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
- Roth Conversations & Federal Employees and Annuities
- Guest Speaker from Universal Producers Monday, August 24, 2026 — 11:00 AM Pacific
- Monday, August 31, 2026 — 11:00 AM Pacific
Estate Planning Referral Conversations – Thomas Sanchez - Monday, September 7, 2026 — 11:00 AM Pacific
CIO and Portfolio Management Support - Monday, September 14, 2026 — 11:00 AM Pacific
DST, 1031, 1033 Exchanges, and OZ’s – Al DiNicola - Monday, September 21, 2026 — 11:00 AM Pacific
Key Man Insurance Policies – Guest Speaker from Universal Producers - Monday, September 28, 2026 — 11:00 AM Pacific
Income Strategies – Guest Speaker from Universal Producers - 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 – Marcus Scott, CFP - 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