Building Connections
That Drive Results
Our events bring industry professionals together to gain valuable insight through unforgettable experiences.
Designed with busy advisors in mind, each curated event provides an intentional space to build stronger networks, turn challenges into wins, and fuel long-term growth.
Our Goal
We're committed to equipping financial professionals with the insight and resources they need to lead in a constantly evolving industry. That's why our events center on actionable opportunities for business practice management and development.
Event Guide
Each event on our annual calendar is uniquely designed for financial professionals.
Here's a quick snapshot of what each experience has to offer.
Qualifying financial professionals are invited to participate in this unique, luxurious off-site retreat that balances vocation and recreation.
Our Agent Convention revolves around informative group meetings intertwined with entertainment and activities. Taking place in unique destinations, it offers a less formal environment to learn and share ideas for business growth.
Invitation Only Event
FIG’s Advisor Empowerment Series is designed as a premier training program exclusively for financial professionals who are committed to achieving the highest level of professional mastery. Unlike broad-based events, the Advisor Empowerment Series focuses on advanced strategies, elite-level networking, and practical frameworks that top producers use to scale, lead, and differentiate in an increasingly competitive marketplace.
SERVEFIRST™ Foundations – Flagship Paul Carp Intro Program
A live, immersive training experience designed to help advisors, leaders, and teams increase productivity, improve communication, and grow sales and client relationships using Paul Carpenter’s SERVEFIRST™ process.
This two-day, in-person study group event is designed to help you maximize your office and marketing efficiency while increasing your firm's overall value.
Elevate coaches and top-performing financial professionals present marketing best practices and business process optimization systems that have proven successful for their respective practices.
Often described as our biggest event, the FIG Sales Symposium is the perfect mix of education and entertainment. This two-day immersive event occurs in a different vibrant city every 12-15 months, bringing talented speakers, influencers, and educators together to inspire your business goals.
Through interaction with peers and thought leaders, this event represents the best comprehensive exposure for learning and growth in our industry.
In partnership with the Dormie Network, the FIG Open is an exclusive, immersive experience developed for the golf purist. This event brings leaders together at a private golf club, where open dialogue and strategic alliances are built over world-class golf, premier accommodations, and delicious dining.
Build meaningful connections through shared experience—on and off the course.
Invitation Only Event
The Tip of the Triangle™ (TOT) is an exclusive, members-only club comprised of the top 3% of financial professionals. At the annual TOT retreat, this VIP group meets to learn and share trade secrets on improving efficiencies and cultivating their businesses, ensuring superior client services for now and the future.
Invitation Only Event
TOT Study Groups are elite small group conferences where the most successful financial professionals unite in a high-level think tank environment. These exclusive meetings focus on industry collaboration with peers and thought leaders to improve the marketplace, tailoring businesses for tremendous success.
Invitation Only Event
The Operational Planning Summit was created exclusively for operations professionals to bring a hands-on focus on streamlining workflows, boosting efficiency, and collaborating with peers in similar roles.
PARTNER EVENTS
Alphastar Advisor Education Series
New to the AUM side or new to the business?
This experience is designed for advisors who want to accelerate their development or invest in the next generation on their team. This program also serves experienced advisors who want to sharpen their edge by revisiting the core disciplines that fuel growth, consistency, and credibility.
January 21st, 2026: 9AM – 4PM, Tampa, FL
Hyatt Place Tampa Airport/Westshore
April 10th, 2026: 9AM – 4PM, Chicago, IL
Loews Chicago O'Hare
Power of Zero
Developed by best-selling author David McKnight, Power of Zero (POZ) is a turnkey, flagship marketing program designed to put financial professionals in front of a consistent, predictable stream of new clients interested in achieving the 0% tax bracket.
At POZ Bootcamp, uncover how to leverage David McKnight's proven sales processes to attract more affluent clients, establish credibility, and potentially grow your business by $1M or more.
Schechter Bootcamp
In partnership with Schechter, a premier independent wealth management firm, this exclusive workshop event provides an immersive opportunity to explore advanced income and estate planning strategies tailored for high-net-worth clients. Engage directly with Schechter's expert team to gain confidence in implementing complex insurance solutions.
Held throughout the year at their Michigan headquarters, the experience includes hotel accommodations and meals for all invited guests.
PARTNER EVENTS
Alphastar Advisor Education Series
New to the AUM side or new to the business?
This experience is designed for advisors who want to accelerate their development or invest in the next generation on their team. This program also serves experienced advisors who want to sharpen their edge by revisiting the core disciplines that fuel growth, consistency, and credibility.
January 21st, 2026: 9AM – 4PM, Tampa, FL
Hyatt Place Tampa Airport/Westshore
April 10th, 2026: 9AM – 4PM, Chicago, IL
Loews Chicago O'Hare
Power of Zero
Developed by best-selling author David McKnight, Power of Zero (POZ) is a turnkey, flagship marketing program designed to put financial professionals in front of a consistent, predictable stream of new clients interested in achieving the 0% tax bracket.
At POZ Bootcamp, uncover how to leverage David McKnight's proven sales processes to attract more affluent clients, establish credibility, and potentially grow your business by $1M or more.
Schechter Bootcamp
In partnership with Schechter, a premier independent wealth management firm, this exclusive workshop event provides an immersive opportunity to explore advanced income and estate planning strategies tailored for high-net-worth clients. Engage directly with Schechter's expert team to gain confidence in implementing complex insurance solutions.
Held throughout the year at their Michigan headquarters, the experience includes hotel accommodations and meals for all invited guests.