Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 28 - October 30, 2025
5:30p - 1:00p
W Dallas (Marriott Bonvoy)
Transcendent Financial Partners 2025 REGIONAL MEETING
Join us for an unforgettable experience as we gather top advisors, industry leaders, and firm executives to explore how to thrive in a rapidly evolving financial landscape. This year’s theme—The Future-Ready Advisor—is more than a concept. It’s a call to action. Our sessions will dive into trends that are reshaping client expectations, technology, succession planning, team scalability, and the advisor business model itself.
November 1 - November 3, 2023
6:00p - 1:00p
Kansas City Marriott Downtown
Transcendent/Girard Regional Meeting (Nov 1-3, 2023)
Join us for two days of content centered on growth drivers of your advisory practice: through increased efficiencies, effectiveness, and productivity!