Broker Check

Opportunities with TAG

TAG provides multiple opportunities for members to engage with each other throughout the year:

  • 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.
  • Three-day Main Conference in September:
    • Open to all TAG advisors. Our flagship event focuses on learning, fun, and idea sharing.
      • 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
  • 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.