SYRACUSE, NY | MAY 20-22, 2019

THE EVENT ADVISORS CAN'T MISS! 

EARLY BIRD TICKETS ON NOW - SAVE $500! Use code: summitearlybird Pricing Expires April 15th at midnight.

-
Days
-
Hours
-
Minutes
-
Seconds
EARLY BIRD TICKET - SAVE $500

WHAT IS THE ADVISOR SUMMIT?

The CWA Network Summit is a live financial advisor training event for current licensees of our system and their teams. Not a member? That's okay! Our training doors are also open to financial service professionals. Our planning process has been time-tested, financial advisor-proven & refined over almost two decades.

Our live events are unlike any others. For 2 days, you'll truly "sharpen the axe" that is your unique skill set. With the very face of financial planning services changing, it's increasingly importantt to show clients that you are truly an expert and have a disciplined process. Client loyalty and personal chemistry must be the foundation of every client relationship you build. 

The focus of this event is to introduce you to any new tools that we have created and tested to help you to better utilize everything you already have access to and to ensure that you are able to deliver an extraordinary planning process. We hav been working on web-based client meeting documents for the last year to modernize our system, and we'll be reviewing key pieces.


SPEAKERS

You'll get John & Michael's undivided expertise from 9-4pm for 2 days, plus special guest Stephen Wershing, CFP. 

John Enright

JOHN ENRIGHT

Creator & Co-Founder: CWA Network

Owner: Custom Wealth Management 

Seen in: Financial Advisor Magazine, Financial Planning Magazine, Advisor Today and more.

Michael_Palumbos

MICHAEL PALUMBOS

Co-Founder: CWA Network  

Owner: Your Family Legacy 

Seen in: Financial Planning IQ, Sustainable Business Podcast, Advisor Today, and more. 


Steve+Wershing

STEPHEN WERSHING

CFP & President of the Client Driven Practice LLC.

Author of Stop Asking for Referrals! (McGraw Hill). Steve offers tips on practice management and marketing on his blog, and post at least one article a week. He also blogs at financial-planning.com.


Mackenzie CWM

 MACKENZIE HOLZNECHT

Marketing Specialist: Custom Wealth Management  

 


AGENDA

We're working on the exact agenda items and will send details once they're confirmed.

Monday, May 20:

8am-9am: Registration

9am-4pm: 

Tuesday, May 21:

9am-4pm: 

Wednesday, May 22:

9am-12pm: 


**Hours are subject to change. Please check back for updates.

VENUE

The Barclay Damon Tower

125 East Jefferson Street

Syracuse, NY 

Our training event will be held in historic downtown Syracuse, NY. 

More about the venue

WHERE TO STAY

Jefferson Clinton Hotel

from $156/night

Crowne Plaza Syracuse

from $172/night

Courtyard Marriott Downtown

from $263/night

REGISTRATION

CWA Network EARLY BIRD TICKET

Early Bird - $397 Use code: summitearlybird

REGULAR TICKET

Regular Non Member - $897 

MEMBER VIP

CWA Network Members will receive a special discount code via email.

FAQ

Check out our frequently asked questions about our live events!

Is there a dress code?

Nope. Business casual is what you can plan for. 

I'm flying in. Where should I stay?

Scroll up to our HOTEL section to see the three places we reccommend. All three hotels are very close to the training center. 

Can I bring my team members?

Absolutely! If you're wanting to bring more than 2 other people, please contact us to get a special group discount. 

How long have you been doing these events?

This is our 8th annual live training event in the spring. 

I have another question. Who do I contact?

Give us a shout at 585-627-0023 or shoot us an email michael.palumbos@cwanetwork.com