RIA Roadshow Cleveland
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 Cleveland! If you have any questions, please contact [email protected] .
Date
April 14, 2026
Location
Hotel Cleveland
24 Public Square
Cleveland, Ohio 44113

Ambassador Ballroom
Registration Deadline
March 31, 2026
Agenda
Tuesday, April 14
9:00 AM 
Welcome & Opening Remarks
9:30 AM 
RIA Strategic Update
9:45 AM 
Tamarac Roadmap Highlights - Part 1
10:45 AM 
Break
11:00 AM 
Tamarac Roadmap Highlights - Part 2
12:15 PM 
Lunch
1:00 PM
RIA Analytics Spotlight
2:00 PM
Peer Insights Roundtable Discussion 
2:45 PM
Open Mic Session
3:30 PM
Closing Remarks & Networking Reception
Agenda is subject to change
 Join us on April 14
We look forward to seeing you!

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