PRESENTED BY FINANCIAL ADVOCATES

Are you ready to IGNITE change within your practice?

The time is now to shift your PERSPECTIVE, create a VISION for the future and implement INNOVATIVE technology solutions.

OCTOBER 21 – 22, 2019 | DOWNTOWN PORTLAND

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WHY ATTEND
Why you should attend FA 2019 Ignite

We bring Advisors, Assistants, and experienced Financial Services industry professionals together several times a year at Advisor conferences in Seattle and Portland. These events focus on relevant and timely topics that will interest the Financial Advisors.


RESERVE YOUR SEAT

Networking & New People

Networking with other industry professionals is a great opportunity to form study groups, meet new friends, and cultivate a
peer network.

1

Top Industry Speakers

Learn from top Financial Services speakers covering topics such as behavioral finance, practice management and more.

3

Content Rich Workshops

The industry is changing, and so are those who comprise it. Learn some of the latest trends through our content-rich workshops.

2

Ignite Change & Create a Vision

Discover how you can transform your business as technology, industry and consumer habits change.

4

VIEW ALL OF OUR TOP FINANCIAL SERVICES SPEAKERS
Event Speakers




Michael Wilson

EVP, AdvisoryWorld – LPL Financial




Michael Wilson

EVP, AdvisoryWorld – LPL Financial








Phil Toews

Keynote




Phil Toews

Keynote








Jackie Wilke

Keynote




Jackie Wilke

Keynote

Presented by First Trust.








Paul Cahill

Keynote




Paul Cahill

Keynote








John T. Buckley

Main Stage




John T. Buckley

Main Stage

Presented by City National Rochdale.








Andrew Patterson

Main Stage




Andrew Patterson

Main Stage

Presented by Vanguard.








Julie Zhang

Main Stage




Julie Zhang

Main Stage

Presented by Russell Investments.








Damon Novelli

Premier




Damon Novelli

Premier

Presented by Legg Mason.








Sylvain Templeman

Premier




Sylvain Templeman

Premier

Presented by The Pacific Financial Group








Scott Dixon

Breakout




Scott Dixon

Breakout

Presented by Griffin Capital.








Casey Miller

Breakout




Casey Miller

Breakout

Presented by Hartford Funds.








Nancy & Steve Juetten

Breakout




Nancy & Steve Juetten

Breakout








Gary Campbell

Financial Advocates




Gary Campbell

Financial Advocates








Angela Vlach

Financial Advocates




Angela Vlach

Financial Advocates








Frank Gambardella

Financial Advocates




Frank Gambardella

Financial Advocates








April Smith

Financial Advocates




April Smith

Financial Advocates








Sieg Johnson

Financial Advocates




Sieg Johnson

Financial Advocates








Crystal Horan

LPL Financial




Crystal Horan

LPL Financial





EXPERIENCE IGNITE

Shift Your Perspective

This two-day conference in Portland, Oregon, will explore many valuable tools and services that advisors can adopt immediately to ignite change in their practice. We have carefully constructed a team of experienced industry speakers to cover key areas and important topics, providing financial advisors and their teams, with the tools and services they need to ignite their practice in 2019.

SCHEDULE DETAILS
Event Schedule

Join us for an array of breakouts, workshops, training, keynote speakers and more.

20 October

pre-conference

 

21 October

day 1

 

22 October

day 2




11:30 AM

Pre-Conference Check-In

Check-in for attendees of our pre-conference sessions.



12:00 PM – 1:45 PM
speaker-1

Crystal Horan

ClientWorks – Part 1



12:00 PM – 1:45 PM
speaker-1

Frank Gambardella

MoneyGuide Pro



2:00 PM – 4:00 PM
speaker-1

Crystal Horan

Clientworks – Part 2



2:00 PM – 4:00 PM
speaker-1

April Smith

List Building & Lead Funnels (Demo)




7:00 AM

Event Check-In



7:30 AM – 8:30 AM

Breakfast



8:30 AM – 10:00 AM
speaker-1

Gary Campbell

Welcome to Ignite



9:15 AM – 10:00 AM
speaker-1

Angela Vlach

Advisor Panel + Q&A

Presented by Financial Advocates



10:00 AM – 11:00 AM
speaker-1

Jackie Wilke

Keynote Presenter

Sponsored by First Trust Advisors




7:00 AM

Registration Check-In



7:30 AM – 8:30 AM

Breakfast



8:20 AM – 8:30 AM
speaker-1

Angela Vlach

Welcome to Day 2 / Ignite



8:30 AM – 9:15 AM

Nationwide



8:30 AM – 9:15 AM
speaker-1

Scott Dixon

Griffin Capital





More Details

REGISTRATION FOR THIS EVENT IS FREE
Reserve Your Seat


ADVISORS & ASSISTANTS

ADVISORS & ASSISTANTS

Financial Advocates

Select this reservation option if you are an advisor or assistant with Financial Advocates

RESERVE


ADVISORS & ASSISTANTS
Advisors & Assistants

Advisors & Assistants

LPL Financial

Select this reservation option if you are an advisor or assistant with LPL Home Office Supervision or another OSJ.

RESERVE


Advisors & Assistants
SPEAKERS, SPONSORS AND HOME OFFICE

SPEAKERS, SPONSORS AND HOME OFFICE

Event Exhibitors

Select this reservation option if you are a speaker, sponsor or LPL home office staff.

RESERVE


SPEAKERS, SPONSORS AND HOME OFFICE

ANSWERS TO YOUR QUESTIONS
F.A.Q.


What is the cost to attend your conference?

Thanks to our sponsors, there is no registration fee for you to attend our Fall Conference. Lodging, parking and other expenses are not included and are considered self-pay.

Can my assistant or other team members attend?

Yes! In fact, we encourage your entire team to come to the conference. The materials being presented are not just for the advisor, but for the other members of your team as well. We will have workshops, training sessions and more.

THANK YOU!
Our Sponsors































FIND OUT MORE
EVENT VENUE DETAILS


Venue
Lodging
Parking
Getting Here
Venue

Hilton Portland – Downtown

921 SW 6th Ave, Portland, OR 97204

Registration Contact

April Smith, Director of Marketing | Financial Advocates

Phone: 360.918.9439

Email: asmith@financialadvocates.com

Lodging

Hilton Portland – Downtown

921 SW 6th Ave, Portland, OR 97204

Room Rate

$189.00 per night (King or Double)

Parking

$30.00 daily

Reserve Your Room Online Here

Parking

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Getting Here

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