Dinner & Dialogue:

Scale Your Business
with Simplicity Securities

Minneapolis, MN

Wednesday, July 29th | 6:00pm

Please Note: Advisors must be Series 65 or hold an equivalent license to attend the event.

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Please Join Us

You’re invited the evening before Advanced Sales Training, to learn how Simplicity Securities provides independent advisors with a full spectrum of strategic investment and insurance capabilities, designed to liberate, equip, and serve your firm for long-term success and growth.

Network with key leadership from Simplicity’s comprehensive Wealth platform, leading Broker-Dealer, and strategic Partners, and discover how Simplicity Securities is designed to scale your business by helping you to:

• Attract and engage more qualified leads with a defined value proposition
• Streamline and scale back-office support and operations
• Compete confidently at an institutional level
• Maximize client value through a holistic product strategy

Claire Musson is a host of exceptional ability. Studies show that a vast majority of guests attending events by Claire have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

6:00 - 8:30pm

Please join us for dinner at the InterContinental Minneapolis, hosted in the Altitude Room on the 12th floor of the hotel.

5005 Glumack Dr, Minneapolis, MN 55450

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an
endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Securities offered through The Leaders Group, Inc., Member FINRA/SIPC,
475 Springfield Ave., Summit, NJ 07901, 303.797.9080
©2026 Simplicity Group. All Rights Reserved. For Financial Professional Use Only. Not For Public Distribution. SWG 5017043-1225

Getting to

McCormick and Schmick's

September

22nd

at

7:00pm

"To achieve great things, two things are needed; a plan and not quite enough time."

jane Doeso | TITLE

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