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SECURE ADVISOR SUMMIT
2025 Annual Conference
Sunday, Sept. 7th - Tuesday, Sept. 9th
BIRMINGHAM, MI
You are invited. Join us to learn, connect and contribute.
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
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