| Dates | Event | Location |
|---|---|---|
| June 22, 2018 | Wells Fargo | Hyatt Regency Jacksonville, FL |
| July 11, 2018 | PARADY FINANCIAL GROUP, INC. | The Villages, FL |
| July 19, 2018 | Securian Financial Group / North Star Resource Group | Minneapolis Event Center Minneapolis, MN |
| July 26-27, 2018 | Ed Slott and Company's Exclusive 2-Day IRA Workshop HOTEL | The Westin Chicago River North Chicago, IL |
 | ||
| August 21, 2018 | Parady Financial Group, Inc. | The Villages, Fl |
| September 26, 2018 | Morgan Stanley/ The Nerland-Cummings Group | St. Paul Hotel St. Paul, MN |
| September 26, 2018 | Morgan Stanley | Edina Country Club Edina, MN |
| October 25-27, 2018 | Ed Slott Elite IRA Advisor Group Workshop | Loews Coronado Bay Resort Coronado, CA |
| November 9, 2018 | Wells Fargo | Hyatt Regency Orange County Garden Grove, CA |
| December 5, 2018 | Clarity 2 Prosperity | Hotel Nikko San Francisco, CA |
