
Cheers to You: A Holiday Celebration for Our Advisor Community
Celebrate the Wins. Get Inspired for What’s Next.
Join us for a special holiday edition of Office Hours with Robert Sofia — a live event created to thank and celebrate our amazing advisor community.
This isn’t just a year-end wrap-up. It’s a chance to reflect, recharge, and get re-energized for 2026.
Here’s what you can look forward to:
- Fun giveaways and festive surprises to show our appreciation
 - The biggest advisor wins of 2025 — and what made them work
 - Actionable insights to help you start the new year with clarity, focus, and momentum
 
Whether you’ve been with us all year or are just joining the community, this is your chance to connect, celebrate, and get inspired for what’s next.
Let’s close out the year on a high note — together.
Register for the Office Hours session on December 18th @ 2pm ET
MEET THE PANEL

Robert Sofia
Chief Executive Officer

