IMPACT EVENTS
Train and celebrate. Together.
We host top-notch event experiences for financial advisors and insurance professionals to help them reach the next level in their practice’s growth with smart strategies, business processes, and marketing programs.
Featured Events
Connect & Celebrate 2027
June 9-13,2027
Cabo San Lucas, Mexico
Prepare to be dazzled by Cabo San Lucas, a coastal paradise where golden beaches, dramatic desert landscapes, and the sparkling Sea of Cortez create a backdrop that feels almost too beautiful to be real. For 2027, Connect & Celebrate is heading to Paradisus Los Cabos, an all-inclusive resort set along one of the area’s most breathtaking stretches of shoreline, with the turquoise ocean just steps away. Spend your days soaking up the sun and savoring fresh, coastal cuisine with vibrant Mexican flavors. This destination is perfect for luxurious celebration and unwinding with the people you love most. And this year, we’re kicking things up a notch: we’ve reserved the entire resort exclusively for Impact, giving you and your family the rare opportunity to experience Paradisus Los Cabos like your own private seaside escape!
CEO Summit 2027
November 2 - 10, 2027
Tokyo and Kyoto, Japan
Step between the electric metropolitan energy of Tokyo and the centuries-old serenity of Kyoto! Our top 25 advisors will start their journey at the Four Seasons Hotel Tokyo at Otemachi, a luxurious retreat in the heart of the city with sweeping views near the Imperial Palace and the pulse of modern Japan all around. From there, the adventure continues to the Four Seasons Hotel Kyoto in the historic Higashiyama district. Guests will settle into an elegant oasis surrounded by temple-lined streets, quiet lantern-lit pathways, traditional tea culture, and the resort’s breathtaking 800-year-old Shakusui-en pond garden. At this exclusive CEO Summit experience, you’ll connect with fellow leaders and visionaries against the stunning backdrop of two of Japan’s most iconic cities, steeped in innovation and tradition.
Training Events
Practice Builder
Experience field-proven practice growth strategies. Our largest annual training event, Practice Builder gives you an inside look into how successful business owners and financial advisors run their practices, from the appointment process to client engagement.
Marketing Summit
We’ll help you sharpen your brand’s messaging, discover fresh strategies, and refine your current efforts. Send your key players to the Impact headquarters so they can network with others who share the same responsibilities. They’ll learn from our team of in-house marketers who are working with top practices across the country and leveling up the marketing in your practice.
Ops Summit
Shape your practice into a well-oiled machine. Each year, we invite industry professionals and their staff members to come in for a practice management boot camp. You’ll discover the processes, procedures, and customer service techniques you need to refine your office, nurture clients, and welcome prospects.
Life Builder
Immerse yourself in marketing collateral that will get hands in the air and take advantage of an opportunity to strengthen relationships with regional and internal representatives of Impact’s biggest carrier partners. Attendees will also learn how to position life insurance within their business models without disrupting current AUM/FIA processes and hear about field-proven strategies that will diversify streams of revenue.
Tax Builder
Taxes impact every one of your clients and prospects, and during the recent election they became a hot issue. Mike Canet, Founder & Director of Prostatis Financial Advisors Group, will show you how to talk taxes without being a CPA and implement solutions that other advisors in your market are not. Having tax knowledge sets you apart. We’ll send you back to your practice with actionable ideas that will increase your opportunities and help the clients you work with.
Seminar Bootcamp
When was the last time you had a coach take an in-depth look at your seminar presentation? If it’s been a while, it might be time for a change. Our comprehensive program featuring Gary Reed offers you the opportunity to refine your presentations and hone your talking points. Every professional and sports figure has a coach for a reason! It is impossible to coach yourself with a third-party view. Join us on this journey and watch as your presentations evolve into gaining many more clients than ever before.
The Pinnacle Group
This exclusive group is for top advisors already crushing the traditional model who are looking for the next way to innovate and pave the way for further success. You’ll meet with other like-minded business owners to idea share, spur growth, and create an atmosphere of accountability with those who are in the industry trenches.
