Trilogy regularly holds events for the benefit of our clients, strategic partners and their friends and associates.

  • FREE, informative and actionable financial planning workshops covering topics from retirement checkpoints to mid-career acceleration, starting out, catching up, and making connections all in a friendly and welcoming setting. Choose workshops by best-fit topic.
     
    Workshops Workshops
  • A gathering of great minds to inspire great action. It allows for regional resident of all stripes to have access to knowledge and perspective on the key decisions for their finances, their families and their businesses. 
     
    Convergence Decision Summit Convergence Decision Summit
  • A Trilogy business partner’s event. These unique invitation-only events in our regions of operation where highly regarded professionals can convene, rub elbows, compare notes and learn about some very exciting strategic opportunities to benefit all of our clients and customers. Valued partners of Trilogy advisors are hand-selected for this limited-seating event.
    Strategic Partners Forum Strategic Partners Forum
  • Our annual flagship educational event addressing new and evolving perspectives on the state of our U.S. domestic and regional economies. In venues across the country, we gather clients and friends for the purpose of addressing new and evolving perspectives on the state of our U.S. domestic and regional economies.
    Economic Update Economic Update

Upcoming Events

Date
Event Name
Address
Details
Date
March 7, 2017
EventName
Mid-Career Acceleration - Yorba Linda, CA
Address
22677 Oakcrest Circle
Yorba Linda, CA, 92887
Register
Date
March 9, 2017
EventName
Retirement Checkpoints - Corona, CA
Address
1900 W. Frontage Road
Corona, CA 92882
Register
Date
March 15, 2017
EventName
Retirement Checkpoints - Glendale, CO
Address
4150 E Mississippi Ave
Glendale, CO 80246
Register
Date
March 21, 2017
EventName
Mid-Career Acceleration - Costa Mesa, CA
Address
325 Bristol Street
Costa Mesa, CA 92626
Register
Date
March 23, 2017
EventName
Mid-Career Acceleration - Denver, CO
Address
Cherry Creek North
2630 East Third Ave.
Denver, CO 80206
Register
Date
March 23, 2017
EventName
Retirement Checkpoints - West Covina, CA
Address
1601 W Covina Parkway
West Covina, CA 91790
Register
Date
April 4, 2017
EventName
Mid-Career Acceleration - Mission Viejo, CA
Address
28951 Los Alisos Blvd
Mission Viejo, CA 92692
Register
Date
April 5, 2017
EventName
Retirement Checkpoints - Hawthorne, CA
Address
14400 Hindry Ave,
​Hawthorne, CA 90250
Register
Date
April 18, 2017
EventName
Retirement Checkpoints - Covina, CA
Address
250 E. San Bernardino Rd.
Covina, CA 91723
Register