Please join Brian Nelson, Head of Practice Management, your peers and several industry thought leaders for this interactive virtual meeting and discover actionable strategies you can use to help grow and enhance your business.
Date: Tuesday, June 8, 2021
Time: 9:00 am to 12:55 pm PT
Featured Keynote
Achieving Greatness at Work & Life
Dr. Kevin Elko
Sponsored by: Lincoln Financial Group
Agenda (all times in PT)
9:00 am to 9:05 am
Welcome
9:05 am to 9:50 am
Keynote: Achieving Greatness at Work & Life
Presented by: Dr. Kevin Elko
Sponsored by: Lincoln Financial Group
9:50 am to 10:50 am
Market Strategy Panel:
Moderator: John Picone, Head of Investment Solutions
Panelists:
Isaac Braley, President & Co-Portfolio Manager, BTS Asset Management
Tim Holland, Chief Investment Officer, FTJ/Orion
Brian Mastrullo, Director & Investment Product Specialist, MFS
Stephen Dover, Chief Market Strategist, Franklin Templeton
10:50 am to 11:05 am
Strategy Spotlight:
Moderator: Chris Monk, Head of Sales for VA’s, Structured Products and Liability Solutions
Presented by: United Life
11:05 am to 11:50 am
Peer-to-Peer Panel:
Moderator: Jim Brown, Practice Management Consultant
11:50 am to 12:10 pm
Home Office Spotlight: Contour
Presented by: Sean Meighan, Head of Advisory Services
12:10 pm to 12:50 pm
Home Office Spotlight: 2021 Technology Focus
Presented by: Brian Bichler, Head of Platform Experience
12:50 pm to 12:55 pm
Closing Comments
How to Join the Meeting:
Once registered, you will receive a confirmation email from Zoom. Please use the “save to my calendar” feature to ensure the presentation link and dial-in information is saved most conveniently for you.
To join the meeting, please click on the link in your calendar. For the clearest audio, please select to listen to the presentation via your computer’s speakers.
Thank You to Our Participating Sponsors :