2026 IARFC VIRTUAL 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®	Wed. Sept. 16 1:00 - 1:50 pm	The Referability Factor in the Longevity Era
	Break	Wed. Sept. 16 1:50 - 2:00 pm
	Coming Soon	Wed. Sept. 16 2:00 - 2:50 pm
	Coming Soon	Wed. Sept. 16 3:00 - 3:50 pm
	Jeremy Nason, RFC®	Wed. Sept. 16 4:00 - 5:30 pm	Panelist Discussion
	Dr. Sanjay Tolani, RFC® Tolani Family Office Learn more...	Thurs. Sept. 17 12:00 - 12:50 pm
	Curtis Cloke	Thurs. Sept. 17 1:00 - 1:50 pm
	Break	Thurs. Sept. 17 1:50 - 2:00 pm
	Coming Soon	Thurs. Sept. 17 2:00 - 2:50 pm
	Jim Ruta	Thurs. Sept. 17 3:00 - 3:50 pm
	Jeremy Nason, RFC®	Thurs. Sept. 17 4:00 - 5:300 pm	Panelist Discussion

  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.