| 08/13/2014 | ||
 1:00 pm - 2:00 pm | Opening Keynote - Retirement: Success for You and Success for Your Clients [More Info] Van Mueller, Financial Representative, New England Financial | |
| 2:00 pm - 3:00 pm | Lead Generation: The Keys to Success [More Info] Brandon Stuerke, Retirement Planner, Golden Financial Group and Creator of Automated Advisor | |
| 3:00 pm - 3:30 pm | Networking & Refreshment Break | |
| 3:30 pm - 4:30 pm | Navigating the Regulatory Arena [More Info] Moderator: Steven R. McCarty, Chairman, National Ethics Association Sheryl Moore, President & Chief Executive Officer, Moore Market Intelligence Scott Kipper, Insurance Commissioner, State of Nevada Kim O'Brien, President & Chief Executive Officer, National Association for Fixed Annuities (NAFA) | |
| 4:30 pm - 5:30 pm | Distribution Dynamics [More Info] Patrick Leary, Assistant Vice President, Distribution Research, LIMRA | |
| 5:30 pm - 7:00 pm | Welcome Cocktail Reception | |
| 08/14/2014 | ||
| 8:00 am - 9:00 am | Breakfast | |
| 9:00 am - 10:00 am | Million Dollar Producer Roundtable: Achieving Smart Growth for Your Practice [More Info] Trae Wieniewitz, President, Wieniewitz Financial Fred Campbell, President, Insurance-Licensed Professional, Asset Creations Financial Insurance Solutions Bradley Freimark, Founder, Senior Financial Advisor, Safe Harbor Financial Solutions Moderator: Daniel Williams, Editor-in-Chief, Retirement Advisor Frank Minkewicz, "The Safer Money Specialist", Capital Concepts LLC Rick Scott, President, Creative Wealth Strategies | |
| 10:00 am - 10:50 am | Million Dollar Producer Roundtable: Retirement Income Planning [More Info] Moderator: Chuck E. Anderson, Senior Vice President, Strategic Relationship Management, Individual Life Insurance, Prudential Financial Ron Cook, President, Cook Tax & Retirement Services Brian Neff, President, America's Retirement Income, LLC Mark Sorensen, Chief Executive Officer, Royal Fund Management, LLC | |
| 10:50 am - 11:10 am | Networking & Refreshment Break | |
| 11:10 am - 12:00 pm | Marketing to the Ever Growing Female Clientele - Get It Right! [More Info] Rebecca True, President and Senior Financial Advisor, True Capital Advisors | |
| 12:15 pm - 1:15 pm | Headline Keynote Address - Doing the Little Things and Executing Vision [More Info] Herman Edwards, ESPN Analyst and Former Pro Football Head Coach and Player, ESPN | |
| 1:15 pm - 2:15 pm | Networking Lunch | |
| 2:15 pm - 3:05 pm | Succession Planning: I Know I Need to Think About This, But I Have A Business To Run! [More Info] R.J. Kelly, Founder & Chief Visionary Officer, Wealth Legacy Family of Companies | Advisors in the Age of Social Media [More Info] Amy McIlwain, President, Financial Social Media |
| 3:05 pm - 3:30 pm | Networking & Refreshment Break | |
| 3:30 pm - 4:20 pm | Create a Transparent Financial Practice and Dominate Your Competition [More Info] Jim Brogan, President & Founder, Brogan Financial | Appealing to High Net Worth Clients [More Info] Van Mueller, Financial Representative, New England Financial |
| 4:25 pm - 5:15 pm | Sales Case Study: Matching the Right Product with the Right Client [More Info] Mark Pruitt, Chief Executive Officer, President & Founder, Strategic Estate Planning Services, Inc. | Marketing Case Study: Laying Out the Complete Strategy [More Info] Steve DeJohn, President and Chief Executive Officer, The DeJohn Advisory Team |
| 5:15 pm - 6:45 pm | Networking Cocktail Reception | |
| 08/15/2014 | ||
| 8:00 am - 8:45 am | Breakfast | |
| 8:45 am - 9:45 am | Strategies for Expanding into Multi-Cultural Markets [More Info] James Veal, Founder & Managing Partner, JRV Wealth Management Group, LLC | |
| 9:45 am - 10:35 am | Five Essential Steps for Developing the Mindset of a Champion Financial Advisor [More Info] Jack Singer Ph.D, President & Chief Executive Officer, Psychologically Speaking, LLC | |
| 10:35 am - 10:50 am | Networking & Refreshment Break | |
| 10:50 am - 11:40 am | Advisor of the Year Roundtable Discussion [More Info] Jay LaMalfa, Partner, MACRO Consulting Group LLC Philip Rousseaux, President and Founder, Everest Wealth Management Bill Danner, Investment Advisor, Security First Asset Management Greg Hammer, President, Hammer Financial Group, Inc. Jason Jenkins, Co-Founder and Partner, Jenkins Wealth Management Group | |
| 11:40 am - 12:30 pm | The Dual-Licensed Advisor [More Info] Greg Hammer, President, Hammer Financial Group, Inc. | |
