541-579-5689 todd.baird@lpl.com

ignite | engage | energize

SEPTEMBER 20-22, 2022 | RENTON, wa

DAYS

SESSIONS

ATTENDEES

EXHIBITORS

WHY ATTEND?

Financial Advocates’ Ignite is 2 ½ days of networking, fun and education. Most importantly, it is an opportunity to connect and exchange ideas, in person, with your peers.

By registering, you receive:

  • Access to all keynote, main stage, and breakout speaker sessions
  • Access to insight on niche topics like technology, financial planning, and marketing
  • Dedicated networking times to connect with industry experts, advisors, and home office team members
  • An abundance of ideas and takeaways you can implement immediately in your practice

    ABOUT THE VENUE

    Located on the shores of Lake Washington, Hyatt Regency Lake Washington at Seattle’s Southport, perfectly combines the natural beauty of the Pacific Northwest with modern amenities.  Enjoy close proximity to Sea-Tac International Airport, downtown Seattle and Bellevue, Mount Rainier National Park, Gene Coulon Memorial Beach Park, and more.

    To book a room, please contact marketing@financialadvocates.com.

     

    COUNTDOWN TO IGNITE

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    CONFERENCE AGENDA

    Speaker bios and presentation materials are available for some sessions.
    Click the agenda title or speaker name to view or download. 

    TUESDAY, SEPTEMBER 20
    START TIME ACTIVITY TYPE PRESENTATION TITLE PRESENTER
    All Day Registration
    7:00 AM Breakfast in Exhibit Hall
    8:30 AM Mainstage Welcome/Ignite Your Business – Foster Future Growth Gary Campbell & Angie Vlach, Financial Advocates
    9:15 AM – 4:40 PM Operational Workshops Strengthen the Backbone of Your Practice – Best Practices for Day-to-Day Business
    9:15 AM Mainstage Policy and Politics: What’s Old Is New Again Susan Olson, Sponsored by Natixis
    10:10 AM Break
    10:25 AM Mainstage Advisor Panel: Financial Advisor vs Business Owner – The Art of Owning a Financial Services Business Featuring Financial Advocates Advisors, Sponsored by Horizon Investments
    11:15 AM Lunch in Exhibit Hall
    12:30 PM Mainstage Mindful Leadership Kristen Brogan of On Target Living, Sponsored by Security Benefit
    1:25 PM Mainstage Structured Investments 101 – A Conversation Erik Heavey, Sponsored by First Trust
    2:20 PM Break
    2:35 PM Breakouts Structured Investments 201 –
    How Financial Advisors Use Structured Investments to Generate Income & Manage Risk
    Ben Johnson, Sponsored by First Trust Portfolios
    Taking Advantage of Opportunity: A Fixed Income Market Overview Paul Matlack, Sponsored by Delaware Funds by Macquarie
    3:25 PM Break
    3:35 PM Breakouts Advisor Thinktank – Scaling Your IM Business Like an Institution Scott Ferrette and Matt Reeves, Sponsored by Horizon Investments
    (b)uild Your Practice: 403(b) and (b)eyond Kleber Alves and Anthony Martinez, Sponsored by Security Benefit
    4:25 PM Break
    4:40 PM Mainstage Communication with Impact Pamela Barnum, The Trust Agent
    5:35 PM Happy Hour
    Sponsor Dine-arounds
    OPERATIONAL BREAKOUT SCHEDULE - TUESDAY, SEPTEMBER 20
    START TIME ACTIVITY TYPE PRESENTATION TITLE PRESENTER
    7:00 AM Breakfast in Exhibit Hall
    8:30 AM Mainstage Welcome/Ignite Your Business – Foster Future Growth Gary Campbell and Angie Vlach, Financial Advocates
    9:15 AM Breakout Daily Business Best Practices:
     – Client Works Navigation 
     – Householding 2.0 
    Rhonia Yusypchuk, LPL Financial
    11:20 AM Lunch in Exhibit Hall
    12:30 PM Mainstage Mindful Leadership Kristen Brogan of On Target Living, Sponsored by Security Benefit
    1:25 PM Breakout Daily Business Best Practices:
     – Notifications  
     – Forms – General  
     – Forms – Branch Manager Signature Process 
     – Account Opening and Transfers
    Taryn Weiks and Geneva Foster, Financial Advocates
    3:15 PM Breakout Daily Business Best Practices:
     – Round Table  
    Taryn Weiks and Geneva Foster, Financial Advocates
    4:40 PM Mainstage Communication with Impact Pamela Barnum, The Trust Agent
    5:35 PM Happy Hour
    WEDNESDAY, SEPTEMBER 21
    START TIME ACTIVITY TYPE PRESENTATION TITLE PRESENTER
    7:00 AM Breakfast in Exhibit Hall
    8:30 AM Mainstage Welcome
    8:40 AM Mainstage Real Assets & Inflation – How to Optimize Your Portfolio in a Low-Growth, High-Inflationary Environment Marc Dummer, Sponsored by Principal
    9:35 AM Mainstage The Ins and Outs of Private Equity – A Conversation Paul Drury, Sponsored by CNL
    10:30 AM Break
    10:45 AM Breakouts Solving for Income in a Rising-Rate Environment Marc Dummer, Sponsored by Principal
    Private Capital: A Unique Private Equity Strategy Jon Stickney, Sponsored by CNL
    Direct Indexing SMAs – An Idea 30 Years New Paul Nicely and Jeremy Milleson, Sponsored by Eaton Vance
    Mastering Social Security CE Presentation: Options for Spouses, Survivors, and Divorcees Sean Mahoney, Sponsored by MFS
    Service As Your Superpower – Engaging Clients in Challenging Markets Brie Willams and Brian Scott, Sponsored by State Street Global Advisors
    11:35 PM Lunch in Exhibit Hall
    1:00 PM Breakouts Portfolio Construction Guidance Dr. Nils Bierkamp and Michael Pak, Sponsored by Fidelity
    Secure Act 2.0 and Creative Planning for Taxes and Distributions (CE for Professional Designations; CFP, CFA, CFFP, PRP, and IWI) Diego A. Verdugo, Sponsored by Sammons Retirement Solutions
    Your Niche is Waiting: Wealth at Work D.S. Judge, Sponsored by Columbia Threadneedle
    Bonds are Different Colin Aymond, Sponsored by PIMCO
    Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing Mikerson Laurent, Sponsored by Natixis
    1:50 PM Break
    2:00 PM Breakouts Becoming the Total Wealth Advisor: Providing Liquidity for Full Balance Sheet Management Brad Croft, Sponsored by Goldman Sachs
    Succession Planning Financial Advocates
    Healthcare Planning in Retirement Doug Ewing, Sponsored by Nationwide
    History Lessons – What Can We Learn from the Market’s Trends and Performance Over Time Max Hart and Sara Jean Walter, Sponsored by John Hancock
    5 Steps to Managing a Models-Based Practice Ryan Trujillo, Sponsored by T. Rowe Price
    2:50 PM Break
    3:00 PM Breakouts Taxable Accounts – Minimize Taxes to Maximize Growth Rob Kuharic, Sponsored by Russell Investments
    10 Ideas to Increase AUM and Referrals Matthew DiFerdinando, Sponsored by Bluerock Capital Markets
    Solving the Core Fixed Income Challenge Ryan Connolly, Sponsored by Sierra Investments
    Leveraging WealthVision (eMoney) to Capture More in Service Distributions Opportunities Allison Faxvog and Miran Milovanovic, Sponsored by Allianz
    The Benefits of Private Real Estate Josh Belt, Sponsored by DWS Distributors
    3:50 PM Break
    4:05 PM Mainstage Focus on What Matters – Client Engagement Anand Sekhar, Sponsored by Fidelity Institutional
    5:00 PM Close
    5:30 PM Boarding begins for Cruise
    THURSDAY, SEPTEMBER 22
    START TIME ACTIVITY TYPE PRESENTATION TITLE PRESENTER
    7:00 AM Breakfast in Exhibit Hall
    8:00 AM Mainstage Welcome Financial Advocates
    8:15 AM Mainstage Economic Overview Marc Zabicki, LPL Financial
    9:10 AM Break
    9:25 AM Breakouts Guide to Health & Wellness Matt Kansy, Sponsored by Symetra
    Income & Inflation Protection Through an Actively Managed Real Estate Solution Scott Dixon, Sponsored by Apollo
    Spousal Protection – Planning for the Surviving Spouse Adam Christy, Sponsored by Eagle Life
    Insights to Prepare Your Practice for the Growth of ESG Investing Turner Miller, Sponsored by Parnassus Investments
    Stop Focusing on Transactions and Start Building Relationships Mike Caiola, Sponsored by ReminderMedia
    10:15 AM Break
    10:30 AM Mainstage Seize Your Opportunities JJ Birden, former NFL Wide Receiver, Sponsored by Delaware Funds by Macquarie
    11:25 AM Mainstage Close Financial Advocates
    11:30 AM Lunch/Departures

     

    FREQUENTLY ASKED QUESTIONS

    Where is the Ignite Conference taking place?

    Hyatt Regency Lake Washington
    1053 Lake Washington Blvd North
    Renton, WA 98056

    Click here to visit the hotel website.

    Who can attend the conference?

    The Ignite Conference is exclusive to advisors and their staff. We are not able to accommodate family and guests at the conference.  

    How do I book a hotel room?

    Secure your hotel room at our negotiated rate of $279 + tax and fees by using this link.

    Click here to book a room.

    I am driving to the meeting – where do I park?

    The Hyatt offers both valet and self-parking.

    I am flying – how do I get to the hotel?

    It is approximately $30 for ride-sharing and taxis from the Seattle Tacoma airport.  Ride share meet-up and the taxi stand are located on the third floor of the airport parking garage.  The transfer from SEA to the Hyatt Regency is approximately 15 minutes. 

    What time zone will I be in during the Ignite Conference?

    You will be in the Pacific time zone when you are in Seattle at the Ignite Conference.

    What is the weather like in September? 

    Seattle weather averages highs in the upper 60s and lows in the mid-50s in September. You may want to bring an umbrella or waterproof jacket in case of rain.

    What do I wear to meetings and events during the conference?

    Business casual attire is appropriate for all business meetings and functions at Financial Advocates Ignite Conference.  

    Business casual includes sweaters, blouses, skirts, dresses, slacks/trousers, polo, or button-down shirt. Jackets are optional.  

    It is likely to be cool in meeting rooms and on the Wednesday evening dinner cruise – a jacket or sweater is recommended. 

    What are the COVID Protocols?

    Your health and safety are of the utmost importance to us. Our host hotel, the Hyatt, is committed rigorous safety and cleanliness protocols. Find out more: Hyatt’s Global Care & Cleanliness Commitment 

    At this time masks or testing are not required at the meeting. But as you know, COVID is ever-changing, we will update you if requirements change.  

    We ask that if you begin feeling ill at the meeting, you isolate from other attendees. 

    Where can I get more information?

    If you have specific questions, please send an email to marketing@financialadvocates.com 

    We look forward to seeing you September 20-22! 

    2022 SPONSORS

    Premier Sponsor

    Elite Sponsors

    Breakout Sponsors

    Exhibitor Sponsors