Events
Upcoming Events Calendar

Free CE Course: Practical & Tactical Actions for Small Business Owners
Wednesday, June 11, 2025 | 12 - 1 PM
Looking for practical strategies to support your small business clients? Join our free webinar with Continuing Education Center, Inc.: Practical and Tactical Actions for Small Business Owners and explore how the SECURE Act 2.0 introduces powerful tools to help you and your clients meet business objectives and strengthen retirement outcomes. Earn 1.0 CE credit—accepted by CFP®, CIMA®, CPWA®, RMA®, SHRM, and more. Created for financial professionals and accountants with 3–5 years of experience.

Benefit Builder
Thursday, June 19, 2025 | 8 - 9AM or 12 - 1PM

CEO & Advisor Conference
Monday - Tuesday, October 20 - 21| East Peoria, IL
A 2-day event of networking, learning, and celebration. Every investment division wants to build a successful business, but you’ll never arrive at that goal if you don’t have a plan for the journey — travelling full speed ahead with no direction or purpose only gets you lost. Join us at the 2025 CEO & Advisor Conference to start charting your journey to a successful practice.
Midwestern Securities Partners Only Event
Latest Insights
Banking Meets Tech: The Future of Digital Wealth Management with Margaret Hartigan
Welcome to another episode of the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this enlightening conversation, Mike speaks with Margaret Hartigan, CEO and founder of...
Unlocking CRM Potential: How Community Financial Institutions Can Enhance Customer Experience and Efficiency
Mike Graham shares insights on competition, tech (hello, AI!), and adapting to consumer tastes. Learn how community banks can stay relevant and thrive
Banking on Growth Podcast: Celebrating 25 Years of Financial Evolution
Mike Graham shares insights on competition, tech (hello, AI!), and adapting to consumer tastes. Learn how community banks can stay relevant and thrive
Changing Tax Climate: Potential Impacts for Community Financial Institutions (and Their Small Business Customers)
Discover how community banks can enhance your tax planning strategy. Learn how to optimize deductions, manage cash flow and leverage tax-advantaged accounts
Empowering Community Financial Institutions: Unlocking Revenue and Trust through Merchant Advocate Solutions
Discover how merchant advocate solutions can help community banks. Learn how to improve financial services with strategic partnerships.