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    You're Invited!

    Empowering the Future of Financial Advice

    Lead with Confidence.
    Grow with Purpose.
    Succeed by Design.

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    What We'll Cover

    This full-day summit is built to help Next Gen Advisors sharpen their edge, step into leadership, and drive growth within their firms. The content focuses on real-world applications and peer-to-peer learning - not theory.

    Industry Trends & the Future of Advice

    Hear directly from USA Financial’s executive team on the forces shaping the future of financial services and how to stay ahead.

    M&A as a Growth Opportunity

    Learn how mergers and acquisitions are reshaping the landscape - and how Next Gen Advisors can position themselves to capitalize.

    Succession Stories & Strategies

    Engage in an interactive roundtable with peers and advisors who are actively navigating succession transitions.

    Technology & Emerging Tools

    Explore the latest tech - from AI to advisor digital platforms - and how it can boost efficiency, personalization, and scale.

    Marketing & Personal Branding

    Discover strategies for standing out in a crowded marketplace, including modern social media tactics and video content.

    Creating Professional Contrast

    Workshop your presentation and communication approach to deepen client engagement and enhance perceived value.

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    Who Should Attend

    Wondering whether this Summit is the right fit for you? This single-day, in-person session is designed for the Next Gen Advisors who are ready to grow, lead, and evolve.

    It's for you if:

    • You’re being positioned as the future of your firm and want to step more confidently into that role.
    • You’re seeking real-world insights (not just theory) from peers and leaders navigating the same challenges.
    • You aim to sharpen your leadership skills, marketing presence, and client engagement strategies.
    • You want to understand how tech, AI, and digital tools can enhance your efficiency and client experience.
    • You’re thinking about the long-term - succession, ownership, and sustainable growth - and want to be ready.
    • You’re energized by learning from others, sharing ideas, and building relationships with like-minded advisors.

    Event Location

    Where:
    The Gunter Hotel
    311 N St Mary's St
    San Antonio, TX 78205

    When:
    Wednesday, January 28, 2026

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    Event Schedule

    (All times referenced in local Eastern time)

    Tuesday

    Afternoon Arrivals
    5:30 pm - Dinner at Jot's Restaurant (inside the Gunter Hotel)*

    *If you plan to join us for dinner, please indicate whether you're planning to attend when registering for the event

    Wednesday

    7:30 am - Breakfast at Gunter Hotel
    8:30 am - NextGen Summit Begins (Tobin Room)
    4:30 pm - NextGen Summit Concludes
    5:00 pm - Happy Hour Riverboat Cruise
    6:00 pm - Dinner