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. More than 1,600 attendees take advantage of illuminating keynote speakers, in-depth business-building sessions, incredible networking opportunities, and evening social events. Our 2015 conference will take place in November at the Marriott Marquis in Washington, DC.


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 2015 event will take place at the end of May into June at the Renaissance Boston Waterfront Hotel in Boston, 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 2015 program will be held in January at the Mandarin Oriental in Miami, Florida.


Leaders Conference
Leaders Conference

Qualifying advisors, along with a guest, are invited to attend this top-producer meeting with other Commonwealth leaders. Our 2015 program will be held in early March at the Four Seasons Resort at Peninsula Papagayo in Costa Rica.


Presidents Club
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 2015 program will be held at the end of April into May at the Powerscourt Hotel in Wicklow, Ireland.


Summit Club
Summit Club

Qualifying advisors, along with a guest, are invited to attend Commonwealth’s Summit Club, which combines education with recreation and relaxation. Our 2015 program will be held in May at the Ritz-Carlton in Naples, Florida.


Winners Circle
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 2015 program will be held in May at the Ritz-Carlton in Sarasota, Florida.


Business Experience
Business Experience

Qualifying advisors are invited to attend Commonwealth’s Business Experience, a customized program designed to provide a valuable learning experience. Our 2015 program will be held at the end of March into April at the JW Marriott Camelback Inn Resort & Spa in Scottsdale, Arizona.


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.