Events

Kestra Financial Spring Leadership Summit

Date March 2 nd  - March 5 th - Austin, TX Kestra Spring Leadership Summit - 3-Day Interactive Event with Senior Kestra Leadership team and 30 highly successful advisory firms from across the country David and John Amore, President of Kestra Financial

AssetMark's exclusive Gold Forum

We were honored to attend AssetMark's exclusive Gold Forum conference in Marco Island, Florida this February, an experience that deepened our knowledge, strengthened our professional relationships, and reaffirmed our dedication to providing our clients with exceptional, informed guidance. David was honored with the AssetMark Community Inspiration award for his voluntary work with the Chabad of Westport!

Annual Kestra Financial Ascend Conference

The Annual Kestra Financial Ascend conference this February was a powerful gathering of passionate, forward- thinking advisors united by a shared purpose. We returned home with valuable new perspectives and a strengthened conviction that the work we do every day makes a meaningful difference in the lives of the people we serve.

Semi-Annual Ed Slott Elite Advisor Group Conference

Understanding the Social Security Fairness Act of 2023

Join Interlock Financial for an in-depth discussion on the repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), and what these changes mean for you. If you or anyone you know have been affected by these provisions, you do not want to miss this call. Who might have been affected? Individuals who receive pensions from state and local governments, such as state or local governments, teachers, and public servants.