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Grow in your faith Enhance your practice Network with like-minded advisors Learn new ideas for you and your clients
Richard Blackaby
Ron Blue
Bob Coy
Bob Doll
Anne Graham Lotz
KINGDOMADVISORS.ORG
Patrick Morley, Ph.D.
Bob Shank
Al Weiss
Opposing Money Philosophies...
Only One Stands the Test of Time. Find tools to help you discover God’s Economy for your business and career, including the new God Provides™ Film Learning Experience.
CLICK: Crown.org/KingdomAdvisors
CALL: 1-800-722-1976
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
NOTEBOOK TABLE OF CONTENTS Welcome From Ron Blue ................................................................................................5 • Conference Schedule ...............................................................................................6 Conference Host & Conference Music ...............................................................................6 • Hotel Maps Hotel Map - M4 Grand Ballroom Level (General Sessions & Exhibits) .................................9 Hotel Map - M2 International Ballroom Level (Breakout Workshops) .................................11 Exhibit Hall Guide (Registration & Conference Resource Desk) ........................................13 Kingdom Advisors Communities & Study Groups ..............................................................14 Kingdom Advisors Partners Premier Corporate Partners .......................................................................................16 Premier Ministry Partners ..........................................................................................17 Corporate Partners ..................................................................................................18 Ministry Partners .....................................................................................................20 Resource Partners....................................................................................................21 2010 Kingdom Advisors Awards Larry Burkett Award .................................................................................................22 Practice Management Award....................................................................................23 Foundation Award ..................................................................................................24 Generosity Award ..................................................................................................24 Crown Financial Award ...........................................................................................25 Community Awards .................................................................................................25 • Community Groups ...............................................................................................32 Kingdom Advisors Members Kingdom Advisors Founding Members ........................................................................26 Kingdom Advisors Charter Members ..........................................................................28 Kingdom Advisors Champion Members ......................................................................31 Qualified Kingdom Advisors™ ...................................................................................34 Kingdom Advisors Prayer Team..................................................................................52 Passion & Purpose General Sessions Session One Ron Blue .........................................................................................54 Session One Bob Shank ......................................................................................55 Session Two Anne Graham Lotz ............................................................................56 Session Three Al Weiss .........................................................................................58 Session Four Richard Blackaby ..............................................................................60 Session Five Patrick Morley, Ph.D. .........................................................................62 Session Six Bob Coy .........................................................................................64 • Breakout Sessions ................................................................................................66 •Quick Reference PAGE: 3
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With NCF, Randy is cementing his client relationships, growing his practice, and impacting the Kingdom for eternity. So what can NCF do for you? Call us at 800.681.6223 to get started, or download our donor-advised fund comparison chart at NationalChristian.com/compare.
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800.681.6223
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
MESSAGE FROM RON BLUE
Dear colleagues and friends: Welcome to the Sixth Annual Kingdom Advisors Conference! We are delighted to have you as a part of this year’s conference, and we look forward to the opportunity to interact with you. Our team has worked hard to provide a great conference and we are excited that you have made the investment to join us. The theme for our conference is “Passion & Purpose.” Our prayer is that you would renew your passion for the unique Kingdom opportunity that you have and leave with a heightened awareness of God’s incredible purpose for your life. Our outstanding speakers and breakouts will encourage you in your calling and give you practical ideas to become a more effective disciple of Christ in the marketplace. We have intentionally included times for prayer and worship so we can be renewed as we continue to offer ourselves for our Master’s use. I want to encourage you to make the most of your time here by being an active participant in the conference events. Strike up conversations, ask questions, meet our partners, and broaden not only your knowledge and skills, but also your networking and prayer circle. We are delighted to come together for a few days as we seek to explore how we can live with passion and purpose for God’s glory. Thank you for your presence and participation! Yours in Christ,
Ron Blue
PAGE: 5
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
CONFERENCE SCHEDULE Tuesday, February 9 8:00 AM
10:00 AM 1:00 PM
Wednesday, February 10
Pre-Conference Workshops
General Session Breakfast Speaker:
• Charitable Planning Strategies for KingdomMinded Attorneys and Advisors
Al Weiss
Pat Morley
Foundation Award
Crown Award
Registration Opens General Session
10:00 AM
Breakout Sessions
10:00 AM
Breakout Sessions
11:15 AM
Breakout Sessions
11:15 AM
Breakout Sessions
12:15 PM
Break for Lunch
12:30 PM
General Session Luncheon
Ron Blue & Bob Shank
2:00 PM
Generosity Award
3:15 PM
General Session Dinner
4:15 PM
Community Groups Conclude
6:00 PM
General Session Dinner
Anne Graham Lotz
Community Groups Session 1
Speaker: Bob Coy
Community Groups Session 2
Practice Management Award
Speaker:
Dessert after Session Networking Opportunity
Larry Burkett Award
Community Awards 3:00 PM
Conference Ends
Richard Blackaby
9:00 PM
PAGE: 6
7:30 AM
Speaker:
Speaker:
9:00 PM
General Session Breakfast
• Biblically Responsible Investing Web Training Preview
Speakers:
6:00 PM
7:30 AM
Thursday, February 11
Dessert after Session Networking Opportunity
CONFERENCE HOST
CONFERENCE MUSIC
Robert Wolgemuth
Marty Goetz
Robert is a favorite at Kingdom Advisors’ conferences. His energy and humor will make our time together a lasting memory.
Marty’s songs are Scriptures beautifully set to music, leaving listeners spiritually moved, inspired and educated.
Timeless Truths FOR TURBULENT TIMES K I N G D O M
A D V I S O R S
C O R E
DEVELOPED & LED BY RON BLUE • Learn how to offer biblical professional financial advice that is relevant in any economy • Bring more value to your clients by offering life counsel from an eternal perspective • Differentiate yourself in an increasingly commoditized marketplace “Absolutely life changing! My only regret is that I didn’t have this 25 years ago! “ Gary Krings, Fairway, KS
50% of tuition subsidized by the generosity of friends of KA
This Scholarship provides funding towards the total amount of the $1,500 Kingdom Advisors Training cost.
750
$
TUITION: $1,500
THROUGH MARCH 31
KEY FEATURES: • Experience our convenient OnDemand, on-line format • Receive 20 hours of CFP®, CIMA or CIMC continuing education credit • Earn the Qualified Kingdom Advisor™ designation • Enhance practical application through monthly Coaching Calls with Ron Blue
KINGDOM ADVISORS
CORE TRAINING Sign Up Now at the Conference Resource Desk
T R A I N I N G
INVEST IN THE NEXT ™
DELIVERING REAL ESTATE INVESTMENTS FOR MORE THAN 20 YEARS
Investing in CNL Securities Corp. carefully scans the horizon to offer investment products and services that we believe will help you pursue your clients’ real estate goals. Real Estate. Service. Relationships. These are the areas in which we focus our energies and resources. Our continuous improvement mindset drives every aspect of our business. We invite you to join us as we continue to Invest in the Next.
REAL ESTATE SERVICE RELATIONSHIPS
www.CNLSecurities.com (866) 650-0650
FOR BROKER/DEALER USE ONLY - Dissemination to prospective or current investors is prohibited. Investing in real estate or REITs may not be suitable for all investors. Investors should consult a financial professional to determine whether risks associated with an investment in the shares are compatible with their investment objectives. These risks may include limited operating history, reliance on the investment advisor, potential conflicts of interest, payment of substantial fees to the advisor and its affiliates, potential illiquidity and liquidation at less than the original amount invested.
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
M4 GENERAL SESSION BALLROOM LEVEL North Tower M4 Grand Ballroom General Sessions and Exhibits
PAGE: 9
GET CONNECTED There are now over 170 monthly Study Groups!
THE
BEST
WAY
TO
MAXIMIZE
YOUR
MEMBERSHIP
YOUR LOCAL STUDY GROUP… … • is an interactive small-group setting led by a trained Kingdom Advisors member. er. • is a place to learn, share and grow. • is a group for prayer and fellowship. • is a forum for relevant financial and client topics focused on practical application. • provides engaging monthly DVD presentations from Ron Blue. January 2010
February 2010
March 2010
START a Study Group in your Community… Contact Randy Glass National Community Director
Randy.Glass@KingdomAdvisors.org
FIND a Study Group near you…
Michelle Davis
Visit pages 14 & 15 of this sourcebook or visit www.KingdomAdvisors.org.
Study Group Coordinator
Michelle.Davis@kingdomadvisors.org
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
M2 BREAKOUT SESSION LEVEL North Tower M2 International Ballrooms Breakout Sessions
Restrooms Level M3
PAGE: 11
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
EXHIBIT HALL GUIDE
Conference Resource Desk: Books, Conference Audio CDs
16
17
Conference Registration Desk
18
Hodges Fund Master Your Money
North Tower M4 Grand Ballroom ABC Exhibit Hall
19
Overseas Council
Aris Corporation
15
14 13 The The MMA Praxis Stewardship Stewardship Mutual Funds Alliance Alliance
20 Robert Pittenger Company 21
10 Helping Hands Ministry 9
11 Eventide Funds
12 Wycliffe Foundation
8
7
FaithShares OneAmerica
5
6
Waterstone
The Timothy Plan
3
2
Steward Asset Management 1
NEXT Financial Group
NEXT Financial Group
4.
Waterstone
5.
The Timothy Plan
6.
Steward Asset Management
7.
ECCU
8.
OneAmerica
9.
FaithShares
11.
Eventide Funds
22 Cambridge Legacy Group
12.
Wycliffe Foundation
13.
MMA Praxis Mutual Funds
14.
The Stewardship Alliance
15.
The Stewardship Alliance
16.
Hodges Fund
17.
Master Your Money
18.
Overseas Council
19.
Aris Corporation
20.
Robert Pittenger Company
21.
Strongtower Financial
25
22.
Cambridge Legacy Group
Faith Comes By Hearing
23.
Steward Mutual Funds / Capstone
24.
Halftime
25.
Faith Comes By Hearing
26.
Answers in Genesis
24 Halftime
Answers in Genesis
CNL Securities
3.
Helping Hands Ministry
26
A
Billy Graham Evangelistic Association
10.
23 Steward Mutual Funds / Capstone
Billy Graham G.A. Repple Evangelistic & Company Association
G.A. Repple & Company
2.
Strongtower Financial
ECCU
4
1.
B The National Christian Foundation
C Crown Financial Ministries
D
A.
CNL Securities
B.
The National Christian Foundation
C.
Crown Financial Ministries
D.
Wells Real Estate Funds
E.
Stewardship Partners
E
Wells Real Stewardship Estate Funds Partners
PAGE: 13
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
KINGDOM ADVISORS COMMUNITIES Community / Study Group
GET CONNECTED Our Kingdom Advisors Communities and Study Groups continue to be one of the most important member resources available to help you develop into the Kingdom-minded financial professional God is calling you to be. To maximize and take advantage of your Kingdom Advisors membership, you need to get locally connected to a Community in your area and participate in a Study Group near you.
Leader
Jack Eyer Don Ankenbrandt *Tank Tankersley Steve Briggs Mike Mungenast Andy Meehan Harry Brown, Jr.
jack@covenant-group.com dank@alliancemin.com tank.tankersley@wachovia.com stevebriggs@petralife.com mike.mungenast@proequities.com meehan.andy@gmail.com hibjr@IsonBrownInvestments.com
*Bob Merwin
bob@bobmerwin.com
Jeremy Becker *Rick Kasel Marilyn Lucea Kevin Von Tungeln Dave Reinders Dr. Sid Ward Jerry Van Houten *Jim Regitz Arlin Penner John Cooke Chuck McLucas Fred Vaught Scott Broberg Dan Guillen Don Kuhn Brett Masters
jsb@sti.net rick.kasel@kingdomadvisors.org mlucea@yahoo.com kvontungeln@TVTtrustlaw.com dreinders@afgweb.com sidward@roadrunner.com financialwiser@sbcglobal.net jregitz@newportadvisory.com arlin.l.penner@smithbarney.com john@cookewealthmgmt.com cmclucas@ctai-ca.com fred@crmfinancial.com sebroberg@gmail.com dguillen1@cox.net dkuhn@highland.com mastersb@financialnetwork.com
*Bryan Miesel Eric Davis Damon Lane Jeff Gott Gordon Budreau *Larry Nault Lynn Hinds Bob Seymour
bryanm@livingdefined.org edavis@integritybankandtrust.com damon@AwarenessInvesting.com jeffg@livingdefined.org gordon.m.budreau@smithbarney.com Larry@NaultFinancial.com jlhinds@lighthousefinancial.biz 5talents@comcast.net
*Tony Gigliotti Matthew Weissman Jim Dean Miguel Rodriguez *Gary Williams Robert Brown Joe Fernandez *Paul Kraus Philip Van Staden Alec Ombres Zack Fulmer Hilgardt Lamprecht Jeff Rogers *Cathy Norris Bob Swatland Kristine Hartland *Deborah Warringer Michael Grace *Kevin Zylstra Renee Porter-Medley Rob Taylor Don Snyder *Steve Scalici Leslie Corcoran Richard Ekey
tony.gigliotti@kingdomadvisors.org m.weissman@laudadio.com jim.dean@ronblue.com mjr@rkccpas.com garyw@trustwellfa.com rgraybrown@aol.com jfernandez@fendzusa.com paul.kraus@ronblue.com philip@garepple.com aombres@ameorl.com zack.fulmer@ronblue.com hilgardt@myswm.net Jeff@stewardshipadvisory.com cathy.a.norris@ampf.com swataic@aol.com kris.hartland@lpl.com deborah@financialadvisorysolutions.com mmpn@aol.com KZylstra@minneapolis.nef.com rportermedley@gmail.com rtaylor@idlewild.org Don@sfgtampa.com stevescalici@gmail.com leslie@familyfirstfp.com rlekey@comcast.net
Bruce Neurohr Thomas Cloud Mark Chase *Jerry Black Pat McGarvey Jerry Black Terry Ford Terri Jarrell Steve Hammond
bneurohr@nationalchristian.com thomas@diversifyyourassets.com mchase@grosscollins.com jblack@legacy-planning-group.com pat.mcgarvey@ronblue.com jblack@legacy-planning-group.com tford@strategicsteward.com terri.jarrell@strathyadvisors.com Cvi@nctv.com
*John Turner
sgtmajt@msn.com
ALABAMA Birmingham/Inverness Birmingham/Mountain Brook Birmingham/Office Park 1 Birmingham/ProEquities Birmingham/South Side Sylacauga
ARIZONA Phoenix
CALIFORNIA
Today there are over 70 Kingdom Advisors Communities across the country and internationally with over 170 Study Groups meeting every month. Each Community has one or more Study Groups where you can get connected. What is a Kingdom Advisors Community? - an environment where deep learning of biblical financial wisdom and its application takes place - a fun and engaging place to experience unique fellowship and relationships - a safe and supportive group of financial peers offering encouragement, motivation, accountability, and prayer - a group with vision to have a tangible Kingdom impact in their city - a group that is committed to helping every member grow and develop What is a Kingdom Advisors Study Group? - an interactive monthly small-group setting for professional and spiritual learning and fellowship - a group led by a Kingdom Advisors trained member - a group where professionally relevant financial topics from a biblical perspective are taught, learned, and discussed - a place to share knowledge, best practices, resources, and ideas - a group focused on applying the learned principles of biblical financial wisdom into their financial advice and practice
Start a new Study Group in your Community! V our A Visit Annuall C Conference f RResource D Deskk ffor more information and to learn how to get started or contact:
Randy Glass: National Community Director - randy.glass@kingdomadvisors.org
Michelle Davis: Study Group Coordinator - michelle.davis@kingdomadvisors.org
GET CONNECTED TODAY!
Fresno LA/Ventura Community Leader LA/Ventura/Beverly Hills LA/Ventura/Lancaster LA/Ventura/Stevenson Ranch LA/Ventura/Ventura Modesto Orange County Community Leader Orange County/ECCU Orange County/Mariners Church Orange County/South County San Diego Community Leader San Diego/Hazard Center San Diego/Bonita San Diego/Oceanside San Diego/Temecula
COLORADO Colorado Springs/North Colorado Springs/Study Group 2 Denver/Smith Barney Denver/South Denver Denver/Westside Ft. Collins
FLORIDA Ft. Lauderdale Community Leader Ft. Lauderdale/Coral Springs Ft. Lauderdale/Ronald Blue & Co. Ft. Lauderdale/SW Broward Jacksonville Jacksonville/Beaches Miami/Coral Gables Orlando Community Leader Orlando/Casselberry Orlando/Downtown Orlando/Metro Orlando Orlando/West Orlando Pinellas County/Oldsmar Pinellas County/Seminole Pinellas County/South Pinellas Sarasota/Gulfcoast Com. Leader Sarasota/Gulfcoast Southwest Florida/Naples Southwest Florida/Ft. Meyers Tampa/North Tampa-Idlewild Tampa/South Tampa West Palm Beach/Palm Beach Gr West Palm Beach/Stuart West Palm Beach/West Palm
GEORGIA Atlanta/Alpharetta Atlanta/Marietta Atlanta/Mount Paran Central Atlanta/Perimeter Center Atlanta/Ronald Blue & Co. Atlanta/Suwanee Atlanta/Woodstock Savannah Statesboro
HAWAII Honolulu
*Community Leader
PAGE: 14
PA S S I O N & P U R P O S E
Community / Study Group
Leader
IOWA Cedar Rapids
Chicago/North Shore Chicago/Northwest Chicago/Oak Brook-Merrill Lynch Chicago/Oak Forest-Orland Park Chicago/West Peoria
kwallace@wintrustmortgage.com jjodrey@harvestbible.org john.yukawa@ronblue.com Brian@BrianAVoss.com licruz@cruzfg.com timothycruz@cruzfg.com bill_stevenson@ml.com richard_voit@ml.com Paul@CPAtaxhelp.com john@amicadvisor.com alhe@sbcglobal.net jeff.huizenga@cliftonfinancial.com
*Brent Dunn Kyle Foyer Kevin Kaufman
bdunn@camidwest.com foyer_kyle@nlvmail.com kevin.w.kaufman@gmail.com
*Matthew Syverson Gary Tenpenny (See Missouri) Jim Hanna
matt@syversonco.com gtenpenny@kansascity.nef.com
Oklahoma City/Henderson Hills Baptist Oklahoma City/Metro Oklahoma City-West-Yukon Tulsa
james.c.hanna@ampf.com
OREGON
Grand Rapids
*Stephen Allen Jane Connell-Young Josh Gilliam
sallen@rfhco.com y4030@bellsouth.net gilliam@gilliammease.com
Jason Krohn Brian Gettel Curt Whipple Michael Miller *David Blackmore
Jason.Krohn@RaymondJames.com bcgettel@comcast.net curt@ccurtisfinancial.com mmiller@northridgechurch.com dblackmore@wradvisors.com
Joe Nelson *David Laurion Steve Opdahl Kathy Waters Dan Westin David Hitchcock Jeff Robinson Rick Lueck Ginger Ewing Steve Rehm
jnelson@sigmarep.com david.laurion@raymondjames.com sopdahl@thesfc.com kathy.waters@wellsfargo.com dwestin@qais.biz dhitchcock@ncstrategies.net jeff.robinson@familyfinancial-usa.com rlueck@theadvocategroup.com ginger.r.ewing@ampf.com steve.rehm@thrivent.com
MINNESOTA Bemidji Twin Cities Community Leader Twin Cities/Carlson Twin Cities/Downtown Twin Cities/Minnetonka Twin Cities/North-Northwest Twin Cities/South Metro-Burnsville Twin Cities/West Metro-Carlson Twin Cities/InverGrove Heights Rochester
MISSOURI Kansas City/Eastern Jackson County Anissa Nelson *Jerry Sackberger St. Louis
anissa@ancpakc.com jerry.sackberger@wachoviasec.com
Ron Anderson
ron.anderson@wachoviasec.com
Annie Hung-Scanga
cahs@atocapital.com
*John Moore Dale Coffing Ryan Mummert
mdoyle@nmchristian.org dcoffing@gmail.com ryanmummert@msn.com
*Joe Caldera
joe@calderawealth.com
*Michael Collie Jeff Plummer Ron Ownbey Wayne Hewett *Michael Jette Hunter Pugh John Putnam Ruth Todd Kirk Hobart
mcollie@colliefp.com jplummerclu@yahoo.com rownbey@carolina.rr.com wayne.hewett@wfadvisors.com mjette@carrollfinancial.com hunter.pugh@ronblue.com john.putnam@nmfn.com rtodd@carrollfinancial.com kdhobart@earthlink.net
NEW JERSEY Northern Bergen County
NEW MEXICO Albuquerque Community Leader Albuquerque/Midtown Albuquerque/Westside
NEVADA Las Vegas
NORTH CAROLINA Asheville Charlotte/Center City Charlotte/Gastonia Charlotte/Lake Norman-Huntersville Charlotte/Matthews-Indian Trail Charlotte/Promenade Charlotte/South Park Hickory
Ben Glover Thomas Spivey Jason Steele Floyd Green *Joseph Mitchiner *Art Herzog
benjamin.c.glover@gmail.com TES@tespiveycpapa.com Jason.steele@morgankeegan.com floyd@cwmteam.com joe.mitchiner@mitchinerlaw.com herzog2@msn.com
Cincinnati/West Chester Cincinnati/Midtown Cleveland/Group 1 Cleveland/East Cleveland/West
*Jerry Summers Jerry Summers *Randy Fairfax Roger Shumaker Kevin Mahon Kevin Doss Sandra Heusinkveld *Ed White *Aaron Avery
gsummers@cinci.rr.com gsummers@cinci.rr.com rfairfax@highlandusa.net rshumaker@mcdonaldhopkins.com kmahon@highlandusa.net kevin@balancedassetmanagement.com sandra@fpperspectives.com ed.white@edwhiteonline.com aaronavery@munnwealth.com
Columbus Dayton Toledo
*Joe Williams Joe Williams Doug Tippens *Steve August Skip Nichols
joe.williams@hhbc.com joe.williams@hhbc.com dtippens@csbyukon.com saugust@emailcfs.com james.nichols@ingfp.com
*Judah Musick
judah@familywealthinstitute.com
*Jeff Cave Michael Halvorsen Jack Dempsey
jeff_cave@ml.com mike@assetplanningservices.com jack_dempsey@farmfamily.com
Roger Sims Jon Rogers Mike Miller Hugh Brantley Bill Strickland
roger.sims@lpl.com rogersfg@charter.net mmiller@planfirst.com HughB@SCCFonline.org jwspacpa@yahoo.com
Jerry Betzler
JerryBetzler@hahnfinancialgroup.com
*Kevin Stophel Tom Francescon Tim Cooke Jim Barber Henry Henegar Sam Clyatt *Martin Pierce Kevin Wilson *David Lenoir Mark Pierce
john_stophel@ml.com tom@campbellportfolios.com timcooke@comcast.net
*John Gay Pete Matter Gunnar Johnson Ed Gish Duane Dollar Mike Riddle Jim Munchbach Craig Wear Bradley Dennison Greg Reid Jeff Thomas Daniel Baker *Randy Schroeder Henry Dennard
jgay@ffplan.com pete@portstrat.com gunnar.johnson@gatewaypeople.com gishe@financialnetwork.com duane.dollar@rbc.com misty@rbafirm.com jmunchbach@gmail.com craig@craigwear.com bradley_dennison@ml.com greg.reid@telemuscapital.com jeff.thomas@ms.com dan.baker@nmfn.com randy.schroeder@ronblue.com henry@dennard.com
Joe Helms *Scott Rahn Hans Boehm
joe.helms@ronblue.com scott.rahn@wfadvisors.com hans.r.boehm@ampf.com
Werner Grylka Paul Chan Philippe Straforelli
mail@grylka.ch pwchan77@gmail.com Philippe@covenant.ca
OKLAHOMA
PENNSYLVANIA Philadelphia/Central Bucks County Philadelphia/Montgomery County Philadelphia/Wilmington
SOUTH CAROLINA Greenville/Greer Greenville/Group 1 Greenville/PlanFirst Spartanburg
SOUTH DAKOTA Sioux Falls
TENNESSEE Chattanooga Community Leader Chattanooga-UTC-Downtown Chattanooga/Brainerd Baptist Chattanooga/Downtown Chattanooga/East Brainerd Chattanooga/Hixon-North River Johnson City Memphis Nashville
hahenegar@cccfdn.org samclyatt@epbinternet.com MPierce@MartinPierceLaw.com kevin@crossbridgewealth.com DCLenoir@CenturionInvestmentPartners.com mark_pierce@ml.com
TEXAS
NEBRASKA Lincoln
OHIO
Portland
MICHIGAN Bad Axe Detroit/Group 1 Detroit/Northridge Church
Raleigh-Durham/Cary Raleigh-Durham/Durham Raleigh-Durham/Inner Beltline Raleigh-Durham/North Raleigh Raleigh-Durham/West Raleigh Winston-Salem
*Kevin Wallace James Jodrey John Yukawa Brian Voss Luis Cruz Tim Creath Bill Stevenson Rick Voit *Paul Dillman John Herzog Ann Elliott Jeff Huizenga
KENTUCKY Lexington Louisville/East End Louisville/Downtown
Leader
NORTH CAROLINA (CONTINUED)
KANSAS Kansas City/Overland Park Kansas City/Mid-America Group *Kansas City/Lee’s Summit, MO Topeka
Community / Study Group
lance.greco@wfadvisors.com
INDIANA Indianapolis/Group 1 Indianapolis/Group 2 West Lafayette
KINGDOMADVISORS.ORG
Lance Greco
ILLINOIS Chicago/The Loop Chicago/Harvest Bible Chapel
•
Dallas/Group 1 Dallas/Southlake Ft. Worth Houston/Beltway 8-Briar Forest Houston/Champions Area Houston/Clear Lake Houston/Conroe Houston/Downtown Houston/Galleria Houston/Greenway Houston/Riverway-Uptown Houston/West Tyler
WASHINGTON Seattle Spokane Vancouver
INTERNATIONAL Switzerland/Langenthal Malaysia/Kuala Lumpur Canada/Langley BC
*Community Leader
PAGE: 15
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
PREMIER CORPORATE PARTNERS Kingdom Advisors is pleased to present the following Premier Corporate Partners. These companies represent the highest level of commitment and are integral to the continuing success of Kingdom Advisors. The Premier Corporate Partner designation is reserved for a select group of companies who have demonstrated an unparalleled commitment to the vision and mission of Kingdom Advisors in their work.
Stewardship Partners is a leader in the field of Christian Worldview Investing (CWI) and has a distinctly Christian approach to Socially Responsible Investing (SRI). Founded by ex-Templeton fund manager Rusty Leonard in 2000, Stewardship Partners combines both highly skilled and experienced portfolio management capabilities with the most extensive database of information available on the activities, both positive and negative, of public companies. Armed with these skills and research, we seek to invest our client’s portfolios in securities of those firms that offer the best combination of long-term capital appreciation potential and biblicallybased values so that our clients can be assured that their Christian worldview is reflected in their investment portfolio. Stewardship Partners markets its separate account investment management services ($100,000 minimum account size) primarily through financial consultants and financial planners.
CNL Securities Corp. offers the next generation of real estate investment products to help financial advisors thrive in today’s market. A subsidiary of CNL Financial Group, Inc., the company has worked with an extensive network of more than 367 FINRA member broker/ dealer firms and more than 23,597 registered representatives nationwide. Since inception in 1986, CNL Securities Corp. has raised more than $11 billion in private and public offerings through its network of broker/dealer firms. With a focus on real estate, service and relationships, the company continues to Invest in the Next™. Contact CNL Securities Corp. managing dealer, Member FINRA/SIPC (866) 650-0650.
Wells Real Estate Funds is a national real estate investment management firm that purchases existing Class-A office and industrial properties leased long term to creditworthy tenants. Wells was the largest purchaser of Class-A office and industrial real estate in 2002 and 2003, according to the New York-based Real Capital Analytics. In its investment products, Wells serves more than 160,000 investors nationwide with more than $6 billion in assets representing 31 million square feet of commercial space.
PAGE: 16
PA S S I O N & P U R P O S E
•
KINGDOMADVISORS.ORG
PREMIER MINISTRY PARTNERS Since 1982, The National Christian Foundation (NCF) has helped thousands of people give close to a billion dollars to the ministries and causes they believe in – rather than to the federal government in the form of taxes. NCF helps: Individual givers make a greater impact with their charitable giving, give practically any asset entrusted to them and balance their giving with income needs. Ministries and churches offer their supporters innovative ways of giving, which can lead to significant new funding for their organization. Professional advisors (financial planners, CPAs, attorneys and others) offer their clients charitable giving expertise, which builds stronger client relationships.
To learn more, visit NCF on the web at www.nationalchristian.com or call 800.681.6223.
Crown Financial Ministries is a merger of two ministries: Larry Burkett’s Christian Financial Concepts and Howard Dayton’s Crown Ministries. Crown’s mission is to train Christians to handle money from God’s perspective. It offers biblically-based advice on various areas of personal/family finance, including budgeting, debt reduction, charitable giving and investments. Crown’s primary vehicle is a very wellattested small group Bible study designed for use at the local church level.
Generous Giving was launched in 2000 by The Maclellan Foundation, a recognized leader in Christian grant-making for 60 years. Generous Giving’s mission is to motivate followers of Christ toward greater biblical generosity, and encourages givers to live with open hands to God. Through relationships and experiences, thousands are realizing the joy of giving, and resources are being deployed for God’s purposes around the world.
FOUNDING CORPORATE PARTNERS
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
CORPORATE PARTNERS Aris provides customized wealth management, retirement plan and trust services. Sophisticated risk management processes and technologies are utilized to create investment portfolios based on client risk profiles and objectives, including biblical, faith-based or social criteria. Utilizing multiple issues screening software and extensive manager due diligence, Aris identifies investment vehicles to create portfolios built on the same risk based philosophy as Aris’ traditional strategic and tactical portfolios. Aris’ customization further provides for the ability to transfer existing holdings in-kind and also provides for the ability to manage taxes. Aris provides a complete turnkey solution including investment due diligence and monitoring, account transitioning, rebalancing, consolidated performance reporting, and billing, freeing the advisor to focus on client relationships and planning needs. Retirement plan capabilities include defined contribution and defined benefit plan design, administration, and consulting. Retirement plan and trust portfolios may also be constructed based on biblical, faith-based or social criteria.
Cambridge Legacy Group is a community of financial professionals who have pledged themselves to helping people make smart choices about their money. We are the premiere provider of The Smart Money Experience(TM), a fully integrated implementation of ValuesBased Financial Planning(TM). The result is a fully integrated planning process, complete with a Deliverables Team of Subject Matter Experts, that gives you and your clients the highest probability of achieving your goals. We believe that your clients achieving their goals and fulfilling their God-given purpose is the greatest evidence that you have indeed served them well as a Trusted Advisor.
Evangelical Christian Credit Union (ECCU) exists to help evangelical organizations and ministry-minded individuals become better stewards of their finances. ECCU serves churches, ministries and Christian schools across the country and missionaries around the world. As a member-owned financial cooperative, we gather funds and lend these to growing organizations to further the Kingdom. Service by service, our job is delivering banking services that support the achievement of your ministry’s goals. We measure our success through the increased effectiveness we deliver to your ministry.
Our vision at G.A. Repple & Company is to see advisors transform communities across the country through Workplace Ministry. We wish to see advisors impact their communities by teaching biblical stewardship, and providing Godly financial counsel. We wish to see every church and ministry with a Stewardship Minister and a Foundation.
MMA Praxis Mutual Funds is a leader in faith-based investing for individuals and institutions. Grounded in religious principles of the Mennonite and Anabaptist traditions, the funds offer investors the opportunity to engage their faith through stewardship investing practices. Mennonite Mutual Aid, the parent corporation of the funds, is an agency of the Mennonite Church USA and has been offering financial services for over fifty years.
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NEXT Financial Group was founded by a group of passionately independent investment professionals and is now 80% owned and managed by its representatives. At NEXT, you are free to create your own vision of success, and have complete autonomy to customize financial services for each investor. Unlike firms, we are not affiliated or owned by an investment or insurance company. We’re a community of individuals that discuss, share, and inspire each other. We live and breathe a shared value of outstanding service, and provide our representatives the support they need to grow and run their businesses successfully. With ownership available to every representative and employee, everyone at NEXT has a voice and input into how the company is run. It’s a philosophy that has resulted in extraordinary company growth and history-making industry accolades such as “Broker/ Dealer of the Year.*” In fact, our own representatives have voted NEXT Investment Advisor magazine’s “Broker/Dealer of the Year” * for 6 consecutive years. *2001-2006; Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/Dealers rated highest by their representatives are awarded “Broker/ Dealer of the Year.”
For more than 20 years, the Robert Pittenger Company (RPC) has researched, evaluated, and purchased undeveloped land in the path of urban growth areas. Through a proven strategy of acquiring property, where the potential for development has been clearly demonstrated, RPC offers exceptional land purchasing opportunities to its investors. To date, RPC has acquired and invested in excess of $200 million of undeveloped land. Our success in determining future paths of progress in stable growth regions earned annual returns on average of 20% IRR (compounded annual rate) net to our investors. All our investments are through equity participation, with no debt and no future development obligation or risk. For further information, please visit our website at www. pittengercompany.com or call Daniel Burns at 704.365.0065.
Strongtower Financial is one of the nation’s leading financial services providers, serving churches, ministries, and individual investors with financial solutions that truly matter. Strongtower Financial provides churches and Christian non-profit religious organizations with capital and services ranging from permanent financing and bond underwriting to investment and cash management services. Strongtower Financial is the nation’s leading originator of church bonds and has provided financial services to over 4,000 churches. The Company is also a full-service broker dealer, providing a wide range of financial services and money management to individuals and organizations.
A leader in its field, the Steward family of mutual funds offers investors of faith peace of mind while seeking to meet their financial goals. Fund investors can invest in both stock and bond funds, many of which are index funds. All Steward funds are no-load, which means there are no sales fees to buy or sell the funds. In addition, all Steward funds employ sophisticated screening disciplines to insure investors do not need to compromise their convictions with the companies they own. The Steward funds are the most rapidly growing faith-based fund family in America.
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MINISTRY PARTNERS
Answers in Genesis is an apologetics (i.e., Christianity-defending) ministry, dedicated to enabling Christians to defend their faith and to proclaim the gospel of Jesus Christ effectively. We partner with churches by providing resources, speakers, an award winning web-site, and a 70,000 square foot Creation Museum to train and disciple their congregation.
Billions of people across the globe are waiting to hear the lifesaving Gospel message, and each day 93,000 of them pass into eternity—without hope. God has given the Billy Graham Evangelistic Association unprecedented opportunities to take His Good News to the ends of the earth. Along with evangelistic Crusades, BGEA is using many innovative outreaches, including Dare to Be a Daniel evangelism training for youth, Billy Graham Rapid Response Team crisis ministry, the World Evangelism Through Television project, My Hope, and Rock the River Tour evangelistic concerts for the next generation.
Partnering with local churches, denominations, and Christian organizations around the world, CCC seeks to help fulfill the Great Commission by building spiritual movements everywhere so that everyone knows someone who truly follows Jesus. Our strategy of Win -- Build -- Send guides our activities as we develop self-replicating movements across the globe.
Our mission is to reach poor and illiterate people worldwide with the Word of God in audio, discipling them in their mother tongue. Our commitment is to record Audio New Testaments for every people group and to start Audio Bible listening programs for the world’s oral majority, so that they can experience the hope and salvation of Jesus Christ.
The family is an institution that cuts across every nation and culture. The timeless principles presented at FamilyLife conferences and events are universal truths that every family needs. Conferences have now been held in numerous countries around the world, teaching couples God’s blueprints for the family in the language and context of their culture.
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Our purpose is to serve you and your family. That has been our goal since 1977, when child psychologist Dr. James Dobson started a small 15-minute radio weekly broadcast. Our broadcasts now reach 220 million listeners daily, on over 7,000 stations in 160 countries. We’re on the front-lines wherever legislation threatens to harm the family. We keep the printing-presses running with brochures, newsletters, magazines, and books to help make sense of marriage and parenting.
Our mission and purpose is to serve and assist donors in their charitable giving for Kingdom purposes in the most cost effective and efficient manner. Helping Hands Ministries performs the following: Gifts/Support to Individuals, Non-Complex Gifts – Simple Gifts, International Grants, Loans, and Corporate Scholarship & Benevolence Funds.
OC equips nationals for Christian leadership through its ongoing partnerships with a worldwide network of leadership training centers. These partners include seminaries, Bible colleges and Christian universities that share our vision to develop godly leaders for a global church that is fully engaged in fulfilling Jesus’ Great Commission. They have a successful track record of training pastors, teachers, missionaries, and lay leaders in their own cultural context.
Our team of professionals offer unique legal and financial experience to individuals, businesses, and charitable organizations to put resources into effective evangelism today... and tomorrow.
We are a non-profit corporation that serves several organizations based in the United States associated with global Bible translation efforts. The Wycliffe Foundation is a gift-planning ministry that informs people about programs like wills, trusts, and annuities. For more information on the Wycliffe Foundation, visit: www.wycliffefoundation.org.
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RESOURCE PARTNERS
Eventide Asset Management, LLC offers the Eventide Gilead Fund (NASDAQ: ETGLX/ETAGX/ETCGX) to individual and institutional investors. Our goal is to sustain market outperformance by investing in companies that operate with integrity and profit from ethical and sustainable activities. It is our hope that Christian values based investors will find Eventide Asset Management to be a valuable partner.
FaithShares is a family of Exchange Traded Funds whose portfolios are aligned with the “Socially Responsible Investing” guidelines as published by each of the five largest Christian Denominations in the United States. Each ETF contains 100 equally weighted, large-cap stocks whose business is not deemed to be an objectionable industry by the various denominations. FaithShares Advisors, LLC will be donating a minimum of 10% of its’ net income on a pro-rate basis to charities or missions aligned with each of the denominations.
Halftime is an organization dedicated to helping successful people pursue significance. Our partnership with Kingdom Advisors enables you to bring our expertise along side your financial planning practice, to better serve your clients who may be in Halftime.
HODGES
C APITAL
Hodges Capital is an investment advisory firm managing assets for institutions, endowments, family offices, and individuals. Hodges Capital is also the advisor to five mutual funds. As a manager of separate accounts, Hodges Capital can use one of the five strategies in a separate account for a client. Hodges Capital was founded in Dallas, Texas in 1989 by Don Hodges. The Hodges Family has been involved in assisting clients with their investment needs for 20 years.
OneAmerica Financial Partners traces its solid foundation more than 125 years in the insurance and financial services marketplace. Its nationwide network of companies and affiliates offers retirement plan products and services, individual life, group and credit insurance, and annuities.
SAM was formed out of a passion and commitment to excellence in assisting Christian investors and institutions in growing their wealth in accordance with biblical principles. We screen our portfolios using the Biblically Responsible Investing Institute (BRII) screening criteria and they are managed by top-tier investment management firms.
The Stewardship Alliance is a “marketplace ministry” serving Christian professional advisors, preparing and mentoring them for client leadership in Life Stewardship based on biblical principles. TSA offers education and training, including charitable tools and techniques leading to greater generosity.
At The Timothy Plan®, we believe we have designed an excellent mutual fund family to serve the needs of concerned investors. We believe there is a genuine difference between Timothy and other investment options – one that can help you combine your investment goals with your moral convictions.
MasterYourMoney.com LIFE WELL LIVED. MONEY WELL SPENT. MasterYourMoney.com makes a lifetime of Ron Blue’s teaching accessible to individuals with financial needs and questions. The website is a place where those with pressing questions can find answers backed by biblical wisdom and we invite you to use the website as a tool to communicate with and further educate your clients.
Waterstone is a Christian organization whose passion is to help transform you clients’ accumulated assets into “living water,” while keeping you closely involved in the process. Contact our office to explore the many gifting solutions available through Waterstone.
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LARRY BURKETT AWARD T. RANDALL FAIRFAX, CFP®, HIGHLAND CONSULTING ASSOCIATES, CLEVELAND, OHIO Randy Fairfax understands that faith is worked out in experiences and relationships. Every day, at Highland Consulting Associates, he offers purposeful, biblical guidance to his clients, as he takes to heart the faith-lessons of his own life. A a young man, Fairfax spent a year As preparing for a mission trip abroad, only to come up $100 short with one day left. That day, an anonymous donor provided the funds that allowed him to take the trip, leaving a lasting impression of God’s provision. The h experience i power off that permanently impacted Fairfax, who still seeks to trust God in all and who sees himself as a steward of God’s resources. During his early years in banking, Fairfax saw that many clients were negatively impacted by a combination of “less than optimal” technical tools combined with the inherent confusion, lack of security, and family communication issues surrounding finances. He also realized that the Bible addresses all of these areas and applies to both believers and non-believers. The realization that he could help clients “exercise biblical Truth, whether they personally believed it or not,” gave Fairfax greater purpose in his professional life. While he understands that “wealth creates loud noises, unintended distractions, and confused perspectives for people,” Fairfax knows that by bringing biblical wisdom into a client conversation, he can clarify confusion by seeking to “inform, understand, ask the right questions, and advocate on their behalf.” By bringing Truth to bear on client relationships, Fairfax finds that clients are better able to steward their resources intentionally, exercise greater generosity, and understand their purpose. Over his life, Fairfax has been impacted by the Christian influence of close family members, pastors, friends, and other servant leaders in the business world. He sees ministry as “using the tools, abilities, and resources I have where I am to enjoy and reflect God’s goodness and glory.” Because he humbly embraces life’s experiences and the influence of godly relationships, Fairfax willingly and confidently takes his faith to the marketplace each day. Randy Fairfax, CFP® and Qualified Kingdom Advisor™, received a BS in Accounting and MBA in Finance from The University of Akron. He is active in Kingdom Advisors as a leader of the Cleveland Community, the Charitable Giving Group, and the Business Group, as well as being a Task Force member and an advisor-coach. Fairfax and his wife, Courtney, attend The Chapel and have three grown children: Ryan (married to Laura), Jordan (married to Rachel), and Breanne. 2009: 2008: 2007: 2006: 2005:
Randall E. Schroeder, CFP® Janice A. Thompson, CFP® James H. Shoemaker, CFP® Kenneth B. Frenke, CFP® William F. Robertson, CFP®, CLU, ChFC
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Beginning in the early 1970s, while on staff with Campus Crusade for Christ, Larry Burkett began to teach the Body of Christ how to apply biblical wisdom to their financial affairs. As founder of Christian Financial Concepts, which later became Crown Financial Ministries, Burkett’s ministry had a tremendous impact, the results of which will benefit generations to come. He was a spiritual giant in his generation. Early in ministry, Burkett recognized the importance of the role that professional advisors play in encouraging the financial decisions of their clients. He had a desire to develop a generation of godly financial professionals who would integrate biblical wisdom into their counsel. Kingdom Advisors is a product of Burkett’s work and vision. Beginning as the Christian Financial Planning Institute in 1997, Kingdom Advisors has grown to over 4,000 members and is committed to training an army of Christian financial professionals who are passionate about helping their clients manage their financial resources according to God’s timeless wisdom. In appreciation of Burkett’s life and his desire to see a network of Christian financial professionals, Kingdom Advisors established the Larry Burkett Award. This award recognizes annually a Christian financial professional who has demonstrated by their life and work those qualities that epitomize what Burkett desired to see in a Christian financial professional: • An evangelical faith and fervor • Christian character in its most complete sense • Unparalleled professional competency • Integration of biblical wisdom into all of their advice and counsel The award reminds the Kingdom Advisors’ community of the debt owed to Larry Burkett for his ministry and motivates us to live out of his vision in our professional lives.
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PRACTICE MANAGEMENT AWARD JAMES L. UNDERWOOD, CPA/PFS, CFP®, AEP TARPLEY & UNDERWOOD FINANCIAL ADVISORS LLC, ATLANTA, GA Jim Underwood and Harvey Tarpley, met at church when Underwood was young. When they started Tarpley & Underwood in 1978, they shared a desire to live out their faith in the marketplace. For many years, that faith was evidenced informally in their practice. However, a few years ago, in response to a desire to clarify the integration of biblical wisdom in their practice management, they formally defined their mission and core values around biblical principles. One of those core values is: “We are o a world view that is guided by biblical principles and an focused on acknowledgement acknowle of our Creator.” Un While Underwood and his fellow shareholders have long shared a relationship relationsh with Christ in common, clarifying their mission and core values ha has helped them be intentional in making biblically based decisions. decisions They now:
The vision of Kingdom Advisors is to equip and motivate Christian Financial Professionals to serve the body of Christ by implementing biblical wisdom into their lives and practices. Christian financial professionals should not only be knowledgeable about the biblical principles that apply to the stewardship of God’s resources, but also strive to integrate those principles into the advice they give to their clients. However, the application of biblical wisdom does not end with the client. It is essential for a Christian Financial Professional to incorporate these principles into the management and operation of their practice as well. Kingdom Advisors created the Kingdom Advisors Practice Management Award to recognize Kingdom Advisors Members who have intentionally and systematically integrated their faith into their financial services practice. The Kingdom Advisors Practice Management Award recognizes:
• Have Ha a benchmark for making decisions to ensure that their clients clie receive biblically based advice. • Believe that by delivering professional services with excellence Be and an integrity, doors will be opened and clients will be drawn to the biblical values that undergird his firm. Additionally, Additiona as advisors practice from a Christian worldview, they, “earn the right to be heard” by their clients. Underwood Underwoo believes that integrating faith and practice is about “understanding “understa and living biblical values, evidenced by how you treat and advise others.” He says, “we bend over backwards to do what’s the right thing for the client, as opposed to what might be in our financial b best interest.”
• Outstanding integration of biblical principles in practice management. • Creation of a unique biblical culture which exemplifies Jesus Christ and results in a lasting impact on clients, staff, vendors, and community. • A practice from which Kingdom Advisors members can learn from and emulate.
Under Jim Underwood, CPA/PFS, CFP®, AEP, graduated from Georgia Tech with an Industrial In Engineering degree and received his MPA from Georgia S State. He occasionally contributes to the Atlanta Business Chronicle, Chronicle is a past president of the Georgia Society of CPAs, and is a past member mem of the governing council of the American Institute of CPAs. He and his h wife, Kay, attend North Point Community Church, where Underwood Underwoo serves as an elder, community group leader, and HOST Team Team member. mem He helps to lead a local study group for Kingdom Advisors, as well. Kay and Jim have three grown children: Elizabeth, Kathryn, Kath Ka thry th ryyn, a and James. 2009 20 009 2008 2 08 20 2007 2007 2006 20 06 6
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Jo JJohn o W. Moore, CIMA Je JJerry e Black Ra RRandall a P. Sanada, CFP®, CLU, ChFC, MSFS Pa PPaul a G. Anthes, CFP®
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
FOUNDATION AWARD
GENEROSITY AWARD
JEFF THOMAS, MORGAN STANLEY SMITH BARNEY, HOUSTON, TEXAS
STEVE SCALICI, MERRILL LYNCH, JUPITER, FLORIDA
Kingdom Advisors awards an advisor who partners with a local Christian w foundation to maximize generosity in their clients’ lives. Local foundations allow individuals to give strategically to advance Kingdom purposes. Kingdom Advisors, which partners with local A Christian foundations around the country, recognizes Jeff Thomas of Morgan Stanley Smith Barney, for his partnership with the Houston Christian Foundation. w In Thomas’ words, the Houston Christian Foundation is, “a community that has come together to promote generosity in the name of Christ. It has helped me communicate and execute for clients with resources I’ve never had.” The relationship between Thomas and the foundation was an answer to Thomas’ struggle to discover the best practices for presenting biblical wisdom to clients, without hitting them over the head with chapter and verse. Thomas’ turning point of generosity happened when a spiritual mentor told him, “you’d better be living what you are teaching.” That advice prompted Thomas and his wife to make giving the first priority in their budget. They became convinced of their need to be Kingdom-minded in their finances. Subsequently, Thomas connected with local foundation president, Peter Forbes, who shared how working with the local foundation and becoming a member of Kingdom Advisors could allow Thomas to begin to reach his goals of: • becoming more intentional about delivering biblical wisdom to clients, and • teaching other advisors how to do the same. Through his involvement with the Houston Christian Foundation, Thomas has fulfilled his dreams of sharing biblical wisdom with clients. He says that his journey felt like, “God had told me to build a sailboat. I was doing it in my garage, building a Sunfish that had a crooked mast and a hole in the bottom. After I cleared the barrier of becoming more generous personally, God brought me a relationship with Peter Forbes. He showed me the America’s Cup Racer, gave me a sweater, and brought me on board.” Jeff Thomas, CPA and Qualified Kingdom Advisor™, holds a B.S. in Business from Trinity University in San Antonio. Barron’s listed Thomas as one of the top 1000 financial advisors in 2009. Thomas contributes to Kingdom Advisors as an advisorcoach, a study group leader, and a Task Force member. He and his wife, Dolly, live in Houston with daughters Ally (17) and Sophie (9).
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The T Generosity Award recognizes an advisor who models generous giving in their own life and who shares the power of generosity with clients. Faith-driven generosity brings transformation to individuals’ hearts and lives, and, in turn, empowerment to Kingdom work. The Generosity Award goes to Steve Scalici of Merrill Lynch, whose story of personal growth in generosity, and its impact on his client interaction, is inspiring. Over the last eight years, Scalici and his wife, Apryl, have been on a journey of generosity. After reading Randy Alcorn’s book, Money, Possessions, and Eternity, the couple prayed and wrote down what they felt God was telling each of them to give. They both wrote 15%. A year later, they repeated the exercise and both wrote down 20%. About a year later, Scalici was impacted by the fifth principle in Alcorn’s book, The Treasure Principle, which says, “God prospers me not to increase my standard of living, but rather my standard of giving.” This principle challenged the couple to look at their finances differently. They talked and prayed, and, in the end, decided to cap their lifestyle. While the freedom of living a set lifestyle and giving the excess away has been transformational for Scalici and his family, another powerful transformation has occurred in the way that he counsels his clients. He has found that, “Many people are exactly where we were. They spend money just because they can.” By sharing the fact that they have chosen to cap their lifestyle, Scalici finds that the door opens to conversations about generosity with clients. He is convinced that the power of a real story is very powerful. “No one can dispute your story.” Is generosity good for business? Scalici says, “It’s actually a poor business model. We get paid for the assets we manage; yet we tell them to give them away. I can’t explain how it works, but it does. That’s not why I encourage them to give, but I can’t complain about the results. The best part has been seeing the light go off for my clients and being able to influence them in this area of generosity.” Steve Scalici, CFP and Qualified Kingdom Advisor™, has a BS in Finance/Banking from Palm Beach Atlantic University. He and his wife, Apryl, have daughers Hannah (10), Abby (7), and Emma (5). They attend Christ Fellowship and are involved with youth through Urban Youth Impact and the Heath Evans Foundation. Scalici has written for Good News of South Florida, Crosswalk, and is involved with Kingdom Advisors as a Community Group leader, a Charter Member, and a Task Force member.
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CROWN FINANCIAL MINISTRIES AWARD
COMMUNITY AWARDS
ROGER SULHOFF, PRIVATE CLIENT ADVISORY, INC., GAINESVILLE, GEORGIA
God has tremendously blessed our Kingdom Advisors Communities & Study Groups over the last year. We are honored to serve and support every Community, every Study Group, and every leader who has made a commitment to make a difference in the lives of our Kingdom Advisors members. Thank you for your passion and effort and we look forward to an exciting new year with you!
Crown Financial Ministries seeks to “Equip C people worldwide to learn, apply, and p tteach God’s financial principles so that they may know Christ more intimately, be free to serve Him, and fund the Great Commission.” The partnership between Crown and Kingdom Advisors is longstanding, and the parallel purposes of both organizations create a synergistic relationship. The Crown Financial Ministries Award celebrates an advisor who utilizes Crown’s ministry offerings as an extension of his or her own personal ministry. Roger Sulhoff was a reluctant convert to Crown classes. After “years” of hearing about the class, he and his wife found it impactful beyond what they expected, and he has been spearheading his own Crown movement ever since. His involvement began as a small group co-leader and he went on to serve on the Crown board at his church. He began recommending the class to clients and friends. Then, as one who was building a network of securities offices across the country at the time, he began recommending Crown to his more than 575 representatives. Sulhoff says, “I never looked at volunteering and doing Crown as creating an asset to my practice.” However, as Crown became more integrated with his professional life, client relationships improved. His ability to communicate improved because he was on the same page as clients who had biblically-based understanding of budgeting, cash flow, estate, and charitable planning. Sulhoff has since sold his national offices. He and his son, John, opened Private Client Advisory, Inc., a Family Wealth Management firm, in Gainesville, Georgia. Upon becoming involved at Lakewood Baptist Church, Sulhoffs’ passion for Crown ignited a program there, and in four years, 500 people completed Crown classes. Sulhoff also organizes “Business By The Book” seminars in North Georgia. Currently, he leads the Crown Special Edition series in his weekly men’s group. In addition to Crown, he serves on the Global Advisory Council of Vision 360, The Heritage Foundation Presidents Council, and Kiwanis International, and is an elder at Mount Paran Church of God. He served on the board of the International Association For Financial Planning and is a recipient of numerous industry awards. Sulhoff holds a Bachelors of Business Administration and served seven years US Army Active Reserves. Roger and his wife Nancy have four sons, two daughters, five spouses and nine grandchildren.
We are also proud to recognize and celebrate several Kingdom Advisors Communities for outstanding development and achievement for the last year! Kingdom Advisors is presenting 7 Annual Community Awards at the conference. We ask you to join us for this special moment during our Thursday afternoon General Session. Congratulations to these Kingdom Advisors Communities for a job well done!
HOUSTON • Community Excellence Award (Large Market) CHATTANOOGA • Community Excellence Award (Middle Market) HOUSTON • “Russell E. Miller” Community Leadership Award RALEIGH-DURHAM • Community Training Award LA/VENTURA • Community Membership Award TWIN CITIES • Community Study Group Award COMMUNITY ANNUAL CONFERENCE AWARD Revealed at Conference
The Russell E. Miller Community Leadership Award Kingdom Advisors is proud to honor the memory of Russell E. Miller by renaming the annual Kingdom Advisors Community Leadership Award to the Russell E. Miller Community Leadership Award. Russ went home to be with his Savior on April 10, 2009 after a brief battle with cancer. Russ was one of our most engaged and successful Kingdom Advisors Community leaders, and founded and led our Kingdom Advisors Communities in both Greenville and Spartanburg, SC.
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FOUNDING MEMBERS Kingdom Advisors is very grateful for its Founding Members listed below and Charter Members listed on pages 28-30 who have a tremendous passion for the mission and vision of Kingdom Advisors. These members have been integral in the development of Kingdom Advisors both through their funding of the necessary start-up and working capital for Kingdom Advisors in its beginning stages and through their active leadership and participation in the development of Kingdom Advisors. Paul F. Berry, CFP® The Covenant Group, Inc. Birmingham, AL
James M. Mars, CFP® Holmes Murphy Financial Services West Des Moines, IA
Robert H. Clement Shoemaker Financial Advisors Germantown, TN
David S. Reinders, CFP® David S. Reinders, CFP® Stevenson Ranch, CA
Vincent M. Conte Conte Financial Anna Maria Island, FL
William F. Robertson, CFP® William F. Robertson & Associates Ft. Worth, TX
Kenneth B. Frenke, CFP® Kenneth Frenke & Co. Arden, NC
Randall P. Sanada, CFP®, CLU, ChFC, MSFS Alliance Financial Group, Inc. Westlake Village, CA
George M. Hiller, JD, LLM, MBA, CFP® George M. Hiller Companies, LLC Atlanta, GA
James H. Shoemaker, CFP® Shoemaker Financial Advisors Germantown, TN
Cleo W. Holder, CFP® Shoemaker Financial Advisors Newburgh, IN
Jerry Tuma, CFP® Cornerstone Financial Services, Inc. Dallas, TX
Steven D. Humphrey, CFP® George M. Hiller Companies, LLC Atlanta, GA
Jerry L. Webb, CFP® Prairie Financial Services, Inc. Naperville, IL
Carter B. LeCraw, CFP® American Values Investment, Inc. Johnson City, TN
Christina Winch, CFP® Winch Advisory Services Appleton, WI
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Nontraded real estate has a low correlation to the stock market. Nontraded real estate does not experience daily market price fluctuations. Nontraded real estate may offer current income and/or long-term appreciation.
Wells Real Estate Funds has over 25 years of real estate experience and is one of the top-25 office real estate owners, ranked by square footage, in the country. Wells Real Estate Funds has managed more than 50 million square feet of space at 245 properties. Wells Real Estate Funds has invested over $12 billion in assets on behalf of more than 250,000 investors nationwide.
DEPTH GIVES IT STRENGTH When the markets get choppy, investors seek refuge in opportunities with greater depth. Wells Real Estate Funds’ disciplined approach to investing in institutionalquality real assets may help add muchneeded balance to a portfolio.
To learn more, call your Wells Representative at 800-448-1010. 6200 The Corners Parkway Norcross, GA 30092-3365 www.wellsref.com
RISK FACTORS: This is neither an offer to sell nor a solicitation of an offer to buy any Wells offering; an offering is made only by prospectus. This information must be preceded or accompanied by a prospectus in order to understand fully all of the implications and risks of the offering. Neither the Attorney General of the State of New York nor any other State regulators have passed on or endorsed the merits of this offering. Any representation to the contrary is a criminal offense. Wells Real Estate Funds is affiliated with Wells Investment Securities, Inc. — Distributor — Member FINRA/SIPC. Real estate investment risks include the portfolio’s investment strategy; leverage ratio; illiquidity; devaluation of portfolio properties; macroeconomic and market factors; conflicts of interest facing the advisor and affiliated parties; dependence on the Advisor; and fees and expenses paid to the Advisor, its affiliates, and participating broker/dealers. Many real estate investments are illiquid, long-term investments and are not suitable for all investors. The fund’s stated investment objective may not be met. Redemption is limited, and if possible, may be at an amount lower than the purchase price. Read the prospectus carefully at www.WellsREF.com for complete product details before recommending or selling an investment. NPGMCADF1001-0028
FOR BROKER/DEALER AND RIA USE ONLY — NOT FOR DISTRIBUTION TO CLIENTS
©2010 Wells Real Estate Funds
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CHARTER MEMBERS Scott K. Anderson, Jr., CPA, CFP®, EA Newport Advisory, LLC Newport Beach, CA
Joseph J. Bilello, ChFC Avanti Wealth Management, LLC Longwood, FL
Paul G. Anthes, CFP® Financial Advisory Corporation Grand Rapids, MI Guy E. Baker, CFP®, MSFS, ChFC Baker Jensen Investment Advisors, LLC Irvine, CA Jim Bakke World Vision Federal Way, WA
Stephen Bolt, CFP® Faith Financial Planners, Inc. Franklin, TN
Steven T. Cox, CFA Providence Financial Advisors, LLC Overland Park, KS
John P. Brandon, CFP®, CLU, ChFC Atlantes Financial Advisors Corp. Fairhope, AL Harry I. Brown, Jr., MA, MBA, CFP® Ison Brown Investments Sylacauga, AL Matt Brown Brown & Streza, LLP Irvine, CA
Stephen A. Ballas Borrego Springs, CA
David F. Biffen, Jr., CFP®, CLU, ChFC, MSFS Biffen Investment Advisers West Chester, PA
Sylvia A. Crecelius The Stewardship Alliance, LLC Princeton, IN Timothy R. Davidson, CPA Davidson & Associates Ft Lauderdale, FL Ted J. DeLisi IV Sovereign Investment Group Troutman, NC
David A. Cook, CPA David A. Cook, CPA Solon, OH
Todd A. Bauerle, CFP® Bauerle Financial, Inc. Deland, FL
Morris R. Cowan, CLU, ChFC, CEBS Atlanta Union Mission Atlanta, GA
Judy L. Copenbarger, J.D. Comprehensive Financial Services Irvine, CA
Steve Fairhall Financial Professional Limited Leeds, UK Ronald C. Finke, JD, ChFC Stewardship Capital, Ltd. Independence, MO Stewart Flaherty, CLU, ChFC The Flaherty Consulting Grp., Inc. Westerville, OH Meredith E. Flautt, Jr. Flautt Financial, Inc. Nashville, TN Jerry R. Foster, CFP® Foster Group West Des Moines, IA
Paul E. Dillman, CPA P&L Accounting & Tax Service, LLP Oak Forest, IL
Gregory C. Freeman, JD, CLU, ChFC Strategic Stewardship, Inc. Woodstock, GA
Terry Evearitt Abundant Stewardship Group Lancaster, PA
Stuart Funke, CFP®, CIC, CSA Family Wealth Institute, Inc. Lake Oswego, OR
T. Randall Fairfax, CFP® Highland Consulting Assoc., Inc. Cleveland, OH
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270 Walker Drive
PAGE: 28
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PA S S I O N & P U R P O S E
Ernest T. George III, CFP®, CLU Investment Mangmnt. Group, Inc. Starkville, MS Michael Gibney, B.Th, CFP® Covenant Planning Group Langley, BC R. Floyd Green, CFP® Cornerstone Wealth Management Raleigh, NC Michael A. Hanson The Hanson Financial Group, Inc. Peoria, IL Peter E. Hembrough Ameriprise Financial Morrison, IL Steven Henningson, CIMA SageView Advisory Group Irvine, CA Philip T. Herrell, Jr. Palm Financial Group, LLC Naples, FL J. Lynn Hinds Lighthouse Financial, LLC Broomfield, CO
Linda S. Hodges, CLU, ChFC, CFP® Jacksonville, FL C. Scott Houser, CFP® Ronald Blue & Co., LLC Atlanta, GA John Howard, CPA, JD, CFP® Resource Planning Group, Ltd. Atlanta, GA Jess W. Hurst II, CFP® The Millennial Group Akron, OH Morris Inabnet, CPA, CFP®, MABS I.M. Financial, LLC Shreveport, LA Keith L. Johnson, CFP® Wealth with a Purpose, Inc. Irvine, CA Patrick Johnson National Christian Foundation Alpharetta, GA J. Mark Joseph, CFP®, CPA, CLU Sentinel Wealth Management, Inc. Reston, VA
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KINGDOMADVISORS.ORG
Andi YH Kang, CFP® Crown Wealth Management, Inc. Huntington Beach, CA
James H. Legg, Jr. The Granville Investment Group, Inc. Granville, OH
Douglas E. Kemp, CFP®, CMFC In Memorium Rochester, NY
Bruce T. Leonard Attorney Bruce T. Leonard & Associates, LLC Alpharetta, GA
Paul Knoblich, CFP® Paul Knoblich Retirement Planning Castro Valley, CA Harmon A. Kong, CFP® Iwamoto, Kong & Co., Inc. Irvine, CA Kyle E. Krull, J.D., CFP® Law Offices of Kyle E. Krull, P.A. Overland Park, KS Jane Kupecz Canadian National Christian Foundation Ottawa, ON Kenneth J. Landgraf Kenjol Capital Management, LLC Austin, TX Robert “Buzz” Law, CFP® Creative Financial Group, Ltd. Atlanta, GA
Howard “Rusty” Leonard, CFA Stewardship Partners Investment Counsel, Inc. Chester Springs, PA Marie W. Liu, CFP® Ameriprise Financial Fullerton, CA W. Scott Luper, CPA Integrity Financial Management Swannanoa, NC A. Michael Mayernick II, CFP® Northwestern Mutual Wealth Management Company Nashville, TN Candice A. McField iRISE Health & Wellness Shawnee, KS
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
CHARTER MEMBERS Charles J. McLucas, Jr., CPA/PFS Charitable Trust Administrators., Inc. Tustin, CA
Terry Parker National Christian Foundation Alpharetta, GA
Scott E. Skjoldager Raymond James Financial Services, Inc. Asheville, NC
Fred M. Vaught, ChFC, CLU Capital Resource Management, Inc. Escondido, CA Richard J. Volpe, CFP®, ChFC, CLU Asset Planning Services, Ltd. Harleysville, PA
Steve C. Miller UBS Financial Services, Inc. Naples, FL
Daniel W. Pettway Councilmark Asset Management, LLC Chattanooga, TN
Samuel F. Slabaugh, Sr., CFP® EST Financial Group Delmar, DE
Michael D. Morrow, CLU, ChFC Morrow Financial Network Grapevine, TX
Martin L. Pierce Martin L. Pierce, Attorney at Law Chattanooga, TN
Bruce D. Snyder, CFP® Snyder Financial Group, Inc. Tampa, FL
Joseph M. Mott III, CFP® Mott & Associates, Inc. Davidson, NC
Larry H. Powell, CFA, MBA Fountain Capital Management, LLC Leawood, KS
John Thomas Spicknall, CFP® Capital Investment Strategies, Inc. Dalton, GA
James P. Mullinix, ChFC, CLU Triune Financial Partners, LLC Overland Park, KS Michael J. Mungenast, CPA ProEquities, Inc. Birmingham, AL Gary A. Nagel, RFC Gary Nagel, Inc. Overland Park, KS Curtis W. Neuman Financial Security Group, Inc. Ocala, FL James K. “Skip” Nichols, ChFC, CLU Financial Planning Resources, Inc. Tulsa, OK Michael D. Novak, CFP® Integrity Life Planning & Financial Services Lancaster, PA Oscar Lee Nugent, MBA, RFC Wealth Management & Planning Group Slidell, LA William C. O`Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Irvine, CA Ray V. Padron, CPA, CFP®, CIMA, PFS Brightworth Norcross, GA
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James W. Regitz, Jr., ChFC Newport Advisory, LLC Newport Beach, CA Jeffry L. Robinson, CFP®, EA Family Financial Services Burnsville, MN Jeff Rogers, CEP, CLSA The Stewardship Alliance, LLC Ocoee, FL Larry C. Rooks, CPA, PFS, CFP® Rooks Wealth Management, PLLC Chattanooga, TN Bob Ross, CFP® Integrity Financial Services, Inc. Independence, OH Richard S. Sadowski, CLU, ChFC Christian Financial Principles Hot Springs, AR Steven G. Scalici, CFP® Merrill Lynch Jupiter, FL Robert L. Seymour, CFP® 5 Talents Wealth Mngmnt., LLC Fort Collins, CO Roger L. Shumaker McDonald Hopkins, LLC Cleveland, OH
William L. Stear, CLU, CSA, RFC The Stear Group, Inc. Longwood, FL Roger E. Sulhoff, CSA Private Client Advisory, LLC Gainesville, GA David E. Taylor, CPA, PFS Raymond James Financial Services, Inc. Corsicana, TX
Tim Voorhees, JD, MBA Family Office Services Irvine, CA Brian A. Voss Financial Network Winnetka, IL Kevin A. Wallace Wintrust Mortgage Corp. Bartlett, IL James E. Warren, Jr., CFP® Warren Financial Group, Inc. Kansas City, MO Ray West In Memorium Trust House, Inc. Ft. Lauderdale, FL
Gary E. Tenpenny, CFP®, ChFC, CLU, MSFS, CAP Mid American Financial Group Overland Park, KS
Robert E. West Kingdom Advisors Atlanta, GA
Janice A. Thompson, CFP® Strategic Financial Solutions, Inc. San Diego, CA
Bardie L. Wolfe, CFP® Peak Financial Management, Inc. Broomfield, CO
Charles P. Tiedje, CFP®, CLU, ChFC Proven Results Fort Lauderdale, FL
Gary W. Wood, CFP® Benefit Design Corporation Glen Allen, VA
Robert G. Topping, CFP®, MBA Covenant Wealth Advisors, LLC Williamsburg, VA James L. Underwood, CPA/PFS, CFP® Tarpley & Underwood Financial Advisors, LLC Atlanta, GA
PA S S I O N & P U R P O S E
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KINGDOMADVISORS.ORG
CHAMPION MEMBERS We are grateful to our Champion Members who invested in the ministry of Kingdom Advisors. Their generosity helped us move from our start-up phase to becoming an established organization active in engaging, equipping, and empowering Christian financial advisors to communicate biblical wisdom to their clients, apply professional principles in their practices, and live out their faith in their marketplace for Kingdom impact. Todd A. Bauerle, CFP® Bauerle Financial, Inc. Deland, FL
Lyle E. Hershey, CFP® Master’s Advisors, Inc. Lancaster, PA
Steve C. Miller UBS Financial Services, Inc. Naples, FL
Jay Bennett Kingdom Oil Minneapolis, MN
David C. Laurion, CFP® Raymond James Financial Services Arden Hills, MN
John W. Moore John Moore & Associates, Inc. Albuquerque, NM
Michael E. Blanton Successful Financial Strategies Hendersonville, NC John T. Cooke, CFP® Cooke Wealth Management, LLC Santa Ana, CA Eric T. Duncan, Jr., CFP® Strategic Financial Partners, LLC Suwanee, GA
Thomas J. Leland Personal Financial Services Mishawaka, IN Robert E. Merwin, RFC OMNI Financial & Insurance Services Scottsdale, AZ
William C. O’Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Irvine, CA Gary F. Poling First Freedom Bank Lebanon, TN
Frank T. Reynolds, RFE, IAR, CCFC Frank Reynolds Wealth Management Daytona Beach , FL A. Charles Schultz, JD Crescendo Interactive, Inc. Camarillo, CA Doug Twohill, CFP® Merrill Lynch West Palm Beach, FL Michael A. Winkle Market Trend Investors Bonita Springs, FL
James W. Regitz , Jr., ChFC Newport Advisory, LLC Newport Beach, CA
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• Resolve the ten unique life dilemmas that affluent families face
• Build an effective planning team with • Explore the “wealth scriptures” which the client’s other advisors turning them form the foundation into allies and not adversaries of the Family Wealth Counseling process • Implement a unique planning process • Understand the potential of the more that drives clients toward plan powerful and enduring “virtues-based” implementation and vastly greater levels approach to planning of generosity Visit the Conference Resource Desk to take advantage of this special offer!
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PAGE: 31
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
COMMUNITY GROUPS • WEDNESDAY FEB.10 Kingdom Advisors Community Groups are designed to provide a forum for various groups of Kingdom Advisors members to share their collective wisdom, as well as learn from one another about a particular topic. Many of our Community Groups feature monthly member-led conference calls that are open to all Kingdom Advisors Members as a member benefit.
WEDNESDAY, 2:OO PM Charitable Planning Community Meeting International Ballroom D
WEDNESDAY, 3:15 PM 2 p.m. - 3 p.m.
Jay Link We will be exploring what the Bible says about generosity and how this essential teaching should practically play out in both our personal and professional lives. Personally, we will consider what happens to us when we choose to live a generous life. Professionally, we will have selected members share how incorporating generosity into their client counsel has brought about life-transformation for their clients.
Emerging Advisor Community Meeting International Ballroom B
2 p.m. - 3 p.m.
Dan Westin The Emerging Advisor Community Group is focused on bringing together developing Christian professionals within Kingdom Advisors, and assisting them with support and resources to build and grow a Kingdom-focused practice. This community group’s conference meeting session will include an overview of the group’s purpose, an explanation of how it will specifically serve and support its members, as well as a Q&A session with a panel of veteran advisors who have successfully built Kingdom-focused practices.
Large Firm Community Meeting International Ballroom F
2 p.m. - 3 p.m.
Dwight Short If you work at a large firm and would like to know more about how to develop your practice into your ministry, we invite you to join us. Kingdom Advisors has a desire to help advisors grow in their faith regardless of the size of your company. You can hear about how advisors at other firms have adopted different strategies to bring a greater witness to clients and colleagues. Speakers: Cathy Norris, Ameriprise Jeff Thomas, Morgan Stanley Smith Barney Jason Alexander, Merrill Lynch
Merrill Lynch Community Meeting International Ballroom D
3:15 p.m. - 4:15 p.m.
Doug Twohill The Merrill Lynch Community Group seeks to connect Kingdom Advisors members who work with Merrill Lynch. This community group meeting will feature Gillian Howell, Senior Vice President for Private Philanthropy for Bank of America Philanthropic Services. Any Merrill Lynch financial advisor is invited to participate in this meeting.
Attorneys Community Meeting International Ballroom B
3:15 p.m. - 4:15 p.m.
Ralph Ogden The purpose of the Attorneys Community Group meeting is to provide a forum for Kingdom Advisors attorneys, and other financial advisors who work with attorneys, to meet and get to know each other, share best practices, and to continue the process of sharpening the focus, organization and direction of the group going forward, so as to better serve the needs of the attorneys and other financial advisers who work with attorneys.
Biblically Responsible Investing Community Meeting International Ballroom F
3:15 p.m. - 4:15 p.m.
Dan Hardt The goal of the Biblically Responsible Investing (BRI) Community Group is to invest to please and glorify God as a vital act of worship. All those attending the conference are invited to attend our fast-moving session. We will provide an overview of BRI, and review underlying Scriptural principles and corporations’ involvement in various moral issues. We will list resources for building portfolios and review questions clients may have. One hour of CE has been approved for CFP® and CIMA (non-IMCA ethics).
The Closely Held Business Community Meeting International Ballroom A 3:15 p.m. - 4:15 p.m. George Cassiere The Closely Held Business Community Group is pleased to have Stephen M. Thompson, CPA, as a guest speaker for this meeting. Drawing from his long history of advising Christian business owners, Mr. Thompson will discuss effective integration of biblical wisdom and technical recommendations for closely held business owners. He will also present case studies to demonstrate integrated biblical counsel in practice. Mr. Thompson joined the firm of Huth Thompson, LLP in 1971 after working for Peat, Marwick, Mitchell, and Co., in New York City and Indianapolis, Indiana.
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
Q
QUALIFIED KINGDOM ADVISORS
TM
Qualified Kingdom Advisors™ are men and women who, in humility, have committed to serving the Lord for Kingdom purposes through their practices and delivering advice and counsel consistent with the values and priorities of a believer. Kingdom Advisors has created the Qualified Kingdom Advisor™ designation to provide assurance that a particular advisor has participated in the Kingdom Advisors education program, has met certain ongoing continuing education and ethics requirements, and has committed to incorporating biblical wisdom into his or her financial advice. Sharon A. Adelmann, CFPŽ Prairie Financial Group, Inc. Naperville, IL
Scott K. Anderson Jr., CPA, CFPÂŽ, EA Newport Advisory LLC Newport Beach, CA
• Dan C. Baker, CFPŽ Northwestern Mutual Houston, TX
Edward Joseph Aiello Well Fargo Advisors Wellington, FL
George E. Andrews II, CFPÂŽ Ronald Blue & Co., LLC Santa Ana, CA
• Joseph C. Bantz, CFPŽ Foster Group West Des Moines, IA
• Jason Alexander, CRPC, CIMA Merrill Lynch Pittsford, NY
Paul G. Anthes, CFPÂŽ Financial Advisory Corporation Grand Rapids, MI
• Ronald D. Bare, CFPŽ Bare Financial Services Inc. Atglen, PA
• Charles L. Alfrey United Financial Services, Inc. Lake Worth, FL
Brenda K. Ashworth, CFPÂŽ Financial Network Investment Corp. Albuquerque, NM
Stephen R. Allen, CPA/PFS Ray, Foley, Hensley & Company, PLLC Lexington, KY
• Art Aube, EA, CFS, CFPŽ A&M Tax & Accounting Services, Inc. Athens, GA
• Luis V. Alvarado, MBA, CRPC Axa Advisors, LLC Miramar, FL
Steve P. August, CFPÂŽ Cornerstone Financial Advisors Tulsa, OK
• Ronald W. Anderson, Jr. Wells Fargo Advisors Lincoln, NE
Daniel K. Bachman, CFPÂŽ Holmes Murphy Financial Services West Des Moines, IA
Bradley C. Barnes, CFPŽ Morgan Stanley Bakersfield, CA Janet L. Barr, ChFC, CLU Collaborative Financial Solutions, LLC Santa Barbara, CA Jim W. Bell Bell Strategic Investments, LLC Keller, TX • Gregory W. Berg Merrill Lynch Houston, TX
• Newly qualified
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PAGE: 34
PA S S I O N & P U R P O S E
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KINGDOMADVISORS.ORG
ADVISORS Paul F. Berry, CFPÂŽ The Covenant Group, Inc. Birmingham, AL Rodney L. Berry The Covenant Group, Inc. Birmingham, AL
Paul S. Bolen, CFPŽ Cornerstone Financial Strategies, LLC Summerville, SC • Douglas D. Boring CFPŽ LPL Wealth Advisors Granite Bay, CA
Nancy C. Brownlee Principal Financial Group Houston, TX D. Max Bruce, ChFC D M Bruce Associates, LLC Overland Park, KS
Jerry L. Betzler, CLU, LUTCF Hahn Financial Group, Inc. Sioux Falls, SD
Hugh H. Brantley South Carolina Christian Foundation Spartanburg, SC
David F. Biffen Jr., CFPÂŽ, CLU, ChFC, MSFS Biffen Investment Advisers West Chester, PA
Scott E. Broberg Strategic Financial Solutions San Diego, CA
Joseph J. Bilello, ChFC Avanti Wealth Management Longwood, FL
Anthony C. Brown, CFPÂŽ, MBA Ronald Blue & Co., LLC Montgomery, AL
Jerry Black Legacy Planning Group, Inc. Suwanee, GA
David A. Brown, J.D. Brown & Streza, LLP Irvine, CA
Gary L. Busch, CFPÂŽ Busch Financial Planning Houston, TX
Elizabeth W. Blume The Blume Group, Inc. Overland Park, KS
Harry I. Brown, Jr., MA, MBA, CFPÂŽ Ison Brown Investments Sylacauga, AL
John Cabiness Faith Financial Planners Latimore, NC
Erik M. Boehm, CFA Merrill Lynch Chattanooga, TN
Robert G. Brown GarSpen Group, Inc. Ponte Vedra Beach, FL
• John Christopher Bryant Bryant Wealth Management, Inc. Longview, WA Stephen Bryant Crown Financial Ministries Anderson, SC • Gary Burden, CFPŽ Financial Stewardship Group Hiram, OH
• Jason D. Cain IMG Finanical Group Houston, TX • Newly qualified
Liquidity and Kingdom Impact? G]c e]`Y VO`R b] W\dSab g]c` QZWS\ba¸ Tc\Ra eWaSZg /b bVS aO[S bW[S g]c \SSR b] YSS^ O ^]`bW]\ ]T g]c` ^]`bT]ZW] ZW_cWR /b 3dO\USZWQOZ 1V`WabWO\ 1`SRWb C\W]\ 311C g]c QO\ VOdS bVOb ZW_cWRWbg eWbV bVS Oaac`O\QS bVOb g]c` RS^]aWbSR Tc\Ra O`S e]`YW\U T]` bVS YW\UR][ 311C Wa O PO\YW\U `Sa]c`QS T]` 1V`WabWO\ QVc`QVSa aQV]]Za [WaaW]\ aS\RW\U OUS\QWSa O\R ]bVS` SdO\USZWQOZ [W\Wab`WSa =c` RS^]aWba VOdS OZeOga PSS\ caSR b] ac^^]`b [S[PS` [W\Wab`WSa OQ`]aa bVS Q]c\b`g O\R O`]c\R bVS e]`ZR B] ZSO`\ []`S QOZZ &%% #"# %## ]` dWaWb eee SQQc ]`U
PAGE: 35
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
QUALIFIED KINGDOM ADVISORS
TM
• Cy G. Cattan Sound Financial Solutions Houston, TX
• Ben L. Clark, AAMS Edward Jones Marietta, GA
• Patrick D. Combs Morgan Stanley Southlake, TX • Phillip M. Cook, CFP®, CLU The Merlin Group Trooper, PA
• Jeffrey J. Cave, CIMA Merrill Lynch Doylestown, PA
Mark R. Clark, CFP® Legacy Financial Planning Group Sarasota, FL
• Sean Caywood Caywood Financial Grafton, OH
T. Greg Clark Old National Investments Louisville, KY
• Wade H. Chessman, CFP® Chessman Wealth Strategies Dallas, TX
Thomas G. Cloud Jr., CFP®, ChFC Eleven Two Fund Management Marietta, GA
• Christopher B. Chestnut, CFP® Edward Jones Investments Landrum, SC
Sam E. Clyatt, CLU, ChFC, AEP, CAP Eagle Strategies LLC Chattanooga, TN
Leslie T. Corcoran, CFP® Family First Financial Planning Stuart, FL
• Marty Chiu Personal Financial Services Co. Los Alamitos, CA
Michele A. Cole The Insight Team Overland Park, KS
Kenneth E. Cottingham Jr., CPA, CFP® Ronald Blue & Co, LLC Atlanta, GA
• Stephen C. L. Chong Arnold Matheny & Eagan, P.A. Orlando, FL
Michael R. Collie, CFP®, AIF Collie Financial Planning, Inc. Asheville, NC
• Kim C. Christensen, CFP® Manvel, TX
Charles V. Collins, ChFC Capital Financial Group, LLC Chattanooga, TN
PAGE: 36
John T. Cooke, CFP® Cooke Wealth Management, LLC Santa Ana, CA • Judy L. Copenbarger, J.D. Comprehensive Financial Services Irvine, CA
• Gerald L. Cowan Law Offices Of Gerald L. Cowan Indianapolis, IN Morris R. Cowan, MBA, CLU, ChFC, CEBS Atlanta Union Mission Atlanta, GA • Newly qualified
PA S S I O N & P U R P O S E
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KINGDOMADVISORS.ORG
ADVISORS Alan W. Cox, CPA Ronald Blue & Co., LLC Atlanta, GA
• Eric S. Davis Integrity Bank & Trust Monument, CO
Paul E. Dillman, CPA P&L Accounting & Tax Service, LLP Oak Forest, IL
Steven T. Cox, CFA Providence Financial Advisors, LLC Overland Park, KS
• William Davis Nuveen Investments Houston, TX
Duane L. Dollar, CFP®, ChFC, CASL, CFS RBC Wealth Management Houston, TX
Timothy G. Creath, CLU, ChFC Cruz Financial Group S. Barrington, IL
• Craig Dawson Telemus Capital Partners Houston, TX
Kevin L. Doss Balanced Asset Management Westlake, OH
Robert W. Crew, CFA, CFP® Triune Financial Partners Wichita, KS
Ted J. DeLisi IV Sovereign Investment Group Troutman, NC
Thomas A. Crow Crow Financial Advisors Albuquerque, NM
John D. Dempsey, CLU, ChFC, MSFS Dempsey, Weiss & Associates Elmer, NJ
• William “Chip” Crumrine Smith Barney Spring Grove, PA
Henry Dennard Henry Dennard Personal Financial Planning Tyler, TX
• JoAnne Daudt , Esq. Southwest Florida Christian Foundation Naples, FL Christopher F. Daunhauer, MEd, MBA, CFP® Trustwell Financial Advisors, Llc Jacksonville, FL
Kenneth F. Downer, CFP®, CPA Kenneth Frenke & Co. Arden, NC • Glenn J. Downing, CFP® Nl Financial Alliance Coral Gables, FL Ann Jones Druary CFRE Star of Hope Mission Houston, TX
• Bradley B. Dennison, CFA Merrill Lynch Houston, TX
• Eric L. Dunavant, CFP® Dunavant Wealth Management Group Mandeville, LA
Jason M. Deshayes, CPA Robert Butler, CPA PC Albuquerque, NM
Zanese B. Duncan, Enrolled Actuary Norcross, GA
• Newly qualified
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PAGE: 37
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
Q
QUALIFIED KINGDOM ADVISORS • Daniel A. Dunham, CRPC Waddell & Reed Financial Services Beaverton, OR
TM
Rene A. Espinal, CFP® Morgan Stanley Stuart, FL
Warren K. Fish, CFP® Christian Financial Planning Services North Canton, OH
William E. Ebel, CLU, ChFC, MSFS Northwestern Mutual Financial Network Albuquerque, NM
Terry Evearitt Abundant Stewardship Group Lancaster, PA
Stewart Flaherty, CLU, ChFC The Flaherty Consulting Group, Inc. Westerville, OH
Robert A. Ebert J.D., RFC, CSA Ebert Associates Santa Ana, CA
Philip J. Face CFP® Ameriprise Financial Arden Hills, MN
Meredith E. Flautt, Jr. Flautt Financial, Inc. Nashville, TN
Ronald Eckloff, CFP® Securities America Kearney, NE Steve Ellis Seasons Financial Group, LLC Tulsa, OK Carl Emerick, CFP®, CPA, PFS Sentinel Wealth Management, Inc. Reston, VA • Neal Engwall, CFP®, CLU, ChFC, RHU, FICF OneAmerica Securities St Petersburg, FL
• Suzanne D. Fails, CPA, CFP® Sugar Land, TX T. Randall Fairfax, CFP® Highland Consulting Associates, Inc Cleveland, OH • Vance M. Feiler Doraine Wealth Management Corpus Christi, TX • Loran J. Filson, CFP® Financial Advisory Corporation Grand Rapids, MI
James W. Fogal, CFP®, ChFC Fogal Financial Group Auburn, AL Terry P. Ford, CFP® Strategic Stewardship Woodstock, GA • Terence A. Foster Triune Financial Partners Overland Park, KS • D. Reed Freeman D. Reed Freeman Investment Services, Inc. Cedartown, GA • Newly qualified
PAGE: 38
PA S S I O N & P U R P O S E
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KINGDOMADVISORS.ORG
ADVISORS Gregory C. Freeman, JD, CLU, ChFC Strategic Stewardship, Inc. Woodstock, GA • Brett W. Freese, CFP® TrustWell Financial Advisors Jacksonville, FL
Jordan C. Gary, CFP® Investment and Asset Planning, LLC Wichita Falls, TX • Charlie Gavit, CFP® PNC Investments Indianapolis, IN
Dennis R. Gillard, CPA/PFS Gillard Financial Solutions Winter Garden, FL
Kenneth B. Frenke, CFP® Kenneth Frenke & Co. Arden, NC
John C. Gay, CFP® Frisco Financial Planning LLC Frisco, TX
John M. Frymire, CFP®, ChFC, CLU Alexander Investment Services, Inc. Louisville, KY
Ernest T. George III, CFP®, CLU Investment Management Group, Inc. Starkville, MS
Richard W. Gailey, CFP®, ChFC, RFC, LUTCF Frank Reynolds Wealth Management Maitland, FL
Charles L. Germany, CFP®, CPA, PFS Ronald Blue & Co., LLC Atlanta, GA
Charles R. Garcia, CFP®, CRPC Knight Wealth Management, LLC Houston, TX
Terry Geter Lake Wealth Group Clermont, FL
• Lynn R Garrison, PE, CFP® Legacy Wealth Partners Overland Park, KS
Loreen M. Gilbert, CRC, CLTC WealthWise Financial Services Irvine, CA
Clifford S. Gill Strongtower Financial Hudson, FL
Joshua P. Gilliam Gilliam, Mease, & Associates, LLC Louisville, KY • Benjamin Crawford Glover Banyon, Rock, And Talent Durham, NC B. Scott Goldsmith Everday Steward, A Division Of Ronald Blue & Co., LLC Indianapolis, IN Vivian M. Gonzalez-MacKenzie Hinkle & Landers PC Albuquerque, NM Stewart E. Good, CPA Good Financial Services LLC Greenville, SC • Newly qualified
Helping Hands Ministries, Inc.’s mission and purpose is to serve and assist donors in their Charitable giving for Kingdom purposes in the most cost effective and efficient manner. Helping Hands Ministries performs the following: • Gifts/Support to Individuals • Non-Complex Gifts – Simple Gifts • International Grants
• Loans • Corporate Scholarship & Benevolence Funds
hhmin.org
PAGE: 39
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
Q
QUALIFIED KINGDOM ADVISORS
TM
• Loran F. Graham Graham Financial Planning, LLC Spokane, WA R. Floyd Green, CFP® Cornerstone Wealth Management Raleigh, NC
• Joseph L. Harkins, Jr., CFP®, CLU, PPC, AIF, MA The Harkins Group Newry, PA
Stephen H. Hammond Christian Values Investing Inc. Statesboro, GA • James C. Hanna, CFP®, MBA Ameriprise Financial Services, Inc. Topeka, KS
Charles R. Hart, CPA, PFS, CFP®, AIF Vision Wealth Management, Inc Plano, TX
• Steven R. Green Green Wealth Management Placerville, CA
Bryan S. Hanning Insight Wealth Strategies, LLC Wichita, KS
Debra A. Hartsfield, MBA, ChFC Mandalay Financial Bellaire, TX
• Donna Whitson Guinn Merrill Lynch Johnson City, TN
M. Lauree Hanson, CFA Eagle Point Asset Management, Inc. Branson, MO
Jennifer Harvey Wells Fargo Investments Houston, TX
Debra D. Hallauer, J.D., LLM Hallauer Law Office, LLC Leawood, KS
Mark R. Hanson, ChFC Hanson Financial Services LLC Naperville, IL
Michael A. Halvorsen MS, CFP®, CEBS Asset Planning Services, Ltd. Harleysville, PA
Michael A. Hanson The Hanson Financial Group, Inc. Peoria, IL
William A. Hammer, CFP®, PFS, CFS Hammer Wealth Management Strategies Colorado Springs, CO • Larry H. Hammond Atlanta, GA
• Ross Haycock, CFP®, CRPC Summit Wealth Group Colorado Springs, CO Kathleen D. Hayes, CIMA, CRPC, CPWA Merrill Lynch Houston, TX • Dale A. Hearn, CFP®, ChFC Strategic Financial Advisors Houston, TX
• John D. Hard, CPA Sitton & Hard, LLC Birmingham, AL Daniel L. Hardt, CLU, ChFC, CFP®, AAMS, CFCA Dan Hardt Financial Services Louisville, KY
Joseph D. Helms, CFP® Ronald Blue & Co., LLC Bothell, WA
• Newly qualified
MasterYourMoney.com LIFE WELL LIVED. MONEY WELL SPENT.
MasterYourMoney.com is proud to present:
Surviving Financial Meltdown Small Group Study: Ron Blue and Jeremy White team up in this five-week, DVD based, small group study based on their book, Surviving Financial Meltdown. As the economic crisis settles, many are left with uncertainty in their personal finances. Blue and White use solid biblical principles that transcend economic cycles to frame a practical outline of goal setting, budgeting, debt reduction, and generosity. Participants will be encouraged and equipped through the application guides and devotional guides offered in the workbook.
Qualified Kingdom Advisor Resources: If you are a Qualified Kingdom Advisor™, visit our booth to receive a flash drive with PowerPoint presentations that allow YOU to teach a one hour seminar on “Surviving Financial Meltdown” or that will equip YOU to present Ron and Jeremy’s content in the study mentioned above. We want to equip advisors with tools and a framework for presenting biblical wisdom in uncertain times.
www.MasterYourMoney.com PAGE: 40
PA S S I O N & P U R P O S E
•
KINGDOMADVISORS.ORG
ADVISORS Charles F. Hemmer, CFP®, CIMA Wachovia Securities Peoria, IL Henry A. Henegar Chattanooga Christian Community Foundation Chattanooga, TN
David E. Hitchcock, CFP®, CFCA, ChFC, CLU Northtown Capital Strategies Spring Lake Park, MN • Karen Ho, CFP® Nationwide Financial Network Houston, TX
Steven Henningson, CIMA SageView Advisory Group Irvine, CA
Ashley L. Hodge, CFP® Hodge Financial Services Hurst, TX
Lyle E. Hershey, CFP®, CLU Master`s Advisors, Inc. Lancaster, PA
Linda S. Hodges, CLU, ChFC, CFP® First Jacksonville Foundation Jacksonville, FL
• C. Theodore Hicks II, CFP® Ameriprise Financial / Hicks & Associates Cary, NC • Heath V. Hightower, CFP® Financial Synergies Asset Management, Inc. Houston, TX George M. Hiller, JD, LLM, MBA, CFP® George M. Hiller Companies, LLC Atlanta, GA J. Lynn Hinds Lighthouse Financial, LLC Broomfield, CO
• Daniel L. Hoelscher, CFP® Seniormark, LLC Fort Loramie, OH Robert L. Hofmann Innovative Financial Strategies Charlotte, NC Cleo W. Holder, CFP® Shoemaker Financial Advisors Newburgh, IN • Steven L. Holmes, CFP®, CPA Holmes Financial Group, Inc. Carrollton, GA
• John J. Hood, Jr., CPA Olathe, KS • Brent M. Hoskins, CFP® Syverson & Company, LLC Overland Park, KS Danielle Howard Howard Financial Resources Basalt, CO Gary L. Howard, CPA, CFP® Cincinnati, OH Derrik J. Hubbard, CFP® The Stewardship Solution Stevenson Ranch, CA Geoffrey S. Huber, CFP®, ChFC, AEP, CFBS, CLU Triune Financial Partners, LLC Overland Park, KS Jeffrey J. Huizenga, CFP®, ChFC Clifton Gunderson Wealth Management Peoria, IL Steven D. Humphrey, CFP® George M. Hiller Companies, LLC Atlanta, GA
• Newly qualified
MMA Praxis Genesis Portfolio
A new beginning, a new investment opportunity MMA Praxis Genesis Portfolios offer a convenient approach to managing assets, require a low investment* to get started ($50 per fund), and include disciplined automatic rebalancing. Learn more at www.mmapraxis.com or call (800) 977-2947 for a prospectus.
You should consider the fund’s Investment objectives, risks and charges and expenses carefully before you invest. The fund’s prospectus contains this and other information. Call (800) 977-2947 or visit www.mmapraxis.com for a prospectus, which you should read carefully before you invest. MMA Praxis Mutual Funds are distributed through BHIL Distributors, Inc. Member FINRA. Investment products offered are not FDIC insured, may lose value, and have no bank guarantee. There may be additional fees or expenses associated with investing in a Fund of Funds strategy. *There may be a low balance account fee charged if certain requirements are not met. PAGE: 41
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
Q
QUALIFIED KINGDOM ADVISORS
TM
• C. Annie Hung-Scanga, CPA, MBA ATO Capital LLC Ridgewood, NJ Michael E. Hurley, MA, CLU Hurley & Associates Insurance & Financial, Inc. Redding, CA Jess W. Hurst II, CFP® The Millennial Group Akron, OH • Ryan L. Ingram Merrill Lynch Houston, TX
Jefferey R. Jaworski, CFP® Triune Financial Partners, LLC Overland Park, KS
Alan Johnston, CFP®, ChFC Johnston, Stuart & Associates Chattanooga, TN
• Tim Jenkins, CFP® Jenkins Wealth Management Peterborough, ON
Michael L. Jones, ChFC, CFP®, MSFS New Legacy Financial Group LLC Louisville, KY
Ben L. Jennings, CPA/PFS, CFP® Navigator Financial Planning, Inc. Tacoma, WA Michael J. Jette, CFP®, ChFC, CLU Carroll Financial Associates Charlotte, NC
R. Marshall Jones, JD, CLU, ChFC, AEP R. Marshall Jones, Inc. West Palm Beach, FL • Jeffrey A. Jordan, EA Jordan Hatfield, LLC Spokane, WA
Derek V. Irish, CFP® Ronald Blue & Co., LLC Houston, TX
John Jay John, CFP® Faith Financial Planners Fallston, MD
J. Mark Joseph, CFP®, CPA, ChFC, PFS, CLU Sentinel Wealth Management, Inc. Reston, VA
Lawrence E. Jacobs, CFS Jacobs Wealth Management Bridge City, TX
Aaron L. Johnson, CFA, CFP® Simplifinancial Phoenix, AZ
Gary D. Jurden, CFP®, CRPC Ameriprise Financial Services, Inc. Eugene, OR
Terri M. Jarrell, CPA Strathy Hall Investments, Inc. Richmond Hill, GA
Gunnar S. Johnson Gateway Church Southlake, TX
Kevin Jarvis Vertical Mortgage Dawsonville, GA
Tom Johnson Money Advice Center Jupiter, FL
• Beverly S. Kafkas Mass Mutual Gorham, ME Andi YH Kang CFP® Crown Wealth Management, Inc. Huntington Beach, CA • Newly qualified
Drive with
confidence
With more than a century of stability, customized solutions and strong sales support, we at the companies of OneAmerica® are focused on helping you prepare and achieve your drive to success. The product portfolio offered by the companies of OneAmerica®
—(k), (b) & —Life insurance & annuities —Employee benefits —Asset-based long-term care solutions —Medical stop loss insurance
Visit our booth to learn more.
Life Insurance | Retirement | Employee Benefits www.OneAmerica.com —--
The companies of OneAmerica®; American United Life Insurance Company ®, The State Life Insurance Company, OneAmerica Securities, ecu curit ritties, IInc Inc., nc., R.E. nc R.E. E Mo M Moulton, oult ulton l on on, Inc., Pioneer Mutual Life Insurance Company and AUL Reinsurance Management Services, LLC. © 2007–2009 OneAmerica Financial Partners, Inc. All rights reserved. OneAmerica® and the OneAmerica banner are all registered trademarks of OneAmerica Financial Partners, Inc.
PAGE: 42
PA S S I O N & P U R P O S E
•
KINGDOMADVISORS.ORG
ADVISORS Richard S. Kasel, Jr. Kingdom Advisors Moorpark, CA
Gary B. Krings Smith Barney Fairway, KS
Crystal Langdon, CFP® Crystal Clear Finances Albany, NY
W. Scott Kiesel, CFP® Ronald Blue & Co., LLC Indianapolis, IN
Kyle E. Krull, J.D., CFP® Law Offices of Kyle E. Krull, P.A. Overland Park, KS
Megan P. Lathrop, CFP® Morgan Stanley San Francisco, CA
Maria J. Kuitula, Wealth Coach Wordhouse Wealth Coaching Grand Rapids, MI
David C. Laurion, CFP® Raymond James Financial Services, Inc. Arden Hills, MN
Richard D. King, CPA San Marcos, CA
Ronald L. Lacy The Woodlands, TX
Robert “Buzz” Law, CFP® Creative Financial Group, Ltd. Atlanta, GA
Aaron C. Klopfenstein Ronald Blue & Co., LLC Indianapolis, IN
Hilgardt W. Lamprecht Significant Wealth Management Orlando, FL
James P. Kniffen, CLU, ChFC, CFP® Financial Life Change, Inc. Raleigh, NC
Nick C. Landers, CPA Hinkle & Landers PC Albuquerque, NM
Clifford “Kip” Kolson Family Wealth Leadership Irvine, CA
Kenneth J. Landgraf Kenjol Capital Management, LLC Austin, TX
Paul V. Kraus, CPA Ronald Blue & Co., LLC Orlando, FL
Damon Lane, CLU, ChFC, IAR Lane Financial Management, Inc. Woodland Park, CO
• Mark A. King Wells Fargo Reverse Mortgage Hinckley, OH
Rick Laymon Beacon Wealth Consultants, Inc Roanoke, VA John Leavitt Legacy Business Group Lake Worth, FL Carter B. LeCraw, CFP® American Values Investment, Inc. Johnson City, TN
• Newly qualified
Kingdom Advisor members have a unique and highly leveraged opportunity to impact clients. When meeting with those who have a passion for investing in eternity, please tell them about Overseas Council, a ministry partner of Kingdom Advisors. We would be happy to arrange a meeting to introduce you and your clients to OC and its worldwide ministry. Please visit us at booth 18
www.overseas.org/contactus PAGE: 43
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
Q
QUALIFIED KINGDOM ADVISORS
TM
• David M. Lee David M. Lee, PC Houston, TX
• Ralph E. Luchterhand, CFP® Ameriprise Financial Services West Linn, OR
Jeffery W. Masters Jeffery W. Masters & Associates Ft Lauderdale, FL
James H. Legg, Jr. The Granville Investment Group, Inc. Granville, OH
W. Scott Luper, CPA Integrity Financial Management Swannanoa, NC
Wade Mattingly Northwestern Mutual Houston, TX
Bruce T. Leonard Attorney Bruce T. Leonard & Associates, LLC Alpharetta, GA
James F. MacGillivray, CFP® Mgm Ltd. Company, Registered Investment Advisor Albuquerque, NM
A. Michael Mayernick II, CFP® Northwestern Mutual Wealth Management Company Nashville, TN
• John C. Lindsey, CFP® Edward Jones Simi Valley, CA
Mary O. Mahoney, CFP® MGM Ltd Company Albuquerque, NM
Marie W. Liu, CFP® Ameriprise Financial Fullerton, CA
Raymond E. Makowski, Esq. Raymond E. Makowski, P.A. Jacksonville, FL
William C. Lohnes, CLU Wise Path Alpharetta, GA
James M. Mars, CFP® Holmes Murphy Financial Services West Des Moines, IA
• Robert Lowe, CPA, CFA, CFP® Legacy Texas Wealth Advisors Coppell, TX Andrew S. Lubben, CFP® Ronald Blue & Co., LLC. Atlanta, GA
• Monique R. Marshall Marshall & Associates Financial Services, Inc. Santa Ana, CA
Mark T. McCalmon, CFP®, ChFC Raymond James Financial Services, Inc. Leawood, KS Mark D. McCombs, CFP® Financial Network Investment Corp. Waterloo, IA • Michael C. McCord, CFA, CFP®, CLU McCord Capital Management, Inc. Dade City, FL Don McKinley Wycliffe Foundation Portland, OR
B. Faith Martzin Warren & Martzin, LLC Greenville, SC • Newly qualified
For more than 20 years, the Robert Pittenger Company (RPC) has researched, evaluated, and purchased undeveloped land in the path of urban growth areas. Through a proven strategy of acquiring property, where the potential for development has been clearly demonstrated, RPC offers exceptional land purchasing opportunities to its investors. To date, RPC has acquired and invested in excess of $200 million of undeveloped land. Our success in determining future paths of progress in stable growth regions earned annual returns on average of 20% IRR (compounded annual rate) net to our investors. All our investments are through equity participation, with no debt and no future development obligation or risk. For further information, please visit our website at www.pittengercompany.com or call Daniel Burns at 704.365.0065.
PAGE: 44
PA S S I O N & P U R P O S E
•
KINGDOMADVISORS.ORG
ADVISORS Charles J. McLucas, Jr., CPA/PFS Charitable Trust Administrators, Inc. Tustin, CA
Jennifer W. Migdal, CFP® Forthright Financial Planning LLC Albuquerque, NM
R. Hal Moorman, J.D. Moorman, Tate, Moorman, Urquhart Brenham, TX
Arthur H. McQueen McQueen Law Firm, P.C. Spartanburg, SC
Timothy A. Milks Milks & Associates, Inc. Greenville, SC
Joseph M. Mott III, CFP® Mott & Associates Inc Davidson, NC
Michael W. Miller, CFP® PlanFIRST, Inc. Greenville, SC
Elaine K. Mueller, RN, CFP®, AIFA Richardson, TX
• Mary Kruit McWilliams Burke, Warren, Mackay & Serritella, P.C. Chicago, IL Stuart A. Mead Conyers, GA • Michael A. Meagher, CFA Caz Investments Houston, TX Eric J. Mello, MBA, IAR Cornerstone Financial Strategies S. Weymouth, MA • Jonathan David Meredith, J.D. Riddle, Butts & Akiens, LLP Houston, TX
Steve C. Miller UBS Financial Services, Inc. Naples, FL Joseph H. Mitchiner, Attorney Mitchiner Law Firm, PLLC Raleigh, NC John W. Moore John Moore & Associates, Inc. Albuquerque, NM W. David Moore, PhD., CFP® Arkansas Baptist Foundation Little Rock, AR
Robert E. Merwin, RFC OMNI Financial & Insurance Services Scottsdale, AZ
James P. Mullinix, ChFC, CLU Triune Financial Partners, LLC Overland Park, KS Jim R. Munchbach Financial Alliance Network Friendswood, TX Gary A. Nagel, RFC Gary Nagel, Inc. Overland Park, KS Roger C. Nagel, CPA, CMA Roger C. Nagel, CPA, LLC Albuquerque, NM Larry Nault Nault Financial Group Englewood, CO • Newly qualified
www.stewardmutualfunds.com
Steward Family of Funds The Steward Family of Mutual Funds are faithbased, screened funds based on biblical principles and consistent with a Christian lifestyle. The Funds invest in a broad range of investment options using enhanced index and quantitative index funds.
Please Visit Booth 23 P LEASE V ISIT B OOTH #22 Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the Steward Funds Prospectus. The Steward Funds are available only in the United States, and may not immediately be available in your state of residence. Please read the prospectus carefully before you invest or send money. Sales of Fund shares may only be made by prospectus. Investors should consider the investment objectives, risks, charges, and expenses of this Fund carefully before investing. This and other information is contained in the Fund’s prospectus, which may be obtained by calling 1-800-262-6631 or visiting www.stewardmutualfunds.com. Please read this prospectus carefully before you invest or send money. Distributed by Capstone Asset Planning Company, (Member FINRA) 5847 San Felipe Street, Suite 4100 Houston, TX 77057 (800) 262-6631 NOT FDIC INSURED - MAY LOSE VALUE - NO BANK GUARANTEE
PAGE: 45
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
Q
QUALIFIED KINGDOM ADVISORS
TM
G. Wayne Neill, CPA/PFS, CFP® Financial Network Scottsdale, AZ
Cathy A. Norris, CFP®, CLTC, CRPC Ameriprise Financial Oldsmar, FL
• Sarah E. Nelms, CFP® Ronald Blue & Company Charlotte, NC
H.B. “Buck” Orr, MBA Orr Financial LLC Tampa, FL
Michael D. Novak, CFP® Integrity Life Planning & Financial Services Lancaster, PA
• Christina M. Osborne, CFP® Wealth Design Group Houston, TX
Anissa M. Nelson, CPA, CFP® Anissa Nelson, CPA, PC Blue Springs, MO
Oscar Lee Nugent, MBA, RFC Wealth Management & Planning Group Slidell, LA
• Pamela L. Otten McKenzie Financial Services, LLC Sheboygan, WI
Byron L. Nelson, CFP® Ronald Blue & Co., LLC Santa Ana, CA
Timothy J. O`Connor, MBA, CLU, ChFC O`Connor Wealth Management LLC Quincy, IL
Daniel R. Owens, CPA/PFS, CFP®, CMFC, CRPC Owens Financial Group, Inc. Rome, GA
Joseph W. Nelson, MBA, CFP® Stewardship Investments Bagley, MN
William C. O`Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Irvine, CA
Ray V. Padron, CPA, CFP®, CIMA, PFS Brightworth Norcross, GA
Curtis W. Neuman Financial Security Group, Inc. Ocala, FL • John W. Newhouser, CRPC Knight Wealth Management, LLC Houston, TX James K. “Skip” Nichols, ChFC, CLU Financial Planning Resources, Inc. Tulsa, OK
• Adam B. Obrecht, CFP® LWBJ Financial West Des Moines, IA
William E. Palmer, Jr., CPA, CFP®, PFS, CLU Allegiance Wealth Management, Inc Woodstock, GA
• Michelle Ogden, CFP® Michelle Ogden & Company LLC Winter Park, FL
Karen A. Parisian Ameriprise Financial Minnetonka, MN
• Steven E. Opdahl, CPA/PFS Strategic Financial Concepts Minneapolis, MN
Neil J. Paur, CFP® Ronald Blue & Co., LLC Santa Ana, CA • Newly qualified
Stewardship ASSET MANAGEMENT
VISION - Helping to Fulfill the Great Commission & Impacting our Culture through Biblically Responsible Investing
integrity integrity
excell l ence impact
Stewardship Asset Management is helping Fulfill the Great Commission by assisting Christian Investors & Institutions grow their Wealth in a Biblically Responsible Manner; thereby creating “Kingdom Capital” that can be utilized to fund the work of Christian Ministries. We are helping to Impact our Culture by acting as “Salt & Light” through Biblically Responsible Investing.
MISSION - To Provide Excellence in Biblically Responsible Investing Stewardship Asset Management provides Kingdom Class Biblically Responsible Investment portfolios incorporating Top-Tier Investment Managers on the world’s first Biblically Responsible, Multi-Manager Separate Account Asset Allocation Platform...with Excellence.
Tel: 866-959-4SAM (866-959-4726) • www.stewardshipassetmanagement.com Stewardship Asset Management, LLC. is an SEC Registered Investment Advisor
PAGE: 46
PA S S I O N & P U R P O S E
• J.D. Pellecchia, CFP®, CIMA Pellecchia Financial Services Tampa, FL
•
KINGDOMADVISORS.ORG
Bruno E. Pouliot, CRPC Lincoln Financial Group Sunrise, FL
James R. Priebe, CMPS Consumers Mortgage Corporation Middleburg Heights, OH
Arlin L. Penner, CIMA, ChFC, CLU, CAP Morgan Stanley Smith Barney Fullerton, CA
Dixie L. Powell, CPA, CFP® Dixie L. Powell & Company, CPA, PA Vero Beach, FL
Hunter M. Pugh, CFP® Ronald Blue & Co., LLC Charlotte, NC
Jay Peroni, CFP® Values First Advisors Mt Pleasant, SC
W. Hoagan Powell, CFP® Wallstreet Texas St George, UT
R. Scott Pyle Raymond James Myrtle Beach, SC
M. Tim Philpot, MBA, CPA, PFS Preservation Financial, LLC Hurst, TX
Larry H. Powell, CFA, MBA Fountain Capital Management, LLC Leawood, KS
Scott R. Rahn Wells Fargo Advisors, LLC Spokane, WA
• C. Mark Pickle, CPA StoreHouse Financial Solutions Sugar Land, TX Martin L. Pierce Martin L. Pierce, Attorney at Law Chattanooga, TN Lon E. Pishny, CFP® Pishny Financial Services, L.C. Garden City, KS • Renee M. Porter-Medley CFP® Renee Porter-Medley Estero, FL
• Vincent J. Ramirez Ramirez & Rains Chicago, IL
Louis P. Powell, CFS, EA Powell Financial Services Carthage, TX James A. Powers, CFP®, CRPC Lincoln Financial Advisors Overland Park, KS
Risher Randall Morgan Stanley Smith Barney Houston, TX
• Cindy Price, CFP® Price Financial Services Altamonte Springs, FL
Randy Reed, CPA Reed & Company, CPAs Boca Raton, FL
William R. Prichard American Benefit Consultants Fenton, MO
James W. Regitz, Jr., ChFC Newport Advisory, LLC Newport Beach, CA
• Newly qualified
Church Loan Fund Maturity Dates
Interest Rate
10/1/2010
4.40%
10/1/2012
4.80%
10/1/2014
5.60%
10/1/2016
6.00%
Church Capital Fund* Build your client’s investment portfolio and the Kingdom
Maturity Dates
Interest Rate
10/1/2010
5.25%
10/1/2012
5.85%
10/1/2014
6.45%
10/1/2016
7.00%
This announcement is not an offer to sell nor a solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state in which such offer, solicitation or sale is not authorized. Investors should request and carefully read the Prospectus before making their investment decisions in order to understand fully all of the implications and risks of the offering of securities to which it relates. *Subject to Suitability Requirements
Contact Strongtower Financial at 888-378-6683 for more information. Please Visit Booth 21 PAGE: 47
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
Q
QUALIFIED KINGDOM ADVISORS
TM
• Gregory A. Reid, CIMA Telemus Capital Management Houston, TX David S. Reinders, CFP® Stevenson Ranch, CA Eric J. Reinhold, CFP®, MBA Academy Wealth Managment Orlando, FL Kristen Davis Rhyne, CFP® Financial Network/Founders Federal CU Sharon, SC Mike Rice Home Loan Advisory Group Jupiter, FL Kelly J. Richards Country Financial Las Vegas, NV John E. Richardson, Jr., CPA, CFP® Strongtower Financial Escondido, CA Michael H. Richter UHY Capital Advisors Houston, TX
Gregory M. Rickert, CPA, CFP® Hill Country Group Boerne, TX
Jeffry L. Robinson, CFP®, EA Family Financial Services Burnsville, MN
Paul H. Riddell, CFP®, CLU, ChFC, MSFS Riddell Financial Group Tampa, FL
Miguel J. Rodriguez, CPA/PFS Rodriguez, Kinzbrunner & Company LLP Plantation, FL
Mark T. Riefer Level Paths Investment Advisors Edgar Springs, MO
Jeff Rogers, CLSA, CEP The Stewardship Alliance, LLC Ocoee, FL
James E. Roach, ChFC PlanFIRST, Inc. Greenville, SC
Jon M. Rogers, Ph.D., CLU, ChFC Rogers Financial Group, LLC Greenville, SC
• Cliff M. Robello, CFP®, ChFC CMR Financial Advisors, Inc. Honolulu, HI
James Rook PlanFIRST, Inc. Greenville, SC
Andrew J. Roberts, CFP® Financial Advisory Corporation Grand Rapids, MI
Donald W. Roork, CFP® Asset Dynamics Toledo, OH
William F. Robertson, CFP® William F. Robertson & Associates Ft. Worth, TX
Bob Ross, CFP® Integrity Financial Services, Inc. Independence, OH
Rebecca A. Robins CPA/PFS, CFP® Robins Finacial, Inc. Newhall, CA
• Barrett Rouse, CFP® Pin Oak Investment Advisors Houston, TX • Newly qualified
WaterStone eliminates the hurdles… V VISIT BOOTH #4 to be eligible to W WIN one free registration for next yyear’s 2010 Kingdom Advisors C Conference. Other daily drawings.
The Foundation for Living. Defined. www.livingdefined.org
Transforming assets into living water. PAGE: 48
PA S S I O N & P U R P O S E
•
KINGDOMADVISORS.ORG
ADVISORS Bruce Rowan LTC Financial Partners Greenville, SC
Randy P. Sanada, Jr., CFP® Alliance Financial Group, Inc. Westlake Village, CA
Harold E. Rumsey, CFP®, CPA, MS Boise, ID
Maryjeanne M. Sandusky, CFP® SGC Financial And Insurance Services San Mateo, CA
John H. Russell, CFP® The Advisors Group Lubbock, TX • David W. Ruths Jr., CFP® IPI Asset Management Chicago, IL Jerry A. Sackberger, CLU, CFP® Wells Fargo Advisors Chesterfield, MO Richard S. Sadowski, CLU, ChFC Christian Financial Principles Hot Springs, AR
Randall E. Schroeder, CFP® Ronald Blue & Co., LLC Houston, TX • Christopher D. Scotchler Ronald Blue & Co., LLC Bothell, WA
Thomas W. Savino, MBA Savino & Associates Financial Network Irvine, CA
Michael L. Searcy, ChFC, CLU Ronald Blue & Co., LLC Mesa, AZ
Steven G. Scalici, CFP® Merrill Lynch Jupiter, FL
Michael J. Searcy, ChFC, CFP®, AIFA Searcy Financial Services, Inc. Overland Park, KS
• Scott R. Schatzle, CFP® Uhler & Vertich Financial Planners Ft. Myers, FL
Robert L. Seymour, CFP® 5 Talents Wealth Management, LLC Fort Collins, CO
• Linda E. Scheideman, CFP® Pro Equities Kaneohe, HI
James K. Sheek IV Stifel, Nicolaus & Company, Inc. Columbus, GA
Anthony L. Saffer, CFP® Coleman & Johnson Financial Advisors, Inc. San Diego, CA
David Schoening, CPA, CFP® Preservation Financial, LLC Hurst, TX
Randall P. Sanada, CFP®, CLU, ChFC, MSFS Alliance Financial Group, Inc. Westlake Village, CA
Michael Shipp, LUTCF Shipp Insurance Services Tequesta, FL • Newly qualified
PLANET EARTH: 6.9 billion people, 6,900 languages… …1 Book Only 68 Bible translations 1799 A.D.
The goal: Bible translation in progress for every language that needs it
2025 A.D. Fewer than 500 Bible translations
1899 A.D.
Nearly
2,500
1,500
Bible translations 1999 A.D.
languages with some Scripture
2010 A.D.
God's purpose is our passion: reaching the last languages. Source: Wycliffe Bible Translators 2009
PAGE: 49
2010 KINGDOM ADVISORS ANNUAL CONFERENCE
Q
QUALIFIED KINGDOM ADVISORS
TM
James H. Shoemaker, CFP® Shoemaker Financial Advisors Germantown, TN
Bobby N. Stoddard, CPA Ronald Blue & Co., LLC Montgomery, AL
Jerry Tuma, CFP® Cornerstone Financial Services, Inc. Dallas, TX
Roger L. Shumaker McDonald Hopkins LLC Cleveland, OH
Roger E. Sulhoff, CSA Private Client Advisory, LLC Gainesville, GA
Doug Twohill, CFP® Merrill Lynch West Palm Beach, FL
Kalvin Sid, CFP® NEXT Financial Group, Inc. San Mateo, CA
Gerald O. Summers, CFP®, CLU, ChFC, CASL Gerald O. Summers, LLC West Chester, OH
Jerry G. Van Houten American Asset & Wealth Management Riverbank, CA
Alan P. Siegel, MBA, CFS, CLTC, CFP®, CFCA Alan Siegel Financial Services N Easton, MA
James R. Summers, CPA, CFP® Ronald Blue & Co., LLC Santa Ana, CA
Ken W. Vander Hart, CPA, ChFC Harvest Financial Group, Inc. Topeka, KS
Gary Silverman, CFP® Personal Money Planning Wichita Falls, TX
Michael R. Suttle Suttle Financial Group Albuquerque, NM
Fred M. Vaught, ChFC, CLU Capital Resource Management, Inc. Escondido, CA
• Roger C. Sims Sims & Karr Financial Solutions Greer, SC
Matthew J. Syverson, CFP® Syverson & Company, LLC Overland Park, KS
Morris E. Vickers, D.Min. AAMS Financial Security Advisors, Inc. Rogers, AR
• Dale A. Sitton, CPA Sitton & Hard, LLC Birmingham, AL
Felix “Tank” Tankersley, CFP®, CTFA, MBA Wachovia Wealth Management Birmingham, AL
Thomas P. Vislisel, CFP® Vantage Financial Partners Limited Arlington Heights, IL
Samuel F. Slabaugh Sr., CFP® EST Financial Group Delmar, DE • Rev. Stephen R Smith, CRP Crowned Marketing Group, LLC West Columbia, SC Bruce D. Snyder, CFP® Snyder Financial Group, Inc. Tampa, FL Stuart W. Sorenson, MS, CFP® Merrill Lynch Fresno, CA
• David E. Taylor, CPA, PFS Raymond James Financial Services, Inc. Corsicana, TX
Richard J. Voit, CIMA Merrill Lynch Private Banking Chicago, IL
William H. Taylor, CFP®, CASL Prudential Financial Oklahoma City, OK
Brian A. Voss Financial Network Winnetka, IL
Gary E. Tenpenny, CFP®, ChFC, CLU, MSFS, CAP Mid American Financial Group Overland Park, KS
D. Alan Wallace, CFA, ChFC, CLU Ronald Blue & Co., LLC Montgomery, AL
• Charles S. Terry, CFP® Ronald Blue & Co., LLC Charlotte, NC
Kevin A. Wallace Wintrust Mortgage Corporation Bartlett, IL
Jeffrey A. Thomas Morgan Stanley Smith Barney Houston, TX
Patrick B. Wallace, MBA, CFP® William F Robertson & Associates Fort Worth, TX
Robert A. Sparrow, CFP® Triune Financial Partners LLC Overland Park, KS
Janice A. Thompson, CFP® Strategic Financial Solutions, Inc. San Diego, CA
M. Ross Walters, CFP® BB&T Wealth Management Greenville, SC
John Thomas Spicknall, CFP® Capital Investment Strategies, Inc. Dalton, GA
Michael W. Tiberg, CFP® Liberty Capital Management Santa Ana, CA
Dennis M. Spratt, ChFC, RFC Wealth Management Group Of KC, Inc. Overland Park, KS
Charles P. Tiedje, CFP®, CLU, ChFC Proven Results Fort Lauderdale, FL
• Gisle G. Sorli McLean Asset Management Corporation McLean, VA
• Lacie Walker Stevens Morgan Stanley Smith Barney West Palm Beach, FL R.F. (Ben) Stewart III, JD, LLM, CEBS Dempsey, Steed, Stewart, Ritchey & Gache, LLP Birmingham, AL
• Troy D. Timothy Sitton & Hard, LLC Birmingham, AL Robert G. Topping CFP®, MBA Covenant Wealth Advisors, LLC Williamsburg, VA
• Michael I. Wang, JD, CFP® Financial Strategy Network, LLC Chicago, IL David K. Ward, CPA Ronald Blue & Co., LLC Atlanta, GA Deborah F. Warringer, CFP®, CFCA Financial Advisory Solutions, Inc. Sarasota, FL • Gary S. Webb, RFC Webb Financial Group - Wealth Management Bloomington, MN • Newly qualified
PAGE: 50
PA S S I O N & P U R P O S E
•
KINGDOMADVISORS.ORG
ADVISORS Jerry L. Webb, CFP® Prairie Financial Services, Inc. Naperville, IL
James H. Willis, III The Willis Agency Inc. Land O Lakes, FL
Gary L. Wheeler, CPA Wheeler & Associates, CPAs, PC Greenville, SC
Christina Winch, CFP® Winch Advisory Services Appleton, WI
Jane Connell Young Jane Connell Young, Attorney Louisville, KY
Jeremy L. White, CPA Blythe, White & Associates Paducah, KY
Bardie L. Wolfe, CFP® Peak Financial Management, Inc. Broomfield, CO
John T. Young, LUTCF Horizon Financial Solutions, Inc. Cross Lanes, WV
John W. Wierenga II, CFCA Wierenga Asset Management, Inc. Byron Center, MI
Gary W. Wood, CFP® Benefit Design Corporation Glen Allen, VA
John S. Yukawa, CFP®, EA Ronald Blue & Co., LLC Deerfield, IL
D. Gary Williams, CFP® Trustwell Financial Advisors, LLC Jacksonville, FL
Thomas W. Woodard Woodard Financial Mayville, ND
Janet B. Yusi, M.S. Miracle Hill Ministries Greenville, SC
E. Pierce Williams Jr. Greer State Bank Greer, SC
Phyllis J. Wordhouse, Wealth & Stewardship Coach Wordhouse Weath Coaching Plymouth, MI
R. Glenn Zimmerman, JD, CFP® Kenneth Frenke & Co. Marietta, GA
Joe Williams Henderson Hills Baptist Church Edmond, OK
Ira M. Work, ChFC, CFS, RFC Paul Winkler Inc. Goodlettsville, TN
• Kourt D. Williams, Ph.D. C C & B Solutions, Inc. Gardena, CA
• Marlene York, CFP® York Wealth Management Tampa, FL
• Bryan D. Zschiesche, CFP®, MS, MBA Financial Synergies Asset Management, Inc. Houston, TX
• George R. Yeager, CFP®, CPA/PFS, MTX Ronald Blue & Co., LLC Birmingham, AL
Kevin L. Zylstra, CFP® Mid American Financial Group Naples, FL
Michael J. Williams, CFP® Cornerstone Financial Services, Inc. Lubbock, TX
• Newly qualified
,
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
PRAYER TEAM We are greatly encouraged and blessed by the men and women who regularly pray for the needs of Kingdom Advisors. If you would like to be a part of our prayer team, please send an e-mail to our Prayer Team leader, Zanese Duncan, at Zanese@gmail.com. Chase Adams Adams Associates Fort Lauderdale, FL
Stacy L. DenHerder DenHerder & Associates San Diego, CA
Erin A. Baehr Baehr Family Financial, LLC Shawnee On Del, PA
Bradley B. Dennison, CFA Merrill Lynch Houston, TX
Janet L. Barr, ChFC, CLU Collaborative Financial Solutions, LLC Santa Barbara, CA
Cindy Derso Roswell, GA
Paul S. Bolen, CFP® Cornerstone Financial Strategies, LLC Summerville, SC
Mark C. Dimaria Tonawanda, NY Stephen A. Distante Vanderbilt Securities, LLC Melville, NY
Edward E. Bradley RHEMA Financial Group Dallas, GA
Ann Jones Druary, CFRE Star of Hope Mission Houston, TX
Dan G. Brandfast Brandfast & Associates, Inc. Lenoir City, TN
Zanese B. Duncan, Enrolled Actuary Norcross, GA
George H. Cisneros Independence Planning Group Marmora, NJ
Joseph E. Eakin LPL Financial Services Tyler, TX
Charles J. Clement Charles Clement Woodstock, GA
Sonia B. Elliott Living Waters Renaissance, Inc. Boca Raton, FL
Michele A. Cole The Insight Team Overland Park, KS
Daniel C. Flanscha Longs Peak Financial LLC Loveland, CO
Michael R. Collie, CFP®, AIF Collie Financial Planning, Inc. Asheville, NC
Brett W. Freese, CFP® TrustWell Financial Advisors Jacksonville, FL
Vincent M Conte Conte Financial Anna Maria Island, FL Sylvia A. Crecelius The Stewardship Alliance, LLC Princeton, IN Nia Ricks Davenport Winston-Salem, NC Craig Dawson Telemus Capital Partners Houston, TX
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Steven R. French Harvest Financial Resources Cincinnati, OH Charlie Gavit, CFP® PNC Investments Indianapolis, IN
Michael A. Hanson The Hanson Financial Group, Inc. Peoria, IL
Thomas N. Kenyon III Florida Long Term Care Planners Sarasota, FL
Daniel L. Hardt, CLU, ChFC, CFP®, AAMS, CFCA_ Dan Hardt Financial Services Louisville, KY
Jason D. Krohn Raymond James / Krohn Capital Mgmt. Bad Axe, MI
Charles R. Hart, CPA, PFS, CFP®, AIF Vision Wealth Management, Inc Plano, TX
Crystal Langdon, CFP® Crystal Clear Finances Albany, NY
Jennifer M. Harvey Harvey Legal Group, PLLC Northville, MI Kathleen D. Hayes, CIMA, CRPC, CPWA Merrill Lynch Houston, TX Barry G. Hickey Barry Hickey & Associates Muncie, IN James Hicks, PhD Center for Growth and Change Norcross, GA Bonnie Hong Cypress, CA Danielle Howard Howard Financial Resources Basalt, CO Douglas E. Hudelson, CPA Portland, OR Jody C. Hyden Ameriprise Financial Daniel Island, SC Doug G. Hyepock JDL Securities Newport Beach, CA
Steve Hackman Stephen`s Children Atlanta, GA
Steven F. Jacob, CPA Fort Lauderdale, FL
Christopher P. Hall, CFP® Atlanta, GA
Norry Jensen, CFP®, MA Dallas, TX
Catherine Hammond Esq. Hammond Law Group Colorado Springs, CO
Marilyn Lucea Beverly Hills, CA Rick Martin Equity Leadership Group Pete Matter Portfolio Strategies Inc. Dallas, TX Derek G. McLean First Allied Securities Orange, CA E. Tobin Meisenheimer Streamline Financial Services Naperville, IL Philip M. Miller Las Vegas, NV Steve C. Miller UBS Financial Services, Inc. Naples, FL John R. Murray John Murray & Company Brunswick, GA Joseph W. Nelson, MBA, CFP® Stewardship Investments Bagley, MN William C. O`Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Irvine, CA Teresita Paje AIG Financial Advisors, Inc. San Diego, CA Ronald Palastro RSPFPS, Inc. Brooklyn, NY
Rita B. Parker Wells Fargo Advisors Jackson, MS Harry N. Pearson, Jr. Ameriprise Financial Birmingham, AL Janet Peavy, CLU, FLMI Strategic Stewardship Woodstock, GA Mark A. Pehrson, CFP® Wells Fargo Advisors Minneapolis, MN Jo Rae Perkins, CFP® Eagle Financial Planning & Investments Albany, OR M. Tim Philpot, MBA, CPA, PFS Preservation Financial, LLC Hurst, TX Janice Plowden Home Services Lending LLC Kennesaw, GA W. Hoagan Powell, CFP® Wallstreet Texas St George, UT J. Kevin Powell, CFP® My Strategic Mentor Lake Forest, CA Herman Ray Herman Ray, CPA Wilmington, NC David G. Rhodes, CFP® Rhodes Financial Team Nekoosa, WI Todd A. Ringoen Ringoen Financial Group Minot, ND William F. Robertson, CFP® William F. Robertson & Associates Ft. Worth, TX David W. Robison Global America Financial Lincoln, NE
PA S S I O N & P U R P O S E
Kevin J. Rochford Nuveen Investments Chicago, IL
Kalvin Sid, CFP® NEXT Financial Group, Inc. San Mateo, CA
James E. Rowland Strongtower Financial Fresno, CA
Paul A. Silva, CLU, ChFC Financial Freedom Associates Lake George, NY
Jerry A. Sackberger, CLU, CFP® Wells Fargo Advisors Chesterfield, MO
Gregory L. Sperry National Christian Foundation Alpharetta, GA
Eric C. Samuelson Stewardship Catalysts Overland Park, KS
John Thomas Spicknall, CFP® Capital Investment Strategies, Inc. Dalton, GA
William F. Schaufert Financial Compass Cincinnati, OH Robert J. Schuldt Jr. Merrill Lynch Chicago, IL Daniel A. Shontere Ameriprise Advisors Sarasota, FL
Gerald O. Summers, CFP®, CLU, ChFC, CASL Gerald O. Summers, LLC West Chester, OH Michael R. Suttle Suttle Financial Group Albuquerque, NM Timothy L. Terry Wellington, FL
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KINGDOMADVISORS.ORG
Charles P. Tiedje, CFP®, CLU, ChFC Proven Results Fort Lauderdale, FL
Barron Weeks Northwestern Mutual Financial Network Englewood, CO
Clifford J. Wilson Brecek & Young Advisors, Inc. Fresno, CA
Fred M. Vaught, ChFC, CLU Capital Resource Management, Inc. Escondido, CA
Dan Westin Q.A. Investment Services Minnetonka, MN
James G. Winter Fresno, CA
Carl F. von dem Bussche Sr., CFP®, AIF Financial Guidance Group, Inc. Palm Harbor, FL Michael I. Wang, JD, CFP® Financial Strategy Network, LLC Chicago, IL Craig G. Wear Craig Wear Financial Group Conroe, TX Gary S. Webb, RFC Webb Financial Group Wealth Management Bloomington, MN
Thomas P. Whitaker, Jr. Whitaker Law Firm, LC Bradenton, FL John R. Wigington Wells Fargo Advisors Hilton Head Island, SC Jamie K. Williams , CFP® Five Talents Wealth Management, Inc. Canton, GA
Rita Worster BKD, LLP Colorado Springs, CO Alan S. Wright Memphis, TN John T. Young, LUTCF Horizon Financial Solutions, Inc. Cross Lanes, WV
Kourt D. Williams, Ph.D. C C & B Solutions, Inc. Gardena, CA Bill Wilson Family Wealth Leadership Mission Viejo, CA
Don’t Miss a Word! Catch missed sessions, relive the excitement, listen again o orr ev even ven sshare hare w with itithh a frie friend. iennd. All general and breakout sessions at this conference are rrecorded ecord ecor ded lilive ded ive ea and nd are available for immediate sale after the session in the ex exhibit hall. exh hibit hib bit ha allll.. Conference CDs are an opportunity to: • Grow in your faith, • Enhance your practice, and • Learn new ideas for you and your clients. Individual CDs - $8 Group Price - Any 10 CDs for $70 Entire conference set of CDs - $150
Ron Blue
GS-1
General Session
Available after each General Session and Breakout Session at the Conference Resource Desk.
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
RON BLUE • SESSION ONE SESSION ONE NOTES - TUESDAY, FEBRUARY 9
Ron Blue Ron serves as President of Kingdom Advisors and on the Board of Directors of Campus Crusade for Christ and The National Christian Foundation. Ron founded Ronald Blue & Co., LLC in 1979 out of his conviction that Christians would better handle their personal finances if they were counseled objectively with the highest technical expertise and from a biblical perspective. That firm grew to manage over $2 billion in assets for its more than 5,000 clients nationwide with a staff of over 175 people in 14 regional offices. Ron retired from the financial planning firm in 2003 in order to lead Kingdom Advisors. Ron is the author of seventeen books on personal finance from a biblical perspective, including the bestseller, Master Your Money, first published in 1986 and now in its thirtieth printing, Wealth to Last, co-authored with Larry Burkett, and Faith Based Family Finances.
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PA S S I O N & P U R P O S E
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KINGDOMADVISORS.ORG
BOB SHANK • SESSION ONE SESSION ONE NOTES - TUESDAY, FEBRUARY 9
Bob Shank A native and lifetime resident of Southern California, Bob Shank spent 14 years as a businessman/entrepreneur in the construction industry. At 31, he transitioned from business to ministry and founded Priority Living, a faithbased organization serving business men and women in the marketplace. In 1997, he launched The Master’s Program, a leadership mentoring program that has helped thousands of leaders across North America to expose and exploit their unique Kingdom calling. While the CEO of Priority Living since 1984, Bob was also the Senior Pastor of an Orange County megachurch for four years in the early ‘90’s. He is a frequent speaker for churches, conferences, retreats and leadership training events across the country.
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
ANNE GRAHAM LOTZ • SESSION TWO SESSION TWO NOTES - TUESDAY, FEBRUARY 9
Anne Graham Lotz Anne Graham Lotz, the second daughter of Billy and Ruth Graham, is a nationally-known author and speaker, and the founder of AnGeL Ministries. She is a best-selling author of eleven books, a number of which have won the prestigious Gold Medallion Award. Her most recent book is The Magnificent Obsession. Anne’s messages daily reach people around the world through her radio spot -- Daily Light for Daily Living. Her life-changing revivals for women, Just Give Me Jesus, have been held in over thirty cities across 12 different countries. Anne’s aim is clear - it is to bring revival to the hearts of God’s people. And her message is consistent - she calls people to a personal relationship with God through His Word.
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SESSION TWO NOTES - TUESDAY, FEBRUARY 9
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
AL WEISS • SESSION THREE SESSION THREE NOTES - WEDNESDAY, FEBRUARY 10
Al Weiss Al Weiss is President of worldwide operations for Walt Disney Parks and Resorts. He is responsible for operations at the company’s theme parks and resorts including the Walt Disney World Resort, Disneyland Resort, and Disneyland Resort Paris. He also oversees Disney Cruise Line, Disney Vacation Club, and Adventures by Disney. Within the company, the community, and the corporate world, Al is known for his passion for creating an unparalleled experience for each and every Disney guest, taking the business to new heights, giving back to the community and creating a worldclass work environment for Disney Cast Members. A strong advocate of balance in life, Al makes his faith and his family top priorities. He is also Chairman of the global board of Vision 360, a multi-denominational church-planting movement dedicated to transforming cities for Christ around the world.
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KINGDOMADVISORS.ORG
SESSION THREE NOTES - WEDNESDAY, FEBRUARY 10
Things to do while at the Kingdom Advisors Annual Conference to increase my Kingdom Impact ✔ Find out HOW I can ❏
increase my stewardship focus with my clients
Coaching
✔ Look for a ❏
stewardshipbased client process
✔ Learn how I can provide ❏ better counsel to my existing clients
✔ Connect with an organization ❏ providing a platform for client referrals
✔ Go to ❏
Booths 14/15
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
RICHARD BLACKABY • SESSION FOUR SESSION FOUR NOTES - WEDNESDAY, FEBRUARY 10
Richard Blackaby Dr. Richard Blackaby has served as the president of Blackaby Ministries International since July 2006. Richard is the oldest child of Henry and Marilynn Blackaby. Richard served as Senior Pastor of Friendship Baptist Church in Winnipeg, Manitoba and then as President of the Canadian Southern Baptist Seminary in Cochrane, Alberta for thirteen years. Richard has co-authored several books with his father Henry including: Experiencing God: Revised Edition, Fresh Encounter: Revised Edition, When God Speaks, Experiencing God Day by Day, and Spiritual Leadership. Richard was the managing editor and contributing author of The Blackaby Study Bible. He also authored Putting a Face on Grace: Living a Life Worth Passing On, Cross Seekers: Discipleship Covenant for a New Generation and Unlimiting God: Increasing Your Capacity to Experience the Divine. Richard speaks internationally on the Christian life, spiritual leadership and revival.
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KINGDOMADVISORS.ORG
SESSION FOUR NOTES - WEDNESDAY, FEBRUARY 10
It’s About
FAITH
Every day we are faced with choices in life. As Christians, we are able to see where God allows us the choice to be faithful stewards of all that we own, including how we manage His assets. There is a choice to make as financial professionals as to where those assets are invested. At the Timothy Plan, we will not invest in companies actively undermining biblical values. Do not miss this opportunity to learn more about what your clients may already know. STOP BY
BOOTH 5
1055 Maitland Center Commons Maitland, Florida 32751
(800) 846-7526 Distributed by Timothy Partners, Ltd. Member NASD
invest@timothyplan.com www.timothyplan.com
FOR BROKER/DEALER USE ONLY
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
PATRICK MORLEY, Ph.D. • SESSION FIVE SESSION FIVE NOTES - THURSDAY, FEBRUARY 11
Patrick Morley, Ph.D. For three decades, Patrick Morley has been regarded as one of America’s most respected authorities on the unique challenges and opportunities that men face. After spending the first part of his career in the highly competitive world of real estate development, Patrick has been used throughout the world to help men think more deeply about their lives. In 1989, he wrote The Man in the Mirror, a landmark book that poured from his own search for meaning, purpose, and a deeper relationship with God, with over 3,000,000 copies now in print. In 1991, Patrick founded Man in the Mirror, which has impacted the lives of 10,000,000 men worldwide, has distributed 8,000,000 books, and last year worked with over 40,000 church leaders to more effectively disciple men. Through his speaking and writing, he is a tireless advocate for men, encouraging and inspiring them to change their lives in Christ.
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KINGDOMADVISORS.ORG
SESSION FIVE NOTES - THURSDAY, FEBRUARY 11
Encouragement for Your “Passion & Purpose” Be sur sure to participate in any of the Kingdom Advisors Conference Calls to cultivate your Adviso passion for living out your faith in your passio practice. Most calls are monthly and you can practic easily register for calls through your Kingdom Advisors Member Profile on the web or through Adviso convenient c “one-click” registration links imbedded in Kingdom Advisors Enews sent s directly to your e-mail inbox! NATIONAL CALLS
MEMBER-LED COMMUNITY CALLS
LOCAL COMMUNITY/STUDY GROUP LEADER CALL
MORTGAGE COMMUNITY CALL
Monthly 2nd Tuesday at 4pm Eastern NATIONAL PRAYER CALL Monthly 3rd Tuesday at 4pm Eastern COACHING CALL WITH RON BLUE Monthly 3rd Wednesday at 4pm Eastern SPEAKERS SERIES CALL Monthly 4th Tuesday at 4pm Eastern
COMMUNITIES FORMING
Monthly 2nd Monday at 12pm Eastern LARGE FIRM COMMUNITY CALL Quarterly 2nd Monday at 12:15pm Eastern CHARITABLE GIVING COMMUNITY CALL Monthly 2nd Wednesday at 4pm Eastern BIBLICALLY RESPONSIBLE INVESTING (BRI) CALL Monthly 3rd Monday at 4pm Eastern
ATTORNEY • Contact: Ralph Ogden • ralph@ogdenlawmodesto.com EMERGING ADVISORS • Contact: Dan Westin • dwestin@qais.biz W W W . K I N G D O M A D V I S O R S . O R G
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
BOB COY • SESSION SIX SESSION SIX NOTES - THURSDAY, FEBRUARY 11
Bob Coy At the age of 24, Bob Coy left an executive position in the music industry to serve as an Associate Pastor with Calvary Chapel of Las Vegas. In 1985, Bob and his wife, Diane, moved to South Florida and began Calvary Chapel of Fort Lauderdale. As Senior Pastor, he has become well known for his unique style in expounding the scriptures, making them come alive and relate to those of us living in the 21st Century. From the first meeting in a living room with four in attendance, Calvary Chapel Ft. Lauderdale has now become home to thousands of men and women in South Florida. Though many have tried to attribute the rapid growth to numerous reasons, no one is more surprised by the phenomenon than Pastor Bob Coy, who gives the total credit and glory to God alone.
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KINGDOMADVISORS.ORG
SESSION SIX NOTES - THURSDAY, FEBRUARY 11
Are you equipped to help clients seeking joy, purpose, and impact in their second half of life?
If not, you’re missing a huge opportunity to strengthen relationships with clients who want to make a difference in this world and beyond. Here’s the catch: It’s difficult to help clients sort through the “life purpose” question if you haven’t done so yourself. Do you know your passions? Your talents? Your life purpose and how it integrates with your practice? Take the first step in helping your clients by helping yourself. Go to www.halftime.org/fp and click on “Contact Us” to order your free copy of Bob Buford’s Halftime book. If you’re interested in attending a free, advisors-only Halftime workshop in your community, click on the “Other” box on the Contact Us page and let us know. We’ll send you the list of cities where these workshops are being held.
The Halftime Initiative is a non-profit organization that serves as an extended partner to financial advisors dedicated to helping clients move from sucess to significance.
halftme.org/fp
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2010 KINGDOM ADVISORS ANNUAL CONFERENCE
PASSION & PURPOSE • BREAKOUT SESSIONS WEDNESDAY - FEBRUARY 10 - PASSION & PURPOSE BREAKOUT SESSIONS
10:00 A.M.
11:15 A.M.
“2010 Market Outlook”
“Run a More Effective Practice Using Focus Days”
Bob Doll - Grand Ballroom
Paul Anthes - International Ballroom F
Navigating financial markets in the midst of the current economic realities can be challenging at best. Join Bob Doll, Vice Chairman and Chief Investment Officer of Global Equities at BlackRock, Inc. as he shares his insights on the state of the global economy and his predictions for the markets and the best performing sectors for 2010. Come prepared to learn new ideas to position your clients portfolios in preparation for an economic recovery.
The best coaching programs utilize various types of days with a specific focus to help business owners effectively run and manage their businesses. Join us for this breakout session to examine the most effective types of days including focus days, non-vocational ministry days, buffer days, free days, and personal days. Get ready to enhance your personal, business and ministry effectiveness as we explore best practices for regaining focus in your practice.
“Discovering Your Purpose: Exploring Why You Are Here” Ken Boa - International Ballroom F One of life’s fundamental questions relates to the critical issue of coming to grips with our purpose for being in this world. This session will focus on: • The need for purpose (being) • Biblical principles of purpose (knowing) • Discovering your unique purpose (doing)
“Building the Bridge from Calling to Stewardship” Bob Shank - International Ballroom D For the committed Christian, Kingdom Calling and Kingdom Stewardship are both important considerations. But these factors are often addressed as standalone components, rather than interconnected considerations. In this workshop, we’ll discover that Kingdom Calling is the vision for which Kingdom Stewardship becomes the strategy. Are you clear about your Kingdom Calling... and are you ready to assist your clients in the pursuit of theirs?
“Strategic Visionary Planning”
North Tower M2/International Ballroom Breakout Workshops
Gordon D’Angelo - International Ballroom E Gordon D’Angelo, Chairman and CEO of NEXT Financial Holdings, shares about the power of Strategic Visionary Planning. “Where there is not vision, the people perish” (Proverbs 29:18). The concept of God’s power can be called upon with accuracy and abundance. You can positively engage a multitude of lives creating predetermined positive outcomes. Your visionary plan is a powerful part of God’s plan. Find out how accessing God’s inspiring energy in visionary form can empower your life.
“Adding Intuition and Precision to Asset Allocation with Dedicated Portfolios” Steve Huxley - International Ballroom A Clients sometimes have only a hazy understanding of the rationale behind their stock, bond, and cash allocation. The nuances of classic modern portfolio theory, asset allocation, and standard deviations can hardly be called intuitive concepts, especially for retirees. Dedicated portfolios provide a powerfully intuitive way to bring precision to the asset allocation decision. Coupled with lifetime planning, the asset dedication process can provide protected income streams over personal time horizons and lead to allocations that clients easily understand.
“The Christian Centered Law Practice” Dave Brown, J.D. - International Ballroom B David Brown, Principal Attorney of California based Brown & Streza, LLP, will give attorneys insight into the growth, sustainability, and Kingdom-oriented prosperity of his estate planning, business planning, and succession planning law firm, through their implementation of Christian principles. David will provide insight on his own journey as an attorney and Christian, as well as provide practical tools/best-practices for a Christian-centered law practice, by taking a faith-based approach, not only with clients, but with staff, associate attorneys, accountants, and financial planners.
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KINGDOMADVISORS.ORG
THURSDAY - FEBRUARY 11 - PASSION & PURPOSE BREAKOUT SESSIONS
10:00 A.M.
11:15 A.M.
“Building Deeper Relationships by Freeing Clients to Pursue Their Vision”
“Developing a Growth Strategy for Your Practice”
Sanford Coggins - International Ballroom A An extraordinary life begins with a vision. You can help your client enhance their vision by your ability to ask profound questions, and use intentional listening and feedback skills to assure the client that “You Get It!” Synthesize and apply best practices to achieving your client’s dreams by helping them navigate around their own personal roadblocks to the freedom of pursuing their vision. Join us for this session and learn how to enhance client relationships by helping them change the legacy they leave to their families.
“Let’s Get Practical: Ten Creative Giving Strategies for Your Planning Tool Box” Jay Link - International Ballroom D This session will introduce ten creative ways your clients can dramatically increase their Kingdom giving (without writing a check) while at the same time take care of their own financial needs and still provide their heirs an appropriate inheritance. You will see how to employ each of these different charitable planning tools. Then you will see how by strategically combining some of these tools together you will realize an even greater increase in planning leverage and Kingdom impact.
“Discovering God’s Economy for your Business and Client Relations” Sharon Epps - International Ballroom B There’s a battle between man’s systems and God’s design. No matter what the economic, political or social climate, we know that God is the solution. But how do we connect the dots in practical ways? In this session, we will explore the divine integration of the mystery of God’s Lordship with our stewardship and generosity. We will provide practical tools to discover God’s economy for yourself and your clients. You will know you’ve made the transition when you are spiritually renewed, stewarding wisely, and generously living!
“Confronting the Big Issues Keeping You From Integrating Your Faith and Your Practice” Rusty Leonard - International Ballroom E Rusty Leonard will take a hard look at the practical and philosophical obstacles all advisors face as they sincerely seek to meld their faith and their practice together. Rusty will discuss the issues he faced in his own journey from a top secular money manager to one who has committed to integrate his work and faith in a manner that honors the Lord. Rusty will also address the most common and toughest objections he faces to the Biblically Responsible Investing (BRI) approach used at Stewardship Partners. Please join us for what is sure to be a provocative and thoughtful session.
“Managing Conflict with Clients, Coworkers, and Vendors: Keys to Success”
Vince Birley - International Ballroom F Most advisory firms have a desire to grow without much of a plan to accomplish it. In this breakout session, we will explore the advisor growth options, considerations, and critical success factors. In addition, we will look at the industry growth data and examine the industry value proposition evolution. This valuable and insightful session will give you the foundation to execute an effective growth strategy for your firm.
“Journey of Generosity: A High Impact Event for You and Your Clients” Todd Harper - International Ballroom A There are many factors that enrich our spiritual growth, but none more surprising than the depth that comes from exploring The Journey of Generosity. Hosted by an individual, couple or organization, these gatherings are guided by a Generous Giving facilitator and expose participants to the life changing message of generosity while engaging the heart around the topic of giving. Learn how you can utilize this powerful tool with your clients.
“Building a Power Culture - Finding the Pillars During the Storm” Doug Buce - International Ballroom D This dynamic presentation is designed to help financial professionals identify and implement differentiating pillars within themselves and their business culture to create a practice that matters. Humility based leadership, unique divine design, psychological leveraging, and a passion for consistent execution are addressed in a way that will leave participants motivated, inspired, and focused on amplifying life impact.
“Taming the Paper Tiger in a Digital World” Barbara Hemphill - International Ballroom B When you are born, you get a birth certificate. Your ability to find that document and the tens of thousands of other items that will come into your life from that day forward will directly impact the quality of your work, your life, and your relationships - even your memory. Time is your most valuable asset whether you want to get more done - or work fewer hours - getting organized is the key to increased profit, productivity, and peace of mind.
“Why Should You Play To Your Strengths?” Andy Goddard - International Ballroom E Unfortunately, most of us have little sense of our true talents and strengths, much less the ability to build our lives around them. Guided by our parents, teachers, managers and others in our world, we become experts in our weaknesses and spend our lives trying to repair these flaws, while our strengths lie dormant and neglected. Andy Goddard, a professional coach at Halftime, will examine what this looks like and show you a way to lock into your unique God-given strengths.
Dean Harbry - International Ballroom F Most people recoil at the thought of engaging in conflict, yet this is a real part of everyday life. Conflict can be resolved constructively, yielding closer relationships, or destructively, which causes an erosion of trust between two or more people. Join us at the “Managing Conflict” breakout to find out how to engage with those around you in a redeemed fashion, keeping short accounts. The expected results include stronger relationships, a more peaceful existence, and overall improved communications with others.
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K I N G DOM
A DVIS ORS
COACHINGPROGRAM Register Now For Class Two SUBJECT EXPERTS:
“Put Your Faith In Practice“
Paul Anthes
The Kingdom Advisors Coaching Program is designed to help committed Christian financial professionals build successful Kingdom-focused practices. Moving beyond the “why” to the “how,” participants will come away with greater confidence in putting biblical principles into action and leveraging Kingdom opportunities with their clients. Through new insights, action plans and accountability, Christian financial professionals will experience deeper client relationships, greater levels of significance personally, and enhanced effectiveness in their practices. LEAD INSTRUCTOR
Ron Blue Ron Blue will be providing the majority of the instruction during the three-year coaching program. He will be joined by subject experts at various times to enhance the program effectiveness.
STRUCTURE: • Quarterly Meetings
TRACKS:
• Moving from Success to Significance • Applying Biblical Wisdom in Your Counsel • Offering Life Counsel to Clients (Managing Time, Talent & Treasure)
• 24 hour Meeting Format • Small Group Discussion & Accountability • Experienced Advisor Coaches • Practical Application Exercises • Lectures from World Class Instructors
• Counseling Clients in their Journey of Generosity • Effectively Managing Your Practice
DATES AND LOCATION:
• Leading Others with Passion and Purpose
* All sessions begin at noon on day one and end at 1pm on day two.
Year 2 & 3: Session Dates TBD
Vince Birley Ronald Blue & Co.
Ken Boa Reflections Ministries
Jerry Foster Foster Group
Andy Goddard Professional Coach
• Growing Personally and Spiritually
• In-Between Meeting Activities & Interaction
Year 1: 2010, Atlanta, GA: Session 1: May 19-20 Session 2: August 25-26 Session 3: November 17-18 Session 4: March 9-10
Financial Advisory Corporation
COST: $3,000 per year - three year program Annual and Quarterly Payment Options Available
REGISTER: Registration is available during the conference at the Kingdom Advisors Resource Table.
Todd Harper Generous Giving
Pat MacMillan Triaxia Partners
Greg Sperry National Christian Foundation
Lloyd Reeb Halftime
KINGDOM ADVISORS • 5605 GLENRIDGE DRIVE, SUITE 450 • TEL: 404-497-7680 • FAX: 404-497-7685 • WEB: KINGDOMADVISORS.ORG