Join us at the Talking Stick Resort in Scottsdale for our ANNUAL SALES EXTRAVAGANZA




January 8-10, 2020

Talking Stick Resort, 9800 Talking Stick Way, Scottsdale, AZ

2020 Keynote Speaker


Tom Hegna: CLU, ChFC, CASL

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               

                                                             [email protected]                                      

 

                                                         JOHN AMATULLI (219) 308-3200

                                                              [email protected]             

                                                               

                                                         SHANON ASKEW (630) 373-5545

                                                             [email protected]

Call us today at (877) 529-4590 or you can complete the form below to Pre-Register Now!

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