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East Peoria, IL 61611

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Events

Upcoming Events Calendar

Casual Conversations: Understanding Wealth Management's Role in Financial Institutions

Friday, March 20, 2026 | 2-3PM CST

What separates institutions that simply “offer” wealth management from those that truly make an impact with it?

Join us for a casual conversation about what a successful wealth management program looks like inside a financial institution. This is a collaborative, open forum where you can bring your questions and gain insight into program structures, revenue and profitability realities, growth potential, and the evolving industry landscape and competitive pressures. No formal PowerPoint presentation, just an opportunity to connect and learn. 

The discussion will be led by Anne Schutt, CFP®, Vice President of Business Development, who specializes in building new relationships with community financial institutions who are looking to grow. 

Register Here

Benefit Builder

Thursday, March 19, 2026 | 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.
8 AM Registration
12 PM Registration

Spring All-Advisor Conference

Monday, May 4, 2026 in East Peoria, IL
Mark your calendars for Midwestern Securities’ 2026 Spring All-Advisor Conference! Through insights from industry leaders and networking and discussion with your peers, you’ll leave feeling inspired to elevate your wealth management division and better serve your clients. This is a Midwestern Securities partner event only.

Interested in being a sponsor and connecting with industry leaders? Contact our team at info@midwesternsecurites.com for sponsorship options.

Latest Insights

Taraboletti Named President of Midwestern Securities

Taraboletti Named President of Midwestern Securities

by | Mar 16, 2026 |

Midwestern Securities has named Cassie Taraboletti, CFP® as the company’s new president. Cassie’s more than 20 years of experience fulfilling just about every role in our company has given her a great foundation to stand on as she steps into this important position.