Your Invitation:
Valmark 2025 Annual Member Summit

An Exclusive Experience for Select Prospective Member Firms

An Exclusive Experience for Select Prospective Member Firms 
JW Marriott Orlando Bonnet Creek Resort & Spa | October 19–21, 2025

STEP INTO THE VALMARK INNER CIRCLE

You are personally invited to attend the 2025 Valmark Annual Member Summit, a premier event designed to bring together the most forward-thinking minds in financial services. This is your opportunity to experience Valmark’s unique culture, connect with our leadership, and explore the strategic advantages of membership from the inside out.

Join us as our guest and immerse yourself in three transformative days of insight, connection, and inspiration at one of Florida’s most elegant resort destinations.

Your Experience, Covered

VIP BENEFITS

This is a curated experience with limited availability—your seat at the table is reserved.

Agenda At-A-Glance

WHAT TO EXPECT

This year’s Summit promises to deliver high-impact strategies and fresh insights—all in an energizing, purpose-driven format.

Curated Learning Tracks featuring CE credit opportunities, interactive UnMeeting sessions, and timely topics including:

Private Executive Lunch & Dinner with CEO Larry Rybka
Monday Evening Gala and strategic networking with Valmark Member Firms
Tagline
Visionary Keynotes from
Ben Sasse

Former U.S. Senator for Nebraska, 13th President of the University of Florida, New York Times National Best-Selling Author

Liz Ann Sonders

Managing Director, Chief Investment Strategist, Charles Schwab

Anirban Basu

Global Economist, Sage Policy Group

Bobby Samuelson

Industry Analyst, Editor, The Life Product Review

Larry J. Rybka, JD, CFP®

Chairman & CEO, Valmark Financial Group

Caleb J. Callahan, CFP®

President, Valmark Financial Group

Strategic Clarity. Unmatched Community. Lasting Impact.

WHAT YOU’LL GAIN

At this invitation-only summit, you’ll gain:

A transparent look into Valmark’s business model, growth support, and member-first philosophy
Face time with influential member firms and executive leaders
New insights into scaling your business, elevating your client experience, and preparing for industry change
A true sense of what partnership with Valmark looks and feels like
JW Marriott Orlando Bonnet Creek Resort & Spa

VENUE HIGHLIGHTS

Enjoy the perfect balance of luxury and leisure in a five-star setting with premium accommodations, serene surroundings, and convenient airport access.

Finalized travel and event details will be coordinated following your RSVP.

Ready to RSVP?

Please confirm your attendance by submitting the information below.

Upon receipt, Brandy Friedt will follow up with further details.

RSVP
Are you interested in attending a small, private group lunch with an insurance carrier executive?