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.

At this day-long learning event, we will follow a financial advisor as he works his way through an advanced planning case with an ideal client. You will come away with answers from experts on how to handle various advanced planning scenarios, as well as an actionable plan of your own for how to use this information in your own practice. Get ready for a jam-packed day of intensive learning and discussion with peers at the May 2026 Spring Advisor Conference! 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.