Find the solution to supercharge your business’ needs with a clear ROI at the free Financial Advisor Conference:
The Advisor Seminar will be held on June 12th, 2019 from 8:00 a.m. to 12:00 p.m.
Early check-in begins each morning at 8:00 a.m.
All times shown are in Arizona Mountain time.
ASU SkySong
Building #1, Room #201 Global
1475 N. Scottsdale Road
Scottsdale, AZ 85257
June 12th Sessions
9:00 – 10:00 – Session 1
Bob Nienaber, benefitRFP
Simplifying Executive Benefits
– Create and Refine Top Performing Cultures for Leading Companies
– Utilizing the Key Role of Benefits
Learn More >
10:00 – 11:00 – Session 2
Paul Deloughery, Magellan Law, PLC
Business Succession Planning
– How to select choose a successor (the pros and cons of selling/gifting the business to a family member, selling to key employees, selling to a competitor, or selling to an investor.)
– Methods of valuation of a company
– Buy-Sell Agreements
– Planning with trusts
– Planning with life insurance
– Tax considerations
Learn More >
11:00 – 11:30 – Session 3
Mark Williams, Brokers International
Adapting to the Digital Age
– Make the most out of your digital presence
– How to utilize mobile and social media to boost your business
– The value of building a strong brand
– Automating your client retention and acquisition strategies
Learn More >
11:30 – 12:00 – Session 4
Keith Dorson, Win Win Investment Planning
Life Energy Units – The Stuff of Life
-It’s more than practice management, It’s about using the gift while you can in the wisest way possible. Practical insights that could transform you and your practice.
Learn More >