Monthly Virtual Meetings:

Stay informed with regular updates from TAG leadership on Operations, Compliance, and Industry Trends. Learn about product updates from leading investment managers.

Annual Conference:

Day 1: A choice of several networking events.

Day 2: Learning sessions and keynote speakers.

Day 3: TAG-Advisors Only, where we discuss strategic initiatives and take direct feedback from the group

                Open to all TAG advisors. Our flagship event focuses on learning, fun, and idea sharing. Usually held late Summer/early Fall.

May Mini-Conference:

Coordinated with our preferred FMO/IMO, E4 Insurance Services, this event tilts toward preservation-oriented investment products.

Administrative Professional Workshop for office staff:

Focusing on professional development, office staff have an opportunity to improve their skillsets and meet peers across the TAG network.

Casual events such as Brewers/Bucks games are planned for members of TAG throughout the year.