Events | WealthPlan Group

Our upcoming events are ordered by date.

Questions? Please email Sarah McLean –



Peer-2-Peer Forum: New Exit-Planning Service for Business Owning Clients || August 8th @ 10am CST

Our next Peer-2-Peer Forum features David DeCelle, the newest addition to WealthPlan Group! David is among the best known thought leaders in the industry, and he is joining WealthPlan Group to deliver a an exit-planning program that advisors can offer to their HNW business-owning clients. David will be sharing the new program outline as well as answering questions from our advisor community.

This event is only open to advisors under the WealthPlan Group brands.


Rock-solid Retention. Eager Referrals. | Date + Time Coming Soon!

We are scheduling a special event with advisor marketing expert Daniel Keever of Evergreen Financial Marketing. He’s cluing us into the strategy and processes they use to both solidify and boost your referrals through relational digital content.


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