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