Events
A place for tech-forward independent advisors to connect, learn, and collaborate on making financial advice better.
Upcoming webinars
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Webinars
Office Hours Q2
Altruist Q2 Office Hours Altruist CEO Jason Wenk unveils major product updates Thursday, June 4th1 pm – 2 pm PT Join Jason Wenk, Dan Skiles, and Altruist PM of Investments Mike Miller for the second Office Hours session of 2026. Get a first look at the latest platform updates from Q2—and a preview of what’s…
June 4th, 2026
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Webinars
Coffee with Altruist Onboarding
Coffee with Altruist Onboarding: Trading & Rebalancing: powering your investment workflow Thursday, May 28, 2026 10 AM – 10:45 AM PT/ 1 PM – 1:45 PM ET Join us for an interactive session focused on helping you streamline your trading and rebalancing workflows on Altruist. This month’s session will be hosted by Alex Farran, alongside subject…
May 28, 2026
Webinar replays
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What’s new in Hazel
April 30
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Brewing success: Your onboarding Q&A
March 25
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Altruist Office Hours Q1
March 18
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Hazel AI Tax Planning
February 24
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How to earn more on cash with Altruist
February 05
