| THURSDAY, NOVEMBER 14, 2019 |
| 7:00 AM - 5:00 PM |
Registration |
| 7:30 - 8:30 AM |
Breakfast |
8:30 - 9:30 AM
Featured Speaker |
Delivering Value That Will Never Be Undervalued
Mitch Anthony, Advisor Insights |
9:45 - 10:35 AM
Breakout Sessions |
Home Equity Planning “How To”: Identify Candidates and Introduce Reverse Mortgages into Your Practice
Jerry Auippa, Longbridge Financial
Message Mapping and Crafting an Elevator Pitch
Marie Swift, Impact Communications
Adding Value to Your Clients with Business Retirement Plans
Carol Friedhoff, Savvy Outcomes; Ed Fulbright, Fulbright Financial Consulting; John Scherer, Trinity Financial Planning
|
| 10:35 - 11:05 AM |
Break with Sponsors |
11:05 - 11:55 AM
General Session
|
Working Well with Widows
Kathleen Rehl, Rehl Wealth Collaborations |
| 12:00 - 1:00 PM |
Lunch (with Board Members) |
1:00 - 1:50 PM
Breakout Sessions |
The Yield Is Greatest Before It’s Zero: The Ins and Outs of Bond Ladders
Jeffrey Augustine, Augustine Financial Solutions
Compliance Considerations in Growing an RIA: How to Grow Your Firm Compliantly
Lori Neidel, Law Offices of Lori Neidel
ACP Advanced Planners Retreat: What We Learned 2019
Ken Robinson, Practical Financial Planning; Jane Young, More Than Your Money
|
2:05 - 2:55 PM
Breakout Sessions |
Business Entity Considerations Under the Tax Cuts and Jobs Act
Larry Pon, Pon & Associates
Preparing Your Firm (and Yourself!) for Internal Succession
Josh Cutler, Bluestem Financial Advisors (moderator); Meredith Briggs, Taconic Advisors; Penny Marchand, Cambridge Financial Group; Jeff McClarren, McClarren Financial Advisors
A Tale of Two Decades: International and Emerging Markets Investing
Karen Umland, Dimensional Fund Advisors
|
| 3:00 PM |
Free Time |
| 4:00 - 6:30 PM |
SSG Training and Happy Hour
Registration required |
| 5:00 - 6:00 PM |
Under the Trees |
| 7:00 - 10:00 PM |
Special Event |