2026 TruWomen Events
COFFEE TALK
COFFEE TALK | People, Process, & Practice: Building a Strong Foundation for Growth
INFORMATION
Coffee Talk Tuesday's
April 21, 2026 | 10:30 AM (CT)
Host: Dina Mestel
Speaker: Dan Ahmad, Jim Files, & Liz Reber, Peak Financial Freedom Group
AGENDA
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.
2026 Upcoming Events
COFFEE TALK | CEO Framework and exclusive 2026 Coach Reveal
INFORMATION
Coffee Talk Tuesday's
February 27, 2026 | 10:00 AM (CT)
Host: Dina Mestel
Speaker: Sarano Kelly and Laura Virili, 2026 Professional Coaches
AGENDA
Welcome and Introductions
Topic: CEO Framework and exclusive 2026 Coach Reveal
Peer-to-Peer Discussions
PROFESSIONAL WORKSHOP | Run Your Business Like a CEO-Part 2
INFORMATION
May 5, 2026 | 9:30 AM (CT)
Professional Development Coach: Sarano Kelley, The Kelly Group
AGENDA
Topic: Run Your Business Like a CEO-Part 2
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 2!
COFFEE TALK | Creating Your Own Luck: Leveraging Client Education to Scale Your Success in 2026
INFORMATION
Coffee Talk Tuesday's
March 20, 2026 | 10:30 AM (CT)
Host: Dina Mestel
Speaker: Ayla Feehan, AcquireUp
AGENDA
Welcome and Introductions
Topic: Creating Your Own Luck: Leveraging Client Education to Scale Your Success in 2026
Peer-to-Peer Discussions
EXPERIENCE TRUCONNECTION | Expanding Human Capacity: Balance Over Burnout
INFORMATION
May 19, 2026 | 5:00 PM (CT)
Host: Laura Virili
Speaker: Kristen Brogan , On Target Living
AGENDA
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 partnership.
PROFESSIONAL WORKSHOP | Run Your Business Like a CEO-Part 1
INFORMATION
April 16, 2026 | 10:00 AM (CT)
Professional Development Coach:
Sarano Kelley, The Kelly Group
AGENDA
Topic: Run Your Business Like a CEO-Part 1
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.