Want to learn about our Advisor Community?

Join our next Roundtable Meeting!

Be Our Guest!

Roundtable Meetings are the heart of the Gestalt Advisor Community.

Held every other Monday morning, Roundtable Meetings are one-hour, interactive sessions packed with timely topics and training in the Gestalt Method of financial planning.

Join us for honest conversations about the real-world challenges and opportunities of independent financial professionals just like you!

Check it out for yourself!

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