Small Discussion Groups

A small-discussion group (SDG) is an on-line meeting hosted by one of our partners, typically an asset management firm. It takes place over Zoom or similar technology. It is a way for our partners to host meetings where subject-matter experts can answer questions from advisors, and where advisors can interact with their peers to learn best practices. There is no cost to participate in a SDG.

Why you should join

  • Easy to join and a great way to connect
  • Answer your questions in a small group hosted by subject-matter experts
  • Interact with your peers to learn best practices
  • No cost to the advisor to attend

Upcoming Small Discussion Groups

Click on the listed SDGs below to register or learn more.