Our upcoming Retirement and Income Planning Conference will be held February 21st – 23rd at the Cosmopolitan Resort in Las Vegas. We are planning a full agenda featuring notable speakers, industry and regulatory content, as well as valuable ideas to incorporate into your practice.
The conference will begin on Sunday February 21st at noon and end on Tuesday February 23rd at noon. Investacorp will pick up the nights of the 21st and 22nd, as well as all planned meals throughout the event. If you would like to come in earlier, or extend your stay, Investacorp’s discounted cost will be $169/night. Please note that there will be a $300 additional charge for any guests (for meals and events) and a $500 cancellation fee if you cancel anytime after January 15th.
Immediately following the conference, we will be hosting our second annual NextLevel Coaching Workshop, moderated by Kirk Hulett, Chris Kirby, and Laurie Burkhardt, Practice Management Coaches at Securities America. NextLevel will be comprised of two half day sessions where attendees will learn nine different tactics designed to re-invigorate your practice, increase profitability, discuss fee-based conversion ideas and take control of your office environment. Each attendee will also be granted a six month coaching engagement after the session ends so that the tactics learned during the session can be implemented. The cost for participation is $1900, which also includes one night of hotel stay (night of February 23rd), and all planned meals. As an added incentive, advisors who matriculate through the program and add $5 million of new client assets to any of the Rep-Managed IAS programs (Structure, Architect, Target, and Parallel Programs) within the 12 month period immediately following the program, will be reimbursed $1000 of the program cost. Attendance is on a first come-first serve basis, and space is limited so if you are interested, please contact Arielle Jaffe at (305) 557-9007.
Please register by January 22, 2016.
The tentative agenda is available here.