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

Day(s)

Hour(s)

Minute(s)

Second(s)

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
2:35 PM	Breakouts	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
3:35 PM	Breakouts	(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!