Celebrating Our Shared Legacy
and Independence
September 16-18 at the Creative Financial Centre®
in Kokomo, Indiana
No charge to attend for the first 25 financial advisers who reserve their spots!
Insights from the Stage
Some of Our Speakers This Year Include...
Stephen Covey (Keynote)
Stephen M. R. Covey is co-founder and CEO of CoveyLink Worldwide. A sought-after and compelling keynote speaker and advisor on trust, leadership, ethics, and high performance, he speaks to audiences around the world. He is the author of The SPEED of Trust, a groundbreaking and paradigm-shifting book that challenges our age-old assumption that trust is merely a soft, social virtue and instead demonstrates that trust is a hard-edged, economic driver—a learnable and measurable skill that makes organizations more profitable, people more promotable, and relationships more energizing. He advocates that nothing is as fast as the speed of trust and that the ability to establish, grow, extend, and restore trust with all stakeholders is the critical leadership competency of the new global economy.
Ben Franklin
Ben Franklin is the Managing Director and Senior Wealth Advisor at Franklin Wealth Advisors, Inc. Personally, he has almost 4 decades of experience in the financial services industry. He has provided comprehensive financial planning services to clients in all walks of life.
Steven Carpenter
Steven Carpenter is the Co-Founder and CEO of Covenant Financial Group, where he leads a multi-division firm that integrates wealth management, insurance, and tax strategy into one coordinated financial experience. As the architect behind CFG’s purpose-driven model, Steven is known for helping high-capacity professionals and business owners simplify complex financial decisions, preserve what matters most, and build lasting legacies.
...Plus Other Insightful Voices.
Your Roadmap to Three Powerful Days
Every session has a purpose. Explore the full agenda and discover an itinerary designed to help strengthen your business and support your lasting success.
View Agenda
Frequently Asked Questions
Who should attend the CFD Fall Conference?
The conference is designed for CFD financial advisers, adviser assistants. Additionally, invited guests who want to grow their practice and connect with fellow professionals.
Where is the conference being held?
Most of the conference will be held in the Creative Financial Centre® in Kokomo, Indiana, but there are some events that will take place in external venues. Please see the agenda for full details.
Will presentation materials be available after the conference?
When available, presentation materials and resources will be shared with attendees following the event. Please reach out to marketingteam@cfdinvestments.com for more information.
Will there be faith-based sessions?
Sessions cover a wide range of topics, including building a practice based on your beliefs and offering Biblically Responsible Investing (BRI) strategies.
Will I have opportunities to ask questions?
Yes. There will be opportunities to connect with the CFD Home Office Team and advisers during session breaks for a deeper conversation.
Are there any networking opportunities?
While the sessions play a large part of the conference, networking happens quite frequently, especially during meals and pre-conference activities.
Reserve Your Spot Today
Space is limited! Please fill out the quick form to let us know if you are attending.
*If you are a current CFD Adviser, please register through the link provided in your Fall Conference email.
I'd like to attend!