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 The Camelot Advisor Series is a  two-day workshop for financial advisors.  We have structured this event to provide valuable education, offer unique opportunities for collaboration, and help you strategically develop your business.

The event is located in Toledo, OH (two nights lodging complimentary of Camelot) and will kick off with a casual welcome reception on Monday, November 5th.  Presentations will begin the morning of Nov. 6th, and the event will conclude around noon on Nov. 7th.

Our fall theme is "Six Relationships That Will Help You Grow Your Business in 2019"

Top 6 Relationships in the fall line-up ...

  • collaboration PARTNERS

  • marketing TO YOUR FANS 

  • YOUR legacy TEAM 

  • 401k SOLUTIONS

  • COLLEGE PLANNING PARTNER

  • charitable RELATIONSHIPS

Additional Sessions:

  • CHIEF ECONOMIST UPDATE

  • INVESTMENT MANAGER PANEL - Q&A


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REGISTER FOR THE FALL ADVISOR SERIES BELOW:

Name *
Name
How many nights will you be joining us? *
Camelot will be providing qualified Advisor Series attendees two nights of complimentary lodging for this event. Shall we reserve you a hotel room?
If so, please indicate name and affiliation below