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Events

When you join The Investment Center family, you’re part of an extensive network of some of the best advisors in the industry. Our conferences and networking events, held throughout the year are your opportunity to network, share best practices and expand your industry knowledge.


National Education Conference

Held every Spring, the National Education Conference is open to all our advisors and their assistants, and is our largest and most comprehensive conference.  In addition to highly interactive sessions, topical presentations, and continuing education, the schedule includes ample networking opportunities with peers and home-office executives. 
 

Welcome Reception

A time to network with your peers

Keynote Presentations

From industry experts, economists, and high profile motivational speakers who specialize in practice management.

Breakout Sessions

Topics include: practice management, succession planning, addressing potential regulatory issues, compliance, technology, and top advisor panels.

Visit the Vendors

You can meet with your partners in business during meals and breaks.

Continuing Education

Ability to earn CFP®, CIMA®, CPE®, PACE® and CLU® continuing education credits.

Awards Dinner

A time to celebrate your achievements


The Ralph S. DeVito Award

The Ralph S. DeVito Award is a distinguished honor for those advisors who demonstrate excellence with their clients, execute on business development, give back to their community, commit unparalleled service to their clients, and have an exceptional reputation. Ralph S. DeVito is founder of The Investment Center, Inc. (TIC), a seven time winner of the “Broker/Dealer of the Year” award. This outstanding award is announced annually at the National Education Conference.

       

The Chairman’s Conference

This annual incentive trip is designed to recognize the top producers at The Investment Center. Each year qualifying advisors, along with a guest come together at a world-class resort to celebrate their achievements.  The Chairman’s Conference is an excellent opportunity to network, share practice management and sales ideas, and conduct face-to-face meetings with key members of our team.  Past locations include Miami Beach, San Francisco, Scottsdale and Cancun and many more.

Regional & Education Meetings

These semi-annual one-day events are designed to help you learn more about various products, practice management, and business building ideas. 

 

The Winter regional is packed with educational opportunities and peer-to-peer roundtable sessions followed by a social hour over cocktails and hors d’oeuvres.

 

Our Summer regional is a fun-filled event.  It begins with roundtable sessions with your peers and our strategic partners, followed by lunch and a team oriented golf outing.  The day ends with cocktails, hors d’oeuvres, and an awards’ ceremony.