Authority Bootcamp 2026The financial industry is Facing a trust recession.
Will you become the Authority clients trustโฆ or get lost in an increasingly crowded market?
The Valoram Authority Bootcamp gives aspiring and established financial professionals the strategies, knowledge, client conversations, and systems to become the authority clients say yes to.
Claim My Seat โ $297 Agency Early Bird Presale ยท Regularly $597October 26โ28, 2026 ยท Redemption Church, San Jose, CA
Presale ends September 15
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Why you need to attend this event.
Nobody buys from someone they donโt recognize as an authority.
Being licensed isn't enough anymore. Neither is access to a good product.
Knowing more than the next advisor doesn't automatically make clients trust you.
Clients have more information, more choices, and more people competing for their attention than ever.
They can Google their questions.
They can ask AI.
They can compare advisors.
They can hear five different strategies from five different financial professionals.
The problem isn't access to information anymore.
It's knowing who to trust.
That creates a massive opportunity for the professional clients recognize as the authority.
When clients see you that way, you're no longer another person selling a financial product.
You're the person they call when they have an important financial decision to make.
Discover in three days how to position yourself as a financial authority.
Claim My Seat โ $297Who is the Authority Bootcamp for?
Anyone serious about becoming more valuable in financial services.
Claim My Seat — $297Whether you've spent fifteen years in financial services or you're looking at the industry as your next move, the opportunity is the same.
Become the person clients trust to lead the conversation.
Established Financial Professionals
You've built experience and helped clients, but you're ready to move beyond the same conversations and the same products.
Understand more. Offer more. Communicate better. And become more valuable to your existing clients.
Expand your knowledge. Expand your conversations. Expand your authority.
New & Aspiring Financial Professionals
You're looking at financial services as your next opportunity and want to start right.
Instead of piecing it together through ten years of trial and error, start with the strategies, tools, systems, and conversations that help you stand out early.
Don't spend years trying to become valuable. Start building authority from Day One.
Valoram Associates
You're already inside the firm.
Now it's time to understand where Valoram is going next.
New strategies, programs, tools, and technology โ and new ways to serve your clients.
Learn what's coming next โ and position yourself to lead it.
What you’ll learn at this event.
Day One
Monday ยท October 26
9:00 AMโ5:00 PM
Bring more value to the table.
Morning
Praise & Worship
Session One
Tax Advisory Bootcamp
Discover the tax conversation. Open higher-level conversations around tax strategy and position yourself as a resource for business owners and high-income clients. Followed by a working session.
Action item: Set five appointments
Session Two
B2B Process
Learn the top business owner strategies and programs through our exclusive carrier partnerships, and expand the conversations you can have with entrepreneurs and business owners. Followed by a working session and training.
Action item: Set five appointments
Session Three
AI Intensive Workshop
Led by Buddy Rushing of Whitefeather AI.
Build your own Claude AI assistant and learn how AI helps you work more efficiently and prepare for client conversations.
Monday Evening
Praise & Worship
With Pastor Stephen and Pastor Jonathan.
An evening centered on faith, worship, and purpose, preparing to lead at a higher level.
Day Two
Tuesday ยท October 27
9:00 AMโ5:00 PM
Know how to lead the conversation.
Morning
Praise & Worship
Session One
Kingdom Expansion
Walking in royal identity and learning how to grow, recruit, and serve the Kingdom way.
Session Two
Alternative Investments Intensive Workshop
Expand your understanding of alternative investments, how to communicate their value, and how they fit into broader client conversations.
Action item: Set five appointments
Session Three
VMAX Relaunch
Discover the new insurance and loan program and how it expands the solutions available to you and your clients.
Tuesday Evening
Authority Awards Gala
An evening celebrating growth, leadership, production, service, and the people setting the standard inside Valoram.
Day Three
Wednesday ยท October 28
9:00 AMโ1:00 PM
Walk in authority.
Taking what you know, and a plan to execute.
Morning
Praise & Worship
Session One
Valoram Funding Solutions Launch
Learn the newest Valoram funding program and the opportunities it creates for the clients and businesses you serve.
Session Two
Goal-Setting Working Session
Turn the previous two days into a real execution plan: what you're building, where you're going, and what happens when you leave the room.
Action item: Leave with a written plan
Session Three
Overcoming Objections Workshop
Practice the objections you're actually hearing and build confidence around the conversations that stop the sale.
Session order is confirmed. Exact session-by-session times and breaks will be published as the final agenda is completed.
Learn from authorities of their industries.
We've built a stage of speakers you can learn from to become an authority on every front — taxes, AI, products, business-to-business, and the faith and identity underneath it all.
Claim My Seat — $297
Pastor Jonathan Mendoza
Associate Pastor, Redemption Church
Pastor Stephen Ward
The Living Room Movement
Dylan Salazar
CEO, DivineReach
Tony Hoon
Lead CPA
Buddy Rushing
Founder, White Feather AI
Christian Hernandez
Business Funding Solutions
Steve Burris
CEO, Kivo Health Benefits
Micah Frankel
VP of Sales, Midland Financial
Ben Mohr
Life Settlement Advisor
Learn from people actively doing the work.
Claim My Seat โ $297Questions before you register.
When and where is it? +
October 26โ28, 2026 at Redemption Church, 105 Nortech Pkwy, San Jose, California. Monday and Tuesday run 9:00 AMโ5:00 PM with evening programming. Wednesday runs 9:00 AMโ1:00 PM.
What does my ticket include? +
All three days of sessions and working sessions, the AI intensive workshop, both evening events, and every workbook and resource used in the room.
Do I have to be a Valoram associate? +
No. The bootcamp is open to established professionals, new and aspiring professionals, and Valoram associates. Presale pricing is offered to the agency community first.
Why is it called a bootcamp? +
Because you work while you're there. Every day pairs training with a working session and an action item, so you leave with appointments set and a written plan rather than a notebook.
What should I bring? +
A laptop for the AI intensive, your current client and prospect list for the working sessions, and business-professional attire. The awards gala on Tuesday evening is dressier.
How long does presale pricing last? +
Presale pricing is available for a limited time and may increase when registration opens beyond the agency community. Seating is limited by the venue.
All ticket sales are final. No refunds. Presale pricing ends September 15, 2026.
Agency Exclusive Early Bird Presale
Claim your place in the room.
The Valoram Authority Bootcamp is available to the agency community at special presale pricing.
Regular Price
$597
Agency Presale
$297
Save $300
Limited Early Bird PresalePresale pricing is available for a limited time and may increase when registration is released beyond the agency community.
Register & Pay
Checkout not loading? Open it in a new page or email [email protected].
One room.
Three days.
Your next level.
You can keep competing as another financial professional offering another financial product. Or you can become the person clients recognize as the authority.
Become the financial authority clients say yes to.
Valoram Authority Bootcamp 2026
October 26โ28, 2026
Redemption Church
San Jose, California
$597 โ $297 Agency Presale
Save $300 with agency early bird pricing.
Important Disclosures
The Valoram Authority Bootcamp is an educational and training event for insurance and financial services professionals. Attendance does not create an agency, employment, or contractual relationship, and no compensation, production, or income result is promised or implied. Any figures discussed reflect individual experience and are not typical or guaranteed.
Sessions covering tax strategy, alternative investments, funding programs, and insurance products are general education only. Nothing presented is tax, legal, accounting, or investment advice, and no session constitutes an offer or solicitation to buy or sell any security or insurance product. Attendees remain responsible for their own licensing, suitability, and compliance obligations, and should consult their own qualified advisors and carriers before acting.
All ticket sales are final. No refunds will be issued. Speakers, sessions, and schedule are subject to change.
Agency Presale $297
Save $300 ยท Oct 26โ28, 2026