NC25 Program by Independent Financial Group

PROGRAM

WELCOME FROM OUR FOUNDERS

Welcome to the Omni La Costa Resort and to IFG's 2025 National Conference! This year we are in Carlsbad for four days of inspiring programming, networking, and fun! Thank you for being here this week and for being a part of our IFG family.

This year's conference theme is "Trailblazers," celebrating those who dare to lead, innovate, and forge new paths. Whether you're redefining success in your practice, embracing emerging technologies, or challenging the norms in our industry, we hope this year's National Conference inspires you to keep pushing forward. Our speakers will share powerful stories of leadership, innovation, and resilience, encouraging you to think boldly, embrace change, and continue blazing your own trail in both your professional and personal life.

There's so much to do at the National: attend product panels, network with industry peers and strategic partners, fulfill firm element continuing education and compliance requirements, take in insights from our speakers, set goals for the year ahead, and relax and recharge with your families. We welcome all of you and encourage families to take full advantage of your scheduled activities, sponsor fair entertainment, and meals.

We'd like to thank our 76 strategic partners for being here and sharing their expertise and solutions with us. Your partnership is essential to our success, and we look forward to your product panels and the conversations that come out of them.

Thank you again for joining us here in Carlsbad. We hope you have an excellent conference, and we look forward to connecting with you!

Scott Heising

Fischer

David

Alex Honnold

Jeff Bush Mark Schulman &

JULY 30 - AUGUST 3

AGENDA LEGEND

General Sessions / Keynotes

Compliance / Mandatory Sessions

Panels

Independent Financial Group Sessions

Admin Focused Sessions / Training

Family and Guests Welcome

IFG Hospitality Desk Hours

Wednesday, July 30..................... 8:00 AM — 6:00 PM

Thursday, July 31 ........................ 7:30 AM — 4:30 PM

Friday, August 1.......................... 7:30 AM — 1:00 PM

Saturday, August 2...................... 7:30 AM — 12:30 PM

8:00am - 6:00pm Registration & Hospitality

10:00am - 10:45am IFG Workshop "Gateway+ Overview"

Presented by: Independent Financial Group

Lauren Goettsche, Vice President, Operations

Maggie Lepine, Manager, Software Support

10:00am - 10:45am IFG Workshop "Insurance Tips, Topics, and Techniques for Revenue Growth"

Presented by: Independent Financial Group

Paul Larrabee, Director, Insurance Solutions

10:00am - 10:50am Admin Training Track A & B "Welcome to National '25 – Admin Training Introduction"

Presented by: Independent Financial Group

Sarah Kreisman, Sr. Vice President & General Counsel

Brian Dennen, Chief Compliance Officer

Ian Buxbaum, Director, Supervision

Mason Moore, Director, Information Technology

11:00am - 11:40am Advisory Panel

"Market Outlook and Innovation: Driving Advisor Growth Through Insight and Product Evolution"

Presented by: Capital Group, Franklin Templeton, and Goldman Sachs

Damian Eckstein, Sr. Vice President - Wealth Management Consultant, Capital Group

Steve Casey, National Account Manager: Platforms Team, Franklin Templeton

Mike Day, Lead Portfolio Manager, Multi-Asset Solutions, Goldman Sachs

Moderated by: IFG's Abbey Eastham, Director, Advisory Solutions

Costa Del Sol Foyer

Costa Del Sol AB

Costa Del Sol FG

Parlor

Costa Del Sol AB

JULY 30 - AUGUST 3

NATIONAL’25

WEDNESDAY

11:00am - 11:40am Alternative Investments Panel

"Breaking Ground with Alternative Investments"

Presented by: Carter Funds, The Empire Group, and Griffin Capital

Gael Ragone, President, Carter Funds

Randy Grudzinski, Head of Capital Markets, The Empire Group

Andy Marrone, National Sales Director, Griffin Capital

Moderated by: IFG's Colby Taylor, Manager, Alternative Investments

11:00am - 11:40am Annuities Panel

"The Annuity Triangle: Where FIA, Variable, and RILA Collide in Style"

Presented by: Eagle Life, Principal, and Transamerica

Todd McDonough, Annuity Wholesaler, Eagle Life

Brandon Hauck, Regional Vice President-Annuities, Principal Group

Ashley Muller, National Account Specialist, Transamerica

Moderated by: IFG's Erick Montiel, Director, Annuity Solutions

11:00am - 11:50am Admin Training Track A "Guiding Families Through Financial Transition – Deceased Client Guide"

Presented by: Independent Financial Group

Lauren Goettsche, Vice President, Operations

11:00am - 11:50am Admin Training Track B "Paperwork Best Practices"

Presented by: Independent Financial Group

Brian Dennen, Chief Compliance Officer

Ian Buxbaum, Director, Supervision

11:40am - 12:50pm Luncheon

Costa Del Sol C

Costa Del Sol FG

JULY 30

WEDNESDAY

12:50pm - 1:30pm Advisory Panel

"Modern Portfolio Design: Active Management, Passive Vehicles, and Outsourced Innovation"

Presented by: Dunham, SEI, State Street Global Advisors, and Wisdom Tree

Salvatore M. Capizzi, CEPA, Executive Vice President, Dunham & Associates Investment Counsel, Inc.

Jim Agasar, BFA, Business Development Director, SEI

Michael Constantino, BFA, AVP, Regional Consultant, State Street Global Advisors

Jamie DeNitto, Director, Sales, WisdomTree

Moderated by: IFG's Abbey Eastham, Director, Advisory Solutions

12:50pm - 1:30pm Alternative Investments Panel "Investing in Interval Funds"

Presented by: Apollo, Cantor Fitzgerald, and PIMCO

Muhammad Gazi, Principal, Client & Product Solutions, Apollo

Michael Underhill, Chief Investment Officer, Cantor Fitzgerald

Johnny Morgart, Sr. Associate, Alternative Credit Product Strategy, PIMCO

Moderated by: IFG's Madison Turbeville, Manager, Alternative Investments

12:50pm - 1:30pm Insurance Panel "Masters of Marketing"

Presented by: Impact and Simplicity

Clay Eschrich, Sr. Vice President of Life, Recruiting and Distribution Partners, Impact Partnership

Steven Ruhberg, Sr. Sales Director, Simplicity

Moderated by: IFG's Paul Larrabee, Director, Insurance Solutions

12:50pm - 1:40pm Admin Training Track A "Annuities, Firelight, and Annuity Supervision"

Presented by: Independent Financial Group

Ian Buxbaum, Director, Supervision

Camryn Bolek, Specialist, Annuity Solutions

Michael Spence, Specialist, Annuity Solutions

Costa Del Sol AB

Costa Del Sol C

Costa Del Sol FG

Parlor

JULY 30 - AUGUST 3

NATIONAL’25

WEDNESDAY JULY 30

12:50pm - 1:40pm Admin Training Track B

"NetX360+ Essentials: Overview and Navigation"

Presented by: BNY Pershing

Vito Ancona, Vice President of Wealth Solutions, BNY Pershing

1:45pm - 2:30pm IFG Workshop

"Gateway+ Overview"

Presented by: Independent Financial Group

Lauren Goettsche, Vice President, Operations

Maggie Lepine, Manager, Software Support

1:45pm - 2:30pm IFG Workshop

"Annuity Department Update"

Presented by: Independent Financial Group

Erick Montiel, Director, Annuity Solutions

1:45pm - 2:30pm IFG Workshop

"Advisory Elevated: Tools, Trends, and Strategic Support"

Presented by: Independent Financial Group

Abbey Eastham, Director, Advisory Solutions

1:50pm - 2:40pm Admin Training Track A

"NetX360+ Advanced Features Overview – Report Center"

Presented by: BNY Pershing

Vito Ancona, Vice President of Wealth Solutions, BNY Pershing

Veranda

Costa Del Sol AB

Costa Del Sol C

Costa Del Sol FG

Parlor

1:50pm - 2:40pm Admin Training Track B "Compliance Overview and Best Practices"

Presented by: Independent Financial Group

Brian Dennen, Chief Compliance Officer

Sandy Pappalardo, Director, Compliance

2:50pm - 3:00pm Conference Kick-Off

Presented by: Independent Financial Group

Chad Cristo, Sr. Vice President, National Sales & Marketing

3:00pm - 4:00pm General Session "IFG Company Update"

Presented by: Independent Financial Group

Scott Heising, Founder, CEO

David Fischer, Co-Founder

Kevin Keefe, President & Chief Operating Officer

4:00pm - 4:45pm General Session "The Future of IFG"

Presented by: Independent Financial Group

Chad Cristo, Sr. Vice President, National Sales & Marketing

Sarah Kreisman, Sr. Vice President & General Counsel

Scott Davis, Sr. Vice President and Chief Financial Officer

Brian Dennen, Chief Compliance Officer

Lauren Goettsche, Vice President, Operations

Steven Gensler, Sr. Vice President, Advisor Growth and Development

Moderated by: IFG's Kevin Keefe, President & Chief Operating Officer

4:45pm - 6:45pm Sponsor Fair

Costa Del Sol DE

Costa De La Luna

NATIONAL’25

JULY 31

JULY 30 - AUGUST 3

THURSDAY

7:30am - 4:30pm Registration & Hospitality Costa Del Sol Foyer

7:30am - 8:30am Breakfast Buffet Luna Lawn

8:30am - 9:30am Opening Keynote "Beyond Free Solo"

Presented by: Alex Honnold, Free Solo Climber

9:40am - 10:20am Annuity Panel "Annuity Avengers – Income Wars"

Presented by: Athene, Delaware Life, Global Atlantic Financial Group, and Sammons/ Midland

Jason Allday, Sr. Regional Vice President, Athene

Leslee Hatch, Regional Vice President, Delaware Life

Chris Carnal, Head of Broker Dealer Sales: West, Global Atlantic Financial Group

Melissa Teel, Regional Vice President, Sammons/Midland

Moderated by: IFG's Erick Montiel, Director, Annuity Solutions

9:40am - 10:20am Alternative Investments Panel "Real Estate for the Long Haul"

Presented by: Cottonwood, Hamilton Point Investments, Mill Green Capital, and Sealy Investment Securities

Adam Larson, CFO, Cottonwood Communities

Todd Williams, ESQ., Sr. Vice President of Sales & Marketing, Hamilton Point Investments

Jeff Sherman, Chief Investment Officer, Mill Green Capital

Paul Barausky, Chief Distribution Officer, Sealy Investment Securities

Moderated by: IFG's Colby Taylor, Manager, Alternative Investments

9:40am - 10:20am Advisory Panel

"Tech-Driven Growth: The Future of Advisor Platforms & Scalable Practice Management"

Presented by: AssetMark, Envestnet, and Orion

Bill McGowan, Sr. Regional Consultant, AssetMark

Josh Johnson, CFP, Director, Practice Solutions, Envestnet

Trevor Noble, Sr. Vice President-National Strategic Accounts, Orion

Moderated by: IFG's Abbey Eastham, Director, Advisory Solutions

Costa Del Sol DE

Costa Del Sol AB

Costa Del Sol C

Costa Del Sol FG

THURSDAY JULY 31

9:40am - 10:30am Admin Training Track A & B

"Keeping an Eye Out for Fraud and Cybersecurity Red Flags"

Presented by: Independent Financial Group

Sarah Kreisman, Sr. Vice President & General Counsel

Mason Moore, Director, Information Technology

10:30am - 11:10am Annuity Panel

"Mic Drop Madness – The Riders of the Mic (Three Income Streams – One Dream) "

Presented by: Allianz, Equitable, and Pacific Life

Joe Wambach, Regional Vice President, Allianz

Dennis Meade, Sr. Regional Vice President, Equitable

Michael D'Angelo, Regional Vice President, Pacific Life

Moderated by: IFG's Erick Montiel, Director, Annuity Solutions

10:30am - 11:10am Alternative Investment Panel

"Deep Pockets for Deep Holes

Presented by: Mewbourne, U.S. Energy, and Waveland

Chris Spence, Manager of Investor Services, Mewbourne

Mike Haven, Vice President of Broker-Dealer Relations, U.S. Energy

Bill Rack, Sr. Vice President, Waveland

Moderated by: IFG's Madison Turbeville, Manager, Alternative Investments

10:30am - 11:10am Advisory Panel

"Practice Acceleration: Coaching, Behavioral Tools, and Investment Innovation"

Presented by: Beacon, First Trust, and Focus Partners Advisor Solutions

Lou Bojorquez, Regional Vice President, Beacon

Tom Hacker, Vice President–Southern CA, First Trust

Jeremy Heffernan, Strategic Relations Manager, Focus Partners Advisor Solutions

Moderated by: IFG's Abbey Eastham, Director, Advisory Solutions

Parlor

Costa Del Sol AB

Costa Del Sol C

Costa Del Sol FG

JULY 30 - AUGUST 3

NATIONAL’25

THURSDAY JULY 31

10:40am - 11:30am Admin Training Track A & B "Guide to Gateway+"

Presented by: Independent Financial Group

Lauren Goettsche, Vice President, Operations

Mason Moore, Director, Information Technology

Maggie Lepine, Manager, Software Support

11:20am - 12:00pm Annuity Panel

"Clash of the Annuity Titans: Godzilla vs. King Kong"

Presented by: Jackson and Nationwide

Jason Pacheco, Regional Vice President, Jackson

Greg Darm, Regional Vice President, Nationwide

Moderated by: IFG's Erick Montiel, Director, Annuity Solutions

11:20am - 12:00pm Alternative Investments Panel

"Roadmap to Income with Alternative Investments"

Presented by: First Eagle, NexPoint, Peachtree, Prospect, and T. Rowe Price

Aniello O’Connor, Alternative Specialist, First Eagle Investments

Sean Parvin, Sr. Regional Sales Director, NexPoint Securities

Brian Dunn, Managing Director, Peachtree Group

Rian Kearney, Regional Vice President, Prospect Capital

Kelly Boucher, Head of Alternative Investment Specialists, T. Rowe Price

Moderated by: IFG's Colby Taylor, Manager, Alternative Investments

11:20am - 12:00pm Advisory Panel

"Tactical Investing in 2025: Beyond the Buy and Hold"

Presented by: Advisors Capital Managment, Flexible Plan, and Howard

Michael Brodie, Partner & Regional Vice President, Advisor Capital Management

Trent Schield, Vice President of National Accounts & Market Leaders Product Specialist, Flexible Plan

Hayden Gerwien, Regional Vice President, Howard

Moderated by: IFG's Abbey Eastham, Director, Advisory Solutions

Parlor

Costa Del Sol AB

Costa Del C

Costa Del Sol FG

JULY 31

THURSDAY

11:20am - 12:00pm Insurance Panel "New Faces and Top Performances"

Presented by: Ash Brokerage, Diversified Brokerage Services, and Financial Independence Group

Nick Johnson, Advisor Consultant, Ash Brokerage

Scott Frykland, Vice President National Accounts, Diversified Brokerage Services

Keith Burger, Executive Vice President, Head of Institutional Channel, Financial Independence Group

Moderated by: IFG's Paul Larrabee, Director, Insurance Solutions

12:00pm - 1:00pm Luncehon Luna

12:00pm - 1:00pm Women's Luncheon

Presented by: Eagle Life

1:00pm - 2:00pm Keynote Session "The Washington Update"

Presented by: Jeff Bush, Author, Speaker, The Washington Update

2:10pm - 3:00pm Admin Training Track A "AIX – Simplifying Alternative Investments"

Presented by: Independent Financial Group

Colin Andrews, Sr. Due Diligence Analyst, Alternative Investments

2:10pm - 3:00pm Admin Training Track B "AccessPoint – Best Practices for Operations and Compliance"

Presented by: Independent Financial Group

Abbey Eastham, Director, Advisory Solutions

Sandy Pappalardo, Director, Compliance

Costa Del Sol H

Lawn

Costa Del Sol Lawn

Costa Del Sol DE

Parlor

Veranda

JULY 30 - AUGUST 3

NATIONAL’25

THURSDAY JULY 31

2:10pm - 3:10pm General Session

"Fireside Chat with FSI's Dale Brown"

Presented by: Dale Brown, President & CEO, Financial Services Institute

Moderated by: IFG's Kevin Keefe, President & Chief Operating Officer

3:10pm - 4:00pm Admin Training Track A & B "Branch Inspection and Final Q & A"

Presented by: Independent Financial Group

Brian Dennen, Chief Compliance Officer

Lauren Goettsche, Vice President, Operations

Ian Buxbaum, Director, Supervision

3:20pm - 4:20pm Keynote Session "The New Retirementality"

Presented by: Mitch Anthony, Founder & President Advisor Insights, ROL Advisor, and LifeCentered Planners

4:30pm - 6:30pm Sponsor Fair

Costa Del Sol DE

Parlor

Costa Del Sol DE

Costa De La Luna

AUGUST 1

FRIDAY

7:30am - 1:00pm Registration & Hospitality Costa Del Sol Foyer

7:30am - 8:30am Breakfast Buffet Luna Lawn

8:30am - 9:30am Keynote Session "What's Possible with AI; Save time, Enhance Client Connection and Drive Growth "

Presented by: Optimal AI

David Itzkovits, Co-Founder, Optimal AdvisorAI

9:40am - 10:50am Peer Idea Share Technology

Presented by: Independent Financial Group

David Itzkovits, Co-Founder, Optimal AdvisorAI

Jenna Curry, Sr. Software Support Specialist

Colby Taylor, Manager, Alternative Investments

Madison Turbeville, Manager, Alternative Investments

Moderated by: IFG's Maggie Lepine, Manager, Software Support

9:40am - 10:50am Peer Idea Share Succession Planning

Presented by: Independent Financial Group

Paul Larrabee, Director, Insurance Solutions

Moderated by: IFG's Roger Smith, Regional Advisor Consultant

Costa Del Sol DE

Costa Del Sol AB

Costa Del Sol C

NATIONAL’25

AUGUST 1

JULY 30 - AUGUST 3

FRIDAY

9:40am - 10:50am Peer Idea Share

Marketing, Branding, and Client Acquisition

Presented by: Independent Financial Group

Abbey Eastham, Director, Advisory Solutions

Moderated by: IFG's Kelsey Hasterlik, Regional Advisor Consultant

9:40am - 10:50am Peer Idea Share

Connecting with the Next Generation

Presented by: Independent Financial Group

Chad Cristo, Sr. Vice President, National Sales & Marketing

Moderated by: IFG's Erick Montiel, Director, Annuity Solutions

11:00am - 12:00pm Keynote Session "Every Day Rockstar"

Presented by: Mark Schulman, Celebrity Drummer, Author, and Peak Performance Expert & Heather Crider, Neuroperformance Coach and Empowerment Specialist

12:30pm IFG Hosted Activities

Golf, Legoland, Pickleball, and Padres Game

Costa Del Sol FG

Costa Del Sol H

Costa Del Sol DE

7:30am - 12:30pm Registration & Hospitality

AUGUST 2

SATURDAY

Del Sol Foyer

7:30am - 8:30am Breakfast Buffet

8:30am - 9:30am IFG Annual Compliance Meeting "Compliance Firm Element"

Presented by: Independent Financial Group Brian Dennen, Chief Compliance Officer

9:35am - 10:35am Keynote Session "How to Find, Negotiate, and Close Deals"

Presented by: David Grau, Founder & CEO, Succession Resource Group

10:40am - 11:25am Elite Panel "Best Practices Panel"

Presented by: IFG Elite Advisors

Moderated by: Chad Cristo, Sr. Vice President, National Sales & Marketing

11:30am - 12:30pm Closing Keynote "From Struggle to Strength: Embracing Positivity and Finding Resilience"

Presented by: Terry Crews, Award-Winning Actor, Author, Activist, and Motivational Speaker

6:00pm - 7:00pm Farewell Party Cocktail Hour "One Last Rodeo"

7:00pm - 10:00pm Farewell Party "One Last Rodeo"

Lawn

Del Sol DE

JULY 30 - AUGUST 3

OPENING KEYNOTE

Thursday, July 31 • 8:30 am - 9:30 am

ALEX HONNOLD

Alex Honnold is widely recognized as the most accomplished and daring rock climber of his generation, gaining national attention for his free solo ascent of El Capitan in Yosemite National Park, immortalized in the Academy Award®-winning documentary Free Solo. This monumental feat solidified his status as a superstar of the climbing community.

Beyond climbing, Honnold is known for his humility, environmental advocacy, and philanthropy aimed at preserving climbing areas and promoting access to the outdoors. Whether conquering towering cliffs or advocating for conservation causes, he continues to push the boundaries of human potential, inspiring others to reach new heights in their own lives.

Free Solo Climber

KEYNOTE SPEAKER

Thursday, July 31 • 1:00 pm - 2:00 pm

JEFF BUSH

Jeff Bush is a renowned speaker and author known for translating complex political and economic developments from Washington, D.C. into practical growth strategies for business leaders and high-net-worth investors. As principal of The Washington Update, a leading nonpartisan authority on policy and its impact on markets, Jeff speaks at over 200 events annually for Fortune 500 companies and top financial institutions.

With over 30 years in the financial industry, Jeff led a $50+ billion sales organization and was the youngest managing partner in New England Financial’s 150-year history. He’s a regular contributor on CNBC and SiriusXM, and he has shared the stage with top economic leaders including Ben Bernanke and Stanley Fischer.

Jeff holds a degree in Business Administration from William Jewell College, blending accounting, technology, and philosophy in his studies.

Author, Speaker, The Washington Update

JULY 30 - AUGUST 3

KEYNOTE SPEAKER

Thursday, July 31 • 3:20 pm - 4:20 pm

MITCH ANTHONY

Founder & President Advisor Insights, ROL Advisor, and Life-Centered

Mitch Anthony is the founder and president of Advisor Insights Inc., ROL Advisor, and Life-Centered Planners (U.K.). A global leader in life-centered planning, he is known for introducing the concepts of Return on Life™ and The New Retirementality.

For over 20 years, Mitch has trained financial advisors and organizations worldwide. He’s a top-rated speaker, named one of the industry's most meaningful voices and a “Mover & Shaker” for his groundbreaking work.

Mitch is a regular columnist for Financial Advisor magazine and host of the nationally syndicated radio segment, The Daily Dose. He has authored 18 influential books, including StorySelling for Financial Advisors and Life-Centered Financial Planning.

KEYNOTE SPEAKER

Friday, August 1 • 8:30 am - 9:30 am

DAVID ITZKOVITS

Co-founder of Optimal AdvisorAI, David’s firm has engaged thousands of financial professionals to help them save time, enhance client connection and drive growth.

David’s perspective is backed by over 2,000 hours and 7,500 prompts working directly with AI models. Before launching Optimal AdvisorAI, David led high-performing sales and business development teams, selling directly to institutions and financial advisors.

As a private banker managing over $635 million in assets, he gained firsthand insight into how advisors think, operate, and navigate client relationships. This experience allows him to bridge the gap between AI’s potential and real-world application, delivering solutions that fit seamlessly into a financial professional’s daily practice.

A globally recognized speaker, David challenges financial professionals to rethink what’s possible with AI, helping firms move beyond automation into a future where AI powers smarter decisions, stronger relationships, and better business outcomes.

Co-Founder Optimal AdvisorAI

KEYNOTE SPEAKER

Friday, August 1 • 11:00 am - 12:00 pm

MARK SCHULMAN & HEATHER CRIDER

Mark Schulman is the world-class drummer behind music legends such as P!NK, Billy Idol, Stevie Nicks, Foreigner, Cher, and Sheryl Crow. A classically trained cellist turned first-call rock drummer, Mark brings over 30 years of experience performing on global stages. A cancer survivor and bestselling author of Conquering Life’s Stage Fright, The Attitude Equation, he combines his high-energy presence with powerful lessons on resilience, mindset, and the attitude needed to drive breakthrough results, on and off stage. His interactive style and compelling stories inspire audiences to embrace change, build confidence, and perform like rockstars in every area of life.

Heather J. Crider is a certified expert in neuroscience, neuroperformance, and neuro-leadership, with advanced training under the top minds at Harvard, MIT, Wharton, and beyond. With more than 15 years as a keynote speaker and executive coach, she equips high-performing professionals and leaders with science-backed tools to reduce stress, sharpen focus, and sustain peak performance. Heather is the author of Believe In Yourself More Than Your Grandma and host of the Go Reflect Yourself podcast. As Co-Creator of The Everyday Rockstar Performance Leadership Academy, she integrates the power of music and neuroscience to deliver measurable results in emotional intelligence, productivity, and engagement.

Celebrity Drummer, Author, & Performance Expert | Neuroperformance Coach & Empowerment

KEYNOTE SPEAKER

Saturday, August 2 • 9:35 am - 10:35 am

DAVID GRAU

David Grau Jr. is the founder and CEO of Succession Resource Group, a leading consulting firm specializing in M&A and succession planning for financial advisors. Prior to launching SRG, David served in the U.S. Navy and was a top M&A consultant at a national succession planning firm.

A published author and respected speaker, David has delivered over 200 presentations for firms such as Wells Fargo, Fidelity, Advisor Group, and Prudential. He also frequently volunteers his time speaking at Financial Services Institute (FSI) events and FPA chapters across the country.

He holds a bachelor’s degree from Portland State University and a master’s from Willamette University’s Atkinson Graduate School of Management. David lives in Portland, Oregon, with his wife Kristen and their three children, and enjoys traveling, wine, outdoor sports, and basketball in his free time.

Founder & CEO of Succession Resource Group

CLOSING KEYNOTE

Saturday, August 2 • 11:30 am - 12:30 pm

TERRY CREWS

Award-Winning Actor, Author, Activist, and Motivational Speaker

Terry Crews is an award-winning actor, author, activist, and entrepreneur. He currently hosts NBC’s “America’s Got Talent” and has appeared in numerous television and film roles, including “Brooklyn Nine-Nine,” “Everybody Hates Chris,” “White Chicks,” and “The Expendables” franchise.

In addition to his entertainment career, Crews is the co-founder and CEO of Super Serious, a creative agency focused on innovative storytelling. He is the author of Tough: My Journey to True Power and the illustrator of the augmented reality children’s book Come Find Me: Terry’s Crew.

Named one of Time magazine’s 2017 Persons of the Year for his advocacy during the #MeToo movement, Crews is a dedicated supporter of organizations such as Safe Horizon, Peace Over Violence, and the Polaris Project. He continues to be recognized for his efforts to combat sexual harassment, domestic violence, and human trafficking.

DON'T MISS THESE SESSIONS

ADMIN TRAINING

Attend our exclusive admin training sessions to become an expert on IFG's operational processes and technology. Admin sessions will take place on Wednesday and Thursday; please see the agenda for exact times.

IFG COMPANY UPDATE

Come hear from Founder & CEO Scott Heising, Co-Founder David Fischer, and President & Chief Operating Officer Kevin Keefe as they deliver their annual company update.

SPONSOR FAIR

Stop in at Costa De La Luna on Wednesday and Thursday for our Sponsor Fair to connect with our strategic partners and make valuable connections to help grow your practice. Refreshments and entertainment will be provided for you and your guests. We will also have a silent auction! Items will be online to bid throughout the entire conference.

OPENING KEYNOTE SPEAKER ALEX HONNOLD

Join us as we hear from Alex Honnold, world-renowned rock climber, environmentalist, and star of the Oscar-winning documentary Free Solo. You won't want to miss this inspiring and engaging session.

WOMEN'S LUNCHEON

A special lunch and networking session, sponsored by Eagle Life, for the women of IFG. Hear from some of the home office staff and share tips and insights with your fellow women advisors and admins.

HEAD SHOT BOOTH

Swing by anytime on Thursday for a quick, high-quality head shot in the Costa Del Sol Foyer.

KEYNOTE SPEAKERS MARK SCHULMAN & HEATHER CRIDER

Come hear from world-class drummer Mark Schulman and neuroscience expert Heather J. Crider in a high-energy, music-infused session on mindset, performance, and resilience. Bring your family, too!

IFG ACTIVITIES DAY

Get ready for a fun-filled Activities Day at the National Conference! Whether you’re catching a Padres game, exploring Legoland with family, hitting the golf course, or enjoying a round of pickleball, there’s something for everyone to enjoy.

FIRM ELEMENT – ANNUAL COMPLIANCE MEETING

Join our very own Brian Dennen, Chief Compliance Officer, for this mandatory session focusing on the latest developments within the regulatory space and what IFG is doing to keep you and your staff safe and supported.

CLOSING KEYNOTE SPEAKER TERRY CREWS

Terry Crews is an award-winning actor, author, activist, and entrepreneur. He currently hosts NBC’s “America’s Got Talent” and is known for his standout roles in “Brooklyn Nine-Nine,”“Everybody Hates Chris,” and “White Chicks.” Beyond his entertainment career, Crews is a powerful advocate for human rights, a former professional athlete, and the founder of Super Serious, a creative agency focused on innovative storytelling. His personal journey and passion for empowering others have made him a compelling voice on resilience, leadership, and purpose.

IFG FAREWELL PARTY

Saddle up for One Last Rodeo at Costa del Sol as we close out the week in Western Chic style! Throw on your best boots and denim for a fun night under the stars, featuring live music and plenty of reasons to celebrate.

JULY 30 - AUGUST 3

WEDNESDAY TO FRIDAY JULY 30 - AUGUST 1

SILENT AUCTION

As part of our charitable mission this year, we’re hosting a digital silent auction through the duration of the conference. Partners have provided auction items to bid on through the app, Handbid. Funds raised through the auction will go to IFG’s 501(c)(3) (The Impact for Good Foundation). From there, the money will be donated to local organizations that align with IFG’s charitable giving mission which is to support programs that provide resources and training for young adults in the foster care system and organizations that provide financial support and other resources for families in need within our community. The auction will end on Friday, August 1 at 6:00pm.