Events and Opportunities

Las Vegas, Nevada

What happens in Vegas does NOT stay in Vegas (at least for this trip)!  Take energy and ideas back to your business to better serve your clients and elevate your practice…  Share ideas with other like-minded professionals and learn from some of the brightest the industry has to offer!


Grand Rapids, MI

Plug into some of the brightest minds and businesses in the advisory space!  Spend a day sharing ideas and looking at new opportunities that will Power Your Practice…  Looking for advisors that wish to grow their practice, exponentially!


Cancun, Mexico

Enjoy the beauty, elegance, and service that the Ritz Carlton Cancun has to offer!  Re-Charge and Re-Engage with the Industry’s Best on the beautiful beaches of Cancun, Mexico…  You Work Hard, you’ve earned the right to, Play Hard – on us!

Augusta, Georgia

Let us help you check this one off your bucket list! Augusta National, home to the most popular major golf tournament in the world, will be our host for two days at the Masters in 2016 . . . Your stay will be a majestic home right on the grounds of Augusta National, VIP treatment, access, and memories that will last a lifetime!

Idea Exchange


  Inc5000 copy  ernst&young 

Finding out about becoming a Regal Investment Advisor has never been easier

Provide the best way to contact you and we will be in touch with you.

For inquiries, contact Don Carlson 800.357.4757
Andrew Christmann