Annual Kickoff · 2027
Built to Last
Join the National Financial Alliance for an unforgettable kickoff event celebrating our top-
producing advisors, sharing strategy, and shaping the future of wealth guidance.
January 25th-27th, 2027
The Monarch Hotel - San Antonio, Texas
Celebrating Excellence
Top Producing Advisors
Recognizing the advisors who set the bar for client outcomes, integrity, and unmatched dedication.
Strategic Financial Concepts Advisor Awards
NFA Wealth Management Advisor Awards
NFA Insurance
Advisor Awards
Diamond Award
for Top Firm
Celebrating Excellence
Testimonials
"The NFA Kickoff completely reshaped how I lead my practice. The energy, the insights, the network — unmatched."
"Three days, lifelong relationships. Every session pushed our team to think bigger and serve better."
"Being recognized as a top producer in front of peers I admire? That moment will fuel me for years."
Reserve Your Seat
Register
- Three days of strategy & celebration
- Exclusive networking with top advisors
- Awards gala & recognition ceremony
- All meals, materials & evening events included
Where It Happens
Location
The Monarch Hotel
San Antonio, TX
Jan 25–27, 2027
Three full days of strategy, celebration & connection.
Discounted Room Block
Group rate available through December 18, 2026.
Three Days · One Vision
Agenda
January 25
Leadership Meeting (invitation only)
2:00 PM - 4:00 PM
Welcome Reception
5:30 PM
Welcome Keynote by John Petrelli
6:30 PM
Awards Dinner
7:00 PM
January 26
Morning Sessions
3:00 PM
Lunch
6:30 PM
Afternoon Sessions
8:00 PM
Casino Fun Night
8:00 PM
January 27
Morning Sessions
3:00 PM
Closing
6:30 PM
Voices Of The Industry
Speakers
John Petrelli
Speaker and Author
Brent Celek
Speaker & Retired Philadelphia Eagles, Tight End
Dr. Jeff Roach
Chief Economist, LPL Financial
Cameron Ricker
VP of Government Relations, LPL Financial
Michael Hosford
President, Synergy Insurance & Investments
The People Behind NFA
Meet The Events Team
A dedicated team of planners, coordinators, and creatives working behind the scenes to craft meaningful and memorable event experiences.
Lauren Wheeler
Marissa Vega
Jessica Alvarez
Mackenzie Mendoza
Don't miss the moment.
Seats are limited. Register by December 18 to lock in your spot.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts LLC, NFA Wealth Management, National Financial Alliance, NFA Institutional Services and NFA Insurance are separate entities from LPL Financial.
Annual
Kickoff 2027
Built to Last
Join the National Financial Alliance for an unforgettable kickoff event celebrating our top-producing advisors, sharing strategy, and shaping the future of wealth guidance.