RIA Roadshow Newport Beach
Join us for an exclusive opportunity designed specifically for Envestnet Tamarac clients like you.

This one-day session will include updates on our roadmap, user group-style conversations, and expert insights on how Envestnet can help support and elevate your business.

What to Expect:
Here’s what you can expect:
· Get a first-hand look at the latest updates to the platform and what’s coming
· Hear how fellow advisors are driving growth and efficiency with Envestnet Tamarac
· Network with other RIAs and meet directly with leaders from Envestnet

Don’t miss your opportunity to be part of the discussion. Click below to reserve your spot. Space is limited!

We look forward to seeing you in Newport Beach! If you have any questions, please contact [email protected] .
Date
November 17, 2026
Location
PIMCO Office
650 Newport Center Dr
Newport Beach, CA 92660
Registration Deadline
November 3, 2026
Agenda
Tuesday, November 17
8:30 AM 
Registration & Breakfast
9:00 AM 
Welcome & Introductions
9:30 AM 
Envestnet Strategic Update
10:00 AM 
Understanding Your Business Needs: Trends and Insights Fireside Chat
11:00 AM
Break
11:15 AM
Tamarac Roadmap- Part 1
11:45 AM
Networking Lunch
12:45 PM
Tamarac Roadmap- Part 2
1:15 PM
Partner Insights Spotlight
2:00 PM
Break
2:15 PM
Peer Perspectives & User Panel
3:45 PM
Closing Remarks & Networking Reception
Agenda is subject to change
 Join us on November 17
We look forward to seeing you!

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