Agenda At-A-Glance
Here's a look across the entirety of Assembly; see detailed agenda below.
1
September
2026
Early arrivals
Santa Barbara, CA
No formal conference agenda; resort amenities
2
September
2026
Day 1
Conference kicks off with welcome lunch then afternoon sessions & evening events
3
September
2026
Day 2
Full day of sessions, content, exhibits & evening events
4
September
2026
Day 3
Annual compliance meeting for registered reps; departures at 11:30am
2026 CONFERENCE AGENDA
*Agenda details are preliminary & will be updated as they are finalized.
WED
Sept. 2nd
Day 1
10:30AM
REGISTRATION OPENS
& PARTNER VILLAGE
11:30AM - 1:00PM
WELCOME LUNCH
& PARTNER VILLAGE
1:00PM - 1:30PM
CEO WELCOME
1:30PM - 4:00PM
MAINSTAGE REP SESSIONS
including Platinum Partner presentations
4:00PM - 6:00PM
BREAK & RESORT AMENITITES
6:00PM - 8:00PM
PACIFIC SUNSET RECEPTION
THUR
Sept. 3rd
Day 2
8:00AM - 9:00AM
BREAKFAST & PARTNER VILLAGE
9:00AM - 12:00PM
INVESTMENT SESSIONS & PANELS
12:00PM - 1:00PM
LUNCH & PARTNER VILLAGE
1:00PM - 2:00PM
SPONSOR EXCHANGE
Select sponsor 1:1 speed meet-ups
2:00PM - 5:00PM
MAINSTAGE REP SESSIONS
Advisor Tech panel
Innovation Exchange (interactive exhibits)
Top Producers recognitions
5:00PM - 7:00PM
BREAK & RESORT AMENITITES
7:00PM - 9:00PM
GRAND DINNER:
SIGNATURE SANTA BARBARA
FRI
Sept. 4th
DAY 3
8AM - 9AM
BREAKFAST & PARTNER VILLAGE
9AM - 10AM
THE COMPLIANCE BRIEF
Rep annual compliance meeting
10AM - 11AM
MAINSTAGE REP SESSIONS
Advisor-led strategy discussions
11AM
Conference closing