Live Events

Mark your calendars! Our live events are unlike any others. For 2.5 days, you'll truly "sharpen the axe" that is your unique skill set. You'll be able to return to your team with actionable content and deliver more value in less time and make more doing it. Join our growing international network of financial planning professionals dedicated to transforming the industry.

The CWA Network Summit is for current licensees of our system and their teams, as well as, advisors that are considering licensing our system.

The focus of this event is to introduce you to any new tools that we have created and tested, help you to better utilize everything you already have access to and to ensure that you are able to deliver the entire process for clients in an engaging manner.

The Technical and Tactical Advisor Forum is where top advisors will go deep into specific technical and tactical design and training topics. This training, when paired with our turnkey financial planning process will boost your confidence and your ability to compete with the top wealth advisors in the industry.

Past topics have included: Estate document debriefing, income tax planning and buy sell agreements.

About Michael Palumbos

Michael Palumbos is a practicing wealth advisor and the co-founder of The Custom Wealth Advisor Network. He is dedicated to helping advisors and planners create a unique client experience that clients can’t help but to talk about and share with others.