Events

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.

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