2025 TruWomen Events
2025 Upcoming Events
COFFEE TALK | A November to Remember; Tax Update
INFORMATION
January 31, 2025 | 11:30 AM (ET)
Host: Stephanie Crume
Guest Speaker: Alan Roman, JD, LLM, ChFC®, CLU®
AGENDA
TruWomen 2025 Kick-Off Items
Topic: A November to Remember; Tax Update
Featuring: Advanced Markets, Alan RomanPeer-to-Peer Discussions
COFFEE TALK & PROFESSIONAL WORKSHOP | Shifting from Financial Professional to Advocate
INFORMATION
March 21, 2025 | 11:30 AM (ET)*
(A COFFEE TALK TAKEOVER)
Host: Stephanie Crume
Professional Development Coach: Dennis Moseley-Williams
AGENDA
Welcome and Introductions
Topic: Build Belonging | Move beyond transactions (Part II) — Become an advocate for your clients. Understand how to position yourself as a knowledgeable resource, fostering a long-term relationship in a way that builds true belonging.
Peer-to-peer Discussions
*This event requires a separate Coffee Talk registration. Please click to register now!
PROFESSIONAL WORKSHOP | Build Brand & It All Starts Online
INFORMATION
May 20, 2025 | 11:30 AM (ET)
Professional Development Coach: Laura Virili, Client Acquisition Professional
AGENDA
Topic: Build Belonging - Build Brand & It All Starts Online (Part III)
Your online presence is the gateway to belonging. Learn how to craft an authentic, engaging brand that attracts clients, builds trust, and creates a digital community before they ever meet you in person.
PROFESSIONAL WORKSHOP | Creating Community Among Your Female Prospects & Clients
INFORMATION
August 19, 2025 | 11:30 AM (ET)
Professional Development Coach: Laura Viril, Client Acquisitions Professional
AGENDA
Topic: Build Belonging - Creating Community Among Your Female Prospects & Clients (Part IV)
Women crave connection and community. This session focuses on how to engage and retain female clients by fostering an environment where they feel valued, heard, and understood.
PROFESSIONAL WORKSHOP | Contagious Client Events That Create Connection
INFORMATION
October 28, 2025 | 11:30 AM (ET)
Professional Development Coach: Laura Virili, Client Acquisitions Professional
AGENDA
Topic: Build Belonging - Contagious Client Events That Create Connection (Part V)
Take client engagement offline and into real life. Learn how to design contagious client events that deepen relationships, create shared experiences, and keep you top of mind—especially during the festive season.
COFFEE TALK | Women in Wealth - The Next Chapter
INFORMATION
February 21, 2025 | 11:30 AM (ET)
Host: Stephanie Crume
Guest Speakers: Lori Seaton and Sam Hart, North American Company for Life and Health Insurance®
AGENDA
Welcome and Introductions
Topic: Women in Wealth - The Next Chapter
Featuring: Lori Seaton and Sam Hart, North American Company for Life and Health Insurance®Peer-to-Peer Discussions
COFFEE TALK | Tax Changes on the Horizon? Your 2025 Action Plan
INFORMATION
April 18, 2025 | 11:30 AM (ET)
Host: Stephanie Crume
Guest Speaker: Alan Roman, JD, LLM, ChFC®, CLU®, TruChoice Advanced Markets
AGENDA
Welcome and Introductions
Topic: Tax Changes on the Horizon? Your 2025 Action Plan
Peer-to-Peer Discussions
COFFEE TALK | Own The Room. Own Your Growth: Leveraging Seminars to Scale Your Success
INFORMATION
July 18, 2025 | 11:30 AM (ET)
Host: Stephanie Crume
Guest Speaker: Jeff Grail, AcquireUp
AGENDA
Welcome and Introductions
Topic: Own The Room. Own Your Growth: Leveraging Seminars to Scale Your Success
Peer-to-Peer Discussions
PROFESSIONAL WORKSHOP | How to Stage Better Client Experiences
INFORMATION
March 11, 2025 | 11:30 AM (ET)
Professional Development Coach:
Dennis Moseley-Williams,
Customer Experience Specialist
AGENDA
Topic: Build Belonging - How to Stage Better Client Experiences (Part I)
Discover the power of staging experiences that go beyond service. Learn how to create moments that clients will remember and talk about, fostering deeper engagement and loyalty.
COFFEE TALK | Networking and Strategic Partnerships!
INFORMATION
May 16, 2025 | 11:30 AM (ET)
Host: Stephanie Crume
Guest Speaker: Caity Eger, American Equity
AGENDA
Welcome and Introductions
Topic: Networking and Strategic Partnerships!
Peer-to-Peer Discussions