Exclusive, invitation-only events where advisors connect directly with Alta Trust experts to explore advanced estate planning and investment strategies.
Featured Event
- In-person
- June 17
Denver Advisor Event
Join us to gather with innovative advisors for focused learning around sophisticated estate and tax planning and the evolving needs of HNW clients. Advisors also have the opportunity to earn CE credits through eligible educational sessions.
In-Person Events
Connect with the Alta team and fellow advisors in a more focused, strategic setting.
Exclusive
- In-person
- June 17
Denver Advisor Event
Denver, Colorado
Join us in Denver at a luncheon for strategic advisors serving HNW and multi-generational clients. Earn CE credit while learning about sophisticated estate and tax planning strategies designed to add value for your clients and your firm.
Exclusive
- In-person
- June 23 – 24
Chicago Advisor Event
Chicago, Illinois
Join us in Chicago at a luncheon for strategic advisors serving HNW and multi-generational clients. Earn CE credit while learning about sophisticated estate and tax planning strategies designed to add value for your clients and your firm.
Exclusive
- In-person
- August 25
Seattle Advisor Event
Seattle, Washington
Join us in Seattle at a luncheon for strategic advisors serving HNW and multi-generational clients. Earn CE credit while learning about sophisticated estate and tax planning strategies designed to add value for your clients and your firm.
Exclusive
- In-person
- August 26
Portland Advisor Event
Portland, Oregon
Join us in Portland at a luncheon for strategic advisors serving HNW and multi-generational clients. Earn CE credit while learning about sophisticated estate and tax planning strategies designed to add value for your clients and your firm.
Exclusive
- In-person
- September 29 – 30
New York City Advisor Event
New York City, New York
Join us in New York City at a luncheon for strategic advisors serving HNW and multi-generational clients. Earn CE credit while learning about sophisticated estate and tax planning strategies designed to add value for your clients and your firm.
Exclusive
- In-person
- September 17 – 18
Boston Advisor Event
Boston, Massachusetts
Join us in Boston at a luncheon for strategic advisors serving HNW and multi-generational clients. Earn CE credit while learning about sophisticated estate and tax planning strategies designed to add value for your clients and your firm.
Exclusive
- In-person
- September 29 – 30
Southern California Advisor Event
Los Angeles, California
Join us in Southern California at a luncheon for strategic advisors serving HNW and multi-generational clients. Earn CE credit while learning about sophisticated estate and tax planning strategies designed to add value for your clients and your firm.
Exclusive
- In-person
- October 1 – 2
Bay Area Advisor Event
San Francisco, California
Join us in the Bay Area at a luncheon for strategic advisors serving HNW and multi-generational clients. Earn CE credit while learning about sophisticated estate and tax planning strategies designed to add value for your clients and your firm.
Webinars Events
Connect with the Alta team and fellow advisors in a more focused, strategic setting.
Series
- Virtual event
- June 25
How Top Firms Scale: Defining Values That Shape Great Teams
Register for our next session with Aaron Klein, founder of Contio and founding CEO of Riskalyze (now Nitrogen). Designed for advisors and RIA leaders, this session will give you a practical framework for defining values that help build a culture that creates strong, scalable firms.
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
- 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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