2025 Annual Conference
Sunday, Sept. 7th - Tuesday, Sept. 9th
BIRMINGHAM, MI
You are invited. Join us to learn, connect and contribute.
With a focus on up-to-the-minute analysis and valuable networking opportunities, the Secure Advisors Summit delivers a comprehensive perspective on the latest developments and actionable insights. Explore dynamic demonstrations, participate in interactive panels, and gain valuable practice management tips during this thoughtfully curated event. Engage in powerful networking and participate in meaningful discussions that delve into the industry's most pressing current events. Experience a unique level of interactivity that sets this conference apart from others.
Empowering Advisors to Win
The Secure Advisor Summit, hosted by Secure Financial Group and its affiliates (Aurora Securities, Secure Asset Management, and Secure Investors Group), is an event designed to provide attendees with up-to-the-minute analysis, actionable insights, and valuable networking. The summit features dynamic demonstrations, interactive panels, and discussions on current industry events, focusing on topics like Practice Management, Market Updates, Investment Strategies, Operational/Technology Insights, Developments, Continuing Education, and Compliance Information. Attendees will also have the opportunity to meet their BD/RIA support teams and hear from product sponsors.
Who Should Attend?
This is an invitation-only summit for financial professionals aligned with Secure Financial Group or exploring a partnership. You’ll have access to:
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Business owners and executive leaders in financial services
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Experts in asset management, insurance, annuities, and alternative investments
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Powerful tools, technologies, and partnership opportunities
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Direct interaction with Secure leadership, keynote speakers, and sponsoring partners
Register Below
Connect with others and learn more.
Thanks to our sponsors this event is FREE to attend.
Schedule Information
Sunday, September 7th
Evening
3:00 PM - 7:00 PM
Registration Open
The Daxton Hotel
5:30 PM - 7:00 PM
Welcome Reception
Dick O'Dows
Monday, September 8th
Afternoon
Evening
Morning
7:30 AM - 8:45 AM
Breakfast
Madam Restaurant
11:45 AM - 1:00 PM
Lunch
9:00 AM - 9:15 AM
Welcome & Introduction
Main Ballroom
1:00 PM - 2:00 PM
Keynote Speaker
2:00 PM - 2:15 PM
Presentation
9:15 AM - 9:45 AM
Secure Portfolios
5:00 PM
Wrap Up
2:30 PM - 3:00 PM
Break & Exhibit Networking
9:45 AM - 10:00 AM
How to Manage Outside 401 K plans
3:15 PM - 3:30 PM
Technology & Cybersecurity
Presentation
6:00 - 8:30 PM
Dinner
Hyde Park Steakhouse
10:00 AM - 10:30 AM
Break & Exhibit Networking
11:15 AM - 11:30 AM
Sponsor Presentation - Equitrust
10:30 AM - 11:15 AM
Advisor Roundtable
11:30 AM - 11:45 AM
Secure Financial Group Presentation
3:00 PM - 3:15 PM
Enhanced Onboarding, Streamlining Operations & Elevating Brand Awareness
2:15 PM - 2:30 PM
Platinum Sponsor Presentation Megatel Capital Investments
3:30 PM - 3:45 PM
Platinum Sponsor Presentation Fidelity & Guaranty
3:45 PM - 4:00 PM
Platinum Sponsor Presentation Capital Square
4:00 PM - 5:00 PM
Keynote
Tuesday, September 9th
Morning
7:30 AM - 8:45 AM
Breakfast
9:00 AM - 9:15 AM
Gold Sponsor Presentation - Exchange Right, Syndicated Equities, Stockbridge
9:15 AM - 10:15 AM
Compliance & Continuing
Education Presentation
10:15 AM - 10:30 AM
Gold Sponsor Presentation- Virtus, Ashford, ArcTrust
10:30 AM - 10:35 AM
Closing Remarks
The attire for The Advisor Summit is business casual
