Conversations That Move You Forward
Whether it’s gathering in person or logging in from your office, Evolution events give you a chance to connect with people who get the work you do.
Your Community, Year-Round
The value of being part of Evolution goes beyond compliance and operations — it’s the relationships you build. Our events bring advisors together in person and online to trade ideas, sharpen skills, and celebrate the work we do. Whether you join a virtual session from your desk or attend our annual Summer Summit, you’ll find a community that understands the challenges and rewards of independence.
Events:
Evolution’s Annual Summer Summit
Every year, advisors from across the Evolution community come together to trade ideas, challenge their thinking, and head home energized for the year ahead. The Summit is where real connections take root, where fresh perspectives spark new strategies, and where advisors find clarity on what’s next.
Our conference format provides time for you to have 1:1 conversations with other advisors and our strategic partners. Block your calendar now so you don’t miss the conversations everyone else will be having.
Save the Date:
- June 1-2, 2026
Partners: Speaking slots and sponsorships are available.
For more information, contact Mandy.Szewczuk@evolutionfa.com
Evolution has supported our business with exceptional guidance and genuine care. From my very first day, they treated me like part of the family, and they continue to go above and beyond to keep us informed on anything Osaic related through their monthly Zoom calls, annual Summer Summit, and fun family events. Their professionalism, dedication, and personal touch make all the difference and we are truly grateful for all they do in support of our continued growth.
Kyle Witman, Estate & Financial Planning Associates
The above statement was provided by financial professionals associated with Evolution Financial Advisors and affiliated with Osaic Wealth as investment adviser representatives.
No one likes to think about worst-case scenarios, but your practice and the people who rely on you deserve protection. We’ll walk with you as you explore succession or continuity plans that align with your goals and values.
