As we plan our Tuesday Support Staff calls for 2026, we’d love to hear your feedback. Your input will help us shape future topics and ensure these sessions are useful, relevant, and supportive of your day-to-day work.

Please take a few minutes to complete the short survey linked below. We’re especially interested in hearing what topics you’d like to see covered, areas where deeper training would be helpful, and any ideas you have for future calls.

https://forms.office.com/r/q4BKJXRjFF

Thank you in advance for sharing your thoughts. We truly appreciate your feedback and involvement!

We’re excited to partner with Hekab Be for Harbour’s 2026 Annual Awards Trip charitable giving initiative. Nick and Harbour will match the first $7,500 raised—so your donation will double its impact.

Hekab Be Biblioteca & Activity Center is located in Akumal. The name “Hekab Be,” meaning Open Road in Mayan, reflects their mission to create open pathways for learning, discovery, and brighter futures.

Hekab Be offers free after-school and summer programs for local children, with instruction in English, music, art, Maya culture and language, natural science, physical education, math, and environmental education. Their goal is to keep children engaged in learning while exposing them to new opportunities and encouraging them to stay in school.

The organization does not receive local, state, or government funding and relies entirely on donations. Your contribution will help cover the annual salary of one of their valued teachers.

Donations may be made via credit card, donor-advised funds, PayPal, Zelle, wire transfer, or check. Click here to learn more and to donate.

Generosity drives everything we do at Harbour. From local fundraisers to global initiatives, our advisors turn giving into action every day. This holiday season, we celebrate their impact and the spirit of giving.

CONFERENCE RECAP

Thank you for joining us for Harbour’s 2025 Annual Conference—whether in person or virtually! We truly appreciate your time, engagement, and contributions that helped make this year’s event such a success. Below you’ll find a recap of important post-conference information and next steps.

Headshots
Our photographer is finalizing headshots and event photos, which should be ready by mid-October. We’ll send them directly to the individuals once received.

Recordings/Post Conference Material
You can already access some post-conference materials [HERE]. A few items are still pending compliance approval, and we’ll add them as soon as they’re ready. We’ll also send an update when session recordings become available.

Club Member Reimbursements
Hotel room reimbursements for club members will be processed with next week’s commissions.

Person of the Year
Congratulations again to Heather Foster, Harbour’s 2025 Person of the Year! Click here to learn more about her selected charity, Shiloh Horizons. To donate, please visit this link and select Shiloh Horizon – Land Development Project or Medical Aid to help the young mothers mentioned in Heather’s Monday night presentation.

For Donor Advised Fund Donations:
Hope Grafted In, Inc.
15133 Baroness Pl., Leo, IN 46765-9356
Please put for Grand Purpose – Shiloh Horizons Land Development 

Post Conference Survey
As always, we’d love to hear your feedback on this year’s conference. This helps us make future conferences even better. https://forms.office.com/r/pdHGqAvfD2

Annual Advisor Survey
In addition, our Annual Advisor Survey is now open. Your participation is critical as we continue to adapt and provide the best possible support in today’s ever-changing financial industry.

Peer Mentoring Groups
We’re forming new groups for 2026! If you’d like to join, please complete this application so we can match you with the group that best fits your goals. The only investment is your time—the benefits are endless. Applications are due by Friday, October 24^th, and groups will be formed in November. All responses are confidential and will only be used for group placement.

2027 Avalon Waterways Danube Dreams Cruise
Interest in the 2027 Avalon Waterways Danube Dreams Cruise has been incredible, and cabins are filling quickly! If you’ve already expressed interest, we’ll be reaching out soon to confirm your commitment and room preference. If you’d like to join us, or are looking for more information please contact events@harbourinv.com. Availability is limited.

If we missed anything, please don’t hesitate to let us know. We’re already looking forward to next year’s conference at the Brookfield Conference Center, September 14–15, 2026.

Please join us in welcoming The Tranel Financial Group to the Harbour family!  This team of 10 advisors, 2 licensed assistants and amazing support staff team are located in Libertyville, IL, Lake Geneva, WI & Palm Harbor, FL.  They come to us from Money Concepts.

We’re excited to announce a new partnership with Idea Decanter that puts the power of video marketing directly into the hands of Harbour advisors.

Read the full announcement: /news/idea-decanter/

Please join us in welcoming Fred Sweers to the Harbour family!  Fred is located in Ida Grove, IA and was previously with United Planners.

Please help us welcome Josh Zoerner to the Harbour family!  Josh is located in Kenosha, WI and comes to us from Osaic.

Please join us in welcoming Brigitte Romanelli to the Harbour family!  She is joining us from Morgan Stanley and is located in Kalamazoo, MI.