Events
Upcoming Events Calendar
E1 Advisor Retreat
February, 14 2025 | 9 AM - 3 PM
What does your future look like as a Financial Advisor? Where do you want to go, and how will you get there? Join us on Friday, Feb. 14, for the first E1 Retreat of 2025 where we will begin charting the map for your future growth, and setting you up with the tools you’ll need to make the journey. Please refer to your Midwestern Beacon for additional information.
Midwestern Securities Partner Only Event
Benefit Builder
February 20, 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.
E3 Advisor Retreat
March 14, 2025 | 8:30 -11AM Virtual
Join us on March 14, for the first E3 Retreat of 2025 where we will continue charting your elite path ahead and setting you up with the tools you’ll need to make the journey. Please refer to your Midwestern Beacon for additional information.
Midwestern Securities Partner Only Event
Latest Insights
Navigating Wealth Management Today: Insights For Community Banks
Over the past two decades, the landscape for community banks has shifted significantly where wealth management services are now a mandatory component.
Understanding The Role Trusts Play In Community Banking Today
Join us as we talk about the role that Trust services play in community banking today
Can M&A/Mergers and Acquisitions Help Community Banks Stay Sustainable?
Join us as we talk about mergers and acquisitions in the context of community baning today and what you need to be mindful of for your banks
The Role of Technology in Community Bank Wealth Management: Enhancing Efficiency and Client Experience
In today's episode of Banking on Growth, we discuss the transformative role of technology in wealth management services at community financial institutions. Over the years, technological advancements have...
Community Banking Wealth Management Forecast 2024
2024 is here, and there are a lot of changes coming up in the finance and banking industry. So what is this year looking like for wealth management? How has the field evolved from the last few years to where we are...