Training Opportunities


Table Bay is hosting several free Webinars throughout the year providing training, industry highlights, and more! Learn more »

Top Gun Program

The Top Gun Program is the leading sales training program in America. It is the hallmark of what makes Table Bay Financial Network the organization that will help you reach the next level in your career. We understand that the key to success today is proper knowledge and preparation. Learn more »

WPC School

The key to success in our program is special knowledge and preparation. The WPC School will give you all the tools and training you need to succeed and grow your client base. Learn more »


The Advisory world has changed drastically in the past decade and the reality is advisors face significant challenges in the decade ahead. The same old methods and strategies simply aren’t working any longer. Those advisors who are equipped with all of the right answers, strategies, and marketing tools will not only survive, but will thrive. Learn more »

IRA Summit™

Our exclusive two-and-a-half day program will drastically and immediately increase your income. We will show you how to dominate the local market by becoming an expert on IRA tax reduction strategies, using our unprecedented and unparalleled marketing platform. Learn more »


Summer Educational Conference™ (SEC)

This exclusive annual conference offers a wealth of knowledge and industry tools to help you take your sales to new heights! Learn more »

Tax-Free Retirement School

Are you looking for the perfect Tax-Free Retirement prospecting, presentation and closing system? Our Tax-Free Retirement System is the HOTTEST sales opportunity in financial services today! Learn more »

CPA Academy

Dominate your local market and eliminate the competition by becoming the Go-To Expert on IRAs and retirement tax reduction strategies.  Hosted by America’s Tax Solutions™, this three day program will teach you how to become the local expert in your community. Learn more »


Presenter University

Improve your persuasion skills that boost your selling power! This real life practical course uses powerful techniques that move beyond classical presentation skills. Presenter University is a powerful training program that will benefit the beginning advisor as well as the most experienced presenter. Substance, sizzle, and soul are the three key ingredients to great sales presentation success. Register today for this exceptional event! Learn more »