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Conferences & Events

2018 Leaders Summit

SagePoint Financial is committed to providing our financial advisors with valuable educational, training, and incentive opportunities. In addition to our national and regional educational meetings, we host exclusive incentive conferences for qualifying advisors.
The 2018 Leaders Summit will be held at the Fairmont Banff Springs in Alberta, Canada, where guests can immerse themselves in the resort’s timeless beauty and luxurious comfort. Canada’s “Castle in the Rockies” offers a unique blend of opulence and the seclusion of a pristine wilderness, as well as fine dining and deluxe amenities.

  • July 22-26, 2018
  • Alberta, Canada
  • Fairmont Banff Springs

Wealth Management Symposium

The Wealth Management Symposium provides an opportunity to explore The Value of Advice with industry experts, nationally renowned speakers, senior management, and your peers as we engage the best thinking in wealth management.

Take your advisory practice to the next level with: education sessions and interactive workshops that cover all the advisory bases… one-on-one business consultations that speak to your practice’s needs… an interactive partner exhibit… and outstanding networking opportunities.

  • August 29-30, 2018
  • Chicago, IL
  • Marriott Marquis Chicago

Chairman’s Club: Buenos Aires

  • October 1-6, 2018
  • Buenos Aires, Argentina

Cartagena 2018

Qualification Period January 1, 2018 – September 30, 2018
Results through June 30, 2018

  • December 5-8, 2018
  • Hotel Casa San Agustin

2019 Conference of Champions

Explore 50 oceanfront acres of lush gardens, manicured lawns, open courtyards, and pristine pools
to relax and enjoy the classic Hawaiian environment.

  • May 4-8, 2019
  • Kauai
  • Grand Hyatt Resort

2020 Chairman’s Club

Journey across the world with us October 13- 19, 2020 where we will take you to Tokyo, Japan, known for its amazing culture, beauty, hospitality and so much more! Opportunity abounds to immerse yourself in Japan’s unique culture, amazing traditions and stunning natural environment.
Our home away from home will be the exquisite, highly awarded, five-star hotel, The Ritz-Carlton, Tokyo! Chairman’s Club qualifiers will experience unsurpassed luxury, first-class hospitality, incredible dining options, and views of the awe-inspiring scenery from high above Japan’s largest city.

  • October 13-19, 2020
  • The Ritz Carlton Tokyo, Japan