Events

Upcoming Events Calendar

Benefit Builder

Thursday, July 17, 2025 | 8 - 9AM or 12 - 1PM
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.

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.

Interested in sponsoring this event? Contact Natalie at media@midwesternsecurities.com

Midwestern Securities Partners Only Event

Latest Insights

Beef Up Your Deposit Defense with Wealth Management

Beef Up Your Deposit Defense with Wealth Management

Serving customer needs is at the foundation of all community financial institutions.  But you are not alone on this mission, as investment companies are continuing to expand their offerings to serve the needs of your customers as well.  We recently heard the latest...