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.
Held every autumn, the National Conference is our largest and most comprehensive program of the year. More than 1,850 attendees take advantage of insightful keynote speakers, in-depth business-building sessions, incredible networking opportunities, and evening social events. Our 2016 conference will take place in November at the JW Marriott Austin in Texas.
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 2016 event will take place in June at the Fairmont Copley Plaza in Boston, Massachusetts.
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 2016 program will be held in February at the 1 Hotel South Beach in Miami, Florida.
Qualifying advisors, along with their guests, are invited to attend this top producer meeting with other Commonwealth leaders. Our 2016 program will be held in May at the Four Seasons Resort Maui at Wailea in Hawaii.
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 2016 program will be held in March at the JW Marriott Guanacaste Resort & Spa in Guanacaste, Costa Rica.
Qualifying advisors, along with their guests, are invited to attend Summit Club, which combines education with recreation and relaxation. Our 2016 program will be held in early May at the Bacara Resort & Spa in Santa Barbara, California.
Qualifying advisors, along with their guests, are invited to attend Winners Circle, which offers a perfect balance of learning, networking, and socializing. Our 2016 program will be held in May at the Omni La Costa Resort & Spa in Carlsbad, California.
Qualifying advisors are invited to attend Business Experience, a customized program designed to provide a valuable learning experience. Our 2016 program will be held in April at the Belmond Charleston Place in Charleston, South Carolina.
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:
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.
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.