Stay Informed and Connected
Whether you’re looking to expand your knowledge, network with industry professionals, or stay updated on the latest trends, our events are designed to provide valuable insights and opportunities.
Upcoming Events
3 Ways To Bear Market Proof Your Practice
April 17
Zoom Webinar
Join Founders Financial President and CIO Peter Murphy for an exclusive webinar on protecting your practice during a bear market. Gain strategic insights on leadership, client management, and practical business strategies to navigate challenging times.
How to Lead Your Way to Scalable Growth
May 8
Zoom Webinar
Join CEO Brad Shepherd as he delves into the complexities advisors face in growing their practice. He offers unique insights and actionable steps to help advisors unlock their inner CEO and achieve sustainable growth.
Deciding When It's Time for Succession
May 13
Zoom Webinar
Brad Shepherd presents an introspective way for you to think about and analyze where you are in the business you have built today and determine what the next few years will look like.
What is Peacefulness Worth to You?
June 3
Zoom Webinar
Founders Chief Investment Officer highlights the impact of investment management on your time and the opportunity cost of not leveraging outsourced solutions. Join Pete Murphy, as he breaks down the options available to advisors, including those they may not be as familiar with.
Building the Right Succession Strategy
June 4
Zoom Webinar
Learn all the opportunities, best practices, and steps available to you for developing a successor for your practice.
Warm Welcome:
Summer Open House
July 9
Founders Financial
We’re hard at work planning for our summer open house. Stay tuned for more information or email us about being notified when event details are available.
Building a Path to Growth
July 10
Zoom Webinar
Join us as we highlight what it requires to evolve your practice from one state to the next. Brad Shepherd will showcase how you can assess your practice today and align the building blocks to take a measured approach to growth.
FCMS Quarterly Market Review & Outlook
July 15
Zoom Webinar
Join Pete Murphy, Chief Investment Officer as he shares his global economic and capital market outlook, provides advisor perspectives on the current environment to support you in client conversations, and answers your questions.
Harvest of Opportunities:
Fall Open House
October 15
Founders Financial
We’re hard at work planning for our fall open house. Stay tuned for more information or email us about being notified when event details are available.
Frequently Asked Questions
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We host a variety of events including webinars, seminars, training sessions, and networking events tailored for financial professionals.
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You can register for our events through our website by clicking on the event you’re interested in and filling out the registration form.
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Yes, registered participants will receive access to event materials and recordings after the event.
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You can subscribe to our blog or follow us on social media to receive updates on upcoming events.
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There is plenty of on-site parking available both in front of the Founders building and behind it.
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For more information, please reach out to [email protected] or call us at (888) 523-1162.
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