AGENDA

Schedule of Events

Tentative and Subject to Change

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
[table “8” not found /]
[table “9” not found /]
[table “4” not found /]
[table “5” not found /]

Reserve your room as soon as possible. We’ve sold out every year!

Call (866) 904-6300 and mention “Financial Advocates 2018” when booking

Request Additional Information

For additional information email Tiffany Cote or April Smith using the form found above or call (360) 866-2345 ext. 439