Elevate Your Practice

REPLENISH YOUR TOOLBOX

ATTEND OUR VIRTUAL CONFERENCE!

REGISTER NOWVIEW AGENDA

hear straight from the experts

expand your network of support

share tools and tips with your peers

connect with solution providers

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Advisor Town Hall / Unlock the Mystery of Mergers, Acquisitions and Succession

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Chasing Positivity

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Why Do Investors Make the Decisions They Do?

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Advisor Alpha: Staying Ahead of Change

TAKE A PEEK AT OUR SPEAKERS FOR 

Monday

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Macroeconomic Outlook & Credit Markets Update

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ESG Investing & Income Planning in Retirement

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The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty

ATTEND OUR NIGHTLY & VIRTUAL

Happy Hour

During this time, we will…

  • Provide you with key takeaways from the sessions that day
  • Offer Networking Opportunities with your peers and sponsors
  • Allow open discussion / Live Q&A from speakers

Hosted by

Gary Campbell, Founder & Chief Strategy Officer
Angie Vlach, President & chief executive officer

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Beta Mania – The Evolution of Passive Investing

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Orlando’s Outlook: Character vs. Economy

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Increase Your Fee Revenue & Secure Your Future IRA Rollover with In-Plan Advice for 401K, 403B, 401A and/or 457

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The Art of the Clean-up

DIVE IN FURTHER ON

Tuesday

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Tools of the ETF Trade: Understanding ETF Liquidity and Trading

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Access to a New Core Asset Class

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Behavioral Portfolio Design

There was a great variety of speakers and the breakout groups were diverse enough for me to find something I wanted to hear at each time slot. There was also sufficient time in between for coffee/mingling in between each presentation.

The LPL Clientworks technology breakouts were excellent. All of the presenters were very informative.

Good speakers. Well organized. Kept on the schedule. Really helpful information. Great networking.

As an admin, I like the opportunity to learn new things. The experiences aren’t just applicable to the representative, but also anyone who comes into client contact.

Extremely informative, positive, and provided resources for admin as well.

The presentations were excellent. The comradery was heartwarming. The event was well run… One of the best conferences of the year.

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Never Let a Crisis Go to Waste: COVID, the Economy, Bond Market and Social Security

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Real Estate Post COVID - Opportunities, Pitfalls and the Evolution of Product Design for Investors

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Broken Bonds: Assessing Bond Risks and the Future of Asset Allocation

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Demo: BizEquity Valuation Platform

KEEP LEARNING ON

Wednesday

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Lights, Camera, Sell! How to Host an Impactful Virtual Meeting or Client Review

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Using Annuities to Protect Clients in the Current Environment

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Planning Opportunities and Sequencing Strategies for Retirement Income

FINANCIAL ADVOCATES

Advisors & Admin with our OSJ or Hybrid RIA, FAIM
 
CLICK HERE

LPL FINANCIAL

Advisors & Admin with Home Office Supervision or with another OSJ

CLICK HERE

THERE IS NO COST To ATTEND ELEVATE

Register Now!

Thanks to our sponsors, we are able to offer our conference at no cost for advisors and their administrative staff.

WHAT WE HAVE PLANNED

Full Conference Agenda

MONDAY, SEPTEMBER 14
Time
TOPIC
SPEAKER

8:30 AM

Welcome to Elevate 2020 / Advisor Townhall
Gary Campbell & Angie Vlach
Financial Advocates

9:30 AM

Chasing Positivity
David Richman
Eaton Vance Advisor Institute

10:30 AM

Why Do Investors Make the Decisions They Do?
Marie-Anne Hobeika
Fidelity Institutional

11:30 AM

Advisor Alpha: Staying Ahead of Change
Jim Entwisle
Vanguard

12:30 PM

Unlock the Mystery of Mergers, Acquisitions and Succession
Gary Campbell & Soliman Popal
Financial Advocates

1:30 PM

Macroeconomic Outlook & Credit Markets Update
David Santoriello
Guggenheim Investments

2:30 PM

ESG Investing & Income Planning in Retirement
Manisha Singh & Timothy Pettee
AIG Funds

3:30 PM

The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty
Rob Mace
Symetra

4:30 PM

Virtual Happy Hour / Open Discussion
Angie Vlach & Elvis Medica
Financial Advocates
TUESDAY, SEPTEMBER 15
Time
TOPIC
SPEAKER

8:30 AM

Welcome to Day 2
Angie Vlach & Elvis Medica
Financial Advocates

9:00 AM

Beta Mania – The Evolution of Passive Investing
D.S. Judge & Jake Sluis
Columbia Threadneedle

10:00 AM

Orlando’s Outlook: Character vs. Economy
Phil Orlando
Federated Securities

11:00 AM

Increase Your Fee Revenue & Secure Your Future IRA Rollover with In-Plan Advice for 401K, 403B, 401A and/or 457
Neil Nakagawa
The Pacific Financial Group

12:00 PM

The Art of the Clean-up
Erin Sheehan & Mike Kubik
T. Rowe Price

1:00 PM

Tools of the ETF Trade: Understanding ETF Liquidity and Trading
Roger Miller
American Century Investments

2:00 PM

Access to a New Core Asset Class
Matthew Incitti
Bluerock Capital Markets

3:00 PM

Behavioral Portfolio Design
Dan Kullman
Toews

4:00 PM

Virtual Happy Hour / Open Discussion
Angie Vlach & Elvis Medica
Financial Advocates
WEDNESDAY, SEPTEMBER 16
Time
TOPIC
SPEAKER

8:30 AM

Welcome to Day 3
Angie Vlach & Elvis Medica
Financial Advocates

9:00 AM

Never Let a Crisis Go to Waste: COVID, the Economy, Bond Market and Social Security
Karen Ireland & Brad Rutan
MFS

10:00 AM

Real Estate Post COVID - Opportunities, Pitfalls and the Evolution of Product Design for Investors
Michael Hudgins
Hines Research

11:00 AM

Broken Bonds: Assessing Bond Risks and the Future of Asset Allocation
Marc Odo
Swan Global Investments

12:00 PM

Demo: BizEquity Valuation Platform
Michael Gola
BizEquity & American Century

1:00 PM

Lights, Camera, Sell! How to Host an Impactful Virtual Meeting or Client Review
Sheri Fitts
BMO Global Asset Managers

2:00 PM

Using Annuities to Protect Clients in the Current Environment
Matthew Cecil
Pacific Life

3:00 PM

Planning Opportunities and Sequencing Strategies for Retirement Income
Doug Ewing
Nationwide

4:00 PM

Virtual Happy Hour / Open Discussion
Angie Vlach & Elvis Medica
Financial Advocates

IMPORTANT INFORMATION

Frequently Asked Questions

Why has Financial Advocates' conference been changed from in-person to virtual?

Based upon information provided by the Centers for Disease Control and Prevention, the World Health Organization and other authorities, physical gatherings will continue to present risk for coronavirus transmission into the foreseeable future.

The safety of our clients, partners and employees takes precedence over other factors. For that reason, we’ve replaced the in-person gatherings with virtual events.

When and "where" will FA Elevate take place?

Financial Advocates’ Virtual Platform will launch September 10th. Live sessions will start on September 14th and continue until September 16th. Recordings of sessions will be available in the weeks following.

 

This virtual experience of sessions is a new way to connect with you and partners when it’s convenient for you.

What is the cost to attend Elevate?

There is no cost to attend the virtual event. 

Can my administrative staff attend?

Yes! We encourage your administrative staff to register and attend. 

How will the content be delivered?

All sessions will be delivered using GoToMeeting or GoToWebinar.

Do I need to attend all three days?

No, you do not, however, we encourage you to attend as many sessions as you can and also attend our daily “happy hour” for a recap of the sessions and an opportunity to speak with the presenters 1:1.

DON’T MISS OUT!

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WE APPRECIATE YOU!!

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