June 15 - 17 | Hilton Cleveland Downtown
Cleveland, Ohio
The stage is set for our most exciting collegium yet! This marks the first Prosperity Collegium,
a new name that reflects where we are as an organization, hosted in the city where it all began.
Join us in Cleveland for three days of learning, peer exchange, and content that moves your practice forward.
DAYS UNTIL THE PROSPERITY COLLEGIUM
"Wow, so much was amazing, all the presenters did a fantastic job with spot on, timely
information. The open sharing between advisors is worth its weight in gold."
— 2025 Collegium attendee
Three Days of Practice-Advancing Content
Where the advisors in the room are part of the curriculum
Every session is built for application: workshops designed to help you hone your practice, roundtables driven by real-world insight,
and peer exchange with advisors who understand exactly what you’re navigating.
Event Agenda
This year's programming includes:
The Health and Wealth Connection
We’re shining a light on why the connection between physical wellbeing and practice performance matters more than advisors realize. Through keynotes, breakout sessions, and morning wellness programming, you'll hear from specialists from the health and financial industries, including Kevin Gordon from Schwab, as well as motivational speaking from Dr. Kevin Elko.
Growth Training: Stop Auditioning for Clients: Control Access, Filter Prospects, and Seize Client Relationships Like a Top Producer
Tommy Schaff has built his reputation helping top producers stop auditioning for clients and start controlling who gets access to them. In this session, you'll learn how to disqualify quickly, remove competition before it begins, and build referral momentum through the right relationships.
AI in Practice: An Advisor Roundtable
Hear directly from advisors in our network who are using AI in their practices. Learn what's working, what isn't, and what's worth your attention.
The Industry Landscape
A grounded look at the current legislative, economic, and competitive landscape, and what forward-thinking advisors are positioning for now.
“Conversations between sessions, at dinner, etcetera, are always hugely valuable. The content was top notch,
particularly the session on culture and the growth training.”
— Greg Dillon, Prosperity Capital Advisors
A New Chapter. The Same Community.
As we step fully into our identity as Prosperity Capital Advisors, the Collegium remains what it has always been at its core: a place for our network to learn together, challenge each other, and head home better than we arrived.
This is where we set the stage for our next chapter.
This is a closed event and tickets will not be available for purchase to the general public.
Not with Prosperity Capital Advisors, but want to attend?
Click here to speak with our team.
Registration Closes on Friday, May 15
QUESTIONS?
Please contact events@c2penterprises.com.