Events

We are more than your business partner. We want to grow together and become family.


We grow through learning from each other and networking with other financial advisors who are in the business. We provide the opportunity to connect and learn through our annual educational events for our affiliates.


This annual educational session is the high point on the Avantax calendar. The three-day event features A-list speakers, an expo with our premier partners, technical training and networking opportunities, ending with a formal awards gala celebrating our financial advisors and wealth management assistants.


This annual educational retreat brings Avantax Wealth Management’s top-producing “Diamond Eagle” firms together for inspirational leadership messages and focused networking.

The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.


Communities is a two-day workshop-style educational event focused on business building. This event focuses on client acquisition and provides the opportunity to connect with a community of financial advisors and wealth management assistants while learning ways to drive firm growth.


Interested in learning how Avantax can help you and your firm?

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