Issuu

Nat ional

Program

Welcome From our Founders

Welcome 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.

Scott Heising David Fischer Co-Founder & CMO CEO & Founder

Thank You To Our Partners

Stay in the Loop with Attendee Mobile

Ben Nemtin

Ed Slott

James Lawrence "Iron Cowboy"

Evy Poumpouras

Matt Halloran

Robert Herjavec

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

Wednesday

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"

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!"

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"

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"

Presented by: Independent Financial Group

Maggie Lepine, Software Support Manager

11:00am - 11:45am IFG Workshop "Lending Solutions Overview"

Presented by: BNY Pershing & Independent Financial Group

Doug Wainer, Senior Director, BNY Pershing

Lauren Slater, VP, Operations

Coral 5

Coral 4

Coral 3

Coral 5

Silver Pearl Ballroom 2

August 5 Wednesday

11:00am - 11:45am IFG Workshop

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

Presented by: Independent Financial Group

Colby Taylor, Director, Alternative Investment Consultant

11:00am - 11:45am Admin Training Track A "Luma/Firelight/Annuities Overview"

Presented by: Independent Financial Group

Coral 4

Michael Spence, Annuity Investment Specialist Silver Pearl 2

11:00am - 11:45am Admin Training Track B "Document Completion Tips & Tricks"

Presented by: Independent Financial Group

Ian Buxbaum, Director, Supervision

Silver Pearl 3

11:45am - 12:45pm Welcome Luncheon Eventide Gardens

11:45am - 12:45pm Women's Luncheon: Passport to Paradise

Sponsored by: Beacon Capital Management Lanai Lawn

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

Coral 5

August 5

Wednesday

12:45pm - 1:30pm Advisory Panel

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

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"

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 Coral 3

12:45pm - 1:30pm Admin Training Track A

"AIX - Simplifying Alternative Investments"

Presented by: Independent Financial Group

Colin Andrews, Alternative Product Manager

12:45pm - 1:30pm Admin Training Track B

"Deceased Client Guide"

Presented by: Independent Financial Group

Lauren Slater, VP, Operations

Silver Pearl

August 5

Wednesday

1:45pm - 2:30pm Annuities Panel

"The Good, The Growth, and The Guaranteed"

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"

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"

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

Coral 5

Coral 4

Coral 3

Silver Pearl 2

August 5

Wednesday

2:45pm - 3:00pm Conference Kick-Off

Presented by: Independent Financial Group

Chad Cristo, Head of Business Development, West Region

3:00pm - 3:45pm General Session "IFG Update"

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"

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

Pacific Jewel Ballroom

4:30pm - 6:30pm Partner Fair Eventide

August 6

Thursday

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"

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

10:10am - 10:35am Alternatives Breakout "Strategies to Reduce Your Clients Tax Liabilities"

Presented by: Griffin Capital

Andy Marrone, National Sales Director

10:10am - 10:35am Advisory Breakout "Optimizing Clients’ Needs Using Options-Based Solutions"

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"

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

Pacific Jewel Ballroom

Coral 5

Coral 4

Coral 3

Coral 2

August 6

Thursday

10:10am - 10:35am Annuities Breakout "Volatility Isn't the Enemy - Being Unprepared Is"

Presented by: Pacific Life

Corinne Robles, Sr. Regional VP

10:10am - 10:55am Admin Training Track A & B "Ways to be Productive in NetX360"

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"

Presented by: Carter Funds

Jim Bullock, SVP, National Sales Manager

10:45am - 11:10am Advisory Breakout "Pathways to Growth"

Presented by: Capital Group/American Funds

Damian Eckstein, Wealth Management Consultant

10:45am - 11:10am Annuities Breakout "The Great Wealth Transfer"

Presented by: Equitable

Derick Harris, Director, Advanced Markets

Coral 1

Coral 5

Coral 4

Coral 3

Silver Pearl

August 6 Thursday

10:45am - 11:10am Alternatives Breakout "Keys to Evaluating Non-Traded Preferreds"

Presented by: Prospect Capital

Jim Kenney, Regional Vice President

10:45am - 11:10am Annuities Breakout "IRA Beneficiary Rules After the SECURE Act"

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"

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"

Presented by: Peachtree Brian Dunn, Managing Director

11:20am - 11:45am Annuities Breakout "Top Three Ideas to Streamline Income Planning"

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

Coral 2

Coral 1

Silver Pearl 2

Coral 5

Coral 4

Coral 3

August 6

Thursday

11:20am - 11:45am Alternatives Breakout

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

Presented by: Cantor Fitzgerald

Michael Underhill, Portfolio Manager

11:20am - 11:45am Advisory Breakout "Client Acquisition Strategies via SDBAs"

Presented by: Howard Capital Management

Hayden Gerwien, Regional VP

Coral 2

Coral 1

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"

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"

Presented by: Nationwide

Darrell Pounders, VP

1:55pm - 2:25pm Advisory Breakout "Unlocking Your Business Potential"

Presented by: AssetMark

Bill McGowan, Senior Regional Consultant

Pacific Jewel Ballroom

Coral 5

Coral 4

August 6

Thursday

1:55pm - 2:25pm Alternatives Breakout

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

Presented by: Cottonwood

Adam Larson, Chief Financial Officer

1:55pm - 2:25pm Alternatives Breakout "Oil & Gas Mad Libs"

Presented by: Mewbourne

Chris Spence, Manager, Investor Services

1:55pm - 2:40pm Admin Training Track A & B "Document Integrity"

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"

Presented by: Mill Green

Jeff Sherman, Chief Investment Officer

2:35pm - 3:05pm Annuities Breakout "Protection, Income and Legacy"

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

Coral 3

Coral 2

Silver Pearl 2

Coral 5

Coral 4

Coral 3

August 6

Thursday

2:35pm - 3:05pm Alternatives Breakout

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

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"

Presented by: SmartStop

Tracy Mousner, SVP, Managed REITS

2:50pm - 3:35pm Admin Training Track A & B "Idea Peer Share"

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"

Presented by: Focus Partners Advisory Solutions

Ben Slater, Managing Director

3:15pm - 3:45pm Alternatives Breakout "Alts for All with NexPoint"

Presented by: NexPoint

Sean Parvin, Senior Regional Sales Director

Coral 2

Coral 1

Silver Pearl 2

Coral 5

Coral 4

August 6

Thursday

3:15pm - 3:45pm Alternatives Breakout

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

Presented by: Empire Randy Grudzinski, Partner

3:15pm - 3:45pm Alternatives Breakout

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

Presented by: Stockbridge Shawn Rogers, SVP

3:15pm - 3:45pm Alternatives Breakout

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

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"

Coral 3

Coral 2

Coral 1

Matt Halloran, Marketing & Growth Strategist Pacific Jewel Ballroom

4:45pm - 6:45pm Partner Fair Eventide

August 7

Friday

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"

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"

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"

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"

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"

Presented by: Independent Financial Group

Steven Gensler, SVP, Advisor Growth and Development

Pacific Jewel Ballroom

Coral 1

Coral 2

Coral 3

Coral 4

11:20am - 12:20pm Keynote

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

Robert Herjavec, Entrepreneur, Shark Tank Investor & Cybersecurity Founder Pacific Jewel Ballroom

12:30pm IFG Hosted Activities

San Diego Zoo & Padres Game Various Locations

August 8

Saturday

8:00am - 1:00pm Hospitality Seascape Foyer

8:00am - 9:00am Breakfast Buffet Eventide Gardens

9:00am - 10:00am Annual Compliance Session

Presented by: Independent Financial Group

Brian Dennen, Chief Compliance Officer-Brokerage & Advisory

10:10am - 11:00am General Session "Lessons from The Legends"

Pat Brennan, IFG Elite Advisor

Art Molloy, IFG Elite Advisor

Jodi Padgett, IFG Elite Advisor

Peter Prescott, IFG Elite Advisor

Jewel Ballroom

Moderated by: IFG's Kevin Keefe, President & COO Pacific Jewel Ballroom

11:10am - 12:10pm Closing Keynote "Redefine Impossible"

James Lawrence "Iron Cowboy", Endurance Athlete & Motivational Speaker Pacific Jewel Ballroom

6:00pm - 7:00pm Cocktail Hour "Tacky Tourist" Eventide

7:00pm - 10:00pm Farewell Party "Tacky Tourist" Eventide

Opening Keynote

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.

Keynote Speaker

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.

Keynote Speaker

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.

Keynote Speaker

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.

Keynote Speaker

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.

Closing Keynote

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.

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.

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.

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.

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.

August 5 & 6

Wednesday to Thursday

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.

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: Sheraton12:30pmLobby

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.