Symposium Why Attend? – Advisor Symposium

why attend?

A unique opportunity to share best practices and learn the latest in industry trends - at no registration cost.

Educational Sessions

Learn the latest in industry trends

We're curating a fantastic agenda and speaker lineup, with topics including increasing your productivity, best practices from a former DOL investigator, retaining heirs and more! Many sessions are eligible for continuing education credit toward many different industry credentials.

No Registration Cost

Take part in this unique opportunity

All conference sessions, continuing education, meals, materials and special networking events are provided to attendees at no registration fee! You only have to cover your travel and stay at the Hilton Palacio del Rio, for which we have an exclusive event rate of $199/night.

Networking Events

Enjoy a private evening at the Alamo

We’ve set out to provide the ultimate San Antonio, Texas experience. The conference will take place at the Hilton Palacio del Rio, located on the famous downtown River Walk, and feature a living history experience and dinner at the historic Spanish Mission, the Alamo!

Reserve your spot today!

More reasons to attend

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100% Recommended

100% of past attendees would recommend this conference to other advisors.

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Share Best Practices

Share best practices with other fellow outcomes focused advisors.

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Relevant Industry Sessions

This agenda is about you. It’s packed full of content to help overcome industry challenges.

But what does it cost?

There’s no registration fee! All conference sessions, continuing education, meals, materials and special networking events are provided to attendees at no registration fee. You only have to cover your travel and stay at the Hilton Palacio del Rio, for which we have an exclusive event rate of $199/night. We make every effort to choose a location with accessible and affordable flight travel and negotiate an exclusive hotel rate for our attendees.

Overall Conference Rating 90%

Would Recommend to Other Advisors 100%

History of the Advisor Symposium

Since 2012, Unified Trust has hosted the annual Advisor Symposium as an educational conference for retirement plan advisors to learn the latest in industry trends and equip them with tools to further develop their business models and position themselves in a crowded marketplace. Each year, the agenda for the Advisor Symposium is curated to reflect topics relevant to advisors in the evolving industry landscape - moving to a new city each conference - to provide a truly custom educational and networking experience. Advisors in attendance take part in sharing best practices and their unique perspective on the industry with other advisors, including first-time attendees and those who have attended multiple years.

“Practical content for advisors focused on participant outcomes.”

2018 Attendee

“I am new to the industry so the opportunity to learn as much as possible was important to me. You fully met and exceeded my expectations.”

First Time Attendee in 2019

“It was nice to interact and idea-share with like-minded advisors who put the best interests of their clients/participants at the forefront and to have speakers leading the sessions who clearly shared similar values in their respective roles.”

2019 Attendee

“I always learn something new that benefits my practice. I love networking with other advisors to exchange ideas.”