Co-Hosted Events

"Great things in business are never done by one person; they're done by a team of people."

—Steve Jobs

Stronger Together: Co-Hosted Events That Create Impact

2025 San Diego- Simplicity and Partners Event

We partner with trusted organizations, advisors, and communities to deliver experiences that educate, inspire, and empower

At Ai Merchantry™, we believe that meaningful impact is not created alone. That’s why we intentionally partner with leading financial professionals, carriers, and community organizations to co-host events that bring greater value to the people we serve.

By combining expertise, resources, and perspectives, these co-hosted events allow us to educate, inspire, and empower individuals, families, and business owners on their financial journeys.

Whether it’s a workshop on building generational wealth, a seminar on retirement strategies, or a community program designed to spark new opportunities, co-hosting ensures that the experience is richer, more relevant, and more impactful.

Together with our partners, we create spaces where knowledge is shared, relationships are built, and pathways to living well and leaving well™ are made clear.

Ai Merchantry's Co-Hosted Events

Educational Seminars & Webinars – retirement planning, wealth strategies, tax insights.

Community & Cultural Programs – Blueprints to Black Wealth, Protected Tomorrows, Women’s Financial Empowerment.

Advisor & Partner Workshops – carrier training, business owner solutions, fractional family office roundtables.

Impact Initiatives – cause-driven events, local outreach, philanthropy, youth mentorship.

Partner Spotlight

OneAmerica

Together with OneAmerica, we bring clients innovative long-term care strategies that protect families and preserve legacies. Their commitment to stability and care aligns with our mission to help people live well and leave well.

Protected Tomorrow

In partnership with Protected Tomorrows, we guide families through financial strategies that secure brighter futures for loved ones with disabilities. Their dedication to dignity and independence mirrors our commitment to intentional care and lasting legacy.

Nationwide

Through our partnership with Nationwide, we provide long-term care solutions backed by one of the most recognized and respected names in the industry. Their strength and reliability reinforce our mission to protect families and preserve what matters most.

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National Life Group

As one of the nation’s longest-standing life carriers, National Life Group brings strength and history to our Kai-Zen® premium financing strategy. Together, we help clients leverage life insurance in innovative ways to build and protect wealth across generations.

Prudential

Prudential partners with us to co-host initiatives such as Blueprints to Black Wealth and women-focused financial programs. Their commitment to equity and empowerment aligns with our mission to create opportunities that uplift individuals, families, and communities.

Western & Southern

With a legacy of stability and client-focused service, Western & Southern Life partners with us to deliver trusted insurance and wealth solutions. Their long-standing reputation reinforces our shared commitment to protecting families and building lasting legacies.

Chamber of Commerce

Through chambers of commerce and business networks, we connect with entrepreneurs and family-owned companies seeking guidance on succession, tax strategy, and wealth protection. Together, we empower business leaders to grow with confidence and leave lasting legacies.

Faith Based Organizations

Partnering with faith-based communities, we host programs that blend financial wisdom with values of stewardship and service. Together, we help families prepare, protect, and pass on their legacy with intention and care.

Veteran Organization

Through partnerships with veteran organizations, we provide guidance on life insurance, long-term care, and wealth strategies tailored for those who served. Honoring their commitment, we help veterans and their families protect today and preserve tomorrow.

Continue your Exploration

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