January 8-10, 2020
Talking Stick Resort, 9800 Talking Stick Way, Scottsdale, AZ
2020 Keynote Speaker
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!.
As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books.
Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals and their clients across the globe.
Additional Featured Speakers
Heather Schreiber
Heather Schreiber, RICP®, is the Founder and President of HLS Retirement Consulting, LLC. Celebrating her 25th year in the financial services industry, she has spent her entire career dedicated to partnering with financial service professionals to build holistic client solutions that are as unique as each individual or family they serve. She has worked with the finest organizations including Franklin Templeton, AXA Advisors, and one of the leading FMO’s in the country prior to branching off to build her own consulting firm.
Heather is an established author and has been published in Ed Slott’s IRA Advisor, The Street, and other financial publications, has been a guest speaker on radio shows, and spoken at hundreds of events around the country for financial advisors and consumers as well as for the National Association of Insurance and Financial Professionals (NAIFA). She is also a member speaker for the Retirement Speakers Bureau.
Heather’s breath of knowledge expands into many facets of advanced planning including retirement income distribution strategies, Social Security planning, tax mitigation techniques, legacy planning, estate and gift tax planning, charitable giving, employer sponsored retirement plans, non-qualified annuities and the use of trusts.
Heather’s passion for her craft and those with whom she partners extends beyond the knowledge that she has gained through a career dedicated to helping financial professionals create retirement income solutions for their clients; she is the consummate educator and loves to teach financial professionals and their strategic alliances new strategies help their clients move into an informed retirement with a greater sense of confidence. Some even say her passion is contagious!
EVENT AGENDA
Wednesday, January 8th
6:30PM – 8:30PM RECEPTION / DINNER
ORANGE SKY 14TH FLOOR, TALKING STICK RESORT
Thursday, January 9th
7:00AM – 8:00AM CONTINENTAL BREAKFAST (GRAND BALLROOM)
8:00AM – 8:15AM OPENING / OVERVIEW
(EUGENE COYLE)
8:15AM – 9:15AM SALES PRESENTATION
(JOHN AMATULLI)
9:15AM – 9:45AM “WORDS THAT WORK”
(EUGENE COYLE)
9:45AM – 10:15AM VIDEO TOOL / FOLLOW UP SALE
(EUGENE COYLE / JOHN AMATULLI)
10:15AM – 10:30AM BREAK
10:30AM – 12:00PM PSYCHONOMICS OF RETIREMENT, REDEFINING WHAT YOU HAVE LEARNED
(TOM HEGNA)
12:00PM – 1:00PM LUNCH
1:00PM – 1:45PM ASSOCIATION OF FINANCIAL EDUCATORS
(MARCIA HACKFORT)
1:45PM – 2:30PM SNOW FEDERAL RETIREMENT SEMINARS, ChFEBC
(SELENA MARUSKA)
2:30PM - 2:45PM BREAK
2:45PM –3:45PM SOCIAL SECURITY / POST DEATH PLANNING
(HEATHER SCHREIBER)
3:45PM – 4:15PM ACQUIRE DIRECT
(ZACH EDMONDSON)
4:15PM – 4:30PM BREAK
4:30PM– 5:00PM THE FUTURE / BROKERS INTERNATIONAL
(MARK WILLIAMS)
5:00PM – 5:30PM AMERICAN EQUITY
(TIM HELLMAN)
5:30PM CLOSE / EVENING AGENDA
(EUGENE COYLE & JOHN AMATULLI)
6:00PM – 8:00PM COCKTAIL PARTY /DINNER
15TH FLOOR, TALKING STICK RESORT
Friday, January 10th
7:00AM – 8:00AM CONTINENTAL BREAKFAST (GRAND BALLROOM)
8:00AM – 8:30AM ALLIANZ
(KEVIN WRIGHT)
8:30PM – 9:30AM LIFE INSURANCE “SIMPLE” STRATEGIES
(LEE LOPEZ)
9:30AM – 9:45AM LIFE INSURANCE QUESTIONS / ANSWERS
(LEE LOPEZ)
9:45AM – 10:15AM NORTH AMERICAN LIFE
10:15AM – 10:30AM BREAK
10:30AM – 11:00AM FIDELITY & GUARANTY
(LUKE CHRISTENSON)
11:00AM - 11:30AM BROADRIDGE
(KATIE SHEAHAN)
11:30AM – 12:00PM RECAP & ADVISORS CIRCLE PLEDGE QUESTIONS / CLOSE
(EUGENE COYLE & JOHN AMATULLI)
12:00PM MEETING ADJOURNED
YOUR HOSTS: EUGENE COYLE (847) 736-7954
JOHN AMATULLI (219) 308-3200
SHANON ASKEW (630) 373-5545
Call us today at (877) 529-4590 or you can complete the form below to Pre-Register Now!
©2018. All rights reserved