- Wednesday, 12 October, 2011
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CONFERENCE
| 8:00 am
- 12:00 pm |
Sponsored Leisure Activities: Golf + Lunch
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| 12:00 pm
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Exhibits Open
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| 12:55 pm
- 1:55 pm |
CFP® Certification Update, Joseph Maugeri
State of the CFP® Certification, Recognition and Awareness, Public Awareness Campaign, New Diploma-like Certificate, Volunteer Opportunities
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| 12:55 pm
- 1:55 pm |
OCC, Fundamentals of Options, Darrent Tait
Basic terminology, strategies and pricing.
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| 1:20 pm
- 1:50 pm |
Franklin Square, Private Energy & Power: New Investment Opportunity in the Alternative Space
As the second Non-Traded BDC product from Franklin Square, FS Energy & Power Fund again brings a unique strategy to the investing public at low minimums ($5,000). “FSEP” invests primarily in the debt and senior equity securities of private U.S. energy and power companies, a sector once largely inaccessible to most investors. With the institutional asset management prowess of GSO / Blackstone as its sub-adviser.
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| 1:20 pm
- 1:50 pm |
Introduction to Docupace a high level review of Imaging/Document Management
Joel Friedman, Provides a high level review of Imaging/Document Management/Workflow and how it is deployed at WFG.We will touch on features and benefits of the system.
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| 1:20 pm
- 1:50 pm |
Virtus , Student Housing Investment Overview, Scott Derry, Executive Director, Capital Markets
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| 1:55 pm
- 2:25 pm |
Docupace Best Practices: commonly used features & demo key concepts and processes
Learn some of the most commonly used features within Docupace. This course will provide a hands on demonstration of some key concepts and processes that will make the transition to paperless is an easy one using Docupace.
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| 1:55 pm
- 2:25 pm |
National Financial Services: Statement Enhancements
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| 1:55 pm
- 2:25 pm |
Preferred Apartment Communities, Inc, Revolutionizing The Non-Traded Marketplace
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| 1:55 pm
- 2:55 pm |
WFG Compliance - Branch Office Managers (Required)
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| 2:30 pm
- 3:00 pm |
ARC Health Care, Investing in the Growth of Healthcare
ARC Health Care, John Wilkins, Chief Marketing Officer & Product Manager,
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| 2:30 pm
- 3:00 pm |
CFP : Why obtain the CFP® Certification? Joseph Maugeri
Recognition and Awareness, Impact on Practice, How to obtain Certification, The 4 “E’s”, Experience/Standards/Ethics, CE Requirements
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| 2:30 pm
- 3:00 pm |
Sowell, money manager focusing on customized portfolios for high net worth clients.
Don’t Just Take Our Word For It, Presenter: Bill Sowell, President and Chief Compliance Officer will be moderating with a panel of Bert Cooper, Josh Cooper, Marilyn Evans, Leroy Bizzell and Patti Peterson. They will discuss their experience of working with Sowell Management Services
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| 2:30 pm
- 3:00 pm |
Walton: A Strategy to Capitalize on the Real Estate Crash, Rob Leinbach, President
Walton, a land-based real estate investment and development company
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| 3:15 pm
- 4:15 pm |
CFP® Certification Update, Joseph Maugeri
State of the CFP® Certification, Recognition and Awareness, Public Awareness Campaign, New Diploma-like Certificate, Volunteer Opportunities
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| 3:15 pm
- 4:15 pm |
Marketing Library, Peter Montoya, a solution for registered reps, RIAs & Insurance professionals
Library of compliance-reviewed materials.
Download content and send out marketing materials instantly.
Delivered automatically by email or direct mail with MarketingPro.
Keep in contact with clients and prospects in a compliance-friendly application.
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| 3:15 pm
- 4:15 pm |
Options: Fundamentals and Risks
Options Clearing Corporation, Terminology and mechanics, pricing including historical vs. implied volatility and an overview of a few strategies. |
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| 3:15 pm
- 4:15 pm |
Roundtable Discussion Hosted By WFG
Where New Affiliates and Those who did not attend last years conference get to know Williams Financial Group Executive Management and each-other.
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| 4:30 pm
- 5:15 pm |
WFG Insurance & Retirement, Preparing for the 21st Century
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| 5:30 pm
- 7:30 pm |
Welcome Reception For All
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| 7:30 pm
- 9:30 pm |
Sponsored Dine Arounds
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- Thursday, 13 October, 2011
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CONFERENCE
| 7:30 am
- 8:15 am |
Breakfast
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| 8:30 am
- 10:05 am |
Welcome & Keynote, Dr. Alice Rivlin, Senior Fellow, Brookings Institution Economic outlook for 2012.
Former Vice Chair of the Federal Reserve Board who will comment on the economic outlook for 2012.
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| 10:15 am
- 10:45 am |
WFG Alternative Invst. - Brent Barton
Arc Insight, Proton Therapy and New Products
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| 10:15 am
- 10:45 am |
WFG Insurance, Nicholas Ross, How to Increase Your Revenues By 6 Figures in 2012
How to Increase Your Revenues By 6 Figures in 2012
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| 10:15 am
- 10:45 am |
WFG Retirement - Barbara Redstone
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| 10:50 am
- 11:20 am |
Franklin Square, Private Energy & Power: New Investment Opportunity in the Alternative Space
As the second Non-Traded BDC product from Franklin Square, FS Energy & Power Fund again brings a unique strategy to the investing public at low minimums ($5,000). “FSEP” invests primarily in the debt and senior equity securities of private U.S. energy and power companies, a sector once largely inaccessible to most investors.
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| 10:50 am
- 11:20 am |
National Financial: Fee-Based business: (MAS)
Building your Fee-Based business with Managed Account Solutions (MAS)
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| 10:50 am
- 11:20 am |
Virtus Real estate private equity: Student Housing Investment Overview
Scott Derry, Executive Director,Capital Markets
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| 11:25 am
- 11:55 am |
Sowell, money manager focusing on customized portfolios for high net worth clients.
Don’t Just Take Our Word For It, Presenter: Bill Sowell, President and Chief Compliance Officer will be moderating with a panel of Bert Cooper, Josh Cooper, Marilyn Evans, Leroy Bizzell and Patti Peterson. They will discuss their experience of working with Sowell Management Services
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| 11:25 am
- 11:55 am |
Walton: A Strategy to Capitalize on the Real Estate Crash, Rob Leinbach, President
Walton, a land-based real estate investment and development company
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| 11:25 am
- 11:55 am |
WFG Insurance, Nicholas Ross,Get To Know Our Partners (LTCI, GIG, ASH)
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| 12:00 pm
- 1:45 pm |
Lunch & Speakers
Marketing Library, Peter Montoya / WFG Asset Management, Craig Love /
DeBartolo Development & Preferred Apartment Communities, Inc/
American Realty Capital, Overview of the current commercial real estate and debt markets;
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| 1:50 pm
- 2:50 pm |
One-on-One Meetings with Sponsors & WFG Management OR Networking
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| 3:00 pm
- 3:50 pm |
WFG Compliance - Dagny Young (Required)
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| 4:00 pm
- 4:30 pm |
Preferred Apartment Communities, Inc, Revolutionizing The Non-Traded Marketplace
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| 4:00 pm
- 4:30 pm |
Business Development Corporation of America, Investing in America’s Growth
Jeff Kinney,
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| 4:00 pm
- 4:30 pm |
F-Squared, AlphaSector™ Strategies , risk controls in in down markets, participation in up markets”
F Squared is an SEC registered investment adviser offering a range of investment solutions offered
through sub-advised mutual funds, separate accounts, and institutional accounts.
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| 4:45 pm
- 5:45 pm |
Keynote Navy Seal Mark "McGoo" McGinnis (GUESTS WELCOME)
Flawless Execution
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| 5:45 pm
- 6:30 pm |
“Happy Hour”
Sponsored by Williams Financial Group Asset Management |
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| 6:30 pm
- 9:30 pm |
Reception, Awards & Entertainment
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- Friday, 14 October, 2011
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CONFERENCE
| 7:00 am
- 7:45 am |
Breakfast
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| 8:00 am
- 9:00 am |
Keynote Bruce Johnstone, Fidelity
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| 9:05 am
- 9:35 am |
DeBartolo Development Taking Advantage of the Current Commercial Real Estate Market Environment
Ed Kobel
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| 9:05 am
- 9:35 am |
National Financial: Streetscape & Fee Based Tools
Streetscape and Fee Based Tools Best Practices
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| 9:05 am
- 9:35 am |
WFG Asset Management Group, Craig Love
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| 9:40 am
- 10:40 am |
WFG Financial Professional Panel Best Practices
Matt Bell of Alamo Asset Advisors, Damian Bell, CFP® and Mark Baggerly of Rockbridge Wealth Management, Bruce D. Wise CFP®, TGPC with Williams Financial Group of Kingwood, Steve Regan of Regan & Associates and Brett Ramsey of Novus Wealth Advisors moderated by Dan Fry
TOPICS Include: Client Acquisition and Client Management, Sales System, Case Development
Time Management, Communication, Professional Education and Development, Financial Management
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| 10:45 am
- 11:05 am |
Sowell, money manager focusing on customized portfolios for high net worth clients.
Sowell Management Services, a third party money manager, focused on customized portfolios for high net worth clients. Don’t Just Take Our Word For It, Presenter: Bill Sowell, President and Chief Compliance Officer will be moderating with a panel of Bert Cooper, Josh Cooper, Marilyn Evans, Leroy Bizzell and Patti Peterson. They will discuss their experience of working with Sowell Management Services
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| 10:45 am
- 11:05 am |
United Development Funding, Generating Opportunities w/ Residential Real Estate, Ben Wissink,
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| 10:45 am
- 11:05 am |
WFG Asset Management, Craig Love
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| 11:10 am
- 11:30 am |
Docupace Integrations and Futures
Demonstration on how Docupace integrates with existing WFG CRM partners. Additionally, take a look at the (near term) future of straight through processing and learn how you can process work without printing any paper!
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| 11:10 am
- 11:30 am |
Franklin Square, Private Energy & Power: New Investment Opportunity in the Alternative Space
As the second Non-Traded BDC product from Franklin Square, FS Energy & Power Fund again brings a unique strategy to the investing public at low minimums ($5,000). “FSEP” invests primarily in the debt and senior equity securities of private U.S. energy and power companies, a sector once largely inaccessible to most investors. With the institutional asset management prowess of GSO / Blackstone as its sub-adviser, FSEP seeks to generate income and capital appreciation by focusing on energy infrastructure companies that can offer both downside protection and upside potential in an industry with excellent fundamentals.
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| 11:10 am
- 11:30 am |
Virtus , a real estate private equity sponsor focused on recession resilient asset classes.
Ty Henderson, Senior Vice President of Capital Markets
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| 11:35 am
- 11:55 am |
BMO Capital Markets, Structured Products: Capital Preservation and Yield Enhancement,
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| 11:35 am
- 11:55 am |
Energy Hunter Securities
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| 11:35 am
- 11:55 am |
Walton: A Strategy to Capitalize on the Real Estate Crash, Rob Leinbach, President
Walton, a land-based real estate investment and development company
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| 12:00 pm
- 1:00 pm |
Lunch: WFG Technology, Dee Morgan
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| 1:05 pm
- 2:05 pm |
“Lifecycle Investing and the Impact on Asset Allocation & Portfolio Design”
Accumulation investing (age 25-60) Transition period (age 60-65) Distribution phase (retirement, post age 65) William Breen, Ph. D, Senior Investment Strategist Horizon Investments LLC., John Lunt of Lunt Capital and Fritz Meyer of FritzMeyerPOV.com -- moderated by Craig L. Israelsen, Ph.D., Brigham Young University |
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| 1:05 pm
- 2:05 pm |
From Tee To Green, Effective Sports & Business Entertaining - John Lymberopoulos,
Effective Sports and Business Entertaining. Business dinners, sporting events and golf courses are strategic places to close business deals…if you know what your doing. This program goes beyond entertaining clients for customer appreciation. Learn methods to not only be an effective and gracious host, planning event, determining your minimum and maximum obligations, effective spend and ROE (return on entertainment). |
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| 2:10 pm
- 3:00 pm |
WFG Compliance - Dagny Young (Required)
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