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
Office Hours Q2
Altruist Q2 Office Hours Altruist CEO Jason Wenk unveils major product updates Thursday, June 4th1 pm – 2 pm PT Join Jason Wenk, Dan Skiles, and Altruist PM of Investments Mike Miller for the second Office Hours session of 2026. Get a first look at the latest platform updates from Q2—and a preview of what’s…
June 4th, 2026
Webinar replays
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Coffee with Altruist Onboarding
May 28, 2026
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Maximize tax alpha across taxable accounts
May 21, 2026
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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








