2024 Annual Conference
September 8-10th, 2024
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.
Discover Secure Financial Group and its affiliated companies: Aurora Securities, Secure Asset Management, and Secure Investors Group. Immerse yourself in a range of engaging activities, demonstrations, and interactive panels covering today's most pertinent subjects: Practice Management, Market Updates, and Investment Strategies. Take advantage of networking opportunities and gain valuable insights into Operational/Technology Insights, Developments, Continuing Education, and Compliance Information. Stay updated on the latest products and benefit from the wisdom of our esteemed 2024 sponsors.
The Advisor Summit, organized by Secure Financial Group, is your chance to participate in this exceptional event. Meet your BD/RIA support teams and listen to insightful presentations from our product sponsors.
Register Now
Connect with others and learn more.
Thanks to our sponsors this event is FREE to attend.
For additional information contact Events Team at 248-414-1517 or email events@securefg.com
Schedule Information
Sunday, September 8th
Evening
3:00 PM - 5:00 PM
Arrivals
5:30 PM - 7:00 PM
Welcome Reception at Dick O’Dow’s
Monday, September 9th
Afternoon
Evening
Morning
7:30 AM - 8:45 AM
Breakfast
12:00 - 1:00 PM
Lunch
9:00 AM - 9:15 AM
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Welcome & Introduction
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Maximizing Resources
1:00 PM - 2:00 PM
Keynote: Bob Marsh
2:00 PM - 2:15 PM
Advisor Presentation
9:15 AM - 9:45 AM
Secure Portfolios
2:15 PM - 2:30 PM
Sponsor Presentation
2:30 PM - 3:00 PM
Break & Exhibit Networking
9:45 AM - 10:00 PM
Sponsor Presentation
11:45 AM - 12:00 PM
Sponsor Presentation
3:00 PM - 3:30 PM
Technology & Cybersecurity
3:30 PM - 3:45 PM
Integrating Secure Financial Group's Technology with Orion
3:45 PM - 4:00 PM
Sponsor Presentation
5:00 PM
Wrap Up
6:00 PM - 8:30 PM
Dinner at Hyde Park Prime Steakhouse
10:00 AM - 10:30 AM
Break and Exhibit Networking
10:30 AM - 11:15 AM
Advisor Roundtable
11:15 AM - 11:45 AM
Advisor Presentation
4:00 PM - 5:00 PM
Keynote: Matt Myers
4:00 PM - 5:00 PM
Keynote: Matt Myers
Tuesday, September 10th
Morning
7:30 AM - 8:45 AM
Breakfast
9:00 AM - 10:00 AM
Compliance & Continuing Education
10:00 AM - 10:05 AM
Closing Remarks
The attire for The Advisor Summit is business casual
