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Why Windle Wealth is moving $150m to Altruist

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IN PERSON & VIRTUAL EVENT

Altruist Training Workshop

Exclusive training & education workshop for Shareholders Service Group Advisors

Attend In Person Attend Virtually

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Better Together

Join us for an exclusive, hands-on workshop designed to help SSG advisors and their staff become intimately familiar with every dimension of the Altruist platform.
Get expert-led, workshop style training.
Learn from subject matter experts across product, operations, and customer success teams on how to get the most out of Altruist.
White glove, hands-to-keyboards style education.
Meet the Altruist team supporting you: executives and leaders across the company will be available to answer questions and listen to your feedback.
Connect with peers. Relax after training with lunches, happy hours, networking, and our post-event reception.
This event is open to all SSG advisors & staff members. Register in-person or virtually below:
Attend In Person

Attend In Person

September 11-13th, 2024
Pendry Hotel, San Diego, CA
Register
Attend Virtually

Attend Virtually

September 12th, 2024
Online
Register

In-Person Event Details

Take full advantage of the experience by joining us in person.
Location:
Pendry Hotel, San Diego, CA
Click here to book your room reservation at the discounted group rate of $339 (plus taxes & fees).

Wednesday,
September 11th

  • Afternoon Arrivals
  • Poolside Reception
    7 pm - 9 pm

Thursday,
September 12th

  • Breakfast
    7 am - 8 am
  • Sessions
    8 am - 12 pm
  • Lunch

    12 pm - 1 pm
  • Sessions
    1 pm - 5 pm
  • Reception
    6 pm - 8 pm

Friday,
September 13th

  • Breakfast
    7 am - 8 am
  • Round Table Discussions
    8 am - 11 am
  • Afternoon Departures

Agenda