Accelerate

This exclusive event celebrates the critical role support staff play in your business. Accelerate equips attendees with the knowledge and tools to drive even greater success while making deep connections with their peers.

Cambridge Community of Women Forum

At our annual forum, the community comes together for educational sessions and intimate networking opportunities with President and CEO Amy Webber, their peers, and many Cambridge leaders with a focus on driving greater gender diversity within the advice industry. The community continues this important conversation through a monthly webinar series.

Retirement Plan Summit

A premier educational event for financial advisors interested in expanding a retirement plan practice. Engage with ERISA attorneys and other industry experts, share growth strategies, address plan sponsor risk mitigation, and reveal strategies to meet participant’s ultimate retirement readiness goal. 

Connect

Let us help you turn the trend into opportunity. We’re well into a decade filled with both innovation and disruption that is sure to transform the industry. Connect is a regional event that prepares financial advisors for the future by engaging in conversation about digital transformation, cyber threat protection, client effects of the political and economic landscape.

Cambridge offers several invitation-only recognition events each year, including:

Circle of Excellence

Premier Club

Signature Club

Leaders Club