Description
Pathways to Partnership: Cetera Discovery Day, an immersive experience designed for Financial Advisors to explore the next chapter of your practice's journey.
This event will offer you to:
- Have deep dialogue with Cetera’s executive leadership
- Connect with other forward‑thinking advisors in your situation
- Have a closer look at how our platform is built to support independence, growth, and long‑term success.
Cetera Discovery Day
May 18–19, 2026 | Dallas, TX @ The Ritz-Carlton
What to expect:
Overnight accommodations at the World Class Ritz-Carlton
Airfare up to $800
Scheduled meals with Cetera executive leadership
Throughout the experience, you’ll engage in focused discussions around practice evolution, business strategy, and the resources available to help you navigate complexity with confidence. Sessions are designed to provide clarity around Cetera’s approach to partnership, community, and delivering value in a rapidly changing industry.
You will gain insight into how Cetera supports advisors through scalable solutions, integrated technology, and a commitment to preserving what matters most—your independence and your clients.
Date and Time
May 18 - May 19, 2026
9:00a - 5:00p PST
Location
The Ritz-Carlton
p