APRIL 29-30, 2019

EDUCATIONAL & NETWORKING EVENT FOR FINANCIAL ADVISORS
REGISTER NOWVIEW SCHEDULE

FULL DAYS

SESSIONS

EXHIBITORS

JOIN US FOR FA19 SEATTLE!

The Financial Advocates Seattle Summit is a two-day educational event for Financial Advisors and their assistants throughout the Pacific Northwest and surrounding areas.

With state of the art breakout rooms and main stage space, Seattle’s Destination Waterfront Venue, Bell Harbor International Conference Center at Pier 66 is sure to please! Their event space features 180-degree views of the Olympic Mountains, Mt. Rainier, Puget Sound’s Elliott Bay, and the Seattle skyline.

OUR PRESENTERS

More Coming Soon!

Duncan MacPherson

Pareto Systems

Keynote Speaker

Sponsored by First Trust

Brian Portnoy, Ph.D, CPA

Virtus Investment Partners

Keynote Speaker

Sponsored by Virtus Investment Partners

Damon Novelli

Legg Mason

Main Stage Speaker

Sponsored by Legg Mason

Susan Olson

Natixis

Main Stage Speaker

Sponsored by Natixis

D. Judge

Columbia Threadneedle

Main Stage Speaker

Sponsored by Columbia Threadneedle

Mark Eibel

Russell Investments

Main Stage Speaker

Sponsored by Russell Investments

Paul Nicely

EatonVance

Main Stage Speaker

Sponsored by EatonVance

SCHEDULE OF EVENTS

Schedule
Round Table Discussions
Workshops

AGENDA OVERVIEW

FA19 Seattle will have over 31 sessions available to you over the 2-day span. Please use the toggle button to switch between Monday and Tuesday.

Time

Session

Topic

Speaker

Room
7:45 AMBREAKFASTNetworking/Expo Hall-Harbor Dining Rm.
7:45 AMPRIVATE SESSIONFinancial Advocates UpdateGary Campbell & Angela Vlach,
Financial Advocates		Bay Auditorium
9:00 AMMAIN STAGEWelcome & Kick-OffGary Campbell & Angela Vlach,
Financial Advocates		Bay Auditorium
10:00 AMKEYNOTECreative DestructionPaul Cahill,
Virtus Investment Partners		Bay Auditorium
11:00 AMCOFFEE BREAKNetworking/Expo Hall-Foyer
11:15 AMWORKSHOPRedtail University: Database Clean-UpJonathan Maddock,
Redtail University		Pacific Boardroom
11:15 AMBREAKOUTCommunicating Your Value: Discussing fees with your clientsMatthew Brown,
John Hancock		Marina
11:15 AMBREAKOUTThe Convergence of Health Care and Financial PlanningPeter Stahl, Bedrock Results
Sponsored by Lincoln Financial Distributors		Cove
11:15 AMBREAKOUTInvestor Behavior Trends: An In-Depth Look at Investors Concerns & ExpectationsRyan Donohue,
Sound
12:00 PMLUNCHPower Lunch Roundtables and Networking-Harbor Dining Rm.
1:05 PMWORKSHOPRedtail University – Day to Day Notes, Activities and ReportsJonathan Maddock,
Redtail University		Pacific Boardroom
1:15 PMWORKSHOPThe Story of a Brand: Creating the Ultimate Client ExperienceCathy Fenimore,
Financial Advocates		Cove
1:15 PMBREAKOUTReducing Risk in Late Cycle MarketsMarc Dummer, CAIA
Principal Global Investors		Sound
1:15 PMBREAKOUTAvoid the IRA Rollover Waiting Game with a 401k/403b/457 Pre-Retirement SolutionNeil Nakagawa,
The Pacific Financial Group		Marina
2:00 PMCOFFEE BREAKNetworking/Expo Hall-Foyer
2:15 PMWORKSHOPRedtail University: Workflows and AutomationsJonathan Maddock,
Redtail University		Pacific Boardroom
2:15 PMBREAKOUTRising Income, While Taking Income in RetirementChad Spencer and Andy Briedenbach,
AIG Funds		Sound
2:15 PMBREAKOUTSeeing your clients in 3D-Discussing the Difficult Topics of Death, Divorce and DisabilityRob Mace,
Symetra		Cove
3:00 PMMAIN STAGEWomen and InvestingD. Judge,
Columbia Threadneedle		Bay Auditorium
4:00 PMMAIN STAGEMarket Update: What to Expect in 2019Mark Eibel,
Russell Investments		Bay Auditorium
5:00 PMMAIN STAGEClose of Day 1Gary Campbell & Angela Vlach,
Financial Advocates		Bay Auditorium
5:30 PMRECEPTIONJoin us for our welcome reception at the Hook & Plow. Restaurant located in the lobby of the Waterfront Marriott.The BancorpOff-Site

Time

Session

Topic

Speaker

Room

     
7:45 AMBREAKFASTNetworking/Expo HallHarbor Dining Rm.
8:00 AMADVISOR PANELElevate Your Practice in 2019Gary Campbell & Angela Vlach,
Financial Advocates		Bay Auditorium
8:00 AMLPL BREAKOUTLearning & DevelopmentCrystal Horan & Rachel Simpson,
LPL Financial		Pacific Boardroom
8:00 AMLPL BREAKOUTMergers & Acquisitions, SuccessionDan Valente & Greg Gessert,
LPL Financial		Marina
8:00 AMLPL BREAKOUTBusiness DevelopmentAndy Hart & Ray Fischer,
LPL Financial		Cove
8:00 AMLPL BREAKOUTPolitical Action Committee (PAC)Cary Wong,
LPL Financial		Sound
8:50 AMMAIN STAGEWelcome - Day 2Gary Campbell & Angela Vlach,
Financial Advocates		Bay Auditorium
9:00 AMKEYNOTEThe Franchise Ready Advisor: Mastering Organic & Scalable GrowthDuncan MacPherson,
Pareto Systems
Sponsored by First Trust Advisors
10:00 AMMAIN STAGEThe Art of New Client AttractionPaul Nicely,
Eaton Vance
11:00 AMCOFFEE BREAKNetworking/Expo Hall-Foyer
11:05 AMWORKSHOPClientWorks: Opening New AccountsCrystal Horan & Rachel Simpson,
LPL Financial		Pacific Boardroom
11:15 AMBREAKOUTDynamic Essentials: “Advisor Perspectives” on Growing Your BusinessJason Acab & Laurel Johnson,
Blackrock
11:15 AMBREAKOUTDo Your Clients Know Your Value?John A. Rhodes, JR., Ph.D.,
CNL
12:00 PMLUNCHPower Lunch Roundtables and Networking-Harbor Dining Rm.
1:05 PMWORKSHOPClientWorks: Account Transfer ToolsCrystal Horan & Rachel Simpson,
LPL Financial		Pacific Boardroom
1:15 PMWORKSHOPSocial Media 101: Kickstart Your Social Media PresenceApril Smith,
Financial Advocates		Cove
1:15 PMBREAKOUTFinding Opportunity in Changing MarketsMark Currier,
FS Investments		Sound
1:15 PMBREAKOUTThe Future Redefined: Solving for the Coming Retirement CrisisJeff Walters,
Hines Securities		Marina
2:00 PMCOFFEE BREAKNetworking/Expo Hall-Foyer
2:05 PMWORKSHOPClientWorks: Account Maintenance and GroupingCrystal Horan & Rachel Simpson,
LPL Financial		Pacific Boardroom
2:15 PMBREAKOUTStrategies to Attract and Retain Wealthy ClientsAmanda Chomyszak,
Mainstay		Sound
2:15 PMBREAKOUTAsset Acquisition: Advice in a New EraDave Petzke,
Capital Group-American Funds		Marina
2:15 PMBREAKOUTGrow your Business by Managing Both Sides of the Balance SheetBrad Croft,
Goldman Sachs Private Banking		Cove
3:00 PMMAIN STAGEThe Washington Update: How the 2019 Agenda affects the Markets and Financial ServicesSusan Olson,
Natixis Investment Manager		Bay Auditorium
4:00 PMMAIN STAGETeaming: Best Practices of High Performing TeamsDamon Novelli,
Legg Mason		Bay Auditorium
5:00 PMMAIN STAGEClose of Day 2Gary Campbell & Angela Vlach,
Financial Advocates		Bay Auditorium

ROUND TABLE DISCUSSIONS

Roundtable discussions will occur during the lunch hour on Day 1 and Day 2 of the Summit. Topics will be selected by the presenter.

Legg Mason

Topic - TBD

First Trust

Topic - TBD

Natixis

Topic - TBD

Pacific Life

Topic - TBD

Principal Funds

Topic - TBD

Coming Soon!

Topic - TBD

Russell Investments

Topic - TBD

Eaton Vance

Topic - TBD

Columbia Threadneedle

Topic - TBD

Chubb

Topic - TBD

Coming Soon!

Topic - TBD

Coming Soon!

Topic - TBD

WORKSHOPS & TRAINING

Licensed Admin and other support professionals are an integral member of an advisor's practice. Financial Advocates would like to support their professional growth as well by offering training and/or workshops at FA19 Seattle and Portland.

Redtail CRM

Day/Time - TBD

The Client Experience

Day/Time - TBD

Event Planning for Assistants

Day/Time - TBD

Social Media 101

Day/Time - TBD

ClientWorks Training

Day/Time - TBD

TOPIC COMING SOON

Day/Time - TBD

STAYING & GETTING AROUND SEATTLE

Lodging
Parking
Driving
Train
Airport

Seattle Mariott Waterfront

Experience the best of the city when you stay at Seattle Marriott Waterfront. Their prime location reveals to guests stunning views of the mountains and Elliott Bay. The world-famous Pike Place Market is an elevator ride away, and the hotel sits adjacent to the Bell Harbor Conference Center.

Guests enjoy upscale hotel rooms outfitted with plush bedding, mini-refrigerators, large desks, and WI-FI; many benefit from balconies with waterfront views. Also, take advantage of the hotel’s indoor/outdoor pool and modern gym.

Click here to learn more about this hotel.

Room Block & Reservations

Our room block has been reserved for the following nights:

  • Sunday, April 28th, 2019
  • Monday, April 29th, 2019

Room rates:   $259.00 USD per night/ King or Double

You may call (800) 228-9290 and ask for the "Financial Advocates Meeting" to reserve your room, or book online using the below button.

Reserve Your Room Online!

Conference Parking

We recommend parking in the Bell Street Pier Garage, which connects directly to Bell Harbor and World Trade Center Seattle via the skybridge and can be accessed on both Elliott Avenue and Wall Street.

Bell Street Pier Garage Address:
2323 Elliott Avenue
Seattle, WA 98121

Bell Street Garage Hours:
Sunday through Thursday: 6:00am to Midnight
Friday and Saturday: 6:00am to 1:00am

Bell Street Garage Rates

Overnight Parking

For guests staying overnight at the Seattle Marriott Waterfront, overnight parking is available.

  • Electric car charging stations: 2, Complimentary
  • Off-site parking, fee: $24 USD daily
  • On-site parking, fee: $20 USD hourly, $52 USD daily
  • Valet parking, fee: $63.75 USD daily
  • Valet fee includes in/out privileges. Limited oversized vehicle parking available for $60 + tax.

Public Parking

If you'd rather utilize public parking here are the details you should know:

Paid parking is in effect Monday through Saturday and is generally limited to 2 hours, 4 hours, or 10 hours (all-day). Parking is free on Sundays, when time limits generally do not apply.
To view a map of all public parking lots within the Seattle area, click here.

 

Location

2211 Alaskan Way, Pier 66
Seattle, WA 98121

Please use the map to your right for detailed directions.

The Sounder Train

Sounder trains travel between Lakewood and Seattle (making stops in South Tacoma, Tacoma, Puyallup, Sumner, Auburn, Kent, and Tukwila) and between Everett and Seattle (with stops in Mukilteo and Edmonds). Sounder runs regular commuter service on weekday mornings and afternoons only.

Follow the links below to view the schedules.

Amtrak

Traveling from Oregon or Southwest Washington? No problem! The Amtrak leaves from Portland, Oregon five-times daily! It's a safe and convenient way to travel and get work done at the same time.

Ticket prices vary from $28 - $138 (one-way).

We encourage you to come up the Sunday before if you plan on taking the train.

Link Light Rail

Link light rail travels 20.35 miles between Seattle's University of Washington Station and Angle Lake Station, making 14 stops along the way, including Sea-Tac Airport, Downtown Seattle and Pioneer Square.

Everett < > Seattle
Lakewood < > Seattle
Amtrak Tickets & Schedule
Angle Lake < > UW Campus

Getting to/from Sea-Tac International Airport

Sea-Tac International Airport is approximately 15 miles from Bell Harbor, with travel time between 30-60 minutes based on traffic.  Upon arriving you can call a taxi, take an UBER, Lyft or Link-Rail into Seattle.

Learn More about Sea-Tac Airport

THANK YOU, SPONSORS!