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*

TOPIC: Structuring Annual Growth with AI: Capacity in Focus

What if one 90-minute workshop could help you build a personalized 12-month growth plan? Join TruWomen for AI Builds Your Plan, the final workshop in our AI series with Laura Virili, and learn how to use AI as a strategic planning partner. You'll create a marketing and business development roadmap that aligns your events, client outreach, content strategy, and available time into one actionable system.

Takeaways:

· A personalized 12-month marketing calendar

· A realistic capacity plan tailored to your schedule

· Ready-to-use AI prompts

· The Magnetic Marketing Department playbook

· An opportunity for a one-on-one strategy session with Laura

Topic: Thrive Through the Holidays: Simple Strategies for More Energy, Less Stress & Greater Well-Being

The holidays can be one of the most enjoyable times of the year—and one of the most demanding. In this engaging and highly interactive program, we are welcoming back Kristen Johnson Brogan who will help participants rethink how they approach the season so they can enjoy it more, manage stress and protect their energy.

With a strong focus on mindset and mindfulness, Kristen will challenge the all-or-nothing thinking that often shows up during the holidays and help participants focus instead on simple, intentional choices that support how they want to feel.

The session will explore:

•Mindset: Letting go of perfection, focusing on what you can control and asking, “What is the next best choice I can make?”

•Mindfulness: Being more present with the people, experiences and moments that matter most

•Energy: Simple ways to protect sleep, manage stress and avoid running on empty

•Nutrition: Practical strategies for staying fueled while still enjoying holiday foods and celebrations

•Movement: Realistic ways to keep moving when normal routines and schedules change

•Small Choices: Understanding how small, consistent actions can make a meaningful difference throughout the season

The program will be designed to be interactive, practical and fun, incorporating audience questions, simple exercises, holiday scenarios and practical ideas participants can immediately put into action.

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.

TOPIC: Building Market Presence with AI: Recognition Before the Room

Visibility starts before the first meeting, event, or introduction — in the signals that shape how people understand your expertise.

In this CEO Growth Series workshop, Laura Virili shares how AI helps sharpen your external presence with greater consistency and less friction. The session moves from profile positioning into practical content prompts, giving you a clearer way to stay top of mind without adding unnecessary weight to your week.

Through live demonstration and real-time application, explore how to use AI as a strategic support tool for communicating with intention and creating recognition before you enter the room.

Welcome and Introductions

Topic: Your TruChoice Advantage: Maximizing the Resources Behind Your Business

Join Julie Viana, Manager of Annuity Sales Support, and Karen Rath, Senior New Business Process Analyst, for an inside look at the teams and resources that help advisors move annuity business from concept to completion. Learn how Annuity Sales Support and Operations work together to streamline processes, simplify submissions, support case design, and deliver a seamless advisor experience. You'll also discover valuable tools, technology, and support resources available to help you work more efficiently and grow your business with confidence.

What You’ll Learn:

• How you can be assisted with illustrations, product positioning, case design, and pre-sale support

• Best practices for partnering with TruChoice teams to improve efficiency and outcomes

• Support agents receive through contracting, new business processing, and policy issuance

• Ways to leverage the TruChoice Portal and SmartHub e-Application platform to streamline business submissions

• How Sales Support and Operations work together to create a smoother, faster agent experience

• Resources available to help you save time, reduce friction, and better serve your clients

TOPIC: The Game: Your 90-Day Playbook for a Powerful Start to 2027

Rather than waiting until January, fianancial professionals will develop a practical framework to launch the new year with clarity, focus, and momentum. They'll leave with a disciplined 90-day playbook centered on the activities that drive long-term growth.

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.

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:   Elite Financial Professional Presence: Becoming the Financial Professional People Remember, Trust, and Refer

A highly interactive session focused on the psychology of first impressions, executive presence, non-verbal communication, and authentic influence—helping fianancial professionals become more confident, memorable, and trusted in every interaction.