Independent Financial Group Announces 20th Annual National Conference: “Trailblazer” Theme Set for July 30 – August 3, 2025
SAN DIEGO, CA — Independent Financial Group, LLC (IFG) is excited to announce its 20th Annual National Conference, taking place July 30 – August 3, 2025, at theOmni La Costa Resort & Spa in Carlsbad, California.
Widely regarded as one of the top conferences in the financial services industry, IFG’s National Conference blends business excellence with an elevated, community-centered experience. This year’s event marks a major milestone — 20 years of gathering the IFG community to celebrate innovation, growth, and connection.
Set against the backdrop of Omni La Costa, a longtime favorite venue for IFG advisors and their families, the 2025 conference promises to deliver an engaging experience for attendees of all ages. The resort’s family-friendly setting creates the perfect environment to mix professional development with memorable personal time.
“We’re thrilled to be back at La Costa!” said Dave Fischer, IFG Co-Founder and CMO. “From dynamic keynote speakers to unforgettable family moments, this summer’s event promises to be exceptional. With over 800 attendees expected, we’re excited to take it up a notch and deliver an experience like no other.”
Themed “Trailblazer,” this year’s event will spotlight the forward-thinkers, leaders, and risk-takers driving the future of the next generation.
Conference Highlights Include:
Dynamic keynote speakers including:
Alex Honnold – World-renowned climber and star of the Academy Award-winning documentary Free Solo
Mitch Anthony – Renowned author and expert on financial life planning and client engagement
Jeff Bush – Political and economic expert from The Washington Update, known for translating Washington policy into market insight
David Itzkovits – Co-founder of Optimal AdvisorAI and thought leader in global asset management
Mark Schulman & Heather Crider – A high-energy duo combining performance psychology, neuroscience, and rockstar inspiration to drive personal and professional impact
Forward-looking breakout sessions designed to empower advisors
Hosted meals and exclusive networking events
Interactive Sponsor Fair with entertainment and engagement opportunities
Family-friendly activities, including golf, pickleball, Legoland, and a San Diego Padres game
Themed Farewell Party: The Last Rodeo featuring live entertainment and line dancing
Whether you're attending solo or bringing the whole family, IFG’s National Conference at La Costa offers a perfect balance of business development, connection, and relaxation.
About Independent Financial Group
Independent Financial Group, LLC (IFG), is a privately held independent broker-dealer in San Diego, California. Founded in 2003, IFG supports over 600 independent financial professionals across more than 400 offices nationwide with a comprehensive suite of business solutions. IFG is an eight-time winner of the Inc. 5000 list of “Fastest Growing Private Companies in the US.” The San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023. In 2024, Financial Planning Magazine ranked IFG 3rd for women as a percentage of producing representatives and 7th for financial advisor payout, while InvestmentNews ranked the firm in the top 10 for payout and account assets. Financial Advisor Magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue in 2025.