Get Equipped
Retreat Kickoff Session
This introductory session 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 Snapshot
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
Retreat Documents
Welcome to Integrated Financial Group's 2025 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.