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2021 Event Of The Year

“Together We Are Better”
If you are looking to expand your book of business and master strategies from other successful advisors, this event is for you! At PEAK, we are a community of top producers with a focus on helping investment advisors, registered representatives, and insurance agents dominate their hometown market. At our events, we showcase advisors who are willing to share their best ideas and keys to success, so as a mastermind group we can grow together. By attending this event, you will learn what’s working in the industry, how to provide an outstanding client experience, stay abreast of regulatory changes, and gain exposure to a different kind of broker-dealer.

Event Opening Kickoff Video.

The New PEAKlink Workflow System

This session features Matt Myers, Ted Greggis,  and Shon Girdhari.

This session features Glenn Wiggle, Nolan Baker, and Kevin Geiger. 

MASTERING THE DIGITAL SPACE: PR

This session is hosted by Regina Rudnick and features Denise Nostrom and Mark Clair.

This session features Michael Hoeflich, Nathan Ramos, and Kevin Geiger.

This session features Matt Myers and Regina Rudnick.

This session features ISWM’s Paul Meeks, Glenn Wiggle, Mike Lomas & Dan Neiman.

This session is hosted by Asset Mark and features David Malone, Sanjay Prasad, Kathy Donnelly, Charlie Sperrazza & Brian Breisinger.

This session is hosted by Regina Rudnick and features Clay from Impact Partnership.

This session features Kenneth P. Barausky.

This session features Scott Tanker.

This session features Matt Myers and team.

This session features Brian Adams and Joe Tilton.

This session features Glenn Wiggle, Mike Lomas and Chaz Price.

This session features Kelsey McCool and Joe Tilton.