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Attendee Resources

Plan Strategically. Make Every Exchange Count.

Planning Webinars

Tools, Tips, and Tricks

Learn about the tools, tips, and tricks available to make this your most successful event of the year. We’ll review online resources, special programs, the Guide to Success, and navigate the show onsite. A special emphasis on how to effectively plan your Strategic Exchange appointments, including how to craft an invite letter, using the online Participants page, and your post-event follow-up.

Open to all planners and attendees. The first webinar will be recorded and provided on demand for those unable to make the call times.

Schedule:
Wednesday, November 18, 2026 – 3 PM ET
Thursday, December 10, 2026 – 3 PM ET
Wednesday, January 13, 2027 – 3 PM ET

FAQ Friday’s

A bi-monthly call-in opportunity to get a quick refresher on the event tools or ask questions relevant to where you are in the meeting planning cycle for yourself or your team. Due to the open format, these calls are not recorded.

Schedule & Topic:
January 15, 2027 – Overview, Registration & Hotel
January 29, 2027 – Online Resources
February 12, 2027 – Strategic Exchange
February 26, 2027 – Meeting Format
March 12, 2027 – Other Programs & Events
March 26, 2027 – Know Before You Go

Where Opportunity Meets Action

Attendees achieve significant progress during strategic exchange appointments, discussing current business opportunities and planning for the future.

Building Momentum for the Future
Where Strategy Meets Access
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Meet the Moment

Annual Meeting

April 18-20, 2027 The Breakers Palm Beach, FL

Join our industry’s most influential business leaders at this exclusive event. Build vital strategic partnerships with a who’s who in health and wellness and gain new insights into today’s changing marketplace.