| 08/05/2015 | |||
| 10:00 am - 12:10 pm | Master Classes [More Info] | ||
| 1:00 pm - 2:00 pm | Opening 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 pm | Regulatory 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 pm | Networking & Refreshment Break | ||
| 3:15 pm - 4:00 pm | Advisor 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 pm | Advisor 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 pm | Welcome Cocktail Reception | ||
| 08/06/2015 | |||
| 8:00 am - 9:00 am | Networking Breakfast | ||
| 9:00 am - 9:45 am | Morning Keynote Address: Living a Life of Significance [More Info] Joseph Jordan, Author of "Living a Life of Significance" | ||
| 9:45 am - 10:50 am | Panel: 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 am | Networking & Refreshment Break | ||
| 11:15 am - 12:00 pm | Advisor 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 pm | Creating 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 pm | Networking Luncheon | ||
| 1:45 pm - 2:45 pm | Women 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 pm | A Challenging, Changing Environment for Annuities [More Info] Sheryl J. Moore, President & CEO, Moore Market Intelligence | ||
| 3:35 pm - 4:00 pm | Networking & Refreshment Break | ||
| 4:00 pm - 4:30 pm | Growing "Your" Bottom Line [More Info] Speaker: Jason Jenkins MBA, Co-Founder and Partner, Jenkins Wealth Management Group | ||
| 4:30 pm - 5:00 pm | Advisor 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 pm | Networking Cocktail Reception | ||
| 08/07/2015 | |||
| 8:30 am - 9:00 am | Networking Breakfast | ||
| 9:00 am - 9:45 am | Friday 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 am | Advisor 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 am | Networking & Refreshment Break | ||
| 10:45 am - 11:30 am | Elder 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 pm | Closing Motivation: Retirement Success, No Matter What Happens [More Info] Speaker: Van E. Mueller LUTCF, Financial Representative, New England Financial | ||
