InvestHER Workshop Omaha, Nebraska
InvestHer Workshop

Connecting women in wealth with
new ideas and opportunities

July 13-15, 2026
Omaha, NE

Women today earn more income, participate at higher levels in the workforce, and are more often the financial leaders in their households. Yet, when it comes to retirement savings, a gap exists in place of a long-term plan.

At IAMS, we want to close the gap. Join us in Omaha, July 13-15, for InvestHER Workshop—an exclusive training session for female advisors to gain industry knowledge and practical tools to support women at every stage of their financial journey.

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Join us in Des Moines to expand your skillset, spark inspiration,
and build connections that empower you to grow your business.
Sponsored by:
Ibexis
This session covers essential strategies for hosting successful seminars, delivering effective presentations, executing impactful marketing, and optimizing first appointments to convert prospects into clients. - apply now with no upfront fees.
Academy Tuition:
$500/attendee*

Includes hotel accommodations, food and drink, and attendance at all seminar presentations.
*Not charged until time of registration

Here's the exciting part!
From the date of application through 90 days post-academy, if you produce $250,000 of qualifying FIA premium or life insurance equivalent, you will earn a full refund of the $500 tuition fee. If you are selected to attend and your production hits the threshold before registration, you'll sail through with zero tuition fees! It's not just an investment in yourself, it's a win-win opportunity!
Featured Speakers
Event speakers are subject to change

Amie
Moran

Global Financial Trust

Megan
Easton

Senior Vice President, Sales and Marketing

Laura
Johnson

Vice President
Annuity Sales Director

Kathryn
Bundoc

Annuity Sales Director

Monique
Foupht

Graphic Designer

Olivia
Fries

Graphic Designer

Lesley
Castanza

Life Sales Support Associate
This is a
3-Day Event
Our Life & Annuity Academy will be packed full of presentations and entertainment to inspire, enrich and grow your business.
View Agenda
IAMS Academy Sponsor
About Our Sponsor:
Ibexis
Step into retirement with confidence, comfort and financial stability.
Learn More

Academy Agenda

July 13-15, 2026

Omaha, NE

The Academy syllabus is subject to change,
please double-check these details prior to the event.

Monday, July  13

Afternoon
Arrivals
TBD
6:00 p.m.
Welcome Dinner

Tavern 180
203 N 180th St, Omaha, NE 68118

Tuesday, July 14

6:30 a.m.
Made to Order Breakfast at Hotel

17879 Chicago Street, Omaha, NE, 68118
Hilton Garden Inn Omaha West

7:30 a.m. -
7:45 a.m.

Shuttle Departs Hotel

IAMS - Home Office
505 N. 210th St., Elkhorn, NE 68022

8:00 a.m.
Welcome & Intro
Steve Murray - President, CEO
8:15 a.m.
Creative & Branding, Marketing, Referrals

Kathryn Bundoc - Annuity Sales Director
Olivia Fries - Graphic Designer

9:00 a.m.
How Top Producers Position IBEXIS Products
Megan Easton - Senior Vice President, Sales and Marketing, Ibexis
10:00 a.m.
Break
 
10:15 a.m.

Life & Annuity Solutions
 11:00 am - Working Lunch

Laura Johnson
- Vice President, Annuity Sales Director
Lesley Castanaza
- Life Sales Support Associate

12:00 p.m.
Bold Close - The Power of Being Authentic
Megan Easton - Senior Vice President, Sales and Marketing, Ibexis
1:00 p.m.

Women Often Succeed in the Industry
 - (Mindset & Positioning, Female Client Advantage)

Amie Moran
- President, Global Financial Trust Wealth Strategies
2:00 p.m.
Break
 
2:15 p.m.
First Appointment Framework
Amie Moran
- President, Global Financial Trust Wealth Strategies
3:00 p.m.
Story Based Selling
Amie Moran
- President, Global Financial Trust Wealth Strategies
3:45 p.m.

Role-Play Lab: Language of Sales
+ First Appointment

Amie Moran
- President, Global Financial Trust Wealth Strategies
Laura Johnson
- Vice President, Annuity Sales Director

4:45 p.m.
Closing
TBD
5:00 p.m.
Group Photo
Front of Building or Lobby
6:00 p.m.
Dinner/Drinks

Legacy Chophouse
17070 Wright Plaza #100, Omaha, NE 68130

Wednesday, July 15

6:30 a.m.
Made to Order Breakfast at Hotel

17879 Chicago Street, Omaha, NE, 68118
Hilton Garden Inn Omaha West

TBD
Departures to airport at leisure
Shuttles leave at 8:00 a.m. and 11:00 a.m.