Events
Upcoming Events
March 30, 2023
9:00a - 4:00p
The Westin
Iron Point In-Person Learning Event
Please join us at our OSJ Branch meeting being held at on March 30th at the Westin Sacramento. The meeting is designed to be interactive, with a focus on business building, best practices and upcoming regulatory changes to the industry. Additionally, it is a great way to network with other successful Financial Professionals.
April 28 - April 30, 2023
6:00p - 12:00p
Seascape Beach Resort
Iron Point Top Producer Event
Congratulations to our financial professionals that have been chosen to attend this year’s annual Iron Point Top Producers retreat at the Seascape Beach Resort. Attendees will enjoy a complimentary two night stay, hosted cocktail reception on Friday evening and dinner on Saturday evening. Additionally, we have scheduled plenty of free time to relax and enjoy all the amenities of this award winning resort.
May 1 - May 4, 2023
6:00p - 6:00p
Sacramento River Cats - Sutter Health Park
Iron Point River Cats Baseball Game
Join us for a Sacramento River Cats Baseball game! Check back for more details (exact date and time TBD)!
May 23 - May 25, 2023
9:00a - 4:00p
TBD
Advisor Group NXT 2023 Conference
Please join us for an exciting event hosted by Advisor Group to help financial professionals, large enterprises, and institutions best position their business for what’s to come. Registration will launch on March 15th, so check back for most details soon!
June 5, 2023
4:00p - 7:00p
Out of Bounds Brewery
Iron Point BBQ
Join us for a BBQ at Out of Bounds Brewery. Check back for more details (exact date and time TBD)!
July 16 - July 19, 2023
9:00a - 4:00p
The Broadmoor
Securities America Event - Leaders Forum
Please join us for an exciting event to honor and recognize the top producing financial professionals at Securities America – Criteria for qualification is set forth by the broker-dealer. Check back for more details!
July 26 - July 27, 2023
9:00a - 9:00a
Kimpton Saywer Sacramento
Iron Point In-Person Learning Event
Please join us at our OSJ Branch meeting being held at in July at the Kimpton Sawyer Sacramento. The meeting is designed to be interactive, with a focus on business building, best practices and upcoming regulatory changes to the industry. Additionally, it is a great way to network with other successful advisors. Check back for more details (exact date, time and location TBD)!
October 22 - October 25, 2023
9:00a - 4:00p
TBD
Advisor Group Event - ConnectED
All Advisor Group Wealth Management Firms are invited to attend this large-scale conference. It is full of educational and CE opportunities and typically closes with a high-profile musical concert. 6,000+ attendees annually. Check back for more details (exact date and time TBD)!
November 6 - November 13, 2023
9:00a - 9:00a
TBD
Iron Point In-Person Learning Event
Please join us at our OSJ Branch meeting being held in November. Check back for more details (exact date, time and location TBD)! The meeting is designed to be interactive, with a focus on business building, best practices and upcoming regulatory changes to the industry. Additionally, it is a great way to network with other successful advisors.
December 4 - December 8, 2023
4:00p - 4:00p
TBD
Iron Point Holiday Open House
Please join us for a Holiday open house. Check back for more details (exact date, time and location TBD)!
Past Events
March 22, 2023
Webinar
Tour of AG - Technology Consulting
Join us for a new and exciting webinar series where we will explore a wider variety of tools, resources and support that are available for you to take advantage of to benefit your practice to the fullest. Technology Consultants Jonathan Belair & Eric Baumgartner will join us to talk about ways to make the technology in your office work to make you more efficient. They will highlight using Redtail and Albridge in collaboration to give a full client picture from your CRM.
March 16, 2023
1:30p - 2:30p
Zoom Meeting
3rd Thursday OSJ Zoom Meeting
Join us for our monthly 3rd Thursday Zoom meeting. We highly encourage you to attend this meeting as Rob will be providing some important upcoming changes with Advisor Group. Following Rob will be Public Relations and Branding Expert, Warner Johnston. Warner will be discussing the four components of branding and ways to refresh your positioning, design, assets, and promotion. A good brand is essential to your professional success in today's virtual and digital world. Not only does a good brand convey authenticity and trust, but it also leads to repeat business by allowing you to raise awareness, build your network, and stimulate demand.
February 23, 2023
4:30p - 5:30p
Zoom Meeting
Monthly OSJ Happy Hour
Please join us for our monthly OSJ Virtual Happy Hour. We have no scheduled agenda, so kick back, raise a glass and have fun!
February 22, 2023
1:30p - 2:30p
Webinar
Tour of AG - Products and Services Webinar
Join us for a new and exciting webinar series where we will explore a wider variety of tools, resources and support that are available for you to take advantage of to benefit your practice to the fullest. Amy Hawkins – Vice President, Business Partner and Abby Ronnebeck – Business Partner with Securities America and Advisor Group will be discussing events happening in 2023, discounts and perks through AG, AG's community center, and more!
February 16, 2023
1:30p - 2:30p
Zoom Meeting
3rd Thursday OSJ Zoom Meeting
Join us for our monthly 3rd Thursday Zoom meeting. This month, Mark Santarsiero, President and CEO of Marshall & Stevens will be discussing strategies for financial advisory practices, overall valuation trends, market conditions, case studies and more. In addition, Scott Friel, Senior Consultant with Business Coaching & Consulting at Advisor Group will be joining us to deliver an overview of the Prepared Buyer Coaching Program offered through Advisor Group. Scott will highlight the goals of this program and the elements that set it apart from some of the other curriculums out there.
February 15, 2023
6:00p - 9:30p
Studio Move Grill
Iron Point Movie Night
Please join us at Studio Movie Grill in Rocklin, CA for a private showing of Avatar: The Way of Water, the #1 movie in the world. Attendees will have full access to a dinner and bar menu, with choices delivered directly to your seat.