Communities
WIN

The WIN program and Communities have something in common: a focus on helping you build your business, achieved through workshops that connect you with like-minded firms and industry experts. That’s why the third quarter WIN: Global will once again be conducted as part of Communities; segment breakouts will occur on Tuesday, July 23.

This also means that WIN Program segment subsidies can be applied to Communities 2019 registration. For each subsidy awarded, registration, roundtrip airfare and hotel room and tax for the event nights at the Omni Frisco Hotel will be covered.

Please note: Regardless of segment, you will be responsible for your own ground transportation to/from the airport. For a list of Dallas ground transportation options, please visit the Travel tab.

Segment 1
1st Global will provide subsidies (registration, hotel, roundtrip airfare) for two firm members. Additional attendees will be required to pay the full registration fee of $349 and cover their own hotel, air and ground travel.

Segment 2
1st Global will provide subsidies (registration, hotel, roundtrip airfare) for one firm member. Additional attendees will be required to pay the full registration fee of $349 and cover their own hotel, air and ground travel.

Segment 3 and 4
Each attendee is responsible for their own registration and attendance cost. Please visit the General Info tab for more information on registration.

If you would like to send more than the allotted spots for your segment, there will be registration fee of $349 plus any travel costs (hotel and roundtrip airfare) for each additional registrant.

For more details regarding the specific travel policies, please refer to the 1st Global Travel Parameters document.

To confirm which segment your firm falls into, please consult the WIN Program segment qualifications guide below.

There are four high-level segments based on total firm annual production (GDC).

Segment 1 — $1.5 million and greater
Segment 2 — $600,000 to $1.49 million
Segment 3 — $100,000 to $599,999
Segment 4 — up to $99,999

The production numbers are based on the previous production year (Sept. 1 – Aug. 31). Firm production for the 2017–2018 year will serve as the segment data for the 2019 program. If you are unsure of your production and/or segment categorization, please contact Practice Consulting.

How do I redeem my segment subsidies during registration?

Segment 1: The key contact at your firm will receive an email communication with a discount code to use during registration to redeem your subsidies. If you are unable to locate this email, please contact Caroline Robinson at crobinson@1stGlobal.com. Use the “Register Now” button below to access the registration link and complete your registration.

Segment 2: The key contact at your firm will receive an email communication with a discount code to use during registration to redeem your subsidies. If you are unable to locate this email, please contact Caroline Robinson at crobinson@1stGlobal.com. Use the “Register Now” button below to access the registration link and complete your registration.

Segment 3 and 4: Use the “Register Now” button below to access the registration link and complete your registration.


Want to learn more about the WIN Program? Visit the 1st Global WIN website for more information.

Have specific questions about content offered at the WIN Program? Contact Emily Fox, Director, Wealth Management Academy
at efox@1stGlobal.com.