WEEK OF OCTOBER 5TH
Tues Oct 6 @ 12-1pm ET
How to be Better in Life & Work in the Face of Uncertainty
Ben Nemtin
Opening Speaker
Wed Oct 7 @ 12-1pm ET
Presentation Skills Breakthrough
Teresa Easler, Founder
Connect to the Core
For AgencyONE 100 ONLY
Thurs Oct 8 @ 12-1pm ET
Opportunities for Wealth Planning in the Face of Proposed Democratic Tax Policies
Edward A. Renn, JD, Partner
Withers, Bergman, LLP
WEEK OF OCTOBER 12TH
Tues Oct 13 @ 12-1pm ET
Clarify Your Message So Customers Will Listen: How the Power of Story Can Grow Your Business
Tim Arnold
Story Brand
Wed Oct 14 @ 12-1pm ET
The Business & the Business Owner – Planning for Today & the Future
Gonzalo Garcia, CLU, Partner
AgencyONE
Wed Oct 14 @ 5pm ET
Cooking Demonstration
Chef Eric Adjepong
For AgencyONE 100 ONLY & By Invitation
Thurs Oct 15 @ 12-1pm ET
An AALU Update
Marc Cadin, CEO
Finseca
Sat Oct 17 @ 7pm & 9pm ET
Dinner & A Show with AgencyONE
Chef Eric Adjepong &
The Present: A Grand Finale
Written & Performed by –
Helder Guimaraes
For AgencyONE 100 & By Invitation Only
WEEK OF OCTOBER 19TH
Tues Oct 20 @ 12-1pm ET
An Economic Update
Bob Baur, PhD, Chief Global Economist
Principal Financial
Wed Oct 21 @ 12-1pm ET
Planning, the Pandemic & Linked Benefits – If Not Now, Then When?
Shawn Britt, Dir. LTC Initiatives, Adv. Consulting Group
Nationwide
Kim Natovitz, CLU, CLTC
TriBridge Partners, LLC
For AgencyONE 100 ONLY
Thurs Oct 22 @ 12-1pm ET
The Evolution of Underwriting – What to Expect in the Future
Dennis Bartos, PA, Partner & Jessica Caracofe, RN, VP, Underwriting
AgencyONE
Nichole Myers, SVP
Swiss Re
WEEK OF OCTOBER 26TH
Tues Oct 27 @ 12-1pm ET
Understanding Change in Generational Time
Kim Lear
Inlay Insights
Wed Oct 28 @ 12-1pm ET
Advisor Sales Ideas – Finalists
For AgencyONE 100 ONLY
Thurs Oct 29 @ 12pm ET
Tying It All Together
Wealthy Clients & Large Cases – How to Recruit Them and Keep Them (and their descendants) as Clients!
Bill Beynon, President & CEO
Capital Wealth Advisors,
Closing Speaker
Additional Workshops and Presentations will be added to the schedule, including:
- An Easy Way To Work with Not For Profits;
- Empowered Wealth – Change The Conversation To Change The Outcome;
- The RIA Advantage;
- A Deep Dive Into How The Annexus indices Are Designed; and
- Land As Your Legacy – How Farmers & Landowners Can Protect Their Businesses