Lights. Camera. Learn.
Retreat Kickoff Session
This introductory session is designed to set the stage for the Retreat. It's a great opportunity to understand the Retreat's objectives, meet fellow advisors, and get an overview of the exciting events and workshops planned.
Advisor Snapshot
This panel discussion will delve into strategies for business growth, sharing real-life experiences and success stories to inspire and guide fellow advisors.
Interactive Workshops
Dive into a series of engaging workshops focusing on various aspects of financial planning and client relationship management. Led by industry experts, these workshops are an excellent opportunity for hands-on learning and networking with peers.
The Main Act
Emi Gragnani
Sr. Director of Culture at Chick-fil-A, Inc
Emi leads the culture team as they focus on stewarding and strengthening Chick-fil-A’s unique culture. Prior to this role, Emi spent 4 years in Organizational Planning, facilitating the development of the Chick-fil-A’s annual plan, and 14 years in the Marketing Department leading various teams including Local Marketing and Kids & Family Marketing. She began her Chick-fil-A career on the Sponsorships and Event Marketing team overseeing their partnerships with the ACC and SEC Conference.
Nick Murray
Author, Financial Services Professional
Nick has been a financial services professional for more than 50 years. He is among the industry’s most respected writers and speakers. Nick has written a number of books for financial advisors that are regarded as industry classics. His one book for investors, Simple Wealth, Inevitable Wealth, has sold well over a quarter million copies.
Meet the Experts
Rebekah Fero
Founder
Fero Finacial
Kelly Lee
Managing Partner
SGL Wealth Management
Shane Gaddy
Managing Partner
SGL Wealth Management
David Gaynes
President
Gaynes Financial Servces
Jerrí Hewett Miller
Founder
Wealth Horizon
Howard Katz
Managing Partner
Linea Private Wealth Management
Mark Cross
Founding Partner
Highland Trust Partners
Trenton Adams
Partner
Magnolia Financial Group
Gerald Craig
Managing Partner
Carolina Planning Consultants, LLP
Margie Kosmerl
President
Blue Heron Financial Group
Gary Alpert
Principal, Financial Advisor
Gary Alpert Financial Strategies
Kevin Garrett
Founder, Partner
Integrated Financial Group
Retreat Documents
Welcome to Integrated Financial Group's 2026 Retreat, an event dedicated to fostering growth, innovation, and collaboration among financial advisors. This year's agenda is packed with enriching sessions, expert panels, and interactive workshops designed to equip you with the latest insights and strategies in the financial world.
IFG Team Contacts
Get to know the team that drives Integrated Financial Group's success. Download now for a comprehensive list of team members, complete with their contact information, and start connecting with the heart of IFG.