NC26 Program

l a n o i N at 2026

San Diego

Program

Nat ional 2026 San Diego

Welcome From our Founders

W

elcome to the Sheraton San Diego Resort and to IFG's 2026 National Conference! We're excited to welcome you to San Diego for four days of learning, connection, and celebration. Thank you for joining us and for being such an important part of the IFG family.

This year's theme, "Where Can IFG Take You?", is an invitation to look ahead and explore the possibilities that lie before you. Every advisor's journey is unique, and we believe the right relationships, resources, and support can help you reach new destinations. Whether you're growing your practice, strengthening client relationships, expanding your team, or preparing for the next chapter of your business, we hope this week's sessions and conversations provide fresh perspectives and practical ideas to help move you forward.

Throughout the conference, you'll have the opportunity to hear from inspiring keynote speakers, attend engaging product panels and breakout sessions, connect with fellow advisors and strategic partners, explore innovative solutions at the Sponsor Fair, and exchange ideas with peers who understand the opportunities and challenges of today's financial services industry. We also encourage you and your families to enjoy the planned activities, networking opportunities, and everything San Diego has to offer during your stay.

A special thank you goes to our 67 strategic partners for their continued support and collaboration. Your expertise, innovative solutions, and commitment to our advisors play a vital role in the success of our community. We appreciate your partnership and look forward to the valuable insights you'll share throughout the week.

Thank you again for being here. We hope you leave this conference with new ideas, meaningful connections, and renewed inspiration for the journey ahead. Enjoy your time at the 2026 IFG National Conference, and we look forward to making this an unforgettable week together.

David Fischer Co-Founder & CMO 2

National'26 Program

Scott Heising CEO & Founder

Nat ional 2026 San Diego

Thank You To Our Partners Elite

Platinum

Gold

Silver

Contributors

Nat ional 2026 San Diego

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Stay in the Loop with Attendee Mobile

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Table Of Contents 3

Thank You To Our Partners

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Stay in the Loop with Attendee Mobile

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Conference Agenda

22

Keynote Speakers

28

Don't Miss These Sessions

29

Silent Auction

32

IFG's Farewell Party

33

Notes

2026 San Diego

Activities

22 Keynote Speakers

30 San Diego Zoo Robert Herjavec

James Lawrence "Iron Cowboy"

Matt Halloran

Evy Poumpouras

Ed Slott

31 SD Padres Game

Ben Nemtin

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Nat ional 2026 San Diego

Agenda Legend General Sessions / Keynotes Compliance / Mandatory Sessions Product Breakouts / Discussions / Panels Independent Financial Group Sessions Admin Focused Sessions / Training Family and Guests Welcome

IFG Hospitality Desk Hours Wednesday, August 5........8:00 AM — 6:00 PM Thursday, August 6...........8:00 AM — 4:30 PM Friday, August 7................8:00 AM — 1:00 PM Saturday, August 8............8:00 AM — 1:00 PM

August 5

Nat ional

Wednesday

2026 San Diego

8:00am - 6:00pm

Registration & Hospitality

Seascape Foyer

10:00am - 10:45am

IFG Workshop "Charting the Course: A Practical Guide to Growing Your Advisory Business"

Coral 5

Presented by: Independent Financial Group Miles Weatherup, Director, Advisory Product Management Abbey Eastham, Director, Investment Advisory Consultant 10:00am - 10:45am

IFG Workshop "Annuities in Action: What's Selling, What's Changing, and Where the Opportunities Are!"

Coral 4

Presented by: Independent Financial Group Camryn Bolek, Annuity Investment Consultant

10:00am - 10:45am

IFG Workshop "Find Your Next Client in 45 Minutes - Using AI to Define, Find, and Engage Your Ideal Client"

Coral 3

Presented by: Independent Financial Group Steven Gensler, SVP, Advisor Growth & Development David Itzkovits, Co-Founder, Optimal Advisor AI 10:00am - 10:45am

Admin Training Track A & B "IFG Systems Roundtable"

Silver Pearl Ballroom 2

Presented by: Independent Financial Group Maggie Lepine, Software Support Manager 11:00am - 11:45am

IFG Workshop "Lending Solutions Overview"

Coral 5

Presented by: BNY Pershing & Independent Financial Group Doug Wainer, Senior Director, BNY Pershing Lauren Slater, VP, Operations

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August 5

Nat ional

Wednesday

2026 San Diego

11:00am - 11:45am

IFG Workshop "Charting the Course: The Advisor's Guide to Alternative Investments"

Coral 4

Presented by: Independent Financial Group Colby Taylor, Director, Alternative Investment Consultant

11:00am - 11:45am

Admin Training Track A "Luma/Firelight/Annuities Overview"

Silver Pearl 2

Presented by: Independent Financial Group Michael Spence, Annuity Investment Specialist 11:00am - 11:45am

Admin Training Track B "Document Completion Tips & Tricks"

Silver Pearl 3

Presented by: Independent Financial Group Ian Buxbaum, Director, Supervision

11:45am - 12:45pm

Welcome Luncheon

Eventide Gardens

11:45am - 12:45pm

Women's Luncheon: Passport to Paradise

Lanai Lawn

Sponsored by: Beacon Capital Management 12:45pm - 1:30pm

Insurance Panel "If I'm An Advisor, Why Should I Work With You? A Candid Conversation with Three Leading FMO Partners" Presented by: Ash Brokerage, Financial Independence Group (FIG), & Simplicity Nick Johnson, Advisor Consultant, Ash Brokerage Matt McGrath, VP External Wholesaler, FIG Tim Kottke, Sales Director for Life Insurance, Simplicity Moderated by: IFG's Erick Montiel, VP, Product Consulting

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Coral 5

August 5

Nat ional

Wednesday

12:45pm - 1:30pm

Advisory Panel "Building More Resilient Portfolios: Beyond the Traditional 60/40"

2026 San Diego

Coral 4

Presented by: Advisor Capital Management (ACM), Beacon Capital Management, & Flexible Plan Investments (FPI) Mike Brodie, Partner & Regional VP, ACM John Osier, VP, Investment Strategy, Beacon Capital Management Trent Shield, VP of National Accounts & Market Leaders Product Specialist, FPI Moderated by: IFG's Abbey Eastham, Director, Investment Advisory Consultant 12:45pm - 1:30pm

Advisory Panel "The Power of Direct Indexing"

Coral 3

Presented by: Northern Trust Asset Management (NTAM), Orion, & State Street Global Advisors (SSGA) Ken Lassner, Direct Indexing Lead Product Strategist, NTAM Nathan Pavao, MBA, Advisor Growth Consultant, Orion Brianna Roberts, VP, Model Portfolio Investment Strategist, SSGA Moderated by: IFG's Madison Hayes, VP, Product & Platform Management

12:45pm - 1:30pm

Admin Training Track A "AIX - Simplifying Alternative Investments"

Silver Pearl 2

Presented by: Independent Financial Group Colin Andrews, Alternative Product Manager

12:45pm - 1:30pm

Admin Training Track B "Deceased Client Guide"

Silver Pearl 3

Presented by: Independent Financial Group Lauren Slater, VP, Operations

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1:45pm - 2:30pm

August 5

Wednesday

Annuities Panel "The Good, The Growth, and The Guaranteed"

Coral 5

Presented by: Delaware Life, Lincoln, & Transamerica Leslee Hatch, Regional VP, Delaware Life Alanna Bonavitacola, Regional VP, Lincoln Ashley Muller, National Accounts Specialist, Transamerica Moderated by: IFG's Camryn Bolek, Annuity Investment Consultant 1:45pm - 2:30pm

Alternatives Panel "Different Vehicles, Same Destination: Choosing the Right Structure for Alternative Investments"

Coral 4

Presented by: First Eagle Investments & Sealy Rob Nicholson, Head of Alternative Investments, First Eagle Investments Kyle Castle, Senior Regional VP, Sealy Moderated by: IFG's Colby Taylor, Director, Alternative Investment Consultant 1:45pm - 2:30pm

Advisory Panel "Finding Alpha in a Changing Market: Where Active Management Still Wins"

Coral 3

Presented by: Dunham, Goldman Sachs Asset Management, & T. Rowe Price Nehemiah McFarlin, Regional Director - West, Dunham Christopher Milliken, VP, Head of Model Portfolios, Goldman Sachs Matthew Ko, Equity Strategist, T. Rowe Price Moderated by: IFG's Abbey Eastham, Director, Investment Advisory Consultant 1:45pm - 2:30pm

Admin Training Track A & B "Branch Inspections" Presented by: Independent Financial Group Brian Dennen, Chief Compliance Officer-Brokerage & Advisory Katya Francis, Branch Inspector

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Silver Pearl 2

August 5

Nat ional

Wednesday

2:45pm - 3:00pm

Conference Kick-Off

2026 San Diego

Pacific Jewel Ballroom

Presented by: Independent Financial Group Chad Cristo, Head of Business Development, West Region

3:00pm - 3:45pm

General Session "IFG Update"

Pacific Jewel Ballroom

Presented by: Independent Financial Group Scott Heising, CEO & Founder David Fischer, Co-Founder & CMO Kevin Keefe, President & COO 3:45pm - 4:30pm

General Session "IFG Leadership Update"

Pacific Jewel Ballroom

Presented by: Independent Financial Group Kevin Keefe, President & COO Sarah Kreisman, SVP & General Counsel Steven Gensler, SVP, Advisor Growth & Development Brian Dennen, Chief Compliance Officer-Brokerage & Advisory Madison Hayes, VP, Product & Platform Management Erick Montiel, VP, Product Consulting Cynthia Ortiz, VP, Information Technology Lauren Slater, VP, Operations Ian Buxbaum, Director, Supervision

4:30pm - 6:30pm

Partner Fair

Eventide

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August 6

Nat ional

Thursday

2026 San Diego

8:00am - 4:30pm

Registration & Hospitality

Seascape Foyer

8:00am - 9:00am

Breakfast Buffet

Eventide Gardens

9:00am - 10:00am

Opening Keynote "Powered by Purpose"

Pacific Jewel Ballroom

Presented by: Ben Nemtin, Co-Founder, The Buried Life 10:10am - 10:35am

Alternatives Breakout "Strategies to Reduce Your Clients Tax Liabilities"

Coral 5

Presented by: Griffin Capital Andy Marrone, National Sales Director

10:10am - 10:35am

Advisory Breakout "Optimizing Clients’ Needs Using Options-Based Solutions"

Coral 4

Presented by: First Trust Steve Boyle, VP, Business Development 10:10am - 10:35am

Alternatives Breakout "Beyond the Headlines: What Matters Most in Today’s Credit Markets"

Coral 3

Presented by: Eagle Point Chris Garcia, SVP, Divisional Sales 10:10am - 10:35am

Annuities Breakout "Creating a Perfect Roth Conversion Opportunity" Presented by: Eagle Life Todd McDonough, Regional VP

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Coral 2

August 6

Nat ional

Thursday

10:10am - 10:35am

Annuities Breakout "Volatility Isn't the Enemy - Being Unprepared Is"

2026 San Diego

Coral 1

Presented by: Pacific Life Corinne Robles, Sr. Regional VP

10:10am - 10:55am

Admin Training Track A & B "Ways to be Productive in NetX360"

Silver Pearl 2

Presented by: BNY Pershing Vito Ancona, VP, Wealth Solutions

10:45am - 11:10am

Alternatives Breakout "Investing in Critical Real Estate that Powers the Digital Age"

Coral 5

Presented by: Carter Funds Jim Bullock, SVP, National Sales Manager

10:45am - 11:10am

Advisory Breakout "Pathways to Growth"

Coral 4

Presented by: Capital Group/American Funds Damian Eckstein, Wealth Management Consultant

10:45am - 11:10am

Annuities Breakout "The Great Wealth Transfer"

Coral 3

Presented by: Equitable Derick Harris, Director, Advanced Markets

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Nat ional 2026 San Diego

10:45am - 11:10am

August 6

Thursday Alternatives Breakout "Keys to Evaluating Non-Traded Preferreds"

Coral 2

Presented by: Prospect Capital Jim Kenney, Regional Vice President 10:45am - 11:10am

Annuities Breakout "IRA Beneficiary Rules After the SECURE Act"

Coral 1

Presented by: Athene Jay Kautt, VP of Advanced Market Sales 11:05am - 11:50am

Admin Training Track A & B "Charting the Course: From Advisory Strategy to Platform Execution"

Silver Pearl 2

Presented by: Independent Financial Group Miles Weatherup, Director, Advisory Product Management 11:20am - 11:45am

Alternatives Breakout "Advanced Tax Mitigation and Income Planning for Affluent Clients"

Coral 5

Presented by: Peachtree Brian Dunn, Managing Director 11:20am - 11:45am

Annuities Breakout "Top Three Ideas to Streamline Income Planning"

Coral 4

Presented by: Allianz Joe Wambach, CFP, Retirement Consultant

11:20am - 11:45am

Annuities Breakout "A RILA That Contractually Guarantees Better Performance, With an Income Rider Poised to Grow" Presented by: Principal Brandon Hauck, Regional VP Jacob Unger, Regional VP

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Coral 3

August 6

Nat ional

Thursday

11:20am - 11:45am

Alternatives Breakout "Infrastructure Investing: Investing in the Backbone of Tomorrow’s Economy"

2026 San Diego

Coral 2

Presented by: Cantor Fitzgerald Michael Underhill, Portfolio Manager 11:20am - 11:45am

Advisory Breakout "Client Acquisition Strategies via SDBAs"

Coral 1

Presented by: Howard Capital Management Hayden Gerwien, Regional VP

11:45am - 12:45pm

Luncheon

Eventide Gardens

12:45pm - 1:45pm

Keynote "Turning OBBBA into One Big Beautiful Opportunity: How Proactive Planning Can Permanently Lower Lifetime Taxes"

Pacific Jewel Ballroom

Ed Slott, CPA & Retirement Tax Expert 1:55pm - 2:25pm

Annuities Breakout "Defining Protection...Defining Outcomes...Nationwide and Capital Group/American Funds’ Partnership with IFG"

Coral 5

Presented by: Nationwide Darrell Pounders, VP 1:55pm - 2:25pm

Advisory Breakout "Unlocking Your Business Potential"

Coral 4

Presented by: AssetMark Bill McGowan, Senior Regional Consultant

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Nat ional 2026 San Diego

1:55pm - 2:25pm

August 6

Thursday

Alternatives Breakout "Confidence. Conviction. Cottonwood. Multifamily is Finding its Footing – and We’re Already on Offense"

Coral 3

Presented by: Cottonwood Adam Larson, Chief Financial Officer 1:55pm - 2:25pm

Alternatives Breakout "Oil & Gas Mad Libs"

Coral 2

Presented by: Mewbourne Chris Spence, Manager, Investor Services

1:55pm - 2:40pm

Admin Training Track A & B "Document Integrity"

Silver Pearl 2

Presented by: Independent Financial Group Brian Dennen, Chief Compliance Officer-Brokerage & Advisory Lauren Slater, VP, Operations Ian Buxbaum, Director, Supervision 2:35pm - 3:05pm

Alternatives Breakout "The Case for Multifamily & Roth Conversions"

Coral 5

Presented by: Mill Green Jeff Sherman, Chief Investment Officer 2:35pm - 3:05pm

Annuities Breakout "Protection, Income and Legacy"

Coral 4

Presented by: Jackson Jason Pacheco, Regional VP 2:35pm - 3:05pm

Advisory Breakout "Advanced Wealth Strategies - Leveraging Direct Indexing for Alpha and Tax Efficiency" Presented by: Orion Michael Jeffries, Senior Advisor Consultant

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Coral 3

August 6

Nat ional

Thursday 2:35pm - 3:05pm

Alternatives Breakout "Energy Investing Today: Market Trends and Tax Planning Strategies"

2026 San Diego

Coral 2

Presented by: U.S. Energy Duncan VanDurme, Director of Business Development 2:35pm - 3:05pm

Alternatives Breakout "The Self-Storage Opportunity: Supply, Demand, and the Next Cycle"

Coral 1

Presented by: SmartStop Tracy Mousner, SVP, Managed REITS 2:50pm - 3:35pm

Admin Training Track A & B "Idea Peer Share"

Silver Pearl 2

Presented by: Independent Financial Group Sarah Kreisman, SVP & General Counsel Brian Dennen, Chief Compliance Officer-Brokerage & Advisory Lauren Slater, VP, Operations Ian Buxbaum, Director, Supervision Maggie Lepine, Software Support Manager 3:15pm - 3:45pm

Advisory Breakout "Moving Upmarket: A Blueprint for Attracting More High Net Worth Clients"

Coral 5

Presented by: Focus Partners Advisory Solutions Ben Slater, Managing Director 3:15pm - 3:45pm

Alternatives Breakout "Alts for All with NexPoint"

Coral 4

Presented by: NexPoint Sean Parvin, Senior Regional Sales Director

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August 6

Nat ional

Thursday

2026 San Diego

3:15pm - 3:45pm

Alternatives Breakout "Revelry Tempe - A Premier Class A+ Urban Multifamily Development"

Coral 3

Presented by: Empire Randy Grudzinski, Partner 3:15pm - 3:45pm

Alternatives Breakout "Investing Beyond Transactions: How Relationships Drive Better Real Estate Investing"

Coral 2

Presented by: Stockbridge Shawn Rogers, SVP 3:15pm - 3:45pm

Alternatives Breakout "Waveland Energy – Built for Income, Managed for Growth"

Coral 1

Presented by: Waveland Bill Rack, SVP - West Region 3:55pm - 4:45pm

Keynote "Be Irreplaceable: What AI Can't Replace in the Age of Automation"

Pacific Jewel Ballroom

Matt Halloran, Marketing & Growth Strategist

4:45pm - 6:45pm

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Partner Fair

Eventide

August 7

Nat ional

Friday

2026 San Diego

8:00am - 1:00pm

Hospitality

Seascape Foyer

8:00am - 9:00am

Breakfast Buffet

Eventide Gardens

9:00am - 10:00am

Keynote "How to Read People and How People Read You"

Pacific Jewel Ballroom

Evy Poumpouras, Former U.S. Secret Service Agent 10:10am - 11:10am

Peer Idea Share – Alternatives "Beyond Traditional Portfolios Advisor Ideas for Incorporating Alternative Investments"

Coral 1

Presented by: Independent Financial Group Colby Taylor, Director, Alternative Investment Consultant 10:10am - 11:10am

Peer Idea Share – Advisory "The Advisory Growth Exchange Ideas and Strategies for Building a Stronger Fee-Based Practice"

Coral 2

Presented by: Independent Financial Group Abbey Eastham, Director, Investment Advisory Consultant 10:10am - 11:10am

Peer Idea Share – Annuities "Winning with Annuities How Advisors Are Positioning, Presenting, and Closing More Business"

Coral 3

Presented by: Independent Financial Group Camryn Bolek, Annuity Investment Consultant 10:10am - 11:10am

Peer Idea Share – Practice Management "Charting Your Next Course - Peer-Led Ideas to Help You Navigate What's Next"

Coral 4

Presented by: Independent Financial Group Steven Gensler, SVP, Advisor Growth and Development

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August 7

Nat ional

Friday

2026 San Diego

11:20am - 12:20pm

Keynote "The Will to Win: Leading, Competing & Succeeding"

Pacific Jewel Ballroom

Robert Herjavec, Entrepreneur, Shark Tank Investor & Cybersecurity Founder 12:30pm

IFG Hosted Activities San Diego Zoo & Padres Game

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Various Locations

August 8

Nat ional

Saturday

2026 San Diego

8:00am - 1:00pm

Hospitality

Seascape Foyer

8:00am - 9:00am

Breakfast Buffet

Eventide Gardens

9:00am - 10:00am

Annual Compliance Session

Pacific Jewel Ballroom

Presented by: Independent Financial Group Brian Dennen, Chief Compliance Officer-Brokerage & Advisory 10:10am - 11:00am

General Session "Lessons from The Legends"

Pacific Jewel Ballroom

Pat Brennan, IFG Elite Advisor Art Molloy, IFG Elite Advisor Jodi Padgett, IFG Elite Advisor Peter Prescott, IFG Elite Advisor Moderated by: IFG's Kevin Keefe, President & COO 11:10am - 12:10pm

Closing Keynote "Redefine Impossible"

Pacific Jewel Ballroom

James Lawrence "Iron Cowboy", Endurance Athlete & Motivational Speaker

6:00pm - 7:00pm

Cocktail Hour "Tacky Tourist"

Eventide

7:00pm - 10:00pm

Farewell Party "Tacky Tourist"

Eventide

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Nat ional

Opening Keynote

2026 San Diego

Thursday, August 6• 9:00 am - 10:00 am

Ben Nemtin Co-Founder, The Buried Life Ben Nemtin is the #1 New York Times bestselling author of What Do You Want to Do Before You Die? and The Bucket List Journal. Ranked the #2 Motivational Speaker in the world by Global Gurus, Ben starred in the hit television series The Buried Life. Today, more than half of the Fortune 100 companies have invited him to inspire their teams on purpose, resilience, and fearless goal setting.

Ben's journey began after a battle with depression forced him to leave university. Searching for a new direction, he and three friends created a list of 100 impossible dreams and set out to accomplish them while helping others achieve their own along the way. What started as a personal challenge became a global movement, inspiring millions to believe that anything is possible with purpose and determination.

In his presentation, "Powered by Purpose," Ben shares the lessons he's learned from pursuing extraordinary goals and helping others achieve theirs. Through inspiring stories and practical insights, he demonstrates how purpose fuels resilience, strengthens leadership, and empowers individuals and teams to embrace change, overcome obstacles, and accomplish more than they ever imagined.

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Keynote Speaker

2026 San Diego

Thursday, August 6 • 12:45 pm - 01:45 pm

Ed Slott CPA & Retirement Tax Expert Ed Slott, CPA is one of the nation's leading authorities on retirement planning and the creator of the Ed Slott and Company IRA Leadership Program. Known as "America's IRA Expert," Ed has spent decades helping financial advisors and consumers navigate the ever changing retirement and tax landscape.

A sought after speaker, bestselling author, and frequent national media contributor, Ed is known for translating complex tax legislation into practical strategies that advisors can immediately apply. His expertise has helped shape the way professionals approach retirement income, Roth conversions, estate planning, and tax efficient wealth transfer.

In his presentation, "Turning OBBBA into One Big Beautiful Opportunity: How Proactive Planning Can Permanently Lower Lifetime Taxes," Ed explores how recent legislation, including the SECURE Act, SECURE 2.0, and the One Big Beautiful Bill Act, is reshaping retirement planning. Advisors will gain actionable insights to help clients reduce lifetime taxes, strengthen legacy plans, and confidently navigate today's evolving tax environment.

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Nat ional

Keynote Speaker

2026

San Diego

Thursday, August 6 • 3:55 pm - 4:45 pm

Matt Halloran Marketing & Growth Strategist Matt Halloran is a nationally recognized communication strategist, bestselling author, and one of the financial services industry's leading voices on marketing, branding, and client engagement.

As co founder of ProudMouth and host of several top ranked financial advisor podcasts, Matt has helped thousands of advisors strengthen their brands, build deeper client relationships, and grow their businesses through authentic communication.

Known for his engaging presentations and practical insights, Matt challenges advisors to rethink how they connect with clients in an increasingly digital world. His expertise bridges technology and human connection, helping professionals leverage innovation without losing the personal relationships that set them apart.

In his presentation, "Be Irreplaceable: What AI Can't Replace in the Age of Automation," Matt explores how advisors can embrace artificial intelligence while strengthening the one competitive advantage technology can never replace: genuine human connection. Attendees will leave with practical strategies to build trust, communicate more effectively, and create lasting client relationships in an AI driven world.

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Keynote Speaker

2026 San Diego

Friday, August 7 • 9:00 am - 10:00 am

Evy Poumpouras Former U.S. Secret Service Agent Evy Poumpouras is a former U.S. Secret Service Special Agent, nationally recognized journalist, bestselling author, and expert in human behavior, communication, and leadership. During her career with the Secret Service, she protected U.S. presidents, first families, and foreign heads of state while serving on the agency's elite Presidential Protective Division.

Drawing from her experience in high pressure environments, Evy has become a sought after speaker on resilience, influence, decision making, and navigating difficult conversations. She is the bestselling author of Becoming Bulletproof, where she shares practical strategies for building confidence, managing fear, and communicating with strength and authenticity.

In her presentation, "How to Read People and How People Read You," Evy reveals the science and psychology behind first impressions, body language, and effective communication. Through compelling stories and practical insights, she helps audiences better understand others, build trust, and communicate with greater confidence in both their professional and personal lives.

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Nat ional

Keynote Speaker

2026 San Diego

Friday, August 7 • 11:20 am - 12:20 pm

Robert Herjavec Entrepreneur, Shark Tank Investor & Cybersecurity Founder Robert Herjavec is an entrepreneur, bestselling author, and internationally recognized business leader best known as a longtime investor on ABC's Shark Tank. Founder and CEO of the Herjavec Group, one of the world's leading cybersecurity companies, Robert built his business from the ground up into a global leader before successfully selling it in one of Canada's largest technology acquisitions.

A passionate advocate for entrepreneurship, innovation, and leadership, Robert has inspired audiences around the world with his practical insights on building successful businesses, embracing change, and leading through uncertainty. His journey from immigrant to self made entrepreneur reflects the power of resilience, determination, and a willingness to take calculated risks.

In his presentation, "The Will to Win: Leading, Competing & Succeeding," Robert shares the lessons he's learned from decades of building companies, investing in entrepreneurs, and navigating an ever changing business landscape. Through engaging stories and real world experiences, he offers actionable strategies for driving growth, adapting to change, and turning challenges into opportunities.

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Closing Keynote

2026 San Diego

Saturday, August 8 • 11:10 am - 12:10 pm

James Lawrence Endurance Athlete & Motivational Speaker James Lawrence, better known as the Iron Cowboy, is a world renowned endurance athlete, bestselling author, and motivational speaker celebrated for redefining the limits of human potential. He captured international attention by completing 50 full distance triathlons in 50 states in 50 consecutive days, before making history again with the Conquer 100, finishing 100 full distance triathlons in 100 consecutive days.

Through his extraordinary accomplishments, James has inspired millions to challenge limiting beliefs, embrace discomfort, and pursue goals that once seemed impossible. His remarkable journey has been featured by major media outlets around the world and serves as a powerful testament to the impact of perseverance, discipline, and resilience.

In his presentation, "Redefine Impossible," James shares the mindset and strategies that enabled him to accomplish the unimaginable. Through powerful stories and practical lessons, he challenges audiences to break through self imposed barriers, embrace adversity, and discover that their greatest limitations are often the ones they place on themselves.

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Nat ional 2026

Don't Miss These Sessions

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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.

WOMEN'S LUNCHEON Join us for a special lunch and networking session, proudly sponsored by Beacon Capital Management, celebrating the women of IFG. Connect with fellow women advisors, admins, partners, and Home Office associates while enjoying meaningful conversations, new connections, and this year's Passport to Paradise theme.

IFG COMPANY UPDATE Come hear from Founder & CEO Scott Heising, Co-Founder & CMO David Fischer, and President & COO Kevin Keefe as they deliver their annual company update.

OPENING KEYNOTE SPEAKER BEN NEMTIN Join us as we hear from Ben Nemtin, co-founder of The Buried Life, bestselling author, and internationally recognized motivational speaker. You won't want to miss this inspiring and engaging session on overcoming fear, pursuing your dreams, and living a life without regret.

HEAD SHOT BOOTH Swing by anytime on Thursday for a quick, high-quality head shot in the Pacific Jewel Foyer.

August 7

SPONSOR FAIR Stop by the Eventide Pavilion 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. Don't forget to visit our Silent Auction and submit your bids using our paper ballot system throughout the event.

CELEBRITY KEYNOTE SPEAKER ROBERT HERJAVEC Join us as Robert Herjavec, entrepreneur, cybersecurity pioneer, and Shark Tank investor, shares insights on leadership, innovation, and building a successful business. This engaging keynote is one the whole family won't want to miss!

IFG ACTIVITIES DAY Get ready for a memorable Activities Day! Choose between an exciting Padres game from the Western Metal Rooftop at Petco Park or a fun-filled visit to the world-famous San Diego Zoo. Whether you're with family, friends, or fellow advisors, it's the perfect way to experience San Diego.

August 8

August 6

August 5

San Diego

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 JAMES LAWRENCE James Lawrence, known as the "Iron Cowboy," is a world-renowned endurance athlete and bestselling author. His inspiring story of resilience, grit, and perseverance will leave you motivated to push beyond your limits and discover what's possible.

IFG FAREWELL PARTY Join us for our Tacky Tourist Luau as we wrap up an incredible week together! Throw on your loudest Hawaiian shirt, leis, bucket hats, and flip-flops for a tropical evening of great food, entertainment, and celebration.

National'26 Program

August 5 & 6

Nat ional

Wednesday to Thursday

2026 San Diego

Silent Auction As part of our charitable mission, be sure to participate in our Silent Auction during the Sponsor Fair in Eventide. Browse a variety of unique items generously donated by our strategic partners and place your bids using paper bidding sheets at each participating booth. All proceeds benefit the Impact for Good Foundation, supporting programs for foster youth, families in need, and other charitable initiatives that strengthen the communities we serve. Winners will be announced on Friday, with payment and item pickup taking place on Saturday.

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Nat ional 2026 San Diego

August 7

Friday San Diego Zoo

Encounter animals and enjoy the outdoors with the whole family at the world-renowned San Diego Zoo!

DURATION: 3 hours WHAT TO WEAR: Casual attire, light jacket, sunscreen, comfortable walking shoes WHAT TO EXPECT: Explore the world-famous San Diego Zoo and enjoy an unforgettable day with family and friends. Discover incredible wildlife, beautiful habitats, and exciting adventures around every corner.

BUS DEPARTURE: Sheraton Lobby 12:30pm BUS PICK-UP & RETURN TO RESORT: 4:00pm staggered every 15 mins until 5:15pm PARK HOURS: 9:00am - 8:00pm NOTE: Children ages 3-11 will receive child tickets, while children under the age of 3 do not need a ticket to enter the Zoo. 30

National'26 Program

August 7

Friday

Nat ional 2026 San Diego

San Diego Padres Game Catch the excitement, big hits, and ballpark vibes at a San Diego Padres game!

DURATION 2.5 – 3 Hours WHAT TO WEAR: Casual attire, Padres gear, baseball cap, light jacket WHAT TO EXPECT: Catch the excitement, big hits, and ballpark vibes. Dinner and drinks will be provided at the private event space IFG has rented.

BUS DEPARTURE: Sheraton Lobby 5:15pm GAME START TIME: Petco Park - Western Metal Rooftop 6:40pm NOTE: Please pick up your activity tickets at the IFG registration desk!

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Nat ional 2026 San Diego

August 8

Saturday Farewell Party

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National'26 Program

Notes

Nat ional 2026 San Diego

National'26 Program

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Notes

Nat ional 2026 San Diego

National'26 Program

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Nat ional 2026 San Diego