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Event Schedule

  • October 6th
  • October 7th
  • October 8th

October 6th

12:30 PM
JasonDorsey-1

Keynote : Jason Dorsey
jdorsey@jasondorsey.com

 

1:45 PM
DrewShumskiphoto
Joint Planning with Attorneys

Advanced Practices : Drew Shumski
DShumski@nwam.net
215-368-8681

1:45 PM
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Joint Planning with Attorneys

Advanced Practices : Craig LaRocca

1:45 PM
KimberlyNgo_square

 

Making Top of the Table from the Kitchen Table

Sales and Prospecting : Kimberley Ngo
kimberley@intelione.com
713-557-8989

1:45 PM
BrianHaney3

 

You and Your Brand: Using Social Media to Grow Your Business

Technology : Brian Haney
bhaney@thehaneycompany.com
301-593-0600

1:45 PM
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Practice Management : TBD

October 7th

12:30 PM
murray_liz_photo

 

From Homeless to Harvard

Keynote : Liz Murray
jdorsey@jasondorsey.com

1:45 PM
walterkatz

 

Leveraging Life Insurance in Retirement Plans and Beyond

Advanced Practices : Walter Katz
wkatz@borntoretire.com
713-840-7300

1:45 PM
tomhegna3

 

Handling Objections and Asking Powerful Questions

Sales and Prospecting : Tom Hegna
tom@tomhegna.com
602-549-6653

1:45 PM
Suzanne Carawan

 

Marketing using Facebook and Linkedin

Technology : Suzanne Carawan
scarawan@naifa.org
571-423-6387

1:45 PM
MarcusHenderson

 

Leaders Lead and Builders Build

Practice Management : Marcus Henderson
marcus@hendersonfinancialgroup.com
615-386-9141

October 8th

12:30 PM
MorrisMorrison

 

Disrupt Yourself

Keynote : Morris Morrison
mmorrison@storymakerbrands.com

1:45 PM
silhouette-image-person-grey

 

 

Advanced Practices : TBD

1:45 PM
Christofer_Gandy

 

Endless Prospecting

Sales and Prospecting : Chris Gandy
cgandy@midwestlegacyllc.com
312-532-2257

1:45 PM
SilbernagelJim_Photo-1

 

 

Technology : Jim Silbernagel
info@naifaclientcast.com
262-626-8892

1:45 PM
angela1

 

 

Technology : Angela Silbernagel
angela@realwealthmarketing.com