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Conference Materials

Conference Video's

Main-Stage Video's

Joe Theismann
Former NFL Player/ Sports Commentator/ Speaker Sponsored by EMG Brokerage

The Art of the Introduction
Bill Gaffney, Training Specialist Lincoln Financial

Recent Changes to RMDs / Qualified Money
Nate Lew, Advanced Markets Equitable

Balance & Intentionality
Nikki Pauli LMHC, NCC, RPT-S Licensed Mental Health Counselor

Tax Strategies with Estate Planning & Income
Waldean Wall, VP, Advanced Markets & Solutions Allianz

Leveraging Client Satisfaction in a New Landscape
Melissa Intezar, RCC/Vice President AssetMark

Business Updates
Dmitry Goldin, President & CEO Royal Alliance

The Fragile Decade
Jeannie Underwood, SVP, Head of Global Atlantic Consulting Simplicity

Market Update
Peter Eisenrich, CFA, CAIA-SVP, Client Portfolio Manager Clark Capital

Recognizing the Power within You
Chris Norton, Speaker/Author/Founder

Break-Out Video's

Successful Succession
Chase Felchle, Financial Decisions Group — Waterloo Steve Dewey, Financial Decisions Group — Waterloo

Positioning Annuities as Bond Alternatives
Brian Falter, Journey Financial Solutions Group Matt Hoover, Journey Financial Solutions Group

Managing Effective Reviews
Jeff Bigler, Advanced Financial Consultants Trina Urban, Advanced Financial Consultants

Building an Ensemble Package
Scott Anderson, Anderson Financial Services Kyle McLaughlin, Anderson Financial Services

Leveling Up with Technology
Andy Hejlik, Boone River Financial

Premium Financing Case Studies
Craig Cheeseman, Cheeseman Financial

Flourishing in the 401(k) Market
Neil Wilkinson, Financial Decisions Group — Oelwein Sara Hotvedt, Midwest Group Benefits

Developing & Executing a Practice Playbook for Onboarding New Team Members
Lori Haynes, Dudley Asset Management Taylor McBee, Dudley Asset Management

Recruiting: Transition Packages with Royal Alliance & CFG
Tim Strellner, Strellner Financial Group Dawn Jerrard-Johnson, SSD

Secure Act 2.0 & Other Tax Updates
Kevin Wadle, Financial Decisions Group — Knoxville

Build, Execute and Grow a Successful Study Group
Eric Kaestner, Strellner Financial Group Josh Rice, Financial Decisions Group — Des Moines

Establishing an Effective Split Rep Agreement
Jesse Meehan, Financial Decisions Group — Waterloo Lisa Doherty, SSD

Conference Video's

Main-Stage Video's

The ROI of Kindness
Brian Biro, Breakthrough Coach Sponsored by EMG Insurance Brokerage

Americas Funniest Comedy Magician
Dewayne Hill

I’m Strong If You’re Strong
Dr. Kevin Elko Sponsored by Lincoln Financial Group

swim!...How a Shark, a Suckerfish, and a Parasite Teach You Leadership, Mentoring, & Next Level Success
Walter Bond, Business Coach, Author, Motivational Speaker & former NBA Player

Break-Out Video's

Young Guns Panel: How to Position Yourself as a Team Player
Kyle McLaughlin, Strellner Agency Group; Chase Felchle, FDG-Waterloo and Blake Helms, Strellner Agency Group

Efficient Marketing: Taking a Proactive Approach to Grow your Practice
Greg Johnson, Johnson Insurance

Prospering in a Pandemic — Take your Business to New Levels
Darrel Peck, Jackson & Peck Financial Group; Gabe Bowers, Bowers Digmann Financial and Andy Hejlik, Boone River Financial

Tax Reform & 2021 Updates
Kevin Wadle, CPA, FDG-Des Moines

401(K) Successful Business Model: Process & Workflow
Sean Rice & Scott Anderson, Anderson Financial Services

Technology Roundtable
RiskAlyze, Redtail, Mobile Assistant, Orion, Snappy Kraken, Asset+Map

Incorporating Young Advisors Into Your Practice Panel
Lance Carlson, Carlson Financial Group; Keith Meyers, Advanced Financial Consultants and Tom Fox, Strellner Agency Group

Asset Management Panel: Leveraging AssetMark & WMP
Austin Banks, Strellner Agency Group and Andy Vix, Advanced Financial Consultants

Life Insurance with LTC
Derek Carter & Glenn Mackenzie, Advanced Financial Consultants