Through the Brain Trust, we provide year-round opportunities to gather, confabulate, and empower each other to reach our full potential. And we have a great time while doing so.
Why Attend the IFG Retreat?

List of Services
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Connect with Your Inner CircleList Item 2
Be part of the tight-knit community that has defined Integrated Financial Group since 2003. This is more than networking; it's about fostering long-term, peer-to-peer relationships with the 68 teams across 13 states who are committed to independence and collaboration. Participate in collaborative workshops, and peer-led sessions to build a definitive, actionable plan for your success and scalability.
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Gain Market-Shaping InsightsList Item 3
Hear directly from world-class speakers who provide critical, actionable intelligence on all things finance and leadership. Through intimate keynotes and focused roundtables, you will gain deep macro-economic insights, learn transformative communication techniques, and acquire the tools needed to deepen client trust and enhance your competitive edge in an evolving industry.
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Celebrate & RechargeList Item 4
The Retreat is an intentional moment for the entire IFG family to step away and reaffirm our collective strength and vision. Embrace the spirit of camaraderie with your peers in a curated, high-end environment. Enjoy an experience where you can connect, celebrate shared successes, and return home refreshed, inspired, and re-energized with a sustainable approach to high achievement.
Past Speakers
Our stage features a curated lineup, from respected strategists providing market clarity to master communicators sharing transformative client engagement models. We select speakers who offer honest conversations and proven, proprietary strategies you can't get anywhere else. This means actionable insights to refine your firm's market positioning and deepen client trust.

