Conference Agenda. Monday, July 10. Emcee - Allison Couch Pratt Featured Speakers - Valerie Brown and Jamie Price Keynote Speaker - Andy Friedman

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1 Conference Agenda Monday, July 10 1:30-3:30pm 3:45-4:35pm General Session Emcee - Allison Couch Pratt Featured Speakers - Valerie Brown and Jamie Price Keynote Speaker - Andy Friedman Concentrated Wealth at Work Speaker: Patrick Clunan Sponsor: Columbia Threadneedle Investments Evolution of Advice Speaker: Tim Doyle Sponsor: Vanguard Bonds Are Different: Resolving the Active vs. Passive Debate Speaker: Kevin Curtiss Sponsor: PIMCO 4:45-5:35pm Advocasions Speaker: Brett van Bortel Sponsor: Invesco Embrace The Journey (Creating an Exit Plan that Inspires) Speaker: Joe Lamberson Sponsor: The National Benefit Corp Level 101 Planning for IRA and Qualified Plan Benefits 6:00-9:00pm Welcome Dinner and Sponsor Exposition

2 Tuesday, July 11 7:00-8:00am 8:00-9:30am 9:45-10:35am Breakfast and Sponsor Exposition General Session Emcee - Allison Couch Pratt Keynote Speaker - Greg Bell Two Approaches to Generating Lifetime Retirement Income Speaker: Dr. Sam Pittman Sponsor: Russell Investments Advice Revolution Speaker: Darrell Pounders Sponsor: American Funds Special Needs Planning Speaker: Rex Ritchie Pending 10:45-11:35am Intergenerational Wealth Transfer: Planning Strategies to Connect with the Next Generation Speaker: William D. Cass Sponsor: Putnam Investments Managed Assets as a Differentiator (Advisor panel) Creative Buy-Sell Planning.or Not Speaker: Todd L. Janower Sponsor: MassMutual Financial Group 11:35-1:00pm Lunch and Sponsor Exposition

3 Tuesday, July 11 (continued) 1:00-1:50pm North of 6 Speaker: Michael Nelson Sponsor: J P Morgan Asset Management Retirement Plan Central: Integrated Platform to Manage and Grow Your Retirement Practice Speaker: Denise Diana Sponsor: Envestnet Retirement Services By Design Not Default Speaker: Cenk Toroslu Sponsor: Principal Global Investors (separate registration) Accelerate with Advisory Track (more information about this track can be found on the final page of this agenda) 2:00-2:50pm Generating Fixed Income Alpha in a Reflationary Environment Speaker: Dominic Nolan Sponsor: Pacific Funds Proven Strategy for the Low Interest Rate Environment Speaker: Jared Gwin and John Currier Sponsor: Midland National Life Insurance Company Getting Warm Leads via Social Media Speaker: Marc Schmeeckle Sponsor: Principal Level 101 Accelerate with Advisory Track, continued 2:50-3:20pm Networking Break

4 Tuesday, July 11 (continued) 3:20-4:10pm Why Water Could Be the Oil of the 21st Century Speaker: Steven Malin Sponsor: Allianz Global Investors What If An Easy Question to Ask to Expand Services and Deepen Client Relationships Speakers: Brad Tansom & Scott Fryklund Sponsor: Diversified Brokerage Services, Inc. Cards Advisor Managed Portfolios for the Fiduciary Era Part 1 Speakers: Rob Guldner and Keith Moore Accelerate with Advisory Track, continued 4:20-5:10pm A Unique Opportunity for Estate Planning to Better Serve the High Net Worth Speaker: Timothy Moynihan Sponsor: Brokers' Service Marketing Group Are Your Equities Upside Down? Speaker: Mark Peterson Sponsor: BlackRock Level 101 Advisor Managed Portfolios for the Fiduciary Era Part 2 (Advisor panel) Accelerate with Advisory Track, continued 5:30-8:30pm Dinner and Sponsor Exposition

5 Wednesday, July 12 7:00-8:00am 8:30-9:30am 9:45-10:35am Breakfast and Sponsor Exposition General Session Emcees - Allison Couch Pratt Featured Speaker - Matt Schlueter Keynote Speaker - Dr. David Kelly Maximizing IRA Withdrawal Strategies: Retaining Assets and Building a Bridge to the Next Generation Speaker: Brian Dobbis Sponsor: Lord Abbett Genesis Strategist Panel Moderator: Envestnet Panelists: American Funds, BlackRock, Russell Investments Supplemental Retirement Strategies for Business Owners & Key Employees Speaker: Paul Sargent Sponsor: Crump Insurance Service 10:45-11:35am Responsible Investing Is Good Business Speaker: David Gordon Sponsor: Eaton Vance Management Navigating the Current Market Environment Speaker: Peter J. Eisenrich Sponsor: Clark Capital Management Group Rise and Importance of Dividends in the US Markets Speaker: Tim Pettee Sponsor: AIG Funds 11:35-12:45pm Lunch *Pre-registration for Business Technology Consultations will be available after the conference registration closes.

6 Accelerate With Advisory Track Tuesday, July 11 Pre-registration for the Accelerate With Advisory track is required. This track will appear as an option when you are registering for the conference. 1:00 2:50pm - A Case for Advisory - Transition Preparation: Defining Your Value Proposition - How To Structure Your Fee-Based Business 2:50 3:20pm Networking Break 3:20-3:50pm Advisor Champion Hear From Your Peer 3:50 4:20pm Investment Advisory Platform Solutions 4:20 4:50pm Tracking Your Conversion with Advisor Business Intelligence 4:50 5:20pm Q&A / Close