Save the Date!

This year's Symposium will take place September 21-22, and we will be gathering at a new location near Lake Geneva, WI: The Abbey Resort. Attendees will be treated to an evening on Lake Geneva with cocktail reception, dinner and entertainment. The Symposium will feature a few veteran speakers as well as several new presenters, including a member of the Ritz Carlton Leadership Center.

In addition to the regular sessions and evening activities, a Continuing Education course will be offered through Columbia Management. This course will take place on the first day, prior to the start of regular check-in. Detailed information will be provided as the event approaches.

Last Year's Symposium:

The 2015 Alliance Advisor Symposium, “Don't Miss the Boat”, was a great success! With a wide range of speakers and topics, including Gold Medal Olympian Jack O'Callahan, attendees took back innovative ideas and strategies to win and retain more retirement plan business.

In addition to the excellent content, attendees enjoyed ample time to network and relax with an evening of fun at Studio Winery and lodging and golf at the Grand Geneva Resort & Spa in Lake Geneva, WI.

Comments from attendees:

I want to thank you for having this event.... I learned so much, met some wonderful people and I would attend again!


The Alliance team did a great job preparing, communicating and hosting the event. Bravo!


A few pictures from past Symposiums: