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

Event Name
June 28, 2017
Strategic Partners Forum - Irvine, CA
2607 Main Street
Irvine, CA 92614
June 29, 2017
Strategic Partners Forum - Yorba Linda, CA
18001 Yorba Linda Blvd.
Yorba Linda, CA 92886
July 13, 2017
Strategic Partners Forum - Denver, CO
150 Clayton Lane
Denver, CO 80206
July 20, 2017
Strategic Partners Forum - Beverly, MA
100 Cummings Center
Beverly, MA 01915