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
    Held every autumn, it’s our largest and most comprehensive program of the year. Over 1,500 attendees take advantage of illuminating keynote speakers, in-depth business-building sessions, and incredible networking opportunities and evening events. Our 2014 event will take place in early October at the JW Marriott in Orlando, Florida.
  • Retirement Symposium
    This annual event is open to all advisors and provides advanced training to help you seize new opportunities in the workplace retirement plan market. Our 2014 event will take place in June at the Renaissance Boston Waterfront, Boston, MA.
  • 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 2014 program will be held in March at the Wynn Las Vegas, Nevada.
  • Leaders Conference
    Qualifying advisors, along with a guest, are invited to attend this top producer meeting with other Commonwealth leaders. Our 2014 program will be held in June at the Penha Longa, a Ritz-Carlton Resort, Estrada da Lagoa Azul, Linhó, Portugal.
  • President’s Club
    Qualifying advisors, along with a guest, are invited to attend Commonwealth’s President’s Club, a top producer meeting offering the perfect balance of work and leisure. Our 2014 program will be held at the end of April into May at the Grand Hyatt Kauai Resort & Spa, Koloa, Hawaii.

  • Summit Club
    Qualifying advisors, along with a guest, are invited to attend Commonwealth’s Summit Club, which will combine education with recreation and relaxation. Our 2014 program will be held in March at the Montelucia Resort & Spa, Scottsdale, Arizona.

  • Winners Circle
    Qualifying advisors, along with a guest, are invited to attend Commonwealth’s Winners Circle, which offers a perfect balance of learning, networking, and socializing. Our 2014 program will be held at the end of March into April at the Wigwam, Litchfield Park, Arizona.

  • Business Experience
    Qualifying advisors are invited to attend Commonwealth’s Business Experience, a customized program designed to provide a valuable learning experience. Our 2014 program will be held in May at the Fairmont Washington, D.C., Georgetown.

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 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
    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.
  • The Commonwealth Institute for staff

    Training and retaining talented support staff is critical to the growth of your business. And the Commonwealth Institute exists solely for that purpose. 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 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
      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.
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    Enhance your success by extending your reach

    One of the best ways to build your business and gain access to new clients is to develop a networking alliance with associated professionals. Not only will your business grow through referrals, but you also will be able to provide better service for your clients by introducing them to other professionals who meet your high standards, when appropriate.

    The Commonwealth Alliance Program (CAP) allows other professionals to receive compensation for referring investment advisory clients to Investment Adviser Representatives (IARs) of Commonwealth.

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