Fostering Rich Dialogue,
Collaboration and Connections

The Beacon Strategies Roundtables origins trace back to my high school experience, where classmates gathered around a "round" table for engaging discussions facilitated by our teacher. These sessions encouraged interactive conversations, and all embraced the Socratic Method to defend our ideas.

Fast-forward two decades…and The Beacon Strategies Roundtable Series was born. Initially, we held a single annual roundtable. Today, we proudly host seven distinct roundtables tailored to meet the diverse needs of Wealth Firms. Our roundtables blend real-time case studies, breakout sessions, and community-driven questions. Let’s explore the events

2026 ROUNDTABLE EVENTS

The Operational Excellence Roundtable

March 17th - March 19th, 2026

  • Location: Savannah, Georgia

RIA Roundtable

April 14th - April 16th, 2026

  • Location: Scottsdale, Arizona

Innovators Roundtable

April 29th - May 1st, 2026

  • Location: Denver, Cherry Creek

Marketing and Recruiting Roundtable

October 14th - October 16th, 2026

  • Location: Denver, Cherry Creek

The Roundtable

November 11th - November 13th, 2026

  • Location: Santa Barbara, California

These roundtables form an essential part of the Beacon Strategies Provider network, fostering collaboration, knowledge exchange, and innovation within the wealth management industry.

To Learn More about Firm Curated Roundtables and Beacon Strategies

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