Triad Hybrid Solutions

Services & Support

Education and Networking Opportunities

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

Here are a few of the upcoming workshop topics:

  • Advisory Services
  • Alternative Investments
  • Estate Planning
  • Marketing
  • Operations
  • Retirement Planning
  • Succession Planning
  • Technology
  • Wealth Management

View our event calendar for the listing of upcoming events.

Annual Events

Alternative Investments Conference

Our Alternative Investments Conference offers financial professionals the opportunity to hear from our alternative investment sponsors who can enhance your clients’ investment portfolios. This is an invitation-only event.

Chairman's Club

The Triad Advisors Chairman’s Club provides top-producing financial professionals with ample opportunities to network with their peers, Triad leadership, and product partners. This is an invitation-only event.


ConnectED is a national conference offering in-depth sessions on financial planning, investment management, practice management, retirement planning, compliance, cybersecurity and more.

Operations and Technology Conference

Our Operations and Technology Conference is designed to improve the way our financial professionals use back office systems and to introduce new technology, products, and services.

W Forum

The W Forum is an event exclusively for the women in the Advisor Group network where they hear keynote speakers, participate in break-out sessions and advisor-led workshops, and network with their peers.

Wealth Management Symposium

Our Wealth Management Symposium provides development for financial professionals looking to grow and enhance their advisory business. This is an invitation-only event.

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