CM Summit

The CM Summit

We invite you

To engage in this productive two-day event featuring the latest thinking in:

Location

Experience a tucked-away private oasis where canyon and sea meet. From fine dining to a round of golf, experience the best of Southern California.

Format

The size and format of the event encourages relationship-building and collaboration among advisors.

Content

Our focus is to provide practical content for advisors aiming to attract opportunities and close more business.

Experience

Reserve your seat today, and take advantage of all that the CM Summit has to offer

Practical Content, Perfect Location

This two-day event serves as a forum to bring advisors together to discuss the latest strategies in client service and practice management. Past conferences have attracted over 50 advisors and featured top-level content in fund strategies, liquid and fixed income alternatives, insurance and annuities, emerging marketing, practice management, marketing and more.

What people have said about previous events

Excellent! Always a great event.
Great speakers.
Great location, great staff!!!
Fantastic. Very organized, great location. Good networking opportunities. Well done!
The event was extremely well-produced, and the communication leading up to the event was great.
A great event with opportunities at breaks and social events to build relationships
Great location, opportunity to meet advisors, share ideas, and build relationships
Best conference ever!

Not your average Conference

The Cooper McManus Summit
November 3-4, 2022

The Ranch at Laguna Beach
31106 S Coast Hwy
Laguna Beach, CA 92651

Cooper McManus
9870 Research Dr.
Irvine, CA 92618
(800) 516- 5333