Tuesday, Sept 15th
6:00pm
Welcome Dinner - Coyne's Restaurant & Bar
Wednesday, Sept 16th
8:30am
Worship and Word
9:00am
CEO Keynote - Robert Netzly
10:00am
The Noble Calling of a “Wealthcare” Professional - Erik Davidson
11:00am
More Than Allocations: A Case for Financial Planning - Matt Daugavietis, Penelope Paugh, Josh Wind
12:00pm
Lunch at Hotel
1:00pm
A Practice that is Built to Scale - Aaron Moon with Tryssa Pacciuli & Jevon Webster
2:00pm
How Shareholders Shape Society - Tim Schwarzenberger
3:00pm
Finding Strength in Adversity - Scott Betschel
4:00pm
Advisor Connection Time
5:00pm
Missions Dinner - PreBorn! at Coa del Mar in Eagle, Idaho
Thursday, Sept 17th
8:30am
Worship and Word
9:00am
Breakout Huddles #1:
Preparing Generations of Advisors - Ted DeLisi
10:00am
Breakout Huddles #2:
Strategies for Practice Growth - Daniel Mastrolonardo
11:00am
Breakout Huddles #3:
Strategic Planning for Your Business - Zach Stone
12:00pm
Lunch at Hotel
1:00pm
Leaving a Legacy - Robert Netzly
2:00pm
The Ideal Client Persona - William Wright
3:00pm
President's Address - Aaron Moon
4:00pm
Advisor Connection Time
5:00pm
Dinner - Coyne's Restaurant & Bar