Schedule

Symposium Schedule

Shuttles run between the Holiday Inn and Fairway Headquarters every 15 minutes between 5pm and 11pm.
Registration Desk open in Fairway Headquarters lobby from 5pm – 8pm.
Schedule subject to change.
6:00pm – 9:00pm

Welcome night and cocktail hour

Shuttles run between the Holiday Inn and Fairway Headquarters every 15 minutes between 7AM – 9am and 5pm – 11pm.
Registration Desk open in Fairway Headquarters lobby from 7AM – 5pm.
Schedule subject to change.
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

Shuttles run between the Holiday Inn and Fairway Headquarters every 15 minutes between 7AM – 5PM
Registration Desk open in Fairway Headquarters lobby from 7AM – 5pm.
Schedule subject to change.
7:30am - 8:15am

Breakfast buffet at hotel

8:30am

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

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.

 

3:30 - 4:00pm

Closings followed by departures