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Get ready for
The Exchange 2027

February 24 – 26, 2027  |   Horseshoe Bay Resort

Insights, strategies, and time to connect with other VF Advisors.

Register

Registration is open

Choose your registration

Registration closes November 20, 2026.

February 24 – 26

Partners

Includes everything in the advisor program, plus:

Wednesday Partners culture event + dinner
Thursday morning Partners meeting
VF Partner golf tee time
Group rate at Horseshoe Bay Resort

February 25 – 26

Senior Advisors & Advisors

For financial professionals attending the main program.

Day 1 and Day 2 meetings with expert-led sessions
Happy hour and dinner cruise on Lake LBJ
Networking with peers throughout the event
Group rate at Horseshoe Bay Resort

About

Two days to
set up your year

Get ahead of what's changing

Expert-led sessions on market opportunities,
regulatory changes, and best practices for 2027.

Leave with ideas you can use

Practical strategies to strengthen
client service and grow your business.

Spend time with your peers

Collaborative discussions and real conversations
with advisors and partners across the industry.

Agenda

Agenda

Partners only

All attendees

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Wednesday

24

February 2027

1:30 – 9:00 pm

Partners Culture Event + Dinner

For Partners and Annual Sponsors

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Thursday

25

February 2027

8:00 am – 12:00 pm

Partners Meeting

For Partners and Annual Sponsors

12:00 – 5:00 pm

Lunch + Day 1 Meeting

The main program begins

5:00 – 8:00 pm

Happy Hour + Dinner Cruise

An evening on Lake LBJ

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Friday

26

February 2027

8:00 am – 12:00 pm

Day 2 Meeting

Wraps up at noon

Resort
Sponsors

Partner with
The Exchange

Connect with financial professionals over three days, starting with the Partners Culture Event + Dinner on Wednesday and the Partners Meeting Thursday morning.

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Venue and hotel

Venue and hotel

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Horseshoe Bay Resort

200 Hi Circle North
Horseshoe Bay, Texas 78657

See you at The Exchange

Reserve your room during conference registration.

Register by

Nov 20

You don't want to miss
The Exchange 2027

Horseshoe Bay. February 24 – 26. Three days of insight, strategy, and connection to help you and your clients take on the year ahead.

Victory Financial logo: VF

512-763-7671

6500 River Place Blvd

Building 1, Suite 203

Austin, TX, 78730

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Victory Financial is an SEC Registered Investment Advisor | CRD # 324943

© Copyright 2026 Victory Financial. All rights reserved.

​

Appropriately licensed individuals are registered to offer Investment Advisory Services through Victory Financial Group, LLC (“VFG”), an SEC Registered Investment Adviser. VFG does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. This site is published for residents of the United States only. Investment Advisor Representatives of VFG may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the VFG Compliance Department at (512) 763-7671.These materials have been independently produced by Victory Financial Group. Victory Financial Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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*To calculate the Compound Annual Growth Rate (CAGR) from April 2023 to March 2026, we used the formula:
CAGR = (Ending Value / Beginning Value)^(1 / Number of Years) – 1.

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