TruStone Fall Symposium 2026 - Planning for What Matters Most

Strategies for Life, Wealth, Wellness, and Legacy.

Great advice begins with understanding what matters most to each client. The Fall Symposium 2026 will help advisors translate client priorities into meaningful strategies across protection, wellness, wealth accumulation, business planning, and legacy. Through a diverse agenda of industry-led sessions, attendees will gain insights into evolving client needs, investment and insurance solutions, transparent cost reporting, and new approaches to underwriting and policyholder support.

At the heart of the program, the Advisor Address will offer valuable perspectives directly from peers. Kiki Yue will share an MDRT overview, while Angelo Mantzios will explore CI and holistic planning, providing practical context for integrating protection and financial planning conversations.

Event Format

This is a hybrid event with live Q&A to ensure your questions are answered in real time.

Virtual: Livestream sessions will run during Eastern Standard Time (EST) and will be available for replay on-demand for those in alternate time zones.

Wordly AI Language Translation

We are pleased to provide live AI translations in over 60 languages for all attendees.

Please note: Wordly is available for live sessions only and will not work during the on demand replay.

Why You Should Attend

With content suited to advisors at all stages of their careers, this event will inspire thoughtful conversations, stronger client relationships, and more comprehensive planning for the future.

Ready to empower your next client meeting? Register now!

CE Credits: 6.0 (pending)