Currence sets 2026 cash flow summit for advisors

By AI, Created 2:37 PM UTC, June 03, 2026, /AGP/ – Currence will host the Income Under Management Summit 2026 in Nashville from July 19-21, 2026, positioning the event as a cash flow-focused gathering for financial advisors. The summit aims to train advisors on planning, client education and practice growth around how money moves through clients’ lives.

Why it matters: - Currence is betting that cash flow, not assets under management, will become a bigger differentiator for financial advisors. - The summit is built for advisors looking to strengthen client relationships and improve planning outcomes with cash flow-centered strategies. - The event also reflects rising interest in advisory models tied to Income Under Management® principles.

What happened: - Currence announced IUM Summit 2026 on June 9, 2026. - The event will run July 19-21, 2026, in Nashville, Tennessee. - Currence describes the summit as the only event of its kind with a dedicated cash flow focus. - The summit is positioned as a first-of-its-kind industry event for cash flow-centric financial advisory practices.

The details: - The summit will feature educational sessions led by Currence strategists and industry practitioners. - Speakers include David Mozeika, Vince D’Addona, Mando Sallavanti, Brock Fortner, Danny Salazar and Kristin Niedermeyer. - Programming will cover client education frameworks, cash flow planning, enrollment processes, investment philosophy, life insurance positioning, client retention and ongoing financial calibration strategies. - Currence says the program is designed to be practical and implementation-focused. - Event highlights include cash flow-driven education, hands-on workshops, industry thought leadership, and peer collaboration and networking. - Attendees will participate in high-impact sessions, hands-on workshops and collaborative discussions. - The summit is framed as a two-day immersive experience focused on building a financial plan with cash flow at the center. - Currence is encouraging early registration for savings and preferred hotel options at the Omni Nashville. - Registration is available at livecurrence.com/ium-2026.

Between the lines: - The summit signals a broader push to move advisor conversations away from traditional wealth metrics and toward how money flows through a client’s life. - Currence is using the event to reinforce its Income Under Management™ model as an alternative advisory framework. - The company’s messaging suggests an effort to position cash flow planning as both a client service strategy and a business-growth strategy for advisors.

What’s next: - Advisors interested in the event can register now and reserve hotel accommodations at the Omni Nashville. - The July summit will give Currence a venue to showcase its software, education and coaching approach in front of advisors. - The company is likely to use the event to advance adoption of its Income Under Management model among planning firms.

The bottom line: - Currence is turning cash flow planning into the centerpiece of a live industry event, aiming to make it a defining theme in financial advisory practice growth.