Agenda
Retreat Kickoff Session
This introductory session, led by Land Bridgers, Don Patrick, and Andrews Browne from IFG, is designed to set the stage for the Retreat. It's a great opportunity to understand the Retreat's objectives, meet fellow advisors, and get an overview of the exciting events and workshops planned.
Advisor Growth Panel
Featuring insights from Rich Lombardi of Integrated Wealth Strategies and Key Smith of Natchez Wealth Management, along with Land Bridgers from IFG. This panel discussion will delve into strategies for business growth, sharing real-life experiences and success stories to inspire and guide fellow advisors.
Interactive Workshops
Dive into a series of engaging workshops focusing on various aspects of financial planning and client relationship management. Led by industry experts, these workshops are an excellent opportunity for hands-on learning and networking with peers.
Keynote Speakers
Advisor Speakers
Karen Lee
Certified Financial Planner
Key Smith
Natchez Wealth Management
William Black
WHB Wealth Management Group
Rich Lombardi
Integrated Wealth Strategies
Kim DeProspero
Financial Strategies Group
Retreat Agenda
Welcome to Integrated Financial Group's 2024 Retreat, an event dedicated to fostering growth, innovation, and collaboration among financial advisors. This year's agenda is packed with enriching sessions, expert panels, and interactive workshops designed to equip you with the latest insights and strategies in the financial world.
IFG Team Contacts
Get to know the team that drives Integrated Financial Group's success. Download now for a comprehensive list of team members, complete with their contact information, and start connecting with the heart of IFG.
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About us
Integrated Financial Group (IFG) is a collective of independent financial planners dedicated to helping each other succeed.
Useful Links
Securities offered through LPL Financial. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.