Roundtable Name:
The Roundtable
Location and Hotel:
Sonoma, CA
Date:
November 05 – 07 2025
Ideal Wealth Firm Attendees:
C-Suite Leaders
Description:
The Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms
Partner Focus:
Breadth of Service, Technology and Product Offerings
Format:
The Beacon team weaves together case studies, breakout “brainstorming” sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.
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