09/28/2026
Continuing education and development are a big part of what we do at Lakeshore. As the industry evolves, so should the way we work, the resources we use and the ideas we bring back to our clients. 📚
That’s why opportunities to get our team in the room, learning from others in the industry, are so valuable. Recently, members of our team traveled to Virginia for Equity Services, Inc.’s Business Development Conference, where they spent a few days digging into everything from AI and new technology to tax strategies, retirement planning, wealth transfer and better ways to communicate with clients.
We were proud to see our own Kyle Schmidt of the TrueWealth Advising Group, Inc. take the stage as part of a panel on Advisory & UMA Solutions, sharing his perspective alongside other industry professionals.
Another highlight was hearing from keynote speaker Cam F. Awesome, former amateur boxer and 12-time national champion, who spoke about the importance of a championship mindset—staying resilient, continuing to grow and always finding ways to get better.
For us, it all comes back to making sure our financial professionals have the ideas, resources and support to keep growing their practices and better serve the people they work with.
