Chain-of-Secrets Conference

Dear affiliated advisory firms,

On behalf of the entire team here at USA Financial, I’m thrilled to formally invite you to our fall 2026 Chain-of-Secrets event. We are looking forward to seeing many of you in Grand Rapids for a great session!

We are making some subtle changes to this year’s event in an effort to deliver some new experiences for everybody involved.

We'll be kicking off the event on Wednesday, September 30, at 9:00 AM with an AUM focus, highlighting some of our new Signature Series partners. Wednesday's session is primarily licensed advisors (although you are welcome to bring others). Our Signature partners will be introducing themselves and their strategies to you that day. In other words, if you are using Exchange and outsourcing some/all of your asset management, this will be a can’t miss day.

We will also be hosting specific sessions on Thursday/Friday for some of the key support folks from your teams. This will continue our efforts to support and foster the Key Support Community. Your team is integral to all of our success!

In addition, we have secured THREE phenomenal keynote speakers that you will NOT want to miss. I’m 100% confident you will walk away from this session inspired to continue the growth of your practice with new ideas and a renewed focus on your business.

Lastly, we have some special entertainment lined up for Thursday night that will make the evening one you won’t forget.

However, the first step is for you to formally register. Please take a minute to do so utilizing the links on the page.

We’re looking forward to seeing many of you this fall. Should you have any questions, please do not hesitate to reach out to me or your Business Development Consultant.

Warm regards,

Mark R. Mersman
Chief Marketing Officer