The Annual SPS Family Advisor Summit 2020 Is Almost Here!

Woman attending virtual conference on laptop

By Becky Steffens | Senior Growth Strategist

Like pretty much every event in 2020, the SPS Family Advisor Summit will be very different than in years past.  As our first VIRTUAL conference, we are both a little sad and extremely excited.

The summit, taking place November 18-20, will feature a wide range of amazing speakers.  Some of these speakers include:

  • Dr. Claus te Wildt | Fidelity
  • Dr. Joseph Coughlin | MIT Age Lab 
  • David Grau Jr | Succession Resource Group
  • Nanette Abuhoff Jacobson | Wellington Management
  • Peter Montoya | Peter Montoya, Inc
  • Matthew S. Newman |Author, speaker, Financial Planner
  • Jeff Hoenle & Ruth Raftery | APEG
  • Don L. Rosenberg, JD | BRM&M P.C.
  • Bryan Langdon | Ash Brokerage
  • Scott Saylor | Financial Advisor
  • Chris Mauriello | eMoney

Our annual Women’s Forum gathering will also occur.

Our special guest keynote speaker this year is Michael Durant – master pilot, best-selling author, and inspiration for the movie, “Black Hawk Down.”

SPS Family and generous sponsors will host a virtual silent auction to benefit the Special Operations Warrior Foundation. Participating sponsors include:

  • TruChoice
  • 3D Advisor
  • Mutual of Omaha
  • American College of Financial Services
  • Athene
  • FCCS
  • Producer’s Choice
  • Prudential
  • Cuna Mutual
  • Transamerica
  • Sammons Retirement Solutions
  • Midland National Life
  • eMoney
  • SEI
  • Horsesmouth
  • Allianz
  • FMG Suite
  • Wholehan Marketing
  • Beacon Wealth Management
  • Equitable
  • Jackson National

While this year’s summit will be quite different, we know it promises to be fun, inspiring, educational, and generous. We look forward to seeing hundreds of our representatives in attendance!

If you have any questions regarding this year’s Virtual Advisor Summit, email Kristen Bauer at

We DELIVER great service to independent representatives! If you would like to know what else makes our family special, we would love to chat! Contact Kristi Delongchamp at (888) 744-6264 or

About SPS Family

The SPS Family consists of two broker-dealers, Sigma Financial Corporation and Parkland Securities, LLC; a Registered Investment Advisory firm, Sigma Planning Corporation; and a back office, known as BD Ops, LLC. The companies, based in Ann Arbor, Michigan, are under common ownership and led by an experienced executive team. The SPS Family prides itself on personal service to independent registered representatives and investment adviser representatives from across the United States. We consider our representatives family as we strive every day to provide them “Independence. DELIVERED.”

300 Parkland Plaza | Ann Arbor, MI 48103 | 888-744-6264

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