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Upcoming Events

  • AWD: Professional Designation & Leadership Workshop
    Feb 02, 6:00 PM EST
    Come learn about various professional designations and leadership resources, available to AWD members at no cost.
  • AWD: 7th National Assembly | Pre-Registration
    Wed, Jun 21
    Swissotel | Chicago
    Jun 21, 9:30 AM CDT – Jun 23, 11:00 AM CDT
    Swissotel | Chicago, 323 E Wacker Dr, Chicago, IL 60601, USA
    SAVE THE DATE!!! Join us in Chicago for our 7th National Assembly | Venue: Swissotel Chicago | Agenda: TBA

AWD AIF Designation Live Training: Zoom

Host: Fi360 - February 16th 2023

AWD Regional Dinners: Dallas, Boston, & San Francisco

Q2 2023 - Date TBD

AWD | Wholesaler Development Program™ / SIE Training Program

New Cohort Starting Spring 2023

AWD Academic Outreach Committee

Past AWD Events

AWD 2023 | LinkedIn Optimization Workshop

Featuring: AWD Member, Deshawn Peterson & Keynote Speaker, Sherri Fitts

Host: AMG Funds

Tuesday 1/17/2023

AWD 2023 | Denver Regional Dinner

JING  | Denver

Host: Denver Regional Officer, Sam McGibbon

Tuesday 1/10/2023

AWD 2022 December Virtual Workshop | Sequoia Business Planning & Territory Management Workshop

Guest: Sequoia President, John Sierawski

Hosts: Franklin Templeton, Quinton Alston-Spratt & Allie Akers | Lincoln Financial, Chris Felix & Justin Kurnik

Wednesday 12/14/2022

AWD 2022 | Chicago Regional Dinner

Kinzie Chophouse  | Chicago

Host: Chicago Regional Officer, Samuel Gray

Monday 12/12/2022

AWD 2022 | Nashville Regional Dinner

Carne Mare | W Nashville

Host: Nashville Regional Officer, Loren Character

Sunday 12/11/2022

AWD 2022 | Houston Regional Dinner

JOEY Uptown | Houston

Host: Houston Regional Officer Jasmin Rushing

Thursday 12/01/2022

AWD 2022 | Charlotte Regional Dinner

Special Guests: Jim Gardella, MFS & Chris Wilson Principal Financial

Eddie V's Prime Seafood | Charlotte

Host: Charlotte Regional Officer Jay Moore

Thursday 11/17/2022

AWD 2022 November Virtual Workshop | Sequoia Business Planning & Territory Management Workshop

Guest: Sequoia President, John Sierawski

Hosts: T. Rowe Price, VP Wayne Ewan | Athene, VP Korie Henry

Wednesday 11/16/2022

AWD 2022 November Virtual | Alts Council: Apollo Introduction

Guests: Brady Gallagher & Kendall Mitchell | Apollo Global Asset Management

Hosts: Alts Council Chair, Lindsey Crumlin | Alts Council Vice Chair, Kaana Smith

Wednesday 11/16/2022

AWD 2022 | Denver Regional Dinner

JING | Denver

Host: Denver Regional Officer Sam McGibbon

Friday 11/11/2022

AWD 2022 | Philadelphia Regional Talent Mixer

The Winston | Philadelphia

Host: Philadelphia Regional Officer Rickie Taylor

Friday 10/21/2022

AWD 2022 | Colorado State University Campus Recruiting Visit

CSU Finance Club | Fort Collins, CO

Host: CSU Finance Club | Black African American Cultural Center

Wednesday 10/19/2022

AWD 2022 | Indianapolis Regional Dinner

1933 Lounge | Fishers, Indiana

Host: Indianapolis Regional Officer Ryan Reid

Monday 08//29/2022

AWD 2022 | Seattle Regional Dinner

STK Bellevue | Bellevue, Washington

Host: Seattle Regional Officer Jermaine Perrien

Wednesday 08/24/2022

AWD 2022 | Los Angeles Regional Dinner 

Elephante LA | Santa Monica, California

Host: AWD Co-Founder Kaana Smith

Thursday 08/18/2022

AWD 2022 | National Assembly - Conference - Career Fair

The Westin National Harbor | Washington, DC

Host: AWD Founder & President Marlōn Hall

​Thursday June 16th through Saturday June 18, 2022

AWD 2022 | New York City Regional Dinner

STK NYC Downtown | New York City Meatpacking District

Host: Member Development Chair Gordon Henderson

​Tuesday 05/10/2022

AWD 2022 | Boston Regional Dinner

MIDA | Boston

Host: AWD Member Outreach Chair, Vic Howell

​Tuesday 04/19/2022

AWD 2022 | Atlanta Regional Dinner

Rock Steady | Atlanta

Host: Executive Committee Member, Wayne Ewan

​Thursday 03/24/2022

AWD 2022 | Philadelphia Regional Dinner

South Restaurant & Jazz Club | Philadelphia

Host: New Jersey Regional Officer, Keon Scott

​Thursday 01/27/2022

AWD 2022 March Virtual | Western & Southern Presentation Skills Workshop

Guest: Western & Southern Gold Sponsor, Mark Caner, President of Distribution 

Tuesday 03/08/2022

AWD 2022 January Virtual | Business Planning Workshop

Guests: The Coalition for Equity in Wholesaling 

​Thursday 01/27/2022


AWD 2021 November Virtual | Interview Preparation Workshop

Presenters: The Coalition for Equity in Wholesaling 

​Thursday 11/18/2021

​AWD 2021 November Virtual | Professionalism Workshop

Advisor Office Etiquette / Year End Best Practices​

Executive Committee Update: Julian Curry​

Tuesday 11/16/2021

AWD 2021 | Nashville Regional Dinner

Sinema | Nashville, Tennessee

Guests: Jackson, D&I Director Cecil Brown & Jackson VIBE ERG President Alyssa Macon

Host: Nashville Regional Officer, Loren Character

Friday 11/12/2021

AWD 2021 October Virtual | Sammons Introduction

2021 Gold Sponsor, Sammons Financial

Sammons Financial Head of Distribution, Greg Bonzagni

Sammons Financial SVP, Chief Human Resources Officer, Anne Cooper

Sammons Financial Talent Acquisition Director, Kristin Percival

Tuesday 10/19/2021

AWD 2021 | Chicago Regional Dinner

STK Steakhouse | Chicago

Guests: Sequoia System International, Royal Daughters of God & PMC-LLC

Host: Chicago Regional Officer, Samuel Gray

Tuesday 10/12/2021​

AWD 2021 September Virtual | Capital Markets Workshop

DE&I / Academic Outreach Committee Update: Chair Ron Williams

New AWD Training Partnership

The Sequoia System, Business Development Officer: John Sierawski


"Capital Markets Workshop: Strengthen Your Acumen"


AWD Wholesaler Development Co-Chair: Gordon Henderson, CRPC

Equitable 1290 Mutual Funds, Regional Vice President

Tuesday September 14, 2021

AWD 2021 August Virtual | Wholesaler Development Program™ Kickoff Meeting

AWD Academic Committee Committee Chair: Ron Williams

AWD Academic Outreach Committee Members

Assorted HBCU Administrators

The Coalition for Equity in Wholesaling

The YARD Tour: Chuck Faush

Monday 08/30/2021 - Zoom

AWD 2021 August Virtual | Follow Up Workshop

"Step Up Your Follow Up Game"

AWD Committeemen: Julian Curry & Terrell Golden

+ AWD Success Stories (We Have Many!)

Wall Street Wizards Mentorship Opportunities: Bill Thomason

The Art of Income: AWD DE&I Committee Member: Ted Mekonnen

Tuesday 08/24/2021

AWD 2021 August Virtual | Brighthouse 30-60-90 Day Planning Workshop

"Developing a 30-60-90 Day Plan" Workshop

Brighthouse Financial, VP: Kevin Macilvane

Brighthouse Financial Director: Tuan Nguyen, CLTC

Brighthouse Financial, Divisional Sales Manager: Tien Nguyen, CLTC

AWD Wholesaler Development Senior Committee Chair: Candice Darien, MSM, CLTC

Tuesday 08/17/2021

AWD 2021 July Virtual | Brighthouse Territory Management Workshop

Brighthouse Financial VP, Divisional Sales Manager: Kevin Macilvane

Brighthouse Financial Divisional Sales Manager: Tien Nguyen, CLTC

Brighthouse Financial Director: Tuan Nguyen, CLTC

Thursday 07/22/2021

Coalition for Equity in Wholesaling | June

Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow

AWD Academic Outreach / DE&I Committee Chairman: Ron Williams

​More Information:

Monday 06/28/2021

AWD 2021 June Virtual | Brighthouse Wholesaling Business Analysis Workshop

Keynote Speaker: Brighthouse Financial, VP & Divisional Sales Manager: Kevin Macilvane

HostCandice Darien, CLTC, MSM - AWD Wholesaler Development Senior Committee Chairperson

Panelists: Tuan Nguyen, CLTC & Tien Nguyen, CLTC - Brighthouse Sales Managers

Thursday 06/24/2021

AWD 2021  June Virtual | Leadership Workshop

2021 Gold Sponsor: Prudential Financial Senior Leadership Roundtable

"Demystifying the External Hiring Process"

Featuring: Seven Prudential Financial Sales & Distribution