Financial Institutions Events

Securities America Financial Institutions Conference

Each year, Securities America hosts a two-day conference designed exclusively for our financial institution advisors, presidents and CEOs. Key home office staff and top industry speakers provide valuable knowledge on improving bank and credit union investment programs. The conference is also a perfect opportunity to network with fellow financial institution advisors and hear panel discussions on best practices. We customize this event to be a benefit for our partners, assisting them in running flexible and comprehensive investment programs.

Securities America Financial Institutions Advisory Council

The Financial Institutions Advisory Council is an opportunity for financial institution advisors to provide insight into current challenges and changes in the financial institutions environment. Additionally, it provides feedback on specific products and services needed to enhance relationships with clients and members. It also creates an opportunity for Securities America’s executive team to communicate the firm’s initiatives and accomplishments while building personal relationships with our financial institution advisors.

National Conference

Securities America’s National Conference is a highlight on the calendar every year, as we bring together advisors from around the nation, key home office staff and top industry leaders, speakers and presenters. From advanced concepts to hands-on, in-depth training, these three days of valuable workshops cover practice management, marketing, financial planning, investments, technology and compliance. Hosted in exciting locations around the country, it’s an opportunity to network with peers and share best practices with top producers. As a bonus, advisors are able to earn valuable continuing education credits and state insurance credits through the presentations.

Assistant University

Securities America's premier training and networking event for sales assistants, support staff and office managers provides formalized classroom learning, break-out sessions, small group discussions, networking opportunities and hands-on use of technology.

Principal Meeting

OSJs and acting principals gather to network with peers, discuss challenges and solutions and focus on current and future trends to better maintain and lead a compliant business.

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