Award-winning events

Find inclusive spaces where people of different skill sets, backgrounds and ambitions can share their knowledge and ideas.


W Forum

W Forum is purposefully crafted to empower Osaic’s community of female financial professionals at every stage of business, and to advocate for the advancement of women and women-centric issues within wealth management. This annual advisor-focused conference is rich with networking opportunities, workshops, expert speakers, and bespoke experiences designed to rejuvenate, inspire, and equip.

MAY 20-22, 2024 | NEW ORLEANS


NXT (pronounced Next) is a bold testament to empowering the financial professional of the future. It serves as a beacon, uniting advisors from diverse generations, nurturing a dynamic community dedicated to sustained success in independent wealth management. With a spotlight on revolutionary ideas spanning fintech to practice management, this annual event is a catalyst, delivering monumental innovation and boundless inspiration.

Oct. 27-30, 2024 | orlando


ConnectED stands as the pinnacle national conference, a convergence point where Osaic’s synergy radiates. This gathering unites financial professionals and office staff, enterprises, institutional partners, home office leaders, employees, and sponsors for an exhilarating three-day event, fostering invaluable networking, immersive learning, and unforgettable experiences from start to finish.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by Vision2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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