Events
A place for tech-forward independent advisors to connect, learn, and collaborate on making financial advice better.
Upcoming webinars
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Webinars
Coffee with Altruist Onboarding
Coffee with Altruist Onboarding: Trading & Rebalancing: powering your investment workflow Thursday, May 28, 2026 10 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET Join us for an interactive session focused on helping you streamline your trading and rebalancing workflows on Altruist. This month’s session will be hosted by Alex Farran, alongside subject…
May 28, 2026
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Webinars
Maximize tax alpha across taxable accounts
Maximize tax alphaacross taxable accounts Thursday, May 21, 2026 10–10:45 am PT / 1–1:45 pm ET In this session, we’ll show how Altruist’s tax management suite can help maximize tax alpha, and how the tools that make that possible work even better together. Join us for a hands-on walkthrough of how advisors can use Altruist to:…
May 21, 2026
Webinar replays
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What’s new in Hazel
April 30
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Brewing success: Your onboarding Q&A
March 25
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Altruist Office Hours Q1
March 18
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Hazel AI Tax Planning
February 24
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How to earn more on cash with Altruist
February 05
