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FACING THE FUTURE
TOGETHER CONFERENCE AGENDA
FALL FINANCIAL
ADVISER CONFERENCE SEPTEMBER 25-27, 2019 Creative Financial Centre® 2704 S Goyer Rd Kokomo, IN 46902
Edwards at brigit.sabrina@cfdinvestments.com or calling 765.553.3007.
www.gleanerlife.org 5200 West U.S. Highway 223, Adrian, Michigan 49221 p 800.992.1894 | f 517.265.7745
Legacy
Gleaner Life Insurance Society is domiciled in Adrian, Michigan and licensed in AZ, FL, IA, IL, IN, KS, KY, MI, MO, NE, OH, TN and VA.
You’re invited to learn more about Gleaner Life and how our financial solutions can be positioned to better serve your clients.
Legacy
Legacy
CLIENTSWith NEEDGleaner Life's new Legacy Builder program, you can build stronger relationships with community-minded 501(c)(3) charitable INSURANCE With Gleaner Life’s new Legacy Builder program you can build stronger relationships with organizations andYou’re their donors. Learn howmore to set up a legacy forLife a pool invited to learn about Gleaner SOLUTIONS? community-minded 501(c)(3) charitable organizations and their donors. Learn how to set up a of applicants using Gleaner Life's innovative insurance solution. and how our financial solutions can be positioned legacy for a pool of applicants using Gleaner Life’s innovative insurance solution.
You’re invited to learn more about Gleaner Life and how our financialtosolutions can be positioned better serve your clients. ASH ANSWERS. - 2704 South Goyer Road, Kokomo, IN 46904 With Gleanerserve Life's new Legacy Builder clients. program, you can build toCFD better your September 25, 2019 | 9:00 am - 12:00 pm stronger relationships with community-minded 501(c)(3) charitable – Lunch and to follow in CFD Gym organizations their donors. Learn–how to set up a legacy for a pool
ram
With Gleaner Life's new Legacy program, you solution. can build of applicants usingBuilder Gleaner Life's innovative insurance Attendees will be entered into a drawing for a pair of stronger relationships with community-minded 501(c)(3) charitable CFDBluetooth - 2704 South Goyer Road, Kokomo, IN. 46904 B5 Impact headphones September 25, 2019 | 9:00to am - 12:00 organizations and their donors. Learn how setpmup a legacy for a pool Lunch to follow inBrigit CFD Gym – Please RSVP for the Sales Builder– by emailing Braun and Sabrina of applicants using Gleaner Life's innovative insurance solution. Attendees will be entered into a drawing for a pair of Edwards at brigit.sabrina@cfdinvestments.com or calling 765.553.3007. B5 Impact Bluetooth headphones.
Please RSVP for theRoad, Sales Builder by emailingIN Brigit Braun and Sabrina CFD - 2704 South Goyer Kokomo, 46904 www.gleanerlife.org Edwards at brigit.sabrina@cfdinvestments.com or Highway calling 223, 765.553.3007. 5200 West U.S. Adrian, Michigan 49221 CLIENTS NEED September 25, 2019 | 9:00 am - 12:00 pm p 800.992.1894 | f 517.265.7745
INSURANCE Life Insurance Society is domiciled in Adrian, Michigan – Lunch to follow in CFDandGleaner Gym – licensed in AZ, FL, IA, IL, IN, KS, KY, MI, MO, NE, OH, TN and VA. www.gleanerlife.org 5200 West U.S. Highway 223, Adrian, Michigan 49221 p 800.992.1894 | f 517.265.7745
Attendees will be entered into a drawing for a pair of
SOLUTIONS?
Gleaner Life Insurance Society is domiciled in Adrian, Michigan and licensed in AZ, FL, IA, IL, IN, KS, KY, MI, MO, NE, OH, TN and VA.
B5 Impact Bluetooth headphones.
ASH ANSWERS.
Please RSVP for the Sales Builder by emailing Brigit Braun and Sabrina How can Steve help?at brigit.sabrina@cfdinvestments.com or calling 765.553.3007. Edwards
t
He can help you identify prospects, access technical and marketing expertise, and deliver solutions for all of your insurance needs.
Ash Brokerage Boot Camp 2019 Incentive Program
Gleaner Life Insurance Society is domiciled in Adrian, Michigan and licensed in AZ, FL, IA, IL, IN, KS, KY, MI, MO, NE, OH, TN and VA.
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www.gleanerlife.org 5200 West U.S. Highway 223, Adrian, Michigan 49221 p 800.992.1894 | f 517.265.7745
September 25, 2019 | 9:00 am - 12:00 pm
Presented by Steve Sangeorzan, Steve Schankerman, and Chad Eyrich
Need more convincing that CFD Insurance Services wants to support your business growth? Covering Life, Annuities, LTC, with a focus on Client Solutions, Here are four additional incentives for you for the 2019 program: Education, Resources, and Technology.
Please RSVP forBonus this session by contacting Brigit Braun and Sabrina Edwards at How can Steve help? brigit.sabrina@cfdinvestments.com Steve Sangeorzan 25% E&O Reimbursement or $250 Business Builder Credit $25,000* He can help youthis identify Regional Vice President or calling 765.553.3007. minimum of 20 advisers to hold session prospects, access technical C: (317) 508-0633 and marketing expertise, P: (317) 775-6333 50% E&O Reimbursement or $500 Business Builder Credit $50,000* TF: (866) 876-9869, ext. 6333 and deliver solutions for all
Requirements
MICK’S SEPTEMBER 25, 2019 • 1-5pm 12:00 to 1:00
Lunch provided by Gleaner Life
1:00 to 1:30
Introduction, Mission, Vision, Competitive Advantages
1:30 to 2:30
Setting Up Your Practice Focusing on Financial Planning
2:30 to 3:30
Marketing Concepts and Ideas to Increase Your Foot Traffic
3:30 to 4:15
How to Utilize an Assistant and/or Junior Adviser in Your Practice
4:15 to 4:45
Evaluating and Purchasing a Financial Practice
4:45 to 5:00
Question and Answer Session / Review
GOLF
OUTING SEPTEMBER 25, 2019 1:30-5:30pm Hosted by cfd’s Jerry Cronenwett Wildcat Creek Golf Course 3200 Timber Valley Drive Kokomo, IN 46902
PLEASE REGISTER ONLINE
PRAYER
BREAKFAST SPONSORED BY
FRIDAY, SEPTEMBER 27, 2019 6:30am-7:30am PLEASE REGISTER ONLINE
Golden Corral Buffet and Grill 287 South County Road 00 EW Kokomo, IN 46902 765.865.9123
FACING THE FUTURE
TOGETHER
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AGENDA
Wednesday 9:00 - 12:00 12:00 - 1:00 1:00 - 5:00
Gleaner Life
Ash Brokerage Boot Camp
PURPOSE ROOM
VISION ROOM
Lunch provided by Gleaner Life MICK’S BOOT CAMP lunch provided at noon MISSION ROOM
Setting Up Your Practice Focusing on Financial Planning How to Utilize an Assistant in Your Practice Evaluating and Purchasing a Financial Practice Marketing Concepts and Ideas to Increase Your Foot Traffic How to Utilize a Junior Adviser in Your Practice
1:30 - 5:30 6:00
Golf Outing at Wildcat Creek Golf Course dinner provided to follow Board of Directors Meeting MISSION ROOM
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Thursday 8:00 - 8:30
Breakfast & Registration
8:30 - 9:30
Dale Brown | president and ceo of fsi
9:30 - 10:30
Breakout Panels Cybersecurity Gerry Good, Matthew Bahrenburg
Planning Department Mick Owens, Diana Covell
PURPOSE ROOM
MISSION ROOM
Fee-Based Tools *required for ADM Jamie Barber, Matt Brooks SERVICE ROOM
Money Management Kregg Rooze
STP with Docupace Kourtney Shawhan, Russell Maynard
Social Security Workshops, Medicare and Medicaid Steve Neustaedter
BULLPEN
AUDITORIUM
eMoney Lisamarie Roberto
RightCapital RightCapital
PURPOSE ROOM
MISSION ROOM
SERVICE ROOM
VA Intelligence Report Kris Hale
Connecting & Networking in Today’s World Gordon Decker
Middle Class Tax and Planning Ben Franklin
VISION ROOM
10:30 - 11:00
Breakout Panels Fidelity FCCS Melissa Galla
VISION ROOM
11:00 - 12:00 12:00 - 1:15
BULLPEN
AUDITORIUM
Building a StoryBrand | keynote - mike mcglothlin, ash brokerage Lunch with Corporate Sponsors & Staff | networking opportunity
2019 FALL CONFERENCE
AGENDA Thursday 1:15 - 2:15
Breakout Panels Cybersecurity Gerry Good, Matthew Bahrenburg
Planning Department Mick Owens, Diana Covell
PURPOSE ROOM
MISSION ROOM
Fee-Based Tools *required for ADM Jamie Barber, Matt Brooks SERVICE ROOM
Money Management Kregg Rooze
STP with Docupace Kourtney Shawhan, Russell Maynard
Social Security Workshops, Medicare and Medicaid Steve Neustaedter
BULLPEN
AUDITORIUM
eMoney Lisamarie Roberto
RightCapital RightCapital
PURPOSE ROOM
MISSION ROOM
SERVICE ROOM
VA Intelligence Report Kris Hale
Connecting & Networking in Today’s World Gordon Decker
Middle Class Tax and Planning Ben Franklin
VISION ROOM
BULLPEN
AUDITORIUM
VISION ROOM
2:15 - 2:45
Breakout Panels Fidelity FCCS Melissa Galla
2:45 - 3:30
SEC/BI | keynote - steve bulloff
3:30 - 4:15
Three Keys to Kingdom Business Success | keynote - patrice tsague
4:15 - 5:15
Economic Outlook - Investment Themes | keynote -
bradford pineault, cfa, vice president, capital market strategy at fidelity institutonal asset management (fiam®)
5:30
Dinner at CFD
6:30
Entertainment | marty shapiro - auditorium
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Friday 8:00 - 8:30
Breakfast & Registration
8:30 - 8:45
Opening Remarks | brent owens
8:45 - 9:55
Team CFD *mandatory TEAM GREEN TEAM BLUE TEAM ORANGE TEAM PINK TEAM PURPLE TEAM RED TEAM GOLD
Jamie Barber Sandie Hlebasko Kris Hale Kourney Shawhan Kelly Stockberger Matt Powlen Kregg Rooze
VISION ROOM MISSION ROOM AUDITORIUM PURPOSE ROOM AUDITORIUM BULLPEN SERVICE ROOM
10:00 - 11:00
Look Ahead to 2020 | brent owens
11:00 - 12:00
Living to Lead | keynote - mike huckabee
12:00 - 1:00
Lunch with Corporate Sponsors & Staff | networking opportunity
1:00 - 1:45
Platinum Sponsors | auditorium
1:45 - 2:00 2:05 - 2:20 2:25 - 2:40 2:45 - 3:00
Gold Sponsors - Breakouts | choose 4 of the 6
3:00 - 5:00
ASH Brokerage Jackson National Life Nationwide Fidelity
Lincoln Financial Group
Gleaner
Timothy Plan
PURPOSE ROOM
MISSION ROOM
SERVICE ROOM
AIG
BTS
annexus
VISION ROOM
BULLPEN
AUDITORIUM
Compliance Meeting - Matthew Bahrenburg
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2019 FALL CONFERENCE
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AGENDA
Kokomo Hotel Accomodations
Hotels With Blocked Rooms, cfd Rate: La Quinta - 765.453.2222 Hampton - 765.455.2900 Courtyard - 765.453.0800
Hotels Without Blocked Rooms, Going Rate: Motel 6 - 765.457.8211 Baymont by Wyndham - 765.416.6570 Days Inn - 765.450.9766 Comfort Inn - 765.452.5050 Super 8 - 765.252.1938
For Registration visit:
www.cfdinvestments.com Email or Call Brigit Braun or Sabrina Edwards 765.453.9600 brigit.sabrina@cfdinvestments.com
FACING THE FUTURE
TOGETHER FALL FINANCIAL
ADVISER CONFERENCE SEPTEMBER 25-27, 2019
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The CFD companies are financial organizations dedicated to providing Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients’ goals and objectives through a team of home office personnel committed to serving advisers in a Christlike manner, believing you cannot push someone to the top of the mountain without getting there yourself.
Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600 © Copyright 2019 - cfd Investments, Inc. - Kokomo, IN 46902