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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


Bob McKillop

Bob McKillop

Former Davidson Basketball Coach

SPEAKER BIO
Carla McCabe

Carla McCabe, CVA

Vice President,

Succession & Protection Planning LPL

SPEAKER BIO
Emily Dupre

Emily Dupre

National Sales Director – US Retail, MFS

SPEAKER BIO

Advisor Speakers

Karen Lee

 Tommy Barnes

Financial Advisor

Nida Financial Group

Key Smith

Derek Keeney

Financial Advisor

Nida Financial Group

Daniel Keeney

Daniel Keeney

Financial Advisor

Nida Financial Group

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.
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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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