08/12/2026
What do you get when you put a group of client-obsessed professionals in the same room for a few days?
A lot of ideas, a lot of laughs, and a renewed commitment to doing what we do best and maybe a little too much coffee.
At Northwestern Mutual's 146th Annual Meeting, Next Phase Advisory Group had the opportunity to connect, learn and celebrate the reason we do what we do….our Clients.
Our time in Milwaukee, WI was a reminder that when a team comes together with shared values, trust, and intention, great things happen.
We're grateful for one another and for the relationships within our team. Our collaboration fuels our success and allows us to serve and support our clients with purpose every day.
This year’s annual meeting reinforced what makes our group extremely special & unique and has us excited for our Next Phase.