Events

Top-tier educational experiences, business-building networking opportunities, and nationally recognized experts make Commonwealth conferences and seminars the talk of the industry.

Raising the bar to raise the level of the experience

Grow your business while also growing as an advisor, an individual, and the CEO of your independent practice. We mix premier intellectual talent with ample doses of fun, camaraderie, networking, and exclusive experiences.

National Conference
National Conference

Held every autumn, the National Conference is our largest and most comprehensive program of the year. Nearly 1,800 attendees take advantage of insightful keynote speakers, in-depth business-building sessions, incredible networking opportunities, and evening social events. Our 2017 conference will take place in October at the Manchester Grand Hyatt San Diego in California.


Retirement Symposium
Retirement Symposium

This annual event is open to all advisors and provides advanced training to help them seize new opportunities in the workplace retirement plan market. Our 2017 event will take place in June at the InterContinental Boston in Massachusetts.


Chairmans Retreat
Chairman’s Retreat

Open to advisors who set and meet aggressive revenue goals for the year, the Chairman’s Retreat is structured as an intensive, high-level educational and social experience. Our 2017 program will be held in mid-March at The Cloister in Sea Island, Georgia.


Leaders Conference
Leaders Conference

Qualifying advisors, along with their guests, are invited to attend this top producer meeting to enjoy time with other Commonwealth leaders. Our 2017 program will be held in early May at the Four Seasons Hotel Gresham Palace Budapest in Hungary.


Presidents Club
President's Club

Qualifying advisors, along with their guests, are invited to attend President’s Club, a top producer meeting offering the perfect balance of work and leisure. Our 2017 program will be held in May at the Ojai Valley Inn & Spa in Ojai, California.


Summit Club
Summit Club

Qualifying advisors, along with their guests, are invited to attend Summit Club, which combines education with recreation and relaxation. Our 2017 program will be held in April at the JW Marriott Marco Island Beach Resort in Marco Island, Florida.


Vista Club
Vista Club

Qualifying advisors, along with their guests, are invited to attend Vista Club, which offers the opportunity to experience invigorating activities, find respite, and network. Our 2017 program will be held in March at the Ritz-Carlton, Bachelor Gulch in Avon, Colorado.


Founders Club
Founder's Club

Qualifying advisors, along with one guest each, are invited to attend Founder’s Club, a new top producer program designed to welcome qualifiers to the Commonwealth family. Our 2017 program will be held in April at the Boca Raton Resort and Club, a Waldorf Astoria Resort in Boca Raton, Florida.


Business Experience
Business Experience

Qualifying advisors are invited to attend Business Experience, a customized program designed to provide a valuable learning experience. Our 2017 program will be held in April at the Ritz-Carlton, San Francisco in California.


The Commonwealth Institute for Staff

Training and retaining talented support staff is critical to the growth of your business. We offer a number of professional development opportunities to help keep employees at all levels informed, engaged, and contributing to your organization’s success. Two of our most popular programs are:

Commonwealth San Diego Office
Commonwealth 101

This nuts–and–bolts course offers two full days of intensive learning to bring new employees up to speed. Attendees learn the critical information needed to perform their daily job functions and leave with a much better understanding of what is available from Commonwealth and how to best use our resources.


Advanced Topics Symposium
Advanced Topics Symposium

Our annual staff event, styled on our annual National Conference for advisors, offers expanded content to empower support staff in all roles to take their learning to the next level. The conference offers sessions that draw on material presented at the year’s advisor–focused events and provides learning tracks for those who are in or who would like to grow into new positions with your firm.


Education and Development to Empower You to Succeed

The following programs are designed to help you optimize the way you work and are delivered to you with our compliments as part of our partnership.

Be Our Guest
This one-day program highlights the many tools and resources available across Commonwealth to help you get the most out of our home office support and expertise.

Production Group
This peer-supported, collaborative program is designed to help you develop results-driven ideas for increasing revenue and AUM and expanding your client base.

Revenue Jolt
Take a one-day deep dive into the client-facing activities—such as introductions, client events, and networking—that are most likely to boost your top-line revenue.


Enhanced Offerings
The following programs are available for advisors seeking to intensify their learning and development experiences. Fees apply.

Associate/Senior Mentor Program
Offered in a group setting, this year-long program aims to cultivate the development of associate advisors in larger practices through workshops, coaching calls, and charted development.

Power in Practice
This exclusive in-house business coaching program provides a systematic plan, guidance, tactical steps, built-in accountability, and personal coaching to help you increase revenue. It helps you broaden the focus from working “in” to working “on” your business.

Strategic Edge
Geared toward large, ensemble firms, this intensive nine-month program features three in-person workshops and helps you assess your firm’s underlying needs and develop strategies and goals for growing and evolving your business.