Thank you for registering!

First, we are excited to have you join us for our bi-annual Advisor Series event. Each year we host both a spring and fall event at our home office in Toledo, Ohio.  Not only do we look forward to connecting and reconnecting with our Camelot partners, but it is our hope that you will be encouraged and refreshed in your time away from the office.  

A few items to make you aware of in advance of your travel planning.

  1. Attire for the event is business casual and dinner events will also be business casual.
  2. Camelot will cover lodging for two nights.  (Please know that the Welcome Reception on Monday, November 5th is optional so let us know if you are NOT planning to attend).
  3. If you have any special lodging, food or travel requests, please contact Kayla Perez at 419-794-0538.

I look forward to seeing you soon.


Matt 2.jpg


Matthew Moses, CAP

President, Camelot Portfolios, LLC