Wednesday, Sep 28th
8am-8:30am
Welcome
Chris Miller, President – Allegis Advisor Group
chris.miller@allegisag.com8:30am-9:30am
Becoming a New School Millionaire
Mary Lyons, The Wealth Woman
kate@benchmarkincome.com9:40am-10:20am
Fixed Track
OPTION 1: Little Hinges Swing Big Doors
Kent W. Binning CFP, CLU, ChFC, Partner – Suncrest Advisors
kent@suncrestadvisors.comOPTION 2: Leverage Executive Life Insurance to Build a Stronger Practice
Dan Hudgens, Regional VP – Protective Life
dan.hudgens@protective.com
Investment Track
OPTION 1: Advisor Panel: The Single Most Important Change We Made In Our Business
Mindy Perez, RICP, Managing Wealth Advisor – Smart Financial
mperez@besmartfinancial.com
Robert Beck, Managing Partner – Wealth Management CPAs
rob@wealthcpas.com
Jennifer Landon, President, Advisor – Journey Financial Services
jlandon@journeyretirement.com
Moderator: Joel Drake, Director of Technology – TownSquare Capital
joel@townsquarecapital.comOPTION 2: Donor-Advised Funds
Daniel Blake, Managing Director – University Impact
dan@uimpact.vc
Presentation
10:30am-11:10am
Fixed Track
OPTION 1: Let’s Get Social
Mary Lyons, The Wealth Woman
kate@benchmarkincome.comOPTION 2: Innovation, a Necessity in a Modern Economy
Ellen Donovan, External Wholesaler – Allianz
ellen.donovan@allianzlife.com
Investment Track
OPTION 1: Advisor Panel: Using the Audit to Raise More AUM.
Brent Cochran, Wealth Advisor – The Norden Group
brent@thenordengroup.com
Kent W. Binning CFP, CLU, ChFC, Partner – Suncrest Advisors
kent@suncrestadvisors.com
Mark Reyerson, External Portfolio Manager – TownSquare Capital
mryerson@townsquarecapital.com
Moderator: Kurt Brown, Chief Investment Officer & Head of OCIO – TownSquare Capital
kurt@townsquarecapital.comOPTION 2: Where Do We Go from Here? The Seasons of the Market -
Understanding Economic and Market Cycles in Investing
Fritz Foltz, Managing Partner & Chief Investment Strategist – 3 Edge Asset Management
dgf@3edgeam.com
Presentation
11:20am-12pm
Fixed Track
OPTION 1: Life Insurance and Annuity Why’s: Why Life Insurance and Annuities Should be a Pillar of Your Business
Eric Stuart, VP of Life Insurance – Allegis Advisor Group
eric.stuart@allegisag.com
Nate Williams, VP of Annuities – Allegis Advisor Group
nate.williams@allegisag.com
Investment Track
OPTION 1: Bond Ladder Basics
Monica Sonnier, CFA, Head of Fixed Income – TownSquare Capital
monica.sonnier@townsquarecapital.com
PresentationOPTION 2: The Case for Midcaps
Jordan Greenhouse, Senior Managing Director – Kayne Anderson Rudnick
JGreenhouse@kayne.com
Presentation
1pm-1:40pm
Fixed Track
OPTION 1: IUL University: Masterclass
Nate Kohl, Life Distribution RVP – Symetra
nate.kohl@symetra.comOPTION 2: Business Optimization
Greg Short, RVP – Great American
gshort@gaig.com
Investment Track
OPTION 1: Intro to Structured Notes
Joshua Flade, Deputy Chief Investment Officer – TownSquare Capital
josh@townsquarecapital.com
Taylor Acevedo, Investment Analyst – TownSquare Capital
taylor@townsquarecapital.comOPTION 2: Quality Growth Investing with Congress Asset Management
Eric Meyers, Vice President, Portfolio Manager – Congress Asset Management
Brian Cunningham, Vice President, Regional – Congress Asset Management
bcunningham@congressasset.com
1:50pm-2:30pm
Fixed Track
OPTION 1: Live Too Long, Die Too Soon, Get Sick Along the Way / Help Clients Manage Inflation in Retirement
Jeff Christensen, Regional VP – AIG
jeff.christensen@aig.com
Terike Novak, Regional VP – AIG
terike.novak@aig.comOPTION 2: Market Intel – Reducing Client’s Risks: Interest Rate Risk, Inflation Risk, Market Volatility Risk, Sequence of Return Risk, and Tax Risk
Cliff Kim, VP of Sales – Lincoln Financial
cliff.kim@lfd.com
Justin Shipman, Regional Sales Director – Lincoln Financial
Justin.Shipman@lfd.com
Investment Track
OPTION 1: Advisor Panel: How to Effectively Cultivate Centers of Influence
Mark McKell, Managing Partner – McKell Partners Wealth Management
mark@mckellpartners.com
Randy Sparks, Estate Planning Attorney – YorkHowell & Guymon Attorneys at Law
randy@yorkhowell.com
Garen Winn, Founding Partner – The Norden Group
garen@thenordengroup.com
Moderator: Michael Folker, Executive Vice President of OCIO – TownSquare Capital
michael@townsquarecapital.comOPTION 2: The Case for Midcaps – An Overlooked Opportunity Set.
Jordan Greenhouse, Senior Managing Director – Kayne Anderson Rudnick
JGreenhouse@kayne.com
2:40pm-3:20pm
Fixed Track
OPTION 1: Scaling An Advisory Firm Beyond Yourself By Systemizing EVERYTHING
Paul Coles, CEO – Alliance Wealth
paul@awaplanning.com
Ben Coles, CMO – Alliance Wealth
ben@awaplanning.comOPTION 2: The Power of Life Insurance
Barney Tanner, National Brokerage Director – Allegis Advisor Group
barney.tanner@allegisag.com
Investment Track
OPTION 1: “Help! I have a meeting in 5 minutes and didn’t prepare!”
Joel Drake, Director of Technology – TownSquare Capital
joel@townsquarecapital.com
PresentationOPTION 2: Polen Capital Overview & Growth Investing In The Current Environment
Dan Davidowitz, CFA, Portfolio Manager – Polen Capital
acrump@polencapital.com
Presentation
3:30pm-4:10pm
Fixed Track
OPTION 1: Making Dollars and Sense out of DI
Bart Spencer, Director of DI – Allegis Advisor Group
bart.spencer@allegisag.comOPTION 2: Tax Planning
Trent Erickson, Partner – Legacy CPAs
trent@legacy-cpas.com
Investment Track
OPTION 1: Building Better Portfolios
Tyson Walker, Director of Portfolio Strategy – TownSquare Capital
tyson@townsquarecapital.com
Cody Ulland, Senior Portfolio Strategy Analyst – TownSquare Capital
cody@townsquarecapital.com
PresentationOPTION 2: ETFs Done Differently
Kim Arthur, Founding Partner & CEO – Main Management
arthur@mainmgt.com
Presentation