SECURE ADVISOR SUMMIT
2026 Annual Conference
Sunday, Sept. 13 – Tuesday, Sept. 15, 2026
Birmingham, MI
You are invited. Join us to learn, connect and contribute. The Secure Advisors Summit delivers up-to-the-minute analysis, interactive panels, and practice management insights, plus powerful networking that sets this conference apart.
2026 Secure Advisor Summit
KEYNOTE SPEAKER
Evy Poumpouras
Former U.S. Secret Service Agent · NBC Crime & Law Enforcement Analyst
Bestselling Author of Becoming Bulletproof
KEYNOTE SPEAKER
Evy Poumpouras
A former U.S. Secret Service Special Agent who helped protect five U.S. presidents, Evy is an NBC Crime & Law Enforcement Analyst and bestselling author of Becoming Bulletproof. Her keynote explores reading people, building trust quickly, and leading with confidence under pressure. We believe these are the same skills that strengthen every client relationship and elevate every conversation an advisor has. Fresh off a featured conversation on The Mel Robbins Podcast, she delivers practical insights advisors can put to work right away.
Featured Session
Advisor Round Table
This is where the real conversations happen. In small, facilitated groups, you'll sit down with advisors who are running practices like yours and trade what's actually working right now across practice management, prospecting, client retention, and growth.
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These aren't lectures. Every advisor at the table brings something to the discussion, from the systems that freed up their week to the prospecting approaches and referral conversations producing their best new business today. You'll work through real questions on team structure, client experience, marketing that earns its keep, and the discovery meetings that move high-net-worth prospects forward.
Empowering Advisors to Win
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Hosted by Secure Financial Group and its affiliates, the Summit is built for advisors who are serious about growing their practice and sharpening their edge. Through dynamic demonstrations, interactive panels, and candid discussions on practice management, markets, technology, and compliance, you'll walk away with ideas you can put to work the moment you're back in the office.
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This is more than a conference. It's a chance to step out of the day to day, connect with advisors and partners who are pushing their businesses forward, and invest in the skills, relationships, and strategies that drive long-term success. Come ready to learn, ready to connect, and ready to win.
SPONSOR PRESENTATION
Throughout the Summit, our sponsoring partners share presentations and product insights, offering direct access to the tools, technologies, and solutions shaping the industry.
An invitation-only summit for financial professionals aligned with Secure Financial Group or exploring a partnership:
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Business owners and executive leaders in financial services
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Experts in asset management, insurance, annuities, and alternatives
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Direct interaction with Secure leadership, keynote speakers, and sponsors
Who Should Attend
SUNDAY, SEPT 13ᵀᴴ
Registration
Welcome Reception
MONDAY, SEPT 14ᵀᴴ
Sessions & Breaks
Keynote · Dinner
TUESDAY, SEPT 15ᵀᴴ
Compliance & CE
Closing Remarks