Practice Exchange – 2026 Scheduled Topics

Practice Growth. Compliance-Aware Collaboration.

The Fiduciary CM Practice Exchange is a recurring meeting forum for Investment Adviser Representatives, insurance professionals, referral partners, and approved promoters to exchange practical business-development ideas, discuss client engagement strategies, and learn how to grow their practices within a professional compliance framework.

In Business for Yourself — But Not By Yourself

Dates and Topics 
Refer to meeting invite for detailed agenda and ZOOM CALL credentials

  • Monday, October 5, 2026 — 11:00 AM Pacific
    Athos by Nassau…the Premier Growth Annuity
  • Monday, October 12, 2026 — 11:00 AM Pacific
    Estate Planning Referral Conversations – Thomas Sanchez
  • Monday, October 26, 2026 — 11:00 AM Pacific
    DST, 1031, 1033 Exchanges, and OZ’s – Al DiNicola
  • Monday, November 9, 2026 — 11:00 AM Pacific
    Retirement Plan Opportunities
  • Monday, November 16, 2026 — 11:00 AM Pacific
    Estate Planning Referral Conversations – Thomas Sanchez
  • Monday, November 30, 2026 — 11:00 AM Pacific
    Advanced Financial Planning – Doak Belt
  • Monday, December 7, 2026 — 11:00 AM Pacific
    How and When to Sell an Annuity – Guest Speaker from Universal Producers
  • Tuesday, December 15, 2026 — 11:00 AM Pacific
    Annual Compliance Meeting