Fall Symposium

Attendee Registration Now Open

Registration is now open for the 2026 NAIFA Missouri Fall Symposium! Join us for a full day of industry insights, powerful connections, and valuable opportunities for financial professionals.

📅 September 17, 2026
📍 Marriott St. Louis West | St. Louis, Missouri
🖱️ REGISTER NOW

Symposium Agenda

12:00 – 12:45 PM — Registration & networking kickoff
1:00 – 2:00 PM — Exploring AI’s Transformative Potential | Ryan Walker
2:00 – 2:15 PM — Break
2:15 – 4:15 PM — Exit by Design: Succession Planning Strategies for Closely-Held Business Owners | Becky K Wholtman, Jason Pride, John Scott and Craig Toberman
4:15 PM — Networking social hour

Boxed lunches will be provided at the noon kickoff, with appetizers and drinks at the evening reception.

SPEAKERS

Thursday, September 17 | 1:00 – 2:00 PM

Exploring AI's Transformative Potential

Ryan Walker Ryan Walker, American Century Investments

Join us as Ryan Dives into:

The origins of AI and how we got to where we are today
How AI is being utilized across the economy — and which companies may be poised to benefit
Current challenges and unintended consequences
How you can put generative AI tools to work in your own practice

Thursday, September 17 | 2:15 – 4:15 PM

Exit by Design: Succession Planning Strategies for Closely-Held Business Owners

Join our panel of experts as they explore key strategies for helping closely-held business owners navigate succession planning and prepare for a successful exit.

Speakers

HOTEL RESERVATION INFORMATION

Marriott St. Louis West Hotel
660 Maryville Centre Dr, St. Louis, MO

Reservation Line: (314) 878-2747
Group Code: NAIFA MO (reference this code when booking)
Room Rate: $169.00 per night, plus taxes & fees
Booking Deadline: August 18, 2026, however you may reserve a room past this date!

Check-in: 4:00 PM
Check-out: 11:00 AM

Reserve Your Room Here