Location
Hotel Monteleone
214 Royal St.
New Orleans, LA 70130
214 Royal St.
New Orleans, LA 70130
Date
February 17- 19, 2027
Each year, Jambalaya Group proudly brings our client community together for a one-of-a-kind conference experience. We deeply value the relationships we’ve built and are honored to host our clients for this annual conference.
In 2027, we’re heading to New Orleans! We’ll come together at the iconic Hotel Monteleone, set against the energy and culture of New Orleans.
This exclusive event is designed to deliver meaningful insights, fresh perspectives, and valuable industry updates—all while creating space to connect with fellow Jambalaya Group clients in an unforgettable setting.
In 2027, we’re heading to New Orleans! We’ll come together at the iconic Hotel Monteleone, set against the energy and culture of New Orleans.
This exclusive event is designed to deliver meaningful insights, fresh perspectives, and valuable industry updates—all while creating space to connect with fellow Jambalaya Group clients in an unforgettable setting.
Attendees
Jambalaya Group conferences are intentionally designed as an exclusive experience for advisors and firm leadership. Participation is reserved for firm owners, Financial Advisors, and Associate Financial Advisors within the Ameriprise Franchise Group community, including both Jambalaya Group clients and a limited number of invited non-Jambalaya Group client advisors and firm leaders who are interested in getting to know Jambalaya Group, learning more about our services, or experiencing the Jambalaya Group community firsthand.
Interested in experiencing the Jambalaya Group community firsthand? If you’re an AFG advisor or firm leader who is not currently a Jambalaya Group client, connect with us at [email protected] to learn more about the 2027 Advisor Conference and explore an invitation to attend.
While we value the many roles that contribute to your firm’s success, this experience is thoughtfully designed for advisors and firm leadership. As such, Operations Managers and other team members are not included in this attendee list. (Spoiler Alert… our Operations Leaders have their own exclusive Jambalaya Group Operations Leader Conference each fall—next stop: Boston in 2026!)
Guests are welcome to accompany attendees to New Orleans and enjoy the destination; however, participation in Jambalaya Group–hosted events—including conference sessions, group dinners, and organized activities at Hotel Monteleone—is limited to registered attendees only. In partnership with our wholesaler sponsors, attendance at all Jambalaya Group–sponsored events are restricted to invited clients and affiliated Ameriprise participants.
Interested in experiencing the Jambalaya Group community firsthand? If you’re an AFG advisor or firm leader who is not currently a Jambalaya Group client, connect with us at [email protected] to learn more about the 2027 Advisor Conference and explore an invitation to attend.
While we value the many roles that contribute to your firm’s success, this experience is thoughtfully designed for advisors and firm leadership. As such, Operations Managers and other team members are not included in this attendee list. (Spoiler Alert… our Operations Leaders have their own exclusive Jambalaya Group Operations Leader Conference each fall—next stop: Boston in 2026!)
Guests are welcome to accompany attendees to New Orleans and enjoy the destination; however, participation in Jambalaya Group–hosted events—including conference sessions, group dinners, and organized activities at Hotel Monteleone—is limited to registered attendees only. In partnership with our wholesaler sponsors, attendance at all Jambalaya Group–sponsored events are restricted to invited clients and affiliated Ameriprise participants.
Pricing and Inclusions
Here’s what’s included and what to plan for at the 2027 Jambalaya Group Advisor Conference:
Jambalaya Group Clients
The conference registration fee is $800 per attendee and includes:
- Full access to all conference sessions, featured speakers, and panel discussions
- Opportunities for peer collaboration and idea sharing
- Daily breakfast, lunch, and refreshments during sessions
- A Jambalaya Group hosted group dinner experience
Non - Jambalaya Group Clients
The conference registration fee is $1,200 per attendee for AFG firm owners, Financial Advisors and Associate Financial Advisors who are not currently Jambalaya Group clients. Registration includes the same conference experience and inclusions listed above.
Attendees are responsible for airfare, nightly room accommodations, and any activities, dining, or transportation outside of Jambalaya Group–hosted events.
Jambalaya Group Clients
The conference registration fee is $800 per attendee and includes:
- Full access to all conference sessions, featured speakers, and panel discussions
- Opportunities for peer collaboration and idea sharing
- Daily breakfast, lunch, and refreshments during sessions
- A Jambalaya Group hosted group dinner experience
Non - Jambalaya Group Clients
The conference registration fee is $1,200 per attendee for AFG firm owners, Financial Advisors and Associate Financial Advisors who are not currently Jambalaya Group clients. Registration includes the same conference experience and inclusions listed above.
Attendees are responsible for airfare, nightly room accommodations, and any activities, dining, or transportation outside of Jambalaya Group–hosted events.
Ready to Join Us?
Registration is now open and we request you register no later than Friday, January 15, 2027.
*Please include any dietary restrictions you have so we can make sure to accommodate you.
Cancellation & Transfer Policy: 100% refund if canceled 60+ days prior; 50% refund if canceled 30–59 days prior; No refunds within 30 days of the event. Registrations may be transferred at any time if you're unable to attend.
For questions or assistance, please contact Lindsey Patten @ [email protected]
*Please include any dietary restrictions you have so we can make sure to accommodate you.
Cancellation & Transfer Policy: 100% refund if canceled 60+ days prior; 50% refund if canceled 30–59 days prior; No refunds within 30 days of the event. Registrations may be transferred at any time if you're unable to attend.
For questions or assistance, please contact Lindsey Patten @ [email protected]
Your Stay at Hotel Monteleone
We’ve secured a room block at Hotel Monteleone, located in the heart of New Orleans, so you can stay right at the center of the conference experience.
Rooms are available at a group rate of $229 or $269 per night, plus applicable taxes. To receive the group rate, reservations must be made by Friday, January 15th. After this date, availability and pricing cannot be guaranteed. We encourage you to book early, as rooms within the Jambalaya Group block are limited and expected to fill quickly. The group rate is available preconference (Monday and Tuesday) should you wish to extend your stay prior to the conference.
Please use the dedicated booking link below to reserve your room:
Hotel Monteleone LVX - Reservations - Room Availability
Rooms are available at a group rate of $229 or $269 per night, plus applicable taxes. To receive the group rate, reservations must be made by Friday, January 15th. After this date, availability and pricing cannot be guaranteed. We encourage you to book early, as rooms within the Jambalaya Group block are limited and expected to fill quickly. The group rate is available preconference (Monday and Tuesday) should you wish to extend your stay prior to the conference.
Please use the dedicated booking link below to reserve your room:
Hotel Monteleone LVX - Reservations - Room Availability
What to Wear
Keep it comfortable and conference-ready.
Business casual or casual attire works perfectly for sessions, dinners, and group events. You’ll see a mix of relaxed, polished looks—whatever helps you feel your best while enjoying your time in New Orleans.
Business casual or casual attire works perfectly for sessions, dinners, and group events. You’ll see a mix of relaxed, polished looks—whatever helps you feel your best while enjoying your time in New Orleans.
Driving In? Parking Details
If you’re driving in for the conference, valet parking is available at Hotel Monteleone for $48.00 per day, per vehicle, plus 13.245% tax, as space permits.
Please note that parking is not guaranteed and rates are subject to change without notice. We recommend allowing extra time for arrival, especially during peak check-in periods.
Please inform Lindsey Patten if you plan to drive in to New Orleans.
Please note that parking is not guaranteed and rates are subject to change without notice. We recommend allowing extra time for arrival, especially during peak check-in periods.
Please inform Lindsey Patten if you plan to drive in to New Orleans.
Conference Location
Hotel Monteleone
A Vibrant Icon, Rooted in the Soul of New Orleans
Nestled in the heart of the French Quarter, Hotel Monteleone offers a perfect blend of historic charm and modern luxury. Just steps from world-class dining, live jazz, and the energy of New Orleans, the hotel places you right in the center of it all.
From its iconic Carousel Bar to its timeless architecture, Hotel Monteleone delivers a true New Orleans experience—making it the perfect backdrop for connection, conversation, and a memorable few days together.
A Vibrant Icon, Rooted in the Soul of New Orleans
Nestled in the heart of the French Quarter, Hotel Monteleone offers a perfect blend of historic charm and modern luxury. Just steps from world-class dining, live jazz, and the energy of New Orleans, the hotel places you right in the center of it all.
From its iconic Carousel Bar to its timeless architecture, Hotel Monteleone delivers a true New Orleans experience—making it the perfect backdrop for connection, conversation, and a memorable few days together.
Agenda
We’re excited to welcome you to three thoughtfully designed days focused on connection, insight, and meaningful conversations. This year, we’ve intentionally built in more opportunities to network with peers, engage directly with the Jambalaya team, and create space for meaningful dialogue—all based on your feedback from last year. While we’re still finalizing speakers, session topics, and detailed timing, here’s a look at what you can expect.
We can’t wait to bring this experience to life!
Tuesday, February 16
Jambalaya Welcome Night
Arriving early for the 2027 Advisor Conference? Join us Tuesday evening, 5:30 -7pm, for Jambalaya Welcome Night at Arnaud’s French 75 Bar. We’re hosting a relaxed evening of drinks, light hors d’oeuvres, and good company—and, based on your feedback from past conferences, we’re excited to welcome your spouse or significant other, too!
*Each conference attendee may bring one guest. Space is limited to 40 guests, so be sure to RSVP early to Lindsey Patten @ [email protected] to reserve your spot.
Arriving early for the 2027 Advisor Conference? Join us Tuesday evening, 5:30 -7pm, for Jambalaya Welcome Night at Arnaud’s French 75 Bar. We’re hosting a relaxed evening of drinks, light hors d’oeuvres, and good company—and, based on your feedback from past conferences, we’re excited to welcome your spouse or significant other, too!
*Each conference attendee may bring one guest. Space is limited to 40 guests, so be sure to RSVP early to Lindsey Patten @ [email protected] to reserve your spot.
Wednesday, February 17
10:00AM-12:00 PM
Brunch
Royal Room
12:00-12:45 PM
Welcome & Kick Off
We’ll kick things off with opening remarks from the Jambalaya Group, followed by engaging general sessions and guest speakers designed to set the tone for the days ahead.
Location: Iberville AB Room
Location: Iberville AB Room
12:45-1:45 PM
The Next Wave of Advice: Principles that Drive Success with Clients
T. Rowe Price
T. Rowe Price
A highly utilized practice management program centered on how advisors must adapt their behaviors to serve the next generation of clients and capture future assets. The topic aligns well with the evolving role of the advisor as a coach rather than simply the creator of a financial plan.
Location: Iberville AB Room
Location: Iberville AB Room
1:45-2:00 PM
Break
2:00-4:00 PM
General Sessions
Location: Iberville AB Room
4:00-6:00 pm
Leisure Time
5:00-6:00 pm
Rising Leaders Happy Hour (Invite Only)
This dedicated time is designed for rising leaders within your practice to connect with peers on a similar growth path, whether an emerging advisor or a future business owner.
Location: Broussard's Restaurant and Courtyard
Location: Broussard's Restaurant and Courtyard
6:00-9:00 PM
Welcome Dinner
A relaxed and fun evening to reconnect with familiar faces and meet new ones.
Location: Broussard's Restaurant and Courtyard
Location: Broussard's Restaurant and Courtyard
Thursday, February 18
7:30-8:15 Am
Breakfast
Location: Royal Room
8:15-8:30 Am
Daily Kick Off: Jambalaya Group
Expect a mix of general sessions including leadership, industry insights, and actionable takeaways. We'll also incorporate breakout sessions to allow for deeper dives and more interactive discussions.
Location: Iberville AB Room
Location: Iberville AB Room
8:30-9:30 Am
Understanding Sleep & Anxiety for Optimal Performance
Dr. Melissa Milanak, sponsored by Victory Capital
9:30-9:45 Am
Break
9:45 - 10:45 Am
Leadership Presentation
Marcus Ranger, RVP - Pacific West
Marcus Ranger, RVP - Pacific West
10:45 - 11:45 Am
How AI May Help Advisors Support Efficiency, Client Engagement, and Practice Growth
Russell Investments - Beyond Efficiency
Russell Investments - Beyond Efficiency
11:45 - 12:30
Lunch
Location: Royal Room
12:30 - 3:00
Expect a mix of general sessions including leadership, industry insights, and actionable takeaways. We'll also incorporate breakout sessions to allow for deeper dives and more interactive discussions.
Location: Iberville AB Room
3:00 on
Leisure Time to explore New Orleans
Spa Aria or Dine Around Time on your own or with a wholesaler
Spa Aria or Dine Around Time on your own or with a wholesaler
Friday, February 19
7:30-8:15 Am
Breakfast
Royal Room
8:15-8:30
Kick-Off Day Three - Jambalaya Group
Our final day will feature sessions led by speakers and the Jambalaya Group, focusing on key conference themes and insights.
Iberville AB Room
Iberville AB Room
8:30-10:45
General Sessions
Our final day will feature sessions led by speakers and the Jambalaya Group, focusing on key conference themes and insights.
Iberville AB Room
Iberville AB Room
10:45-11:45
Internal Succession Planning & Success Stories
Panel discussion led by Kelly Hart, Associate Business Consultant, Jambalaya Group
Iberville AB Room
Iberville AB Room
11:45-12:00 pm
Conference Wrap Up
Boxed lunches will be available for you to take on the go.
Experience New Orleans
When you’re not in sessions, step into the magic of New Orleans—a city known for its rich culture, refined indulgences, and unforgettable atmosphere. From world-class dining to iconic landmarks, there’s no shortage of ways to experience the best of the Crescent City.
Getting Around
Navigating New Orleans is part of the experience and one of the biggest advantages of staying at Hotel Monteleone is its prime location, many top destinations are within easy walking distance. The French Quarter is compact, vibrant, and best discovered on foot. Use streetcars or rideshare for destinations beyond the immediate area.
Historic Streetcars
New Orleans’ iconic streetcars, operated by the New Orleans Streetcar System, offer a charming and convenient way to explore the city.
Historic Streetcars
New Orleans’ iconic streetcars, operated by the New Orleans Streetcar System, offer a charming and convenient way to explore the city.
-The closest line to Hotel Monteleone is the Canal Street Line, with stops just a few blocks away.
-This line provides easy access to the Garden District, Cemeteries, and other key areas.
-Streetcars run frequently and are an enjoyable, low-cost way to take in the sights.
Iconic Sights & Cultural Landmarks
French Quarter – The cultural heart of the city, filled with historic architecture, vibrant energy, and live jazz.
Jackson Square & St. Louis Cathedral – A picturesque setting ideal for strolling, sightseeing, and taking in the city’s charm.
Garden District – Known for grand mansions, oak-lined streets, and a more serene, refined atmosphere.
Steamboat Natchez Cruise – A classic Mississippi River experience featuring live jazz, cocktails, and skyline views.
Jackson Square & St. Louis Cathedral – A picturesque setting ideal for strolling, sightseeing, and taking in the city’s charm.
Garden District – Known for grand mansions, oak-lined streets, and a more serene, refined atmosphere.
Steamboat Natchez Cruise – A classic Mississippi River experience featuring live jazz, cocktails, and skyline views.
Dining Experiences
Commander's Palace
A legendary dining institution known for refined Creole cuisine and impeccable service.
A legendary dining institution known for refined Creole cuisine and impeccable service.
A must-visit for iconic beignets and café au lait in a classic New Orleans setting.
GW Fins
Elevated, fresh seafood with a sophisticated yet approachable atmosphere.
Elevated, fresh seafood with a sophisticated yet approachable atmosphere.
A lively, iconic spot known for its famous Hurricane cocktail and vibrant courtyard atmosphere.
Signature Experiences
Spa Aria - an intimate retreat tucked within Hotel Monteleone.
Live Jazz at Preservation Hall – An intimate, authentic music experience showcasing the city's rich jazz heritage.
Private Cocktail & Culinary Tours – Curated experiences highlighting New Orleans' renowned food and cocktail scene.
Hands-On Cooking Classes – Learn the art of Creole and Cajun cuisine from expert local chefs.
French Quarter Carriage Ride – A relaxed, elegant way to explore the historic streets and architecture.
Caesars New Orleans Casino- A friendly and fun casino atmosphere if you are feeling lucky!
Live Jazz at Preservation Hall – An intimate, authentic music experience showcasing the city's rich jazz heritage.
Private Cocktail & Culinary Tours – Curated experiences highlighting New Orleans' renowned food and cocktail scene.
Hands-On Cooking Classes – Learn the art of Creole and Cajun cuisine from expert local chefs.
French Quarter Carriage Ride – A relaxed, elegant way to explore the historic streets and architecture.
Caesars New Orleans Casino- A friendly and fun casino atmosphere if you are feeling lucky!
Jambalaya Group is excited to host you in New Orleans!
Register by January 15, 2027.
We hope you can join us!
We hope you can join us!