SECURE ADVISOR SUMMIT
2026 Annual Conference
Sunday, Sept. 13 – Tuesday, Sept. 15, 2026
Birmingham, MI
You are invited. Join us to learn, connect and contribute. The Secure Advisors Summit delivers up-to-the-minute analysis, interactive panels, and practice management insights, plus powerful networking that sets this conference apart.
2026 Secure Advisor Summit
KEYNOTE SPEAKER
Tom Izzo
Naismith Basketball Hall of Fame
Head Coach, Michigan State Spartans 2000 NCAA National Champion
KEYNOTE SPEAKER
TOM IZZO
A Naismith Basketball Hall of Famer entering his 32nd season leading Michigan State, Tom Izzo is a national champion with eight Final Fours and 762 career wins. His keynote explores building teams, developing talent, and sustaining excellence through constant change. We believe these are the same disciplines that grow an advisory practice and keep it strong over the long term. Known as Mr. March for his NCAA Tournament record, he brings three decades of lessons advisors can put to work right away.
2026 Secure Advisor Summit
KEYNOTE SPEAKER
Evy Poumpouras
Former U.S. Secret Service Agent · NBC Crime & Law Enforcement Analyst
Bestselling Author of Becoming Bulletproof
KEYNOTE SPEAKER
Evy Poumpouras
A former U.S. Secret Service Special Agent who helped protect five U.S. presidents, Evy is an NBC Crime & Law Enforcement Analyst and bestselling author of Becoming Bulletproof. Her keynote explores reading people, building trust quickly, and leading with confidence under pressure. We believe these are the same skills that strengthen every client relationship and elevate every conversation an advisor has. Fresh off a featured conversation on The Mel Robbins Podcast, she delivers practical insights advisors can put to work right away.
Featured Session
Advisor Round Table
This is where the real conversations happen. In small, facilitated groups, you'll sit down with advisors who are running practices like yours and trade what's actually working right now across practice management, prospecting, client retention, and growth.
These aren't lectures. Every advisor at the table brings something to the discussion, from the systems that freed up their week to the prospecting approaches and referral conversations producing their best new business today. You'll work through real questions on team structure, client experience, marketing that earns its keep, and the discovery meetings that move high-net-worth prospects forward.
Empowering Advisors to Win
Hosted by Secure Financial Group and its affiliates, the Summit is built for advisors who are serious about growing their practice and sharpening their edge. Through dynamic demonstrations, interactive panels, and candid discussions on practice management, markets, technology, and compliance, you'll walk away with ideas you can put to work the moment you're back in the office.
This is more than a conference. It's a chance to step out of the day to day, connect with advisors and partners who are pushing their businesses forward, and invest in the skills, relationships, and strategies that drive long-term success. Come ready to learn, ready to connect, and ready to win.
SPONSOR PRESENTATION
Throughout the Summit, our sponsoring partners share presentations and product insights, offering direct access to the tools, technologies, and solutions shaping the industry.
An invitation-only summit for financial professionals aligned with Secure Financial Group or exploring a partnership:
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Business owners and executive leaders in financial services
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Experts in asset management, insurance, annuities, and alternatives
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Direct interaction with Secure leadership, keynote speakers, and sponsors
Who Should Attend
SCHEDULE INFORMATION
September 13 to 15, 2026 | The Daxton Hotel | Birmingham, Michigan
Sunday, September 13, 2026
Time | Session | Location |
|---|---|---|
3:00 PM – 7:00 PM | Registration Open | Main Ballroom |
5:30 PM – 7:00 PM | Welcome Reception | Dick O'Dow's |
Monday, September 14, 2026
Time | Session | Location |
|---|---|---|
7:30 AM – 8:45 AM | Breakfast | Madam Restaurant |
9:00 AM – 9:15 AM | Welcome & Introduction | Main Ballroom |
9:15 AM – 9:45 AM | Secure Portfolios | Main Ballroom |
9:45 AM – 10:00 AM | Secure Financial Group: Growth, Innovation & What's Ahead | Main Ballroom |
10:00 AM – 10:30 AM | Break & Exhibit Networking | Main Ballroom |
10:30 AM – 11:45 AM | KEYNOTE: Evy Poumpouras Former Secret Service Special Agent Evy Poumpouras draws on twelve years protecting four U.S. presidents to reveal how top performers stay composed, read people, and lead when the stakes are highest. Through real stories and battle-tested techniques, she equips advisors with practical tools for building trust, communicating with authority, and strengthening mental toughness. You will walk away with concrete strategies for deepening client relationships, elevating your presence, and performing at your best in the moments that matter most. | Main Ballroom |
11:45 AM – 1:00 PM | Lunch | Madam Restaurant |
1:00 PM – 1:15 PM | General Session | Main Ballroom |
1:15 PM – 2:30 PM | Maximizing the Value of Your Affiliation | Main Ballroom |
2:30 PM – 3:00 PM | Break & Exhibit Networking | Main Ballroom |
3:00 PM – 3:15 PM | General Session | Main Ballroom |
3:15 PM – 3:30 PM | AI, Cybersecurity & Your Practice: What Every Advisor Needs to Know | Main Ballroom |
3:30 PM – 3:45 PM | General Session | Main Ballroom |
3:45 PM – 3:55 PM | Break | Main Ballroom |
4:00 PM – 5:00 PM | KEYNOTE: Tom Izzo Naismith Hall of Fame coach and national champion Tom Izzo brings three decades of sustained success at Michigan State to the Summit stage. He addresses building teams that win consistently, developing talent, and leading through constant change without losing what works. Attendees gain practical perspective on recruiting the right people, holding a standard that does not move, and sustaining performance when the pressure peaks. Izzo shows advisors how the disciplines behind a lasting program apply directly to building an advisory practice. | Main Ballroom |
5:00 PM – 5:15 PM | Wrap Up | Main Ballroom |
6:00 PM – 8:30 PM | Dinner | Hyde Park Prime Steak House |
Tuesday, September 15, 2026
Time | Session | Location |
|---|---|---|
7:30 AM – 8:45 AM | Breakfast | Madam Restaurant |
9:00 AM – 9:15 AM | Due Diligence | Main Ballroom |
9:15 AM – 10:15 AM | Compliance & Continuing Education | Main Ballroom |
10:15 AM – 12:00 PM | Closing Remarks & One-on-One Meetings | Main Ballroom |