Join us for two half-days of compelling online engagement.

DAY 1: Thursday, October 21, 2021

7:00 a.m. - 7:45 a.m. ET- Coffee Talks, Topics TBD

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8:00 a.m. - 8:15 a.m.  ET - Welcome and Introductory Remarks

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8:15 a.m. - 9:30 a.m. ET - Surviving and Thriving in the New World of Financial Advice with Ben Carlson.  

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9:30 a.m. - 9:45 a.m.  ET - Break and Partner Time

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9:45 a.m. - 11:00 a.m. ET - Breakout Sessions 

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11:00 a.m. - 11:15 a.m.  ET - Break and Partner Time

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11:15 a.m. - 12:30 p.m.  ET - The Art of Storytelling and Storylistening with Preston Cherry. 

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12:30 p.m. - 1:30 p.m. ET - Virtual Lunch with Breakout Special Interest Groups 

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1:30 p.m. - 3:30 p.m. ET - Ethics for CFP and Insurance with Harry Greyard

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DAY 2: Friday, October 22, 2021

7:00 - 7:45 a.m. ET - Coffee Talks 

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8:00 - 8:15 a.m. ET - Day 2 Welcome and Introductory Remarks 

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8:15 a.m. - 9:30 a.m.  ET - Actionable Steps to Quickly Develop the Mindset of a CHAMPION Financial Advisor with Dr. Jack Singer

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9:30 a.m. - 9:45 a.m. ET - Break and Partner Time

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9:45 a.m. - 11:00 a.m. ET - Breakout Sessions

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11:00 a.m. - 11:15 a.m. ET - Break and Partner Time

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11:15 a.m. - 12:30 p.m. ET - Delivering Value That Will Never Be Undervalued with Mitch Anthony

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1:00 p.m. - 2:00 p.m.  ET - Ethics 3rd Hour for Insurance with Harry Greyard