Events
Upcoming Events Calendar
Understanding Your Retirement DNA
Tuesday, December 16, 2025 | 12-1PM
Join Midwestern Securities for our free CE-eligible webinar designed to strengthen your retirement-plan expertise. Understanding Your Retirement DNA will guide you through overlooked plan features, rollover considerations, in-service distributions, and other benefits that can elevate your client guidance.
Reserve your place for this live session on Tuesday, Dec. 16, 2025, from 12–1 PM CT for the potential to earn 1 hour of approved CE credit across multiple designations.
Benefit Builder
Thursday, December 18, 2025 | 8 - 8:30AM or 12 - 12:30PM
Our exclusive Benefit Builder Workshop gives you the “secret sauce” to fully integrate the investment division into the institution to give customers a five-star experience. Through easy, actionable steps and relatable stories, we will teach leaders how to create a team culture built around benefiting the customers and community by working together. You will leave motivated to develop a proactive sales culture across the whole institution, from the tellers to the loan officers to the advisors and even the board of directors. For your convenience, we are offering two separate virtual sessions. This event is open to the public.
Latest Insights
The Future of Wealth Services in Community Banking
Explore how community banks can modernize wealth services to meet evolving client needs. Learn strategies to secure long-term growth and relevance.
EP 31 – Banking on Growth: The GENIUS Act and Stablecoin
Discover how the GENIUS Act and stablecoins could reshape payments and banking. Watch our Banking on Growth podcast with Jim Perry today.
Bridging Campus and Career: Bradley University’s Path to Industry-Ready Graduates
Tune in to Banking on Growth as we explore how Bradley University prepares industry-ready graduates. Learn how programs like the CFP® track bridge academics and careers.
Designing Advisor Training That Aligns with Compliance Goals
Effective advisor training supports compliance and performance goals. Learn how banks can design programs that adapt to evolving regulatory expectations.
Banking on Compliance: Real Stories and Strategies for Preventing Financial Exploitation
Discover how Midwestern Securities protects senior investors. Jeff Weber shares real case examples and how community banks can build stronger safeguards.





