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Meetings and Events

Advisor Group hosts a series of national and regional events that vary by size, location, and area of focus. These events are designed to bring financial professionals, firm leadership, industry experts, and strategic partners together for comprehensive education and training opportunities throughout the year.


Our flagship national education meeting is a multi-day event featuring renowned keynote speakers; hundreds of educational sessions; one-on-one business consultations; networking opportunities; themed events; an expansive partner exhibition; and world-class entertainment.

Wealth Management Symposium

Our network’s top-producing advisory practitioners, insightful industry leaders, and our firm’s National Sales Team gather to explore “The Value of Advice.”

W Forum

Held exclusively for our firm’s female financial professionals, W Forum boasts an agenda designed to empower, engage and promote success for women as providers and consumers of financial services.

Retirement Plans Summit

These events are designed to help top retirement plan specialists grow and manage their retirement plan business with practical ideas, insights, tools, and fiduciary best practices.

My Business Builder Workshops

This series of workshops focuses on improving practice management capabilities.


Every year, Woodbury Financial’s top producers are invited to celebrate their achievements at an exclusive event. These destinctive recognition events offer this select group an opportunity to attend business sessions while networking with their peers, senior management, and strategic partners.

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General Inquiries:

Advisor Selection:

7755 3rd Street North
Oakdale, MN 55128

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.

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