2015 Advisor Network Summit
 

2015 Agenda

08/05/2015
10:00 am - 12:10 pmMaster Classes [More Info]
1:00 pm - 2:00 pmOpening Keynote: Don't Worry, Retire Happy - Seven Steps to a Secure Retirement [More Info]
Tom Hegna CLU, ChFC, CASL, Author, Economist, and Retirement Solutions Expert
2:00 pm - 2:50 pmRegulatory Environment Update: What it Means for YOU [More Info]
Charles "Chip" Anderson, Executive Director, National Association for Fixed Annuities (NAFA)
2:50 pm - 3:15 pmNetworking & Refreshment Break
3:15 pm - 4:00 pmAdvisor Success Stories, Part I: Establishing a Strong Niche Market Presence in Four Easy Steps [More Info]
Carleton Hollister, Financial Advisor, Hollister Financial
4:00 pm - 5:00 pmAdvisor Panel: Succession Planning and Replenishing the Ranks [More Info]
R.J. Kelly ChFC, CLU, IAR, MSFS, Founder & Chief Visionary Officer, Wealth Legacy Family of Companies
Jason Jenkins MBA, Co-Founder and Partner, Jenkins Wealth Management Group
Herb White CFP, MBA, President, Life Certain Wealth Strategies
Moderator: Chuck E. Anderson, SVP, Strategic Relationship Management, Individual Life Insurance, Prudential Financial
5:00 pm - 6:30 pmWelcome Cocktail Reception
 
08/06/2015
8:00 am - 9:00 amNetworking Breakfast
9:00 am - 9:45 amMorning Keynote Address: Living a Life of Significance [More Info]
Joseph Jordan, Author of "Living a Life of Significance"
9:45 am - 10:50 amPanel: Choosing a Path - Whole Life or Indexed Universal Life? [More Info]
Speaker: Alexa Brennan, Regional Vice President, Midland National Life Insurance Company
Speaker: John Geenen, Retirement Income Professional, Geenen Financial
Speaker: Kyle Winkfield, President & Chief Executive Officer, The Winkfield Group
10:50 am - 11:15 amNetworking & Refreshment Break
11:15 am - 12:00 pmAdvisor of the Year Roundtable [More Info]
Moderator: Daniel Williams, Editor-in-Chief, Retirement Advisor
Speaker: Chris Dixon, CEO/Partner, Black Harbor Wealth Management
Speaker: Sean Lee, Founder and President, SPL Financial, Inc.
Speaker: Eric Scott, President, Eric Scott Financial
Speaker: Stephen Stricklin, President & Founder, Wise Wealth LLC
Speaker: Ann Vanderslice, President/CEO, Retirement Planning Strategies
12:00 pm - 12:45 pmCreating an Exit Strategy for Retiring Insurance Agents and Securities Businesses [More Info]
Mark Pruitt, CEO, President, & Founder, Strategic Estate Planning Services, Inc.
12:45 pm - 1:45 pmNetworking Luncheon
1:45 pm - 2:45 pmWomen And Insurance: Power Roundtable [More Info]
Juli McNeely CFP, CLU, LUTCF, President, NAIFA, Financial Representative, McNeely Financial Services
Susan Combs PPACA, President, WIFS, President, Combs & Company
Jillian C. Nel CFP, CDFA, Financial Planner, Legacy Asset Management, Inc.
2:45 pm - 3:35 pmA Challenging, Changing Environment for Annuities [More Info]
Sheryl J. Moore, President & CEO, Moore Market Intelligence
3:35 pm - 4:00 pmNetworking & Refreshment Break
4:00 pm - 4:30 pmGrowing "Your" Bottom Line [More Info]
Speaker: Jason Jenkins MBA, Co-Founder and Partner, Jenkins Wealth Management Group
4:30 pm - 5:00 pmAdvisor Success Stories, Part II: – What It Means to be a Multi-Generational Advisor [More Info]
Adam Cufr RICP, Principal, Fourth Dimension Financial
5:00 pm - 6:30 pmNetworking Cocktail Reception
 
08/07/2015
8:30 am - 9:00 amNetworking Breakfast
9:00 am - 9:45 amFriday Morning Keynote: The Value of Marketing - Don’t be Penny-Wise & Dollar-Foolish [More Info]
Speaker: Jeff Bucher, President, Citizen Advisory Group
9:45 am - 10:30 amAdvisor Success Stories, Part III: Getting Those High Net Worth Clients [More Info]
Speaker: Scott Dougan, President, Global Plains Advisory Group, Inc.
Speaker: Sean Lee, Founder and President, SPL Financial, Inc.
10:30 am - 10:45 amNetworking & Refreshment Break
10:45 am - 11:30 amElder Financial Fraud Abuse: How Advisors Can Be Part of the Solution [More Info]
Speaker: David M. Kessler, Protecting the Elderly
11:30 am - 12:15 pmClosing Motivation: Retirement Success, No Matter What Happens [More Info]
Speaker: Van E. Mueller LUTCF, Financial Representative, New England Financial