Experiences made for you. Connections made for a lifetime.

Immerse yourself in endless opportunity

Join us at our in-person and virtual events, where inspiration, education, and collaboration intersect to drive the professional and personal growth you want.

Award-winning flagship conference

Our annual conference, Connect, brings you and your staff together with executive leadership, your peers, Strategic Partners, and notable keynote speakers who will help you drive success in far more than just your business.

Connect is a three-time American Business Award (“Stevie”) winner for outstanding achievement in the Conferences and Meetings category.

2019 Bronze

2019 Bronze

2020 Silver

2020 Silver

2021 Silver

2021 Silver

Circle of Excellence

Celebrate your achievements at our annual recognition event where you can relax at beautiful resort locations as you network with fellow top advisors, senior leaders, and strategic partners.

Beach scene with Circle of Excellence logo
Theater filled with people watching an In The Room presentation

In the Room

Deepen client engagement with this virtual event series where you can invite your clients to enjoy exclusive access to some of the most influential, entertaining, and thoughtful personalities in financial services and American culture.


Learn the insider tips and best practices from your most successful peers at this growth-centric forum that will help you accelerate success and pursue your business goals.

Group of conference attendees mingling with Connect2Peers logo

You’re invited

We’d love to see you at one of our next events. Talk with our Business Development Specialists to learn how joining Cetera can be your ticket to a more fulfilling future.