Fall Conference 2025
Summer
Monday, 8th September 2025
Stronger Together:
Building Wealth With Purpose
We’re not just building wealth. We’re doing it together- with clarity, purpose, and aligned values.
About
Join the Movement. Shape the Future.
Escape to the peaceful grounds of Kingbridge Conference Centre & Institute in King City. Tucked amid rolling hills and vibrant autumn scenery, this venue provides a calm, inspiring setting for deep learning and meaningful dialogue.
Over the course of the conference you will:
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Explore cutting-edge insights through energizing keynotes and hands-on workshops
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Engage in lively round-table conversations with thought leaders and innovators
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Expand your network as you connect with peers, mentors, and potential partners
Take advantage of this unique opportunity to recharge your perspective, gather actionable ideas, and position yourself for success in the year ahead.
Reserve your place today—we look forward to welcoming you to King City for an unforgettable experience!
What to Expect at the Conference
Where Purpose Meets Possibility
Inspiring Keynotes
Gain fresh perspectives from top thought leaders and industry trailblazers who are shaping the future of wealth management.
Engaging Panels
Join thought-provoking discussions on today’s most pressing topics—ask questions, share insights, and learn from the best.
High-Impact Networking
Connect with fellow professionals, forge strategic relationships, and meet mentors who can help you grow your business and vision.
Unforgettable Social Experiences
Enjoy curated events in a stunning fall (late summer) setting—because meaningful conversations happen when the suits come off.
Reserve Your Seat Today
This is more than a conference—it’s your launchpad for growth. Don’t miss the opportunity to expand your network, sharpen your skills, and align your purpose with action.
Attending this year’s conference isn’t just a professional development opportunity—it’s a powerful investment in your future. Here’s what makes it a must-attend event:
Leading Industry Insights
Stay ahead of the curve with the latest trends, research, and strategies shaping the financial landscape.
Dynamic Expert Speakers
Gain actionable takeaways from top thought leaders and innovators who know what it takes to succeed in today’s market.
Meaningful Networking
Build real connections with fellow professionals, potential collaborators, and industry leaders who can support your growth.
Client-Centered Strategies Discover new approaches and tools to help your clients achieve their financial goals with greater clarity and confidence.
Continuing Education Credits
Earn CE credits through many of the sessions—because advancing your expertise should count toward your certification too.
Fresh Perspectives & Motivation
Get energized by inspiring stories, peer successes, and powerful ideas that will help you return to your practice with renewed purpose.
Forward-Thinking Strategies
Explore emerging products, technology, and future-focused insights to help you evolve your services and future-proof your business.
What’s In It for You?
