Join is for events designed to help advisors expand capabilities, retain clients, and grow enterprise value.
Featured Event
- Virtual event
- April 2, 2026
Alta Advisor Platform Launch
Be among the first to experience the Alta Advisor Platform and see how advisors are adding advanced estate and tax planning for their clients, gaining access to institutionally-priced investments, and launching white-label solutions to compete and retain more assets.
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All Events
Connect with the Alta team and fellow advisors in a more focused, strategic setting.
Series
- Virtual event
- Feb 26 | March 25 | April 22
How Top Firms Scale – Webinar Series
A three-part series exploring how leading advisory firms scale capabilities, retain high-net-worth clients, and expand enterprise value.
Series
- Virtual event
- Feb 26 | March 25 | April 22
How Top Firms Scale – Webinar Series
Join us for the launch of the Alta Advisor Platform and discover how to …
Alta Experts
- Virtual event
- Feb 26 | March 25 | April 22
Introduction to Advanced
Estate & Tax Planning
Hear from T.L. Turnipseed, our top-tier, in-house estate planning attorney, how advisors can use advanced estate and tax planning strategies to help their HNW clients protect their assets, reduce tax exposure and…
In-Webinars Events
Connect with the Alta team and fellow advisors in a more focused, strategic setting.
Series
- Virtual event
- Feb 26 | March 25 | April 22
How Top Firms Scale – Webinar Series
A three-part series exploring how leading advisory firms scale capabilities, retain high-net-worth clients, and expand enterprise value.
Series
- Virtual event
- Feb 26 | March 25 | April 22
How Top Firms Scale – Webinar Series
Join us for the launch of the Alta Advisor Platform and discover how to …
Alta Experts
- Virtual event
- Feb 26 | March 25 | April 22
Introduction to Advanced
Estate & Tax Planning
Hear from T.L. Turnipseed, our top-tier, in-house estate planning attorney, how advisors can use advanced estate and tax planning strategies to help their HNW clients protect their assets, reduce tax exposure and…
In-Person Events
Connect with the Alta team and fellow advisors in a more focused, strategic setting.
Exclusive in-person gathering
- In-person
- April | Denver, CO
Denver Advisor Event
Vail, Colorado
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Exclusive in-person gathering
- In-person
- May | Seattle, WA
Seattle Advisor Event
Vail, Colorado
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s..
Exclusive in-person gathering
- In-person
- May | Seattle, WA
Seattle Advisor Event
Vail, Colorado
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s..
Exclusive in-person gathering
- In-person
- April | Denver, CO
Denver Advisor Event
Vail, Colorado
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s..
Exclusive in-person gathering
- In-person
- May | Seattle, WA
Seattle Advisor Event
Vail, Colorado
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s..
Alta Trust Annual Summit
Join is in Colorado this November for our flagship gathering for advisors focused on strategy, advanced planning, investment innovation, and peer collaboration.
Where to Find Us
Show industry engagement and provide meeting opportunities
- Mar 6, 2026
Colorado Financial Professional Ski Day
Vail, Colorado
Aaron Anderson – Alta Representative:
- March 8-11, 2026
Future Proof Citywide
Miami Beach, Florida
Aaron Anderson
- March 23-26, 2026
AltsLA
Vail, Colorado
Kelly McKendrick
- May 12-14, 2026
Schwab National Retirement Summit
Vail, Colorado
Aaron Anderson
- June 9-11, 2026
Wealth Management Edge
Aaron Anderson
- June 9-11, 2026
Futureproof Festival
Kelly McKendrick
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