2026 TruWomen Events

Welcome and Introductions

Topic:  CEO Framework and exclusive 2026 Coach Reveal

Peer-to-Peer Discussions

Welcome and Introductions

Topic:  People, Process, & Practice: Building a Strong Foundation for Growth

Join top earning financial professionals and Peak Performance Program Coaches, Dan Ahmad, Jim Files, and guest Liz Reber as they share with you how to build a stronger foundation for growth.

Topic: Run Your Business Like a CEO-Part Three

Financial professionals learn how to:

· Optimize existing client relationships

· Activate the next generation of relationships

· Systematically build a consistent referral process with clients and centers of influence

· Organize their marketing strategies in the correct order

Topic: Gifting with Intention Personalization to Scale

Client gifting works best when it feels personal, well-timed, and easy to execute consistently.

This Experience TruConnection event will explore how advisors can build a more intentional approach to gifting—one that reflects their brand, recognizes the right moments, and supports stronger retention over time. Drawing from her background in financial services, event planning, and specialty retail, Leyla Conlan will share how to make personalization more repeatable without losing the thoughtful details that that help each touchpoint feel meaningful.

This series is offered exclusively to TruWomen members in appreciation of your valued business. *Invitation-based registration*

Welcome and Introductions

Topic:  Creating Your Own Luck: Leveraging Client Education to Scale Your Success in 2026

Peer-to-Peer Discussions

Topic: Run Your Business Like a CEO-Part Two

The Kelley Group’s Run Your Business Like a CEO is now being offered as a 2-Part Virtual Peer-to-Peer Series designed to help you grow both your revenues and your organizational capacity — simultaneously.

Join us for the conclusion of Sarano’s workshop with Part Two!

Welcome and Introductions

Topic:  Turn Presentations into Production: Mastering the art of public speaking

Join us as we discuss a practical framework that anyone can use to master the art of public speaking that will separate yourself from the competition.

Welcome and Introductions

Topic: Client Events that Delight and Strengthen Relationships

Sharon Sullivan shares high-impact ideas for client events and how to build a strategic, year-round approach around them. She highlights how client appreciation goes beyond financial guidance, creating opportunities to deepen trust, strengthen relationships, and build lasting loyalty through meaningful experiences.

In this session, she explores different types of events, from appreciation to education, and how to structure a balanced annual calendar. She also dives into five proven event ideas you can implement right away and shares how well-designed experiences can naturally lead to referrals and business growth.

You’ll leave with fresh inspiration and practical strategies to create memorable events that strengthen client relationships and drive long-term success.

We want to hear your best idea!
Share your most successful client experience event/strategy for a chance to win a prize at Coffee Talk. Submit your entry to truwomen@truchoicefinancial.com by August 14 to be considered.

Topic: Run Your Business Like a CEO-Part One

Developed from more than 30 years of experience working with some of the financial industry’s top advisors and elite teams, this interactive business development program provides the structure required to expand your practice while positioning it for long-term continuity and transition.

Topic: Expanding Human Capacity: Balance Over Burnout  

Experience TruConnection  as performance expert  Kristen Brogan  of  On Target Living  shares how  growth-driven women leaders expand their capacity without burning out. Drawing from her work with executives, professional athletes, and ultra-high-net-worth households, Kristen introduces a simple framework grounded in three core practices – Rest. Eat. Move. – to help boost energy, sharpen focus, and achieve greater efficiency across business and life.

This series is offered exclusively to TruWomen members in appreciation of your valued business .

TOPIC:  Delegating Client Experience Execution to AI: Event Effort Reallocated

Walk away with:

• A fully planned client event

• AI prompts to streamline your marketing

• A repeatable framework you can use immediately

By the end of this session, you will have planned, drafted, and pressure-tested a real client event using AI—in less time than it typically takes to write a single email.

TOPIC: Structuring Annual Growth with AI: Capacity in Focus