Join us in Dallas for an unforgettable Regional Meeting, hosted by Regional Director Doug Propeck—where strategy meets inspiration and action fuels growth. This year’s theme—The Future-Ready Advisor—is more than a concept. It’s a call to action.

We’re bringing together top advisors, firm executives, and industry leaders to explore what it takes to thrive in today’s rapidly evolving financial landscape. From high-impact growth strategies to hands-on tools and insights, you’ll gain everything you need to lead with confidence and stay ahead of the curve.

Our sessions will dive into the trends transforming the industry—from shifting client expectations and emerging technologies to succession planning, team scalability, and the advisor business model of the future. This is your opportunity to learn, connect, and build a practice ready for what’s next. 📄 Preview event AGENDA

💼 What You’ll Gain:

• Strategies to unlock growth and scale your business
• Direct access to Cetera’s senior leadership, advisor support teams, and industry partners
• Networking opportunities with top-performing peers, regional advisors, Cetera leaders and valuable sponsors
• Exclusive insights from industry leaders, economists, and platform partners
• Practical tools to enhance client engagement and operational efficiency
• Tailored 1:1 sessions on marketing, practice management, and growth
• Fulfillment of your Annual Compliance Meeting requirement

We will bring together some of the most respected voices in financial services, delivering actionable insights you can apply immediately to your practice. A few featured experts to consider:

• Gene F. Goldman, CFA – Chief Investment Officer, Cetera Financial Group
  Gain a forward-looking perspective on the 2025 economic landscape, with market, policy, and portfolio positioning insights to keep you ahead of client questions and confident in your recommendations.

• Stan Smiley, Esq. – High Net Worth Senior Strategist & Consultant, Cetera Financial Group
  In this election year, tax strategy is more critical than ever. Stan will share practical, high-level approaches to help clients navigate evolving tax laws and leverage planning opportunities.

Plus, many more industry-leading voices covering the trends, tools, and strategies shaping the future of financial advice—across client engagement, succession planning, technology adoption, and business scalability.

🗓️ Event Highlights

• Two hotel nights (Oct 28 & 29) @ W Dallas hotel, covered for regional advisors
• Optional extension of negotiated room rate @ $259/PN to explore Dallas, TX prior or after conference
• Spouses and guests are welcome to join receptions, breakfasts, and dinners
• Optional 1:1 "Quick Hit" Sessions on Oct 28 (limited availability; select during registration)
• Business sessions packed with forward-looking content from leading voices across Cetera and the industry

🌟 Featured Sponsors & Partners
Connect with experts from Transamerica, MassMutual Strategic Distributors, Equitable, American National (ANICO), Eagle Life, Invesco, and more—ready to help elevate your client solutions and practice capabilities.

📌 Space is limited—secure your spot now!
From personalized learning to unforgettable networking, this event is designed to help you strengthen your practice today—and position it for success tomorrow! We can’t wait to see you in Dallas as we build momentum—and the future—together!

For use with financial professionals only.