2026 IARFC VIRTUAL PRACTICE BUILDING SUMMIT

Success in today’s financial services profession requires more than technical expertise—it requires the ability to adapt, connect, and lead in a changing world.

The 2026 IARFC Virtual Practice Building Summit is designed to help financial professionals build stronger practices through practical strategies, innovative thinking, and a deeper understanding of what drives lasting client relationships. This year’s theme—Managing Your Practice for Success—focuses on the tools, insights, and approaches that help consultants strengthen operations, improve decision-making, enhance client engagement, and position their firms for long-term growth.
 

Across multiple sessions, Summit presenters will share practical insights, real-world examples, and proven approaches drawn directly from experience—not theory. Attendees will gain ideas to improve efficiency, deepen client trust, navigate industry change, and implement strategies that support sustainable success.
 

Whether you are beginning your financial services career or leading an established practice, the Virtual Practice Building Summit delivers actionable ideas you can implement immediately. More than an educational event, the IARFC Virtual Practice Building Summit is a place to learn from peers, exchange perspectives, and discover new ways to create impact.
 

Register Today and Manage Your Practice for Success.

 

	Presenter	Date & Time Eastern Time Zone	Topic
	Jeremiah D Desmaris	Wed. Sept. 16 12:00 - 12:50 pm
	Rhona Konnelly, RFC® Konnelly Consulting Learn More	Wed. Sept. 16 1:00 - 1:50 pm	The Referability Factor in the Longevity Era
	Break	Wed. Sept. 16 1:50 - 2:00 pm
	Dr. Maribeth Kuzmeski Red Zone Marketing Learn More	Wed. Sept. 16 2:00 - 2:50 pm	The AI Advantage: Innovation, Adaptation & The Future
	Coming Soon	Wed. Sept. 16 3:00 - 3:50 pm
	Jeremy Nason, RFC® Insurance Pro Shop	Wed. Sept. 16 4:00 - 5:30 pm	Panelist Discussion Leader
	Dr. Sanjay Tolani, RFC® Tolani Family Office Learn more...	Thurs. Sept. 17 12:00 - 12:50 pm	Planning in a Multi-Jurisdiction World
	Curtis V Cloke Learn More	Thurs. Sept. 17 1:00 - 1:50 pm	Cracking the Retirement Income Puzzle: Buy Income / Chase Alpha®
	Break	Thurs. Sept. 17 1:50 - 2:00 pm
	Dr. Wade Pfau Learn More	Thurs. Sept. 17 2:00 - 2:50 pm	Determining Your Clients’ Retirement Income Styles
	Jim Ruta Learn More	Thurs. Sept. 17 3:00 - 3:50 pm	The Power of Revelation Selling
	Jeremy Nason, RFC® Insurance Pro Shop	Thurs. Sept. 17 4:00 - 5:300 pm	Panelist Discussion Leader

Become a Corporate Sponsor

Put your organization directly in front of financial professionals from across the industry at the IARFC Virtual Practice Building Summit, September 16–17, 2026!. As a Corporate Sponsor, you’ll have a unique opportunity to connect with professionals who are actively participating in the Summit webinars—a valuable audience interested in innovative ideas, practice growth, technology, and strategies for success. Sponsorship provides visibility before, during, and around the Summit, helping you build awareness, strengthen relationships, and connect with potential clients and partners.
 

Want to learn more? Check out our Sponsorship Flyer for the full list of benefits and opportunities available to Corporate Sponsors. Contact charlotte@iarfc.org to get started.
Don’t just attend the Summit—become part of it

The views and opinions expressed by Virtual Summit presenters are their own and do not necessarily reflect those of the International Association of Registered Financial Consultants (IARFC^®). The IARFC does not guarantee the accuracy or completeness of the information presented and does not endorse any products or services that may be discussed or promoted. All content is provided "as is" without warranties of any kind. Presenter schedules and session content are subject to change. If internet interruptions or technical difficulties prevent a live presentation, the IARFC will make a recording of the session available to registered attendees whenever possible.