At 1847Financial, we’re committed to creating opportunities for financial professionals to grow their businesses, connect with peers and gain the tools they need to help their clients. One way we do this is through high-impact events like Breakthrough2025 – a series of regional gatherings designed to set the stage for success.

These events are more than just meetings – they’re a reflection of the support and resources available at 1847Financial and HTK.

Heather Nagengast, President of 1847Financial, emphasizes the importance of events like Breakthrough2025, saying, “Breakthrough2025 reflects our commitment to empowering financial professionals with the tools and insights they need to succeed. It’s about more than growing a business – it’s about building a community of professionals who are inspired to make an impact for their clients.”

Here’s a glimpse into the meetings:

Inspiring Leadership and Strategic Insights
At Breakthrough2025 events, our leadership team, including David O’Malley, Chairman, President and Chief Executive Officer shares their vision for the future. In addition, sessions provide strategic insights into industry trends, business opportunities and the ongoing evolution of 1847Financial.

Peer Connections and Collaboration
Networking is at the heart of what we do. Events like these bring together financial professionals from across the country for discussions and panels. These collaborative spaces allow professionals to exchange ideas, learn from one another and build relationships that inspire growth.

Expert Speakers and Practical Takeaways
Our events feature top industry speakers delivering actionable insights. Topics include delivering protection-first financial planning, understanding consumer behavior and creating client experiences that stand out. These sessions are designed to leave financial professionals with practical strategies to apply immediately in their practice.

Comprehensive Support and Resources
Whether you’re looking to refine your practice management strategies or explore the latest tools, events like Breakthrough2025 showcase the national support available to you. From sales development and marketing resources to transition support and the LEAP system for holistic planning, our team is dedicated to helping you grow your business and serve your clients at the highest level.

Where Breakthrough Happens
Breakthrough2025 events are happening across the country:

• Charlotte, NC: January 14–15
• Denver, CO: February 18-19
• Philadelphia, PA: March 18–19

Powerful Resources. Real Growth.
When you join 1847Financial and HTK, you’ll gain access to events and resources that make a real difference in your practice. As Penn Mutual and HTK’s most closely affiliated distribution system, our vision is to be the network of choice for high-performing, growth-oriented independent financial professionals—providing the support you need to build a strong, sustainable practice.

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