| 2:30 Registration
3:00 PM: Moving Upstream: How Elite Practices Attract, Serve, and Retain Wealthier Clients Most financial professionals in our industry express a desire to create a client base of exclusively wealthy and engaged clients. However, just doing what always has been done will not necessarily work. In this flexible and interactive presentation, we discuss the subtle, yet significant adjustments that top practices have made to gain market share in this desirable segment of the marketplace. Using an Aware, Assess, Adapt framework, participating professionals are able to explore and expose gaps in their approach, knowledge and offering. Those exposed gaps will be closed with both immediately implementable considerations as well as ideas that can be developed into action over time.
Rob Montella - VP Performance Coach/First Trust
4:00 PM: Unpacking Social Security: A Financial Professional’s Guide to Addressing Common Social Security Questions Social Security is an essential component to the retirement planning process with millions of Americans currently receiving some form of Social Security benefit. And while the appropriate filing strategies are unique to the individual circumstances of each client, understanding how to address a handful of key questions can go a long way towards helping them make informed decisions. In this seminar we will aim to unpack some of the key Social Security questions facing retirees today.
Kelly LaVigne, JD - VP Head of Annuity Advanced Markets/Allianz John Thyberg, CFS®, CAS®, CIS™ Regional Vice President, Retirement Consultant (RVP-RC)/Allianz
5:00 PM: Happy Hour
2CFP CE's Pending Approval |
