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Industry Events

Welcome to the Allworth Partner Program events page: an up-to-date resource for recent and upcoming events, including live and recorded webinars, industry gatherings, a city-by-city, in-person meeting schedule, and more. We’re always interested in connecting with advisors and firm principals who are seeking information or guidance about succession planning, or who are interested in learning more about partnering with Allworth Financial.

Upcoming Events

M&A Event: Austin, TX

Austin, TX – Next Generation/Succession Planning

Join Catherine Williams, Head of Practice Management at Austin-based Dimensional, and her co-host, award-winning, $18B in AUM, Allworth Financial Co-CEO, Pat McClain, at this information-packed, two-hour lunch presentation. Catherine and Pat will share groundbreaking practice management guidance such as how to improve and increase the value of a firm while simultaneously preparing for future succession.

Latest Webinars

State of the Industry Webinar Series - July 27th 2022 at 4 pm EST - Photo of Scott Hanson and Pat McClain, Allworth co-founders
Jun 27, 2022

State of the Industry Webinar: Partnership options for RIAs

July State of the Industry webinar: “Partnership options for RIAs,” hosted by Allworth Co-Founders Scott Hanson and Pat McClain. This Read More

State of the Industry Webinar Series - May 19th at 4 pm EST - photo of 2 older men, smiling and working together
May 4, 2022

State of the Industry Webinar: The advisory practice benefits of combining successful cultures

New May State of the Industry M&A Webinar, “The advisory practice benefits of combining successful cultures”  hosted by Allworth Co-Founders Scott Read More

Dec 6, 2021

State of the Industry: M&A Webinar Series

Launching in February 2022, our State of the Industry Webinar series will delve into every aspect of the deal for firms ranging in size from $100M to $3B+ in AUM. Each webinar will feature a peer financial advisory firm owner, who will be sharing their personal experience of going through the transaction process. Read More