 Miami, FL

This meeting of select women advisors has two goals: to help women advisors build their business and to improve how all advisors serve women investors. This event also provides education and networking support for women independent advisors of our independent broker/dealers.

The 2017 Ladenburg Institute of Women and Finance Symposium will be held in October at the Marriott Biscayne Bay.

Ladenburg Fee Symposium

November 6-9, 2017 Salt Lake City, UT

This event provides industry insight and tools to help grow advisors’ fee-based business.

The 2017 Ladenburg Fee Symposium will be held in November at the Grand American Hotel.

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