
All In:
One Vision, One Team, One Future
Summer Celebration 2025
This impactful event unites our financial advisory teams, operations staff, and leadership for three powerful days of learning, connection, and purpose.
With the theme “All In: One Vision, One Team, One Future,” this year’s gathering in St. Louis features dynamic sessions across two professional tracks, hands-on case competitions, sponsor spotlights, and a community service project. It’s a chance to align as one team, celebrate success, and shape the future – together.
JUMP TO AGENDAS & LOCATION INFO > > >
Need to Know Info
and FAQs
DRESS CODE
St. Louis tends to be hot in July! Business casual or summer workwear is appropriate for all educational sessions. We also recommend bringing a light sweater or jacket, as indoor spaces may be cooler due to air conditioning.
- ⛳ Tuesday’s Puttshack Outing: Casual or business casual.
- 🏆 Wednesday’s Awards Banquet: Business-elegant to semi-formal.
- 💖 Thursday’s Volunteer Event: If you’re participating in the Warrior Impact Time at Gateway 180, please wear practical, comfortable clothing. Work jeans or shorts and closed-toed shoes are recommended. T-shirts will be provided for volunteers.
HEADSHOTS
There will be opportunities for professional headshots on Wednesday at Live! by Loews:
Time | Details |
9:15 – 9:30am | 15 minutes in between sessions |
11:00 – 11:30am | 30 minutes for Operations staff (Producers need to head back to 100 N. Broadway for Producer Speed Dating right away) |
4:00 – 6:00pm | 2 hours for anyone else who hasn’t had their picture taken yet |
The photographer is bringing a light gray background. We suggest wearing a contrasting color (white, navy, green, etc.). Plan accordingly!
PARKING
At 100 N. Broadway
- If you currently work and park at 100 N. Broadway, nothing changes.
- If you are local to St. Louis but do not work at 100 N. Broadway, please park at the Kiener East garage.
- If you are not local and will be driving in, feel free to park at Kiener East or Live! by Loews.
Directions for Kiener East
- Address is 500 Pine St, St. Louis, MO 63101
- Garage Entrance: Located on Pine St, a one-way street.
- You must be in the left-hand lane to access the garage.
- Look for two green “Enter” signs.
- Park on the upper levels. Do not park in any spots which are marked “Reserved.”
- The elevators are located in the center of the garage and bring you back to the ground floor.
- To reach 100 N., you’ll need to exit the garage and go around Pine St to Broadway.
- For a more direct route to 100 N., use the central staircases (not near the elevators). These will take you right out front of our building.
- Bring your parking ticket with you! HR will provide you with parking validation stickers.
At Live! by Loews
- Self-Parking: Guests may use either the PWC Pennant Garage or the Ballpark Village Lot (adjacent to the PWC Garage). Both are affiliated with the hotel and charges can be put on their room.
- Valet Available for the Awards Banquet: The front driveway/valet area is on South 8th Street. Guests wanting to valet can pull into that area and the hotel will get them taken care of.
At The Puttshack
Free parking is available in the following locations:
- The multi-level garage on the north side of the property off of Forest Park Parkway.
- The lot on the west side of the property near the Vandeventer Avenue entrance.
- Garage parking attached to One Foundry Way apartments near the Vandeventer Avenue entrance.
- The Spring Street lot on the southeastern side of the property (just west of Spring Street).
- Street parking along Forest Park Ave outside of the garage.
Hotel Information – Live! by Loews
- Official hotel check-in begins at 4:00 PM. However, we’ve arranged to receive room keys in advance so you can skip the front desk.
- Key Pick-Up:
After Tuesday’s educational sessions, you can pick up your room key from our team in the Employee Lounge I on the 7th floor at 100 N. Broadway (near the south-facing windows across from the Courthouse). - Waiver Requirement:
At the time of pick-up, you’ll be asked to sign a waiver acknowledging personal responsibility for any room damage. - Incidentals:
A credit card will not be required at check-in. If you’d like to charge incidentals (e.g., room service) to your room, you must visit the front desk at Live! by Loews to place a credit card on file.

- Checkout Reminder:
On Thursday, we recommend checking out before heading to 100 N. Broadway for breakfast and final sessions.
TRANSPORTATION
If you are flying in, you are responsible for arranging your own transportation to and from the airport.
- Tuesday:
- 4:30 – 5:30pm: Buses will transport staff from 100 N. Broadway to Live! by Loews.
- 5:30 – 6:30pm: Buses will transport staff from Live! by Loews to The Puttshack.
- 8:30 – 9:30pm: Buses will transport staff from The Puttshack back to Live! by Loews.
- Wednesday:
- 11:00am – 12:00pm: Buses will transport staff from Live! by Loews to 100 N. Broadway after the Town Hall Meeting.
- 4:30 – 5:30pm: Buses will transport staff from 100 N. Broadway to Live! by Loews for the cocktail hour and awards banquet.
- Thursday:
- 7:00 – 8:30am: Buses will transport staff from Live! by Loews to 100 N. Broadway for breakfast and the morning meetings.
- 10:45am: Buses will transport staff from 100 N. Broadway to Gateway 180 for our service project.
- 3:00pm: Buses will transport staff from Gateway 180 back to 100 N. Broadway.
LUGGAGE
Upon arrival to St. Louis, guests should plan on keeping their luggage with them until they are able to check into the hotel.
On Thursday, we will have a luggage check service so you can securely leave your luggage at 100 N. Broadway during our service project.
VOLUNTEERING AT GATEWAY 180
Join us as we roll up our sleeves and serve at Gateway 180, a shelter supporting families experiencing homelessness. Volunteers will help with a variety of hands-on projects, including a Kids Camp, deep-cleaning inside areas affected by a recent fire, sorting donations, grilling and serving lunch, and transforming the outdoor space with landscaping and repairs.
Outdoor projects will begin with a brief safety meeting led by Matthew Jennings before teams split up. We’ll wrap up the day with a special Ribbon Cutting Ceremony as Gateway 180 re-introduces the outdoor space to residents and staff. This area has been unusable for quite some time and is being reopened thanks to your efforts.
Come ready to work, serve, and make a lasting impact! Click here to let us know which projects you would prefer to work on.
Thank You, Sponsors!
We are deeply grateful to our generous sponsors for making our Summer Celebration 2025 possible. Your partnership helps us create a meaningful, energizing experience for our team, and ensures we continue delivering exceptional value to those we serve. Thank you for investing in our mission, our people, and our future.




Click here for detailed sponsor information!
About Allianz:
Allianz Life Insurance Company of North America, (Allianz Life), one of the Ethisphere World’s Most Ethical Companies®, has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions. In 2024, Allianz Life provided additional value to its policyholders via distributions of more than $18.6 billion. Allianz Life is a leading provider of fixed index annuities, registered index-linked annuities, and indexed universal life insurance. Additionally, Allianz Investment Management LLC (AllianzIM), a registered investment adviser and wholly owned subsidiary of Allianz Life, offers a suite of exchange-traded funds (ETFs). Allianz Life and AllianzIM are part of Allianz SE, a global leader in the financial services industry with more than 157,000 employees in nearly 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.

Attendees from Allianz:
Luke Hagen
Senior Regional Sales Manager – North Central Territory
Life Distribution
Aaron Dangor
Divisional Sales Consultant
Life Distribution
About First Trust:
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer trusted investment products and advisory services. We focus relentlessly on the needs of financial advisors and their clients, providing original ideas, inventive products and the highest level of service. First Trust invests across a range of asset classes through exchange-traded funds, unit investment trusts, closed-end funds, mutual funds, variable annuities, and separate managed accounts and has collective assets under management or supervision of approximately $266.306 billion as of February 28, 2025.

Attendees from First Trust:
Jonathan Aal
Portfolio Manager and Co-Head of Credit Research at Smith Capital Investors
Smith Capital sub-advises First Trust’s ETFs, FIXD & UCON.
About Invesco
Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 25 countries, Invesco manages US $1.8 trillion¹ in assets on behalf of clients worldwide. Invesco Ltd. AUM of $1,844.8¹ billion as of March 31, 2024.
¹ Source: Invesco Ltd.

Attendees from Invesco:
John Radzinski, CFA, CAIA
VP, Market Leader
George Amidon
Senior Consultant, Invesco Global Consulting
Managing Partner for JAM Consulting Group
Agendas & Location Info
Larson Headquarters (View on Google)
100 N. Broadway, Suite 1700, St. Louis, MO 63102
Live! by Loews (View on Google)
799 Clark Ave, St. Louis, MO 63102
The Puttshack (View on Google)
3730 Foundry Way, St. Louis, MO 63110
Gateway 180 (View on Google)
1000 N 19th St, St. Louis, MO 63106
The Gateway Arch
1-877-982-1410
City Museum
750 N 16th St, St. Louis, MO 63103
1-314-231-2489
Missouri Botanical Garden
4344 Shaw Blvd, St. Louis, MO 63110
1-314-577-5100
Saint Louis Zoo
1 Government Dr, St. Louis, MO 63110
1-314-781-0900
Saint Louis Science Center
5050 Oakland Ave, St. Louis, MO 63110
1-314-289-4400
Grant’s Farm
7385 Grant Rd, St. Louis, MO 63123
1-314-843-1700
