​Helping Middle-Class Families in North America Achieve Financial Independence

​Join SEVC Oluwasegun Makinde for a focused 3-day masterclass designed for licensed advisors who want to build and grow a diversified middle-market practice.

​This training will explore practical strategies for serving middle-income families with comprehensive financial planning solutions while building lasting client relationships.

​What You’ll Learn

• ​How to build a strong middle-market financial practice

• ​Diversified financial planning solutions for middle-income families

• ​How to position yourself as a trusted licensed advisor

• ​Strategies for turning influencer-driven leads into long-term client relationships

• ​Practical approaches to working with new leads from current partnership pipelines

​Who Should Attend

​Licensed agents looking to grow into the middle-market segment and expand their practice by serving more middle-income families.

​Training Details

​September 21–23, 2026
Monday–Wednesday
4:00 PM – 6:00 PM daily

​Limited to approximately 20 participants.

​Come ready to learn, apply new strategies, and strengthen your approach to building a diversified middle-market practice.