AGENDA

9:30 AM - 1:00 PM

VIP Ageless Future Longevity Experience with EastWest Health onsite at the Omni

10:00 AM – 1:00 PM

Booth Setup

1:30 PM – 3:30 PM

Registration

4:30 PM – 9:00 PM

Welcome Event & Super Bowl Party sponsored by Gondola Partners – Doors open at 4:00pm

7:30 AM – 9:00 AM

Breakfast & Registration

8:00 AM – 5:00 PM

Sponsor Booths Open

9:00 AM – 9:15 AM

Welcome & Day 1 Kickoff (Housekeeping & Logistics)

9:15 AM – 10:10 AM

Regan Archibald – Ageless Future

10:15 AM – 11:00 AM

Peter Campagna & Scott Erskin with Wise Rhino Group.  Beyond AUM: What Really Drives Enterprise Value in Today’s M&A Market

11:00 AM – 11:20 AM

Sponsored Networking Break

11:25 AM – 12:10 PM

Randi Brill with JUST CALL RANDI Graphic Design Agency.  Protection in an Instant! O3IPIP: The Intellectual Property Starter Kit for Wealth Advisors

12:10 PM – 1:15 PM

Lunch

1:20 PM – 1:50 PM

Barry Garapedian – Mag7 Consultants

1:55 PM – 2:45 PM

David Perkins – Gondola Partners.  Understanding Tax Liens, Foreclosures and LienFi

2:45 PM – 3:15 PM

Sponsored Networking Break

3:20 PM – 4:10 PM

Eric Jorgenson – Scribe Media with Brittany Anderson

4:15 PM – 5:00 PM

Gary Sanchez with The Meetings Hub

5:00 PM – 5:05 PM

Day 1 Wrap-Up

6:00 PM – 7:00 PM

Cocktail Hour – Sponsored by Scribe Media

7:00 PM – 9:00 PM

Sponsor Dine-Arounds (by invitation-only)

7:30 AM – 9:00 AM

Breakfast

8:00 AM – 5:00 PM

Sponsor Booths Open

9:00 AM – 9:05 AM

Welcome & Day 2 Kickoff (Housekeeping & Logistics)

9:10 AM – 9:55 PM

John Lucas – retired professional basketball and tennis player, Lucas focuses on pulling people and organizations together using basketball and business scenarios

 

10:00 AM – 10:45 PM

Rob Montella with First Trust.  What’s Your Brand.

10:45 AM – 11:05 PM

Sponsored Networking Break

11:10 AM – 11:20 AM

Brian & Michael Heckert with Benefits Plus special message

11:25 AM – 12:10 PM

Dr. Mostafa Maita, D.O. with LifeGenix

12:10 PM - 1:15 PM

Lunch

1:20 PM – 2:05 PM

Scott Danner – Steward Partners.  Panelist – Tyson Ray.  Scott will lead a panel discussion on Building Firms that Thrive Through Transition.  

2:10 PM – 2:55 PM

Kevin Knull with TaxStatus – Grow Your Business with IRS-VERIFIED FINANCIALS

2:55 PM – 3:25 PM

Sponsored Networking Break

3:30 PM – 4:15 PM

Josh VanDervort – Nationwide

4:20 PM – 5:05 PM

Warren Barry – The Flying V @ Work – The Aerial Symphony

5:05 PM – 5:10 PM

Day 2 Wrap-Up

6:30 PM – 9:30 PM

Tuesday Evening Event:  Cactus, Boots & BBQ! Sponsored by TaxStatus

7:30 AM – 9:00 AM

Breakfast

8:00 AM – 10:40 PM

Sponsor Booths Open

9:00 AM – 9:05 AM

WELCOME – Housekeeping Items

9:05 AM – 9:35 AM

Michael Belluomini  & Liam Heffernan with Carson Wealth.  Lessons from a Seasoned Acquirer.

9:40 AM – 10:10 AM

American Beacon – speaker & topic coming soon!

10:10 AM – 10:40 PM

BREAK

10:45 AM – 11:15 AM

Sydney Harrington with Zocks.  Introducing Zocks:  The AI Assistant for Financial Advisors That Saves you 10+ Hours a Week

11:20 AM – 11:50 AM

Lord Abbott – speaker & topic coming soon!

11:50 AM – 12:00 PM

Closing comments from your hosts

10:40 AM – 2:00 PM

Booth Breakdown

12:00 PM

Departures & Grab-and-Go Lunch

The Conference of a Lifetime for
Elite Professionals

The decision is NOW.