Sunday, August 13, 2017

Transcription

1 Sunday, August 13, :00am - 3:00pm Registration & Hospitality Garden Patio 10:00am - 11:00am IFG INSURANCE MARKETING Incorporating Life Insurance into Your Practice Presented by: Isaiah Mitchell, Manager Insurance & Annuity Marketing Independent Financial Group Featuring: DBS Scott Fryklund, Enterprise Relationship Manager Westland Timothy U. Morton, Chief Executive Officer 10:00am - 11:00am IFG WEALTH MANAGEMENT Windsor On Point with AccessPoint: Complex Getting the Most out of IFG s Advisory Platform Chris Weber, Advisory Consultant Wealth Management 10:00am - 11:00am IFG OPERATIONS & TECHNOLOGY Garden That Was Easy! Techniques for Mastering IFG s Gateway and NetX360 Connie Waitman, Vice President Operations 11:10am - 12:10pm FINANCIAL PLANNING WORKSHOP CA Cabanas Recharge, Review, Re-think: The Tropics A New Approach to the Financial Planning Process Michael Watson, Director Wealth Management 1 of 18

2 Sunday, August 13, :10am - 12:10pm PRUDENT PROCESS WORKSHOP Engineering your Fiduciary Process in a Post-DOL World Kian Rafia, Sr. Vice President Wealth Management Featuring: AssetMark Ian Abernathy, Sales Manager Envestnet Luke Vinnola, Vice President Independent Financial Group Tony Bonafede, Compliance Officer - Advisory Services 11:10am - 12:10pm UITs and STRUCTURED PRODUCTS "Small, Medium or Large? New Solutions for All Account Sizes Stewart Ginn, Fixed Income Specialist Featuring: First Trust Erik Heavey, Vice President Structured Products InCapital Tom Goin, Vice President Hybrid Sales 11:10am - 12:10pm IFG OPERATIONS & TECHNOLOGY Garden That Was Easy! Techniques for Mastering IFG s Gateway and NetX360 Connie Waitman, Vice President Operations 12:10pm - 1:00pm LUNCHEON Windsor Lawn 2 of 18

3 Sunday, August 13, :10pm - 2:10pm PANEL DISCUSSION: CA Cabanas ALTERNATIVE INVESTMENTS The Tropics Alts Are Evolving: What You Need To Know Travis Hicks, Vice President Alternative Investments Featuring: CION Investments Derek Schwartz, Managing Director, National Sales FS Investments Chris Reece, CFA, Senior Vice President Griffin Capital Zachary Forman, Head of Fund Relations 1:10pm - 2:10pm UITs and STRUCTURED PRODUCTS "Small, Medium or Large? Solutions for All Account Sizes Stewart Ginn, Fixed Income Specialist Featuring: First Trust Erik Heavey, Vice President Structured Products InCapital Tom Goin, Vice President Hybrid Sales 1:10pm - 2:10pm IFG WEALTH MANAGEMENT On Point with AccessPoint: Getting the Most out of IFG s Advisory Platform Chris Weber, Advisory Consultant Wealth Management 1:10pm - 2:10pm IFG OPERATIONS & TECHNOLOGY Garden That Was Easy! Techniques for Mastering IFG s Gateway and NetX360 Connie Waitman, Vice President Operations 3 of 18

4 Sunday, August 13, :20pm - 3:20pm SUCCESSION PLANNING WORKSHOP CA Cabanas 5 Important Things to do The Tropics When Preparing to Buy or Sell Presented by: Succession Resource Group David Grau, Jr. CEO, Succession Resource Group 2:20pm - 3:20pm PRUDENT PROCESS WORKSHOP Engineering your Fiduciary Process in a Post-DOL World Kian Rafia, Sr. Vice President Wealth Management Featuring: AssetMark Ian Abernathy, Sales Manager Envestnet Luke Vinnola, Vice President Independent Financial Group Tony Bonafede, Compliance Officer - Advisory Services 2:20pm - 3:20pm FINANCIAL PLANNING WORKSHOP Recharge, Review, Re-think: A New Approach to the Financial Planning Process Michael Watson, Director - Wealth Management 2:20pm - 3:20pm IFG OPERATIONS & TECHNOLOGY Garden That Was Easy! Techniques for Mastering IFG s Gateway and NetX360 Connie Waitman, Vice President Operations 3:30pm - 4:45pm FIRM ELEMENT CA Cabanas Satisfies Annual Firm Element CE The Tropics for Alternative Investments Alternative Investments CE Module Joe Miller, Managing Director Travis Hicks, Vice President - Alternative Investments 4 of 18

5 Sunday, August 13, :30pm - 4:30pm CONTINUING EDUCATION 1 hour CE approved for CA & NV only: CFP CFS CIMA CLU/ChFC CPE/CPA CPWA CRPC and TX: CPA Managing the Seven Risks to Retirement Income Presented by: Prudential Annuities John Hartford, Regional Vice President - Prudential Annuities 5:00pm - 7:00pm SPONSOR FAIR & RECEPTION Exhibit Tent Exhibits, Refreshments Raffles & Entertainment Dinner at Leisure 5 of 18

6 Monday, August 14, :00am - 3:00pm Registration & Hospitality Garden Patio 7:00am - 8:00am BREAKFAST BUFFET Windsor Lawn 8:00am - 8:10am CONFERENCE KICK-OFF Ballroom David Fischer Managing Director, Independent Financial Group 8:10am - 9:10am GENERAL SESSION Ballroom Keynote Address "The High Performance Climb John Foley, Former Lead Solo Pilot US Navy Blue Angels Founder/CEO of John Foley, Inc. 9:10am - 9:20am WELCOME ADDRESS Ballroom Joe Miller Managing Director, Independent Financial Group 9:20am - 10:05am IFG MASTER SERIES Ballroom Taking Wealth Management to the Next Level: A Rep s Perspective Kian Rafia, Sr. Vice President Wealth Management Featuring: IFG Rep, Jennifer Langstaff IFG Rep, Dominic Myers Independent Financial Group Michael Watson, Director Wealth Management 10:05am - 10:30am NETWORKING BREAK Garden Patio 6 of 18

7 Monday, August 14, :30am - 11:00am Assetmark Money Manager Positioning Your Practice For High Net Worth Investors Dunham Money Manager New Marketing Plan from Dunham Providing Relative Growth of Your Practice Pacific Life Annuities Create Retirement Income While Managing Taxes and Fees 10:30am - 11:00am T. Rowe Price Retirement Plans Garden Fiduciary Misperceptions of Investment Selection & Monitoring Cole Capital Alternatives Cole Daily NAV: The New Generation of REITs Cottonwood Residential Alternatives Cottonwood Residential: Structured for Success SmartStop Alternatives Real Estate Investing in Good Times and Bad Times Prudential Annuities Annuity Strategies from Prudential: Different Clients, Different Solutions CA Cabanas Coastal 7 of 18

8 Monday, August 14, :10am - 11:40am Envestnet Money Manager Empowering the Essential Advisor with Envestnet Symmetry Money Manager Market Smarter Jackson National Annuities The Art of Income: Help Make Your Clients Money Last a Lifetime The Standard Retirement Plans Five Moments of Truth Garden 11:10am - 11:40am Putnam Investments Mutual Funds Business Building Griffin Capital Alternatives Phillips Edison Grocery Center REIT III Mewbourne Oil Alternatives Oil - Right Place, Right Time! CION Securities Alternatives CION Investment Corporation: A Middle Market-Focused BDC CA Cabanas Coastal 11:50am -12:20pm Loring Ward Money Manager 7 Keys to Delivering a Better Client Experience BTS Asset Management Money Manager Find Opportunity in Today s Volatile Markets: a Tactical Approach with Fixed Income Assets AXA Equitable Annuities Creating Retirement Confidence with AXA 8 of 18

9 Monday, August 14, :50am -12:20pm Empower Retirement Plans Health, Wealth and the Future of Retirement Plans Resource Alternatives Diversification with a Hedge NorthStar Securities Alternatives NorthStar/RXR: Power of Local Steadfast Alternatives GenerationALL... Changing How America Operates Annuity Financial Annuities What s Selling? Garden CA Cabanas Coastal 12:20pm - 1:10pm LUNCHEON Windsor Lawn 1:15pm - 2:15pm GENERAL SESSION Ballroom Decide How You Show Up: Elevating Your Influence and Impact to Address the Needs of the Client of the Future Seth Mattison, Co-Founder & Chief Movement Officer Luminate Labs, LLC 2:25pm - 2:55pm EQIS Money Manager "EQIS EASE: EQIS Allocation Scientifically Engineered Portfolios, Accumulation to Distribution?" Russell Investments Money Manager Creating Capacity Lincoln Financial Annuities Are You Prepared? Strategies and Ideas for Equities at All-Time Highs and Interest Rates at Historic Lows 9 of 18

10 Monday, August 14, :25pm - 2:55pm Transamerica Retirement Plans The Language of the Customer First Trust Structured Products Implementing UITs and Structured Products Moody National Alternatives Select Service from the Hotelier's Perspective Passco Companies Alternatives Using Apartments in a DST 1031Tax Exchange DBS Insurance What if... How Life Insurance can Deepen Client Relationships Garden CA Cabanas Coastal 3:05pm - 3:35pm Sierra Mutual Funds Creating Income in an Environment of Uncertainty CUNA Mutual Group Annuities Risky Business Lord Abbett Mutual Funds Fixed Income: Time for A Check Up John Hancock Retirement Plans Winning Business in Retirement Plans Westland Insurance The Financial Planners Top Linked Benefit Solutions Cantor Fitzgerald Alternatives Institutionalizing the Offering Preferred Apartment Communities Alternatives Preferred Stock: It s Not What it IS, it s What it DOES Garden 10 of 18

11 Monday, August 14, :45pm - 4:15pm CA Cabanas Coastal InCapital Structured Products Solutions For All Clients through Market Linked Products Flexible Plan Money Manager Overview of Flexible Plan Investments Brighthouse Annuities Brighthouse Shield Level Selector Protect. Participate. Personalize. Midland National Annuities Look Who's Not Talking Principal Retirement Plans Giving Your Clients the ESOP Edge Garden 3:45pm - 4:15pm Protective Annuities Annuities 3 Strategies to Address Today's Uncertainty KBS Capital Markets Alternatives Investing for Income and Growth US Energy Alternatives Exploring Opportunities and Strategies in the Commodities Market 11 of 18

12 Monday, August 14, :25pm - 5:10pm IFG MASTER SERIES Ballroom Secrets of Succession Planning: Expert Advice on Valuation, Acquisition & Financing Trends Moderated by: Independent Financial Group David Fischer, Managing Director Featuring: Live Oak Bank John Turner, Senior Loan Officer Succession Resource Group David Grau, Jr., CEO Independent Financial Group Jason Benham, Director Retirement Services & Practice Development 5:15pm - 7:15pm SPONSOR FAIR & RECEPTION Exhibit Tent Exhibits, Refreshments Raffles & Entertainment Dinner at Leisure 12 of 18

13 Tuesday, August 15, :00am - 11:00am Registration & Hospitality Garden Patio 7:00am - 8:00am BREAKFAST BUFFET Windsor Lawn 7:00am - 8:00am Branch Supervisors Continuing Education Session Required CE for supervisors managing representatives 8:00am - 9:00am GENERAL SESSION Ballroom Limitless Prospects Sarano Kelley, Founder of The Kelley Group & Author of The Game: Win Your Life in 90 Days 9:10am - 9:40am Putnam Investments Mutual Funds Business Building Loring Ward Money Manager 7 Keys to Delivering a Better Client Experience Jackson National Annuities The Art of Income: Help Make Your Clients Money Last a Lifetime AXA Equitable Annuities Creating Retirement Confidence with AXA EQIS Money Manager "EQIS EASE: EQIS Allocation Scientifically Engineered Portfolios, Accumulation to Distribution?" Cottonwood Residential Alternatives Cottonwood Residential: Structured for Success NorthStar Securities Alternatives NorthStar/RXR: Power of Local KBS Capital Markets Alternatives Investing for Income and Growth Garden CA Cabanas Coastal 13 of 18

14 Tuesday, August 15, :50am - 10:20am AssetMark Money Manager Positioning Your Practice For High Net Worth Investors Envestnet Money Manager Empowering the Essential Advisor with Envestnet Pacific Life Annuities Create Retirement Income While Managing Taxes and Fees Principal Retirement Plans Giving Your Clients the ESOP Edge Cantor Fitzgerald Alternatives Institutionalizing the Offering Moody National Alternatives Select Service from the Hotelier's Perspective SmartStop Alternatives Real Estate Investing in Good Times and Bad Times FS Investments Alternatives Investing in the New Normal Garden CA Cabanas Coastal 14 of 18

15 Tuesday, August 15, :30am - 11:00am BTS Asset Management Money Manager Find Opportunity in Today s Volatile Markets: a Tactical Approach with Fixed Income Assets Transamerica Annuities IRAs: Goldmine or Minefield? Great-West Annuities Longevity Lifestyle Preparation T. Rowe Price Retirement Plans Garden Fiduciary Misperceptions of Investment Selection & Monitoring Preferred Apartment Communities Alternatives Preferred Stock: It s Not What it IS, it s What it DOES Lord Abbett Mutual Funds Fixed Income: Time for A Check Up Mewbourne Oil Alternatives Oil - Right Place, Right Time! 11:10am -11:40am Symmetry Money Manager Market Smarter Dunham Money Manager New Marketing Plan from Dunham Providing "Relative" Growth of Your Practice Sierra Mutual Funds Creating Income in an Environment of Uncertainty The Standard Retirement Plans Five Moments of Truth Garden 15 of 18

16 Tuesday, August 15, :10am - 11:40am Cole Capital Alternatives Cole Daily NAV: The New Generation of REITs Steadfast Companies Alternatives GenerationALL... Changing How America Operates Resource Alternatives Diversification with a Hedge 11:50am - 12:40pm GENERAL SESSION Ballroom Unleash Your Potential Molly Fletcher, CEO Keynote Speaker & Author 1:00pm IFG Activities Day Midsummer Golf Classic Lunch: on Carts 1:00pm Bus departs from Orange Avenue Tournament begins at 1:30 San Diego Zoo Meal Vouchers: included with Tickets 1:00pm Bus departs from Orange Avenue Bus departs the zoo at 6:30pm Padres Game Meal Vouchers: included with Tickets 6:00pm Bus departs from Orange Avenue Bus departs the game at 10:30pm Dinner at Leisure 16 of 18

17 Wednesday, August 16, :00am - 12:00pm Hospitality Desk Garden Patio 7:00am - 8:00am BREAKFAST BUFFET Windsor Lawn 7:00am - 8:00am Branch Supervisors Continuing Education Session Required CE for supervisors managing representatives 8:00am - 9:00am GENERAL SESSION Ballroom DOL Fiduciary Rule: Status, Impact, Direction Jason Roberts, Esq., AIFA Founder and CEO of Pension Resource Institute Partner, Retirement Law Group 9:00am - 9:15am BREAK Garden Patio 9:15am - 10:45am FIRM ELEMENT Ballroom Annual Compliance Meeting *Mandatory FINRA Requirement* Joe Miller, Managing Director Mona Myers, Chief Compliance Officer Tony Bonafede, Compliance Officer, Advisory Services Jason Benham, Director of Retirement Services & Practice Development 10:45am - 11:00am BREAK Garden Patio 11:00am - 12:00pm GENERAL SESSION Ballroom Closing Keynote Game Plan for Success Lou Holtz, Legendary Football Coach & Analyst, ESPN ( ) 17 of 18

18 Wednesday, August 16, :00pm - 12:15pm CLOSING REMARKS Ballroom EXECUTIVE TEAM Managing Directors, Independent Financial Group Day at Leisure 5:30pm - 9:30pm Gala Ballroom 18 of 18