Welcome to the Real Wealth Symposium

JOIN THE FIRST- EVER REAL WEALTH® ADVISOR SYMPOSIUM

An action-packed, educational, inspirational and motivational event for America’s comprehensive financial professionals.

April 29 – May 1, 2019 – Madison, WI


Learn how the industry’s greats are taking advantage of opportunities in today’s market including:

  • The current tax law
  • Social Security changes
  • Retirees selling their businesses
  • Long. Term. Care.

Register Today

Hurry, this event is exclusive to the first 100 advisors:

36Days 18Hours 45Minutes 34Seconds

REGISTER TODAY

What to Expect

Advisors are always looking for 2 things: leads and sales ideas.

The Real Wealth® Advisor Symposium has an industry-all-star lineup of experts to show you how it’s done.

ADD $1 MILLION TO YOUR BOTTOM LINE

Don is a TOP Long Term Care Agent who will share with you how to take advantage of the biggest opportunity of our lifetime: the aging baby boomer market. LTC is a tough, emotional conversation that needs to be had in every household. Don is going to give you his two-part question he asks all his clients that not only allows them to immediately understand the issue, but also motivates them to take action TODAY, and not tomorrow.

don quante

van mueller

GET MORE APPOINTMENTS

Van will show you how to use today’s headlines to get more people interested in speaking with you. He won’t stop there – he’s going to give you the authority and the confidence to actually get that appointment scheduled with your brand new client. You’ll leave this session invigorated!

SELL MORE LIFE INSURANCE

Learn how life insurance can protect your clients from the impact of higher taxes! This strategy will not only help your pocketbook, but it will make your clients your #1 fans, who give the BEST referrals!

david mcknight

Register Today

Hurry, this event is exclusive to the first 100 advisors:

36Days 18Hours 45Minutes 34Seconds

REGISTER TODAY

YOUR REAL WEALTH® ADVISOR SYMPOSIUM AGENDA

6:00pm – 9:00pm

Welcome night and cocktail hour

7:30am - 8:15am

Breakfast buffet at hotel

8:30am

Welcome by Real Wealth® Host, Jim Silbernagel

9:00am

Tom Hegna & Curtis Cloke: The Psychonomics of Retirement… ReFIREment… ReWIREment

Key Takeaways:

  1. Six Steps to Retirement
  2. Magic Words
  3. How to look at things with a new lens
10:30am

Break

10:45am

Don Quante: Become a Million Dollar LTC Advisor

Key Takeaways:

  1. Understand the biggest opportunity of your career
  2. How to add $1M to your bottom line
11:45am

Lunch

12:45pm

Harlan Accola: Home Equity and Reverse Mortgages: The Cinderella of the Baby Boomer Retirement

Key Takeaways:

  1. How a reverse mortgage can reduce tax obligations
  2. Decrease Sequence of Returns Risk
  3. Increase Portfolio Survivability for your clients
1:45pm

Scott Bushkie: The World of Opportunities with Business Succession Planning

Key Takeaways:

  1. Sell more life insurance
  2. Increase your AUM
  3. While doing the right thing for your business owner clients
2:45pm

Break

3:00pm

Jim Silbernagel: Charitable Planning Opportunities for the Middle Class

Key Takeaways:

  1. Create tax-deductions and avoid capital gains tax
  2. Create large life insurance and Roth conversion opportunities
  3. Create assets for you to manage
4:00pm

David McKnight: The Power of the 0% Tax Bracket

Key Takeaways:

  1. Understand the current tax environment and the HUGE opportunity
  2. Understand the Catch 22 with IRAs and 401ks
  3. Why life insurance could save your clients’ retirement plans
5:00pm

Closings followed by cocktail hour & dinner

7:30am - 8:15am

Breakfast buffet at hotel

8:30am

Van Mueller: The Right Questions to Ask to Leverage Today’s Biggest Opportunity

Key Takeaways:

  1. How to use today’s headlines to get appointments
  2. How to be viewed as a hero to your clients
  3. The best appointment-getting questions
9:30am

Sam Richter: Every Sales YES Begins with a KNOW

Key Takeaways:

  1. Find leads & create lists
  2. Be more effective in your sales process
  3. Use information to generate referrals & uncover opportunities
10:30am

Break

10:45am

Curtis Cloke: Framing the Retirement: From Hello to Close!

Key Takeaways:

  1. Stop client procrastination
  2. How to frame the math with pictures – it matters!
  3. A more confident & shortened sales process with higher closing ratios
  4. How to separate fees for advice and analytics
12:15pm

Lunch

1:15pm

Ruthann Driscoll: The Social Security Strategy Nobody’s Talking About

Key Takeaways:

  1. Understand the little-known strategy worth hundreds of dollars a month in benefits
  2. Understand how the SS office works so you can help your clients claim more of the benefits that they deserve
2:15pm

Fast & Furious Sales Ideas + Ask the Panel Anything: Van Mueller, Curtis Cloke, David McKnight & Jim Silbernagel

Key Takeaways:

12+ rapid-fire sales ideas coming from the industry’s best and most successful advisors.

 

Register Today

Hurry, this event is exclusive to the first 100 advisors:

36Days 18Hours 45Minutes 34Seconds

REGISTER TODAY

Event Location

fairway-building3

Event Venue:

Fairway Independent Mortgage Headquarters – brand spankin new building!
4750 S Biltmore Lane
Madison, WI 53718

Hotel:

The Holiday Inn Madison at The American Center
5109 W Terrace Dr
Madison, WI 53718
(608) 249-4220

Nights of April 29th and 30th are included in your registration. We will book those nights for you automatically upon registration, and you will receive confirmation. At that point, you can edit your preferences, extend your reservation, etc.

Parking:

There is free parking both at the hotel and the Fairway venue. Shuttles will be running between hotel and venue regularly during listed hours in schedule. They are about a 12-minute walk apart.

Flight:

Nearest airports:
– Madison Dane County Regional Airport, a 12 minute drive to venue.
– Milwaukee General Mitchell airport, a 1 hour 15 minute drive to venue.
– Chicago O’Hare international airport, a 2 hour drive to venue.

Attendees will have access to a ride share doc to allow you to connect with other advisors to arrange car pools – a great way to get to know your fellow colleagues!

Register Today

Hurry, the event starts in:

36Days 18Hours 45Minutes 34Seconds

REGISTER TODAY