KINGDOM ADVISORS 2009 ANNUAL CONFERENCE • FEBRUARY 11-13, 2009
Ron Blue
Joseph Stowell
Bob Doll
David Swanson
KINGDOMADVISORS.ORG
Dennis Rainey
Ravi Zacharias
Crown provides a balanced perspective of practical help, inspirational hope, and biblical insight for your finances.
REFOCUS AT CROWN.ORG/REFOCUS OR CALL 1-800-722-1976
SHINE THROUGH
KINGDOMADVISORS.ORG
TABLE OF CONTENTS Welcome From Ron Blue ...........................................................................................................................................5 Conference Schedule ..................................................................................................................................................6 Conference Host ........................................................................................................................................................7 Hotel Map - M2 International Ballroom Level (Breakout Workshops) .......................................................................9 Hotel Map - M4 Grand Ballroom Level (General Sessions/Exhibits/Refreshments) ..................................................11 Exhibit Area Guide ...................................................................................................................................................13 Kingdom Advisors Communities..............................................................................................................................14 Premier Corporate Partners ......................................................................................................................................16 Premier Ministry Partners .........................................................................................................................................17 Corporate Partners ...................................................................................................................................................18 Ministry Partners ......................................................................................................................................................20 Resource Partners .....................................................................................................................................................22 Larry Burkett Award .................................................................................................................................................24 Practice Management Award ....................................................................................................................................26 Community Awards .................................................................................................................................................27 Kingdom Advisors Founding Members ....................................................................................................................28 Kingdom Advisors Champion Members ...................................................................................................................29 Community Groups .................................................................................................................................................30 Kingdom Advisors Charter Members........................................................................................................................32 Kingdom Advisors QualiďŹ edSM Members..................................................................................................................36 Kingdom Advisors Prayer Team ................................................................................................................................52 Session One ..............................................................................................................................................................54 Session Two ..............................................................................................................................................................56 Session Three ............................................................................................................................................................58 Session Four .............................................................................................................................................................60 Session Five ..............................................................................................................................................................62 Session Six ................................................................................................................................................................64 Breakout Sessions .....................................................................................................................................................66
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SHINE THROUGH
KINGDOMADVISORS.ORG
Dear colleagues and friends: Welcome to the Fifth Annual Kingdom Advisors Conference! We are delighted to have you as a part of this years’ conference, and we look forward to the opportunity to interact with you. The Kingdom Advisors staff 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 “Shine Through.” In the midst of the current economic realities, we have an amazing opportunity to shine through the pervasive uncertainty. We have outstanding speakers and breakouts that will encourage you in your calling and give you some practical ideas for how to shine through with the wisdom, hope, and love of Jesus. 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 shine brightly in our lives and calling for God’s glory. Thank you for your presence and participation! Yours in Christ,
Ron Blue
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Wednesday, February 11, 2009
Thursday, February 12, 2009
2:30 p.m. – 4:30 p.m. Session One with Ron Blue in Grand DE
7:30 a.m. – 8:00 a.m. Breakfast in Grand DE
4:30 p.m. – 6:00 p.m. Break 6:00 p.m. – 7:00 p.m. Dinner in Grand DE 7:00 p.m. – 9:00 p.m. Session Two with Joseph Stowell in Grand DE Larry Burkett Award 9:00 p.m. Dessert Reception in Grand ABC
8:00 a.m. – 9:30 a.m. Session Three with Bob Doll in Grand DE 9:30 a.m.– 10:00 a.m. Refreshment and Exhibit Break in Grand ABC 10:00 a.m.–11:00 a.m. Breakout Session One International E & Grand DE 11:15 a.m.–12:15 p.m. Breakout Session Two in International Ballrooms 12:15 p.m.–2:00 p.m. Free time
Children of the World International Children’s Choir
2:00 p.m. – 3:00 p.m. Community Group Meetings Session One in International Ballrooms 3:15 p.m. – 4:15 p.m. Community Group Meetings Session Two in International Ballrooms 4:15 p.m. – 6:00 p.m. Free time 6:00 p.m. – 7:00 p.m. Dinner in Grand DE
PERFORMING THURSDAY EVENING Children of the World International Children’s Choir brings the mission field right into your church. Thirtynine disadvantaged children, many who are orphans, from several different countries, are here to raise the awareness of the plight of homeless and orphaned children all over the world. The goal of Children of the World is to generate compassion and inspire individuals to get involved in World Help’s Child Sponsorship Program, as well as to put a voice and face to the desperate needs of children whose lives have been devastated by famine, civil war, and preventable diseases such as HIV/AIDS.
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7:00 p.m. – 9:00 p.m. Session Four with David Swanson in Grand Ballroom DE Practice Management Award 9:00 p.m. Dessert Reception in Grand ABC
SHINE THROUGH
Friday, February 13, 2009 7:30 a.m. – 8:00 a.m. Breakfast in Grand DE 8:00 a.m. – 9:30 a.m. Session Five with Dennis Rainey in Grand DE 9:30 a.m.- 10:00 a.m. Refreshment and Exhibit Break in Grand ABC 10:00 a.m.–11:00a.m. Breakout Session Three in International Ballrooms 11:15 a.m.–12:15p.m. Breakout Session Four in International Ballrooms 12:15 p.m.–1:30 p.m. Lunch in Grand DE 1:30 p.m. – 3:30 p.m. General Session Six with Ravi Zacharias and Ron Blue in Grand DE Community Awards 3:30 p.m. Conference Concludes
•
KINGDOMADVISORS.ORG
Dr. Robert Wolgemuth CONFERENCE EMCEE Dr. Robert Wolgemuth has been in the publishing business for thirty-five years. He is the owner and president of Wolgemuth & Associates, Inc., a literary agency exclusively representing the writing work of approximately fifty authors including Joni Eareckson Tada, Ravi Zacharias, John MacArthur, Ron Blue, Alistair Begg, R. Albert Mohler, Ellen Vaughn, James MacDonald, Patrick Morley, Dennis & Barbara Rainey, Carolyn James, Gordon MacDonald, Pam Tebow, Jeremy White, and Henry Blackaby. Robert is a speaker and best-selling author of over twenty books. His books include She Calls Me Daddy, the notes to Dads Bible, The Most Important Year in a Man’s Life, Men of the Bible, The Most Important Place on Earth and She Still Calls Me Daddy, scheduled to release in the Spring of 2009. He and his wife Bobbie have two adult daughters and five grandchildren.
Marty Goetz WORSHIP LEADER Marty Goetz has been called a modern day psalmist. His songs are scriptures beautifully set to music, leaving listeners spiritually moved, inspired and educated. With melodic and fresh acoustical/ classic arrangements, Marty Goetz has the ability to lead you into a place of true intimacy with God. He has ministered before congregations as diverse as Jack Hayford’s Church on the Way, Greg Laurie’s Harvest Christian Fellowship and Harvest Crusades, Coral Gables Presbyterian, Chicago’s Moody Church, and David Wilkerson’s Times Square Church. Marty has been recording music steadily since 1985, and today lives outside of Nashville, Tennessee with his wife Jennifer and their daughter Danyel Misha.
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Stop
by N CF’ our s exhibit new book booth fo ra , Fam ily. M free co py o oney f .
Meet Your New Client
Not the average person that walks through your door? That’s because this little African girl is one of the many new people that benefit as you begin to incorporate charitable giving into your work. When you connect with The National Christian Foundation or one of our local affiliates, a wealth of innovative giving solutions are yours to offer. The result? The world becomes your office, and you gain a whole new clientele ~ the poor, the spiritually hungry, and the orphan. Now that’s job satisfaction.
800.681.6223 | www.NationalChristian.com
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North Tower M2 International Ballrooms Breakout Workshops
Restrooms Level M3
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Your success.
Our focus.
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®
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Asset-based long-term (k), (b) & care solutions Life insurance & annuities Medical stop loss insurance Employee benefits
Visit us at booth A to learn more. Asset-based long-term care solutions Medical stop loss insurance
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Positioning www.OneAmerica.com —--
statement or call to action
Note: Products and financial services offered through the OneAmerica Financial Partners, Inc., family of companies. Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, One American Square, Indianapolis, IN 46282, 1-877-285-3863. OneAmerica Securities is a wholly owned subsidiary of American United Life Insurance Company®, which is www.OneAmerica.com —-a OneAmerica® company. OneAmerica Financial Partners, Inc. is a holding company and is not a licensed insurance company. 1. According to year-end statements dated Dec. 31, 2005.
Life Insurance | Retirement | Employee Benefits
The companies of OneAmerica®; American United Life Insurance Company®, The State Life Insurance Company, OneAmerica Securities, Inc., R.E. Moulton, Inc., Pioneer Mutual Life Insurance Company and AUL Reinsurance Management Services, LLC. The companies of OneAmerica®; American United Life Insurance Company®, The State Life Insurance Company, OneAmerica For company only. Not for distribution. Securities, Inc.,and R.E.recruiting Moulton, purposes Inc., Pioneer Mutual Lifepublic 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.
SHINE THROUGH
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North Tower M4 Grand Ballroom General Sessions and Exhibits
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Kingdom Advisors Conference 2009 Committed to Excellence in Biblically Responsible Investing (BRI)
O
Howard “Rusty” Leonard Founder, CEO
n behalf of Stewardship Partners, welcome to Atlanta for the 2009 Kingdom Advisors Conference! As the global economy and our industry has dealt with substantial turmoil over the past year, I believe Kingdom Advisors is perfectly positioned for such a time as this to empower and equip the advisor community to speak truth and peace into their clients’ lives. May we all be conduits allowing God’s wisdom and grace to “Shine Through” us to those who are in need during these difficult times. We are thankful to partner with both you and Kingdom Advisors in this task and we look forward to sharing with you our perspective on the markets and Biblically Responsible Investing (BRI). Please stop by our booth and look for us at events throughout the conference!
THE BIBLICALLY RESPONSIBLE INVESTING (BRI) COMMUNITY GROUP MEETING 2PM - THURSDAY, FEBRUARY 12th - INTERNATIONAL B Please join us and your Kingdom Advisors colleagues who are seeking to apply biblical principles to their investing and thereby honor our Lord. Whether you are a long time veteran of BRI or a newcomer to this concept, you will be sure to find the speakers and the discussion worthwhile and helpful.
CONFERENCE WORKSHOP - “WHAT I LEARNED WORKING WITH LEGENDARY INVESTOR SIR JOHN TEMPLETON” 10AM - FRIDAY, FEBRUARY 13th - INTERNATIONAL E Rusty Leonard, CFA will be the featured speaker in this session and will discuss the investment principles and experience he gained working with Sir John Templeton as a Portfolio Manager at Templeton Investment Counsel. Rusty’s career as a money manager spans over three decades which enabled him to become a leader and pioneer in Biblically Responsible Investing (BRI). Join us as Rusty shares the principles he gleaned working with Sir John and the methods he uses to apply that wisdom today.
FREE GIFT FOR STEWARDSHIP PARTNERS’ CLIENTS - please come to our booth for a special gift! Also, to show our appreciation for KA members we will be giving away several free annual subscriptions to the BRII database! BRII is the premier source of information on corporate activities which allows you to screen your client’s portfolios and integrate a biblical worldview into your practice. BRII is a Preferred Resource Provider of Kingdom Advisors. Stop by our booth or any of our listed events to register for your chance to win this $900 value!
SHINE THROUGH
KINGDOMADVISORS.ORG
North Tower M4 Grand Ballroom ABC Exhibit Hall
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
City
The Kingdom Advisors Community continues to be one of the most crucial resources to help you fully develop into the Christian financial professional God is calling you to be. Our Community growth and expansion continues at a rapid pace, and God is faithfully raising up passionate local leadership all across the country who have a heart to not only impact fellow professionals, but to impact their local city. These leaders have a vision for their city, and have a committed ownership of their Kingdom Advisors Community. Today, we have 60 active Kingdom Advisors Communities where over 120 Study Groups are meeting to pray together, to receive valuable training and to form lasting professional and personal relationships. • If there is a Community in your area, you owe it to yourself to become involved for your benefit, and for the benefit of your community. You will be richly blessed and impacted. • If there is not a Kingdom Advisors Community near you, we want to challenge you to prayerfully consider being a catalyst for starting one, and to watch how God will work among local financial professionals to make a Kingdom impact where you live and work. Our Kingdom Advisors Communities exist for two very important reasons. • First, Communities exist to serve our members. To effectively integrate Biblical wisdom into your financial practice and advice, you need prayer, encouragement, affiliation, fellowship, training, practice management tools, client resources, networking and accountability. More importantly, you need to experience these elements at a local level with fellow Christian financial professionals who are on the same journey with you, where you can mutually edify and support one another. • Secondly, Communities exists to make an eternal and Kingdom impact in your city. Imagine the impact of hundreds of Kingdom Advisors members in your community networked together, reinforcing each other, giving clients Biblically-based advice, working with other local ministries/churches and forming relationships with business leaders and generous givers. The lives of professionals and clients will be changed, and the God-given resources of time, talents and treasures will be freed up to advance the Kingdom.
Study Group
Contact
Sylacauga Office Park 1 Vestavia Inverness Covenant Gp
Tank Tankersley Harry Brown, Jr., Tank Tankersley Jim Warren Jack Eyer
tank.tankersley@wachovia.com hibjr@IsonBrownInvestments.com tank.tankersley@wachovia.com jim.warren@wakm.com jack@covenant-group.com
Phoenix
Bob Merwin
bob@bobmerwin.com
ALABAMA • • • • •
Birmingham Sylacauga Birmingham Birmingham Birmingham
ARIZONA • Scottsdale
CALIFORNIA • Oakhurst Westlake Vl. • Stevenson Rc. • Oxnard • Beverly Hills • Lancaster • Newport Bch. • Santa Ana • Brea • Irvine • Huntington B. • San Diego • Escondido • San Diego • Escondido • Bonita •
Jeremy Becker Randall Sanada Derrick Hubbard Los Angeles Dr. Sid Ward Ventura Marilyn Lucea Beverly Hills Kevin Von Tungeln Lancaster James Regitz Mariners Chc. John Cooke N. Orange Grp Arlin Penner Steve Henningson Biola Huntington B. Andi Kang Janice Thompson Fred Vaught Scott Broberg Mission Vl 1 Fred Vaught Escondido Lenka Holman Mission Vl 2 Fresno
jsb@sti.net rsanada@allianceadvisory.com dhubbard@afgweb.com sidward@adelphia.net mlucea@yahoo.com kvontungeln@TVTtrustlaw.com jregitz@newportadvisory.com john@cookewealthmgmt.com arlin.l.penner@smithbarney.com shenningson@sageviewadvisory.com akang@crownwm.com sfsinc@gmail.com fred@crmfinancial.com sebroberg@gmail.com fred@crmfinancial.com lenkaholman@cox.net
COLORADO •
• Colorado Spr. Broomfield • Littleton • Broomfield • Fort Collins
Colorado Spr. South Denver Westside Northern Colorado
Bryan Miesel Lynn Hinds Larry Nault Lynn Hinds Bob Seymour
bryanm@livingdefined.org jlhinds@lighthousefinancial.biz Larry@NaultFinancial.com jlhinds@lighthousefinancial.biz 5talents@comcast.net
FLORIDA • • • • • • • • • • • • • • • • • • • • • •
Your local Kingdom Advisors Community is focused on serving you and providing you a strong and credible foundation to serve God’s people in your sphere of influence. Take the next step of being a part of something in your community that will leave an eternal legacy and will help move others onto God’s agenda for their lives.
Ft. Lauderdale Ft. Lauderdale Sarasota Jacksonville Naples Orlando Orlando Orlando Ocoee Orlando Casselberry Lutz Oldsmar Seminole Stuart Lake Worth Stuart Boca Raton Wellington R. Palm Beach West Palm B. Plantation
Chuck Tiedje Miguel Rodriquez Michael Grace Gary Williams Steve Miller Paul Kraus West Orlando Hilgardt Lamprecht Alec Ombres Downtown West Orlando Jeff Rogers Zack Fulmer Maitland Philip Van Staden Casselberry North Tampa Rob Taylor Pinellas Cnty. Cathy Norris Bob Swatland Seminole Steve Scalici Chuck Alfrey Lake Worth Leslie Corcoran Stuart Keith Seago Boca Raton WL-Trinity W Ed Aiello WL-St. Peters Tom Leinwol West Palm B. Richard Ekey Miguel Rodriguez SW Broward Ft. Lauderdale SW Broward Gulfcoast Jacksonville Naples
Chuck@ProvenResults.us mjr@rkccpas.com mgrace@jhnetwork.com williams@g-williams.com steveclaudine@comcast.net paul.kraus@ronblue.com hilgardt@myswm.net aombres@ameorl.com Jeff@stewardshipadvisory.com zack.fulmer@ronblue.com philip@garepple.com rtaylor@idlewild.org cathy.a.norris@ampf.com swataic@aol.com steve@tcfin.com ufinancial@aol.com leslie@familyfirstfp.com wseago@hotmail.com eja342@mac.com t.leinwol@yahoo.com rlekey@comcast.net mjr@rkccpas.com
GEORGIA
We look forward to serving and partnering with you. For more information about Kingdom Advisors Communities and Study Groups, please contact: Randy Glass (National Community Director) randy.glass@kingdomadvisors.org
• • • • • • •
Suwanee Duluth Marietta Suwanee Woodstock Statesboro Statesboro
Mount Paran Church Marietta Atlanta Woodstock Statesboro Savannah
City Study Group Study Group Community Leader
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Jerry Black Jill Lovett Thomas Cloud Jerry Black Terry Ford Steve Hammond Steve Hammond
jblack@legacy-planning-group.com jill.lovett@ronblue.com thomas@diversifyyourassets.com jblack@legacy-planning-group.com tford@strategicsteward.com Cvi@nctv.com Cvi@nctv.com
Contact
SHINE THROUGH
City
Study Group
Contact
HAWAII • Kailua
• • • • • • •
Chicago Chicago Naperville Schaumburg Winnetka Oak Forest Chicago Rl. Meadows
Honolulu
John Turner
• Las Vegas
sgtmajt@msn.com
The Loop West NW Group North Shore South Merril Lynch Bible Chapel
Kevin Wallace Kevin Wallace Ann Elliott Luis Cruz Brian Voss Paul Dillman Rick Voit James Jodrey
• Indianapolis Brent Dunn Indianapolis • West Lafayette West Layfayette Kevin Kaufman
kwallace@mobiumgroup.com kwallace@mobiumgroup.com alhe@sbcglobal.net licruz@cruzfg.com Brian@BrianAVoss.com Paul@CPAtaxhelp.com richard_voit@ml.com jjodrey@harvestbible.org
•
bdunn@camidwest.com kevin.w.kaufman@gmail.com
matt@syversonco.com matt@syversonco.com anissa@ancpakc.com
East End Southern Indiana Downtown Bluegrass
T. Greg Clark Michael Jones Dan Hardt Josh Gilliam Stephen Allen
greg.clark@investfinancial.com michael@lifetimefinancialsolution.com dan@hardtfinancial.com gilliam@gilliammease.com sallen@rfhco.com
MICHIGAN • Birmingham • Plymouth • Bad Axe
• Edmond • Yukon • Tulsa
• Bagley Arden Hills • Minnetonka • Minnetonka • Minnetonka • Burnsville • Minnetonka • Arden Hills
bcgettel@comcast.net mmiller@northridgechurch.com Jason.Krohn@RaymondJames.com
Joe Nelson David Laurion Kevin Zylstra Carlson Dan Westin Minnetonka WM - Carlson Rick Lueck Jeff Robinson SE Metro NE Securities Gary Tenpenny David Laurion Arden Hills
jnelson@sigmarep.com david.laurion@raymondjames.com KZylstra@minneapolis.nef.com dwestin@qais.biz rlueck@theadvocategroup.com JeffRobinson@attg.net gtenpenny@minneapolis.nef.com david.laurion@raymondjames.com
West St. Louis Jerry Sackberger
jerry.sackberger@wachoviasec.com
Bemidji
MISSOURI • Chesterfield
NORTH CAROLINA • Asheville Charlotte • Charlotte • Charlotte • Charlotte • Charlotte • Gastonia • Hickory • Cary • Raleigh • Cary • Raleigh • Durham • Summerfield •
Las Vegas
Joe Caldera
joe@calderawealth.com
Cincinnati Cleveland - E. Cleveland Up. Arlington Toledo
Jerry Summers Randy Fairfax Roger Shumaker Randy Fairfax Bryce Kurfees Aaron Avery
gsummers@cinci.rr.com rfairfax@highlandusa.net rshumaker@mcdonaldhopkins.com rfairfax@highlandusa.net sandra@fpperspectives.com aaronavery@munnwealth.com
OKC Metro West - Yukon Tulsa
Joe Williams Doug Tippens Steve August
joe.williams@hhbc.com dtippens@csbyukon.com saugust@emailcfs.com
Portland
Stuart Funke
judah@familywealthinstitute.com
OREGON PENNSYLVANIA • Wayne
•
Philly/Main L. Louis Rendemonti
Travelers Rest • Greenville Greenville • Greenville PlanFirst • Spartanburg Spartanburg
louis@suncoastwealthmgt.com
Michael Collie Michael Jette Michael Jette Matthews Jeff Plummer Center City John Putnam South Park Hunter Pugh Promenade Ron Ownbey Gastonia Peter Nelson Hickory Jim Kniffen North Raleigh Floyd Green Jim Kniffen Cary West Raleigh Joseph Mitchiner Thomas Spivey Durham Greater Triad Art Herzog Asheville
mcollie@colliefp.com mjette@carrollfinancial.com mjette@carrollfinancial.com jplummerclu@yahoo.com john.putnam@nmfn.com hunter.pugh@ronblue.com rownbey@carolina.rr.com pjnelson@spectrum-financial-inc.com cistemgroup@comcast.net floyd@cwmteam.com cistemgroup@comcast.net joe.mitchiner@mitchinerlaw.com tes@tespiveycpapa.com herzog2@msn.com
Russ Miller Jon Rogers Mike Miller Hugh Brantley
rmiller@americanvalues.com rogersfg@charter.net mmiller@planfirst.com HughB@SCCFonline.org
Kevin Stophel Henry Henegar Sam Clyatt Martin Pierce Tom Francescon Tim Cooke
john_stophel@ml.com hahenegar@cccfdn.org samclyatt@epbinternet.com MPierce@MartinPierceLaw.com tom@campbellportfolios.com timcooke@comcast.net
Merril Lynch Greenway Clear Lake Galleria W. Houston Tyler
John Gay Gunnar Johnson Ed Gish Randy Schroeder Kathleen Hayes Jeff Thomas Jim Munchbach Greg Reid Randy Schroeder Henry Dennard
jgay@ffplan.com gunnar.johnson@gatewaypeople.com gishe@financialnetwork.com randy.schroeder@ronblue.com Kathleen_D_Hayes@ml.com jeff.thomas@ms.com jmunchbach@gmail.com greg.reid@telemuscapital.com randy.schroeder@ronblue.com henry@dennard.com
Seattle Spokane
Joe Helms Scott Rahn
joe.helms@ronblue.com scott.rahn@wachoviasec.com
Philippe Straforelli
Philippe@covenant.ca
Contact
TENNESSEE •
Brian Gettel Detroit Northridge Ch. Mike Miller Grand Rapids Jason Krohn
MINNESOTA •
SOUTH CAROLINA
KENTUCKY Louisville Louisville Louisville Louisville Lexington
• West Chester Cleveland • Cleveland • Cleveland • Columbus • Maumee
• Portland
Overland Park Matthew Syverson • Overland Park Kansas City Matthew Syverson • Blue Springs Eastern Jackson Anissa Nelson
• • • •
Contact
OKLAHOMA
KANSAS
•
Study Group
OHIO
INDIANA
•
KINGDOMADVISORS.ORG
NEVADA
ILLINOIS •
City
•
• • • • •
Chattanooga Chattanooga Chattanooga Chattanooga Chattanooga Chattanooga
Downtown East Brainerd Hixson UTC Brainerd II
TEXAS • Frisco • Southlake • Arlington Houston • • Houston • Houston • Houston • Houston • Houston • Tyler
Dallas Gateway Ch. Arlington
WASHINGTON • Bothell • Spokane
INTERNATIONAL - CANADA • Langley
Langley BC
City Study Group Study Group Community Leader
NEW MEXICO •
Albuquerque • Albuquerque • Albuquerque • Albuquerque
Midtown Albuquerque Westside
City Study Group Study Group Community Leader
John Moore Dale Coffing Michele Doyle Ryan Mummert
john.moore@raymondjames.com dcoffing@gmail.com mdoyle@nmchristian.org ryanmummert@msn.com
Contact
PAGE: 15
2009 KINGDOM ADVISORS ANNUAL CONFERENCE
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 biblically-based 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.
OneAmerica Financial Partners, Inc. 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. Headquartered in Indianapolis, IN, American United Life Insurance Company® (AUL) is the founding member of OneAmerica®. AUL is licensed and authorized to conduct life insurance business in 49 states and the District of Columbia.
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.
FOUNDING CORPORATE PARTNERS
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SHINE THROUGH
•
KINGDOMADVISORS.ORG
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 well-attested small group Bible study designed for use at the local church level.
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.
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.
Ministry Partners Investment Corporation serves ministry-minded investors who desire higher rates of return and safety in investments consistent with their beliefs. Ministry Partners investments are backed by real estate loans to churches, schools and ministries for the purposes of Kingdom building. Christians and evangelical organizations all across the country invest in a wide variety of terms and amounts, which meet their own specific needs. To learn more about Ministry Partners, you may call 800.753.6742, e-mail partners@eccu.org, or visit us online at www.ministrypartners.org.
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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.
Your Outsourcing & Virtual Office Solution. Bridge Portfolio® provides an end-to-end enterprise solution, including risk & asset allocation profiling, account administration, reconciliation & billing, performance reporting, portfolio trading & access to top-tier money managers, allowing financial advisors to focus on servicing clients and gathering assets.
Our vision 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.
IW Financial’s powerful analytical tools make it easy to align clients’ values with their investments. Using our tools, investment advisors can quickly create profiles for each client that capture their strongly held beliefs about issues such as pornography, gambling, abortion and contraception, the environment, etc. The profiles can then be used to evaluate portfolios, identify appropriate investments, and demonstrate alignment with client guidelines.
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 business 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.”
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.
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.
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.
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Partnering with local churches, denominations, and Christian organizations around the world, Campus Crusade for Christ 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.
Faith Comes By Hearing’s 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.
Our Resources—Reaching the Families of the World 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.
Focus on the Family exists 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. We’re here for you. Let us help, however we can.
The Great Commission Foundation and its team of professionals offer unique legal and financial experience to individuals, businesses, and charitable organizations to put resources into effective evangelism today... and tomorrow.
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Overseas Council 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.
Stephen’s Children, a non- profit organization, has a mission to reach out with aid and the gospel to the poorest of poor children and their families who live in the garbage dumps in Cairo, Egypt. These 2,000,000 children are an un-reached group living in abject poverty, with no hope, few spiritual and moral values, and a real hunger for acceptance and love. They live in one-room shanties with no running water, no electricity, and they are often subject to physical and sexual abuse.
World Help presents Children of the World International Children’s Choir Children of the World International Children’s Choir brings the mission field right into your church. Thirty-nine disadvantaged children, many who are orphans, from several different countries, are here to raise the awareness of the plight of homeless and orphaned children all over the world. The goal of Children of the World is to generate compassion and inspire individuals to get involved in World Help’s Child Sponsorship Program, as well as to put a voice and face to the desperate needs of children whose lives have been devastated by famine, civil war, and preventable diseases such as HIV/AIDS.
The Wycliffe Foundation is 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.
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: 1. Gifts/Support to Individuals 2. Non-Complex Gifts – Simple Gifts 3. International Grants
4. Loans 5. Corporate Scholarship & Benevolence Funds
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Halftime is an organization dedicated to helping successful people pursue significance. Our books, events, curriculum and coaching have served thousands of people on their journey from success to 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.
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 two levels of education and training. The initial program teaches charitable tools, techniques and strategies, as well as how to optimize the financial & non-financial areas of their clients’ lives in a manner that leads to greater generosity. The second program educates Christian professional advisors in a planning process, The Stewardship Solution™, in which the Professional Advisor leads clients in the integration of Faith, Feelings, Facts, Family, and Finances™, results in a Plan that unites their Purpose & Passion with Biblical Principles of Stewardship. TSA’s Life Stewardship™ program focuses on and enlarges Kingdom Impact as the client journeys from Insight to ENDsight™.
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. This difference is found in the way we think, in the way we research companies, in the way our highly respected professional money management firms possess specific expertise unique to their particular fund, and in the way each manager is committed to make every investment decision subject to Timothy Plan’s moral screening criteria.
Malachi Capital Management offers tax-advantaged investment programs in the U.S. livestock and grain markets. These programs incorporate some of the investment techniques of high-return funds. Separately managed accounts offer daily liquidity. They also provide important portfolio diversification benefits since they are noncorrelated to either the equity or bond markets. Malachi Capital Management also offers a substantially discounted fee structure for Christians to encourage the Biblical practice of tithing. To receive the discount, investors must agree to give ten percent of profits generated in the account to approved Christian churches or charities.
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MasterYourMoney.com LIFE WELL LIVED. MONEY WELL SPENT.
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KINGDOMADVISORS.ORG
www.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 financial questions can find answers backed by Biblical wisdom and Ron’s experience. Currently, the site offers a weekly Video Feed that encourages subscribers where they are and challenges them to think about God’s ownership of their resources. In the future, the website will be organized around Ron’s Eleven Buckets Approach to financial planning, and content in those “buckets” will be added on an ongoing basis. As Kingdom Advisors, we welcome you to join the “Virtual Feedback Loop” at MasterYourMoney.com and 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 your clients’ accumulated assets into “living water”, while keeping you closely involved in the process. We invite you to participate in the many ways God is already moving: • Identify those individuals with the heart for thinking differently about their giving; • Assist these clients to identify their charitable and financial planning objectives; • Discover potential gift options (i.e. appreciated stock, real estate, business interest); • Contact our office to explore the many gifting solutions available through WaterStone; and •Encourage your clients to experience the joy of giving they never imagine. WaterStone • (719)447-4620 • www.livingdefined.org The PCA Foundation’s ministry is providing services and financial vehicles to help Christians carry out their stewardship responsibilities and charitable desires. This includes assisting individuals and families find and implement God’s plan for their current giving and their estates. We also provide services and financial vehicles to churches and Christian ministries. The charitable financial services offered by the PCA Foundation include the Advise & Consult Fund (a donor advised fund), Endowments, Charitable Remainder Trusts, Charitable Lead Trusts, Designated Funds for Churches and Christian ministries, Estate Design and Bequest Processing. We also partner with wealth advisors, financial planners, attorneys, etc. as they work with their clients. We have the flexibility to allow financial professionals to provide investment management for PCA Foundation accounts established by their clients. Please contact us to learn more by calling 1-800-700-3221, or by visiting our website, www. pcafoundation.com Stewardship Asset Management (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. SAM screens its portfolios using the Biblically Responsible Investing Institute (BRII) screening criteria. SAM portfolios are managed by top-tier investment management firms including Vanguard, Alger, Aletheia Research, Stewardship Partners, Foundation Financial and The London Company, on the world’s first biblically responsible, multi-manager separate account asset allocation platform. SAM provides a host of other excellent benefits to the financial advisor and his client. For more information, contact our Director of Business Development, Cindy Best, at 1-866-959-4726 or visit our website at www. stewardshipassetmanagement.com .
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Beginning in the early 1970’s, while on the staff of Campus Crusade For Christ, Larry Burkett began to teach the Body of Christ how to apply Biblical wisdom to their every day financial affairs. As founder of Christian Financial Concepts, which later became Crown Financial Ministries, Larry’s life and ministry had a tremendous impact, the results of which continue to be experienced today and will benefit many generations to come. He was truly a spiritual giant in his generation. Early in his ministry, Larry recognized the importance of professional advisors and the crucial role they play in encouraging the financial decisions of their clients. Larry had a desire to raise up a generation of godly financial professionals that would implement Biblical wisdom into their advice and counsel. Kingdom Advisors is a product of Larry’s work and vision. Beginning as the Christian Financial Planning Institute in 1997, Kingdom Advisors has grown to over 2,000 members and is committed to training an army of Christian financial professionals that are passionate about helping their clients manage their financial resources according to God’s timeless wisdom. In recognition and appreciation of Larry’s life and ministry and his desire to see a network of Christian financial professionals, Kingdom Advisors established the Larry Burkett Award. This award is given annually at the Annual Conference to recognize a Christian financial professional that has demonstrated by their life and work those qualities that epitomize what Larry 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 in all of their advice and counsel Each year, the award reminds everyone connected with Kingdom Advisors of the debt owed to Larry Burkett for his life and ministry and will motivate each of us to live out his vision in our professional lives.
Past Recipients of the Larry Burkett Award 2005: William F. Robertson, CFP®, CLU, ChFC 2006: Kenneth B. Frenke, CFP® 2007: James H. Shoemaker, CFP® 2008: Janice A. Thompson, CFP®
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Randy Schroeder LARRY BURKETT AWARD RECIPIENT Randy Schroeder is a Managing Director for Ronald Blue & Co.’s branch office in Houston, Texas, where he is fulfilling a personal mission to integrate his faith and his vocation. “As a young man, I was taught to pour my life into the two things that last forever -- the word of God and the souls of men. I believe I’m on a mission with God to create a ripple effect where advisors impact clients, who then impact their families, churches and communities,” Randy says. He personally serves a core group of 30 client families with financial consulting, estate planning and investment management. Yet, his role with his clients goes far beyond providing financial advice. He regularly discusses Biblical principles with his clients, helping them understand how this wisdom impacts all areas of their lives and the decisions they make about how they can have lasting Kingdom impact. Randy also serves as a KA “reproducer,” sharing his passion for the KA mission with other local financial professionals through fellowship, vision casting, monthly study groups, and discussion about what is happening in his community. A Graduate of the University of Texas, Randy joined Ronald Blue & Co. in 1992 and became a principal of the firm in 1995. He is a contributing author of The Complete Christian Business Man, a regular speaker at various church and business seminars on financial stewardship, and has appeared on local television discussing financial planning concepts. Randy is a member of Cypress Bible Church and a trainer for Intimate Life Ministries, assisting churches in ministering to married couples and families. He is also on the Board of Directors of KSBJ Radio Station and serves on the Advisory Board of the Houston Christian Foundation. Randy and his wife Staci live in Houston and have three children.
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
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: • 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.
John Moore PRACTICE MANAGEMENT AWARD Jo is Registered Principal and John President of John Moore and Pr Associates in Albuquerque, New A Mexico, where he is bringing M to life the Kingdom Advisors mission. John is not only adept at m integrating Biblical principles into in his professional and life counsel hi with his clients for lasting Kingdom w impact, he is also influenc impact influencing professional colleagues to do the same through their work. “Twenty years ago, I made the decision that my practice would earn a reputation as the source for Christian financial advice in my community. After a lot of independent research, I completed the Kingdom Advisors Training and it opened a whole new paradigm for achieving the goals I had set for my work,” John said. Today, discussions about faith and finances are paramount with all the clients he serves. John also remains active in Kingdom Advisors as a “reproducer” to help other advisors understand the benefits of integrating faith and work. He is a leader in the development of the Kingdom Advisors ministry in his community, and spearheads monthly study groups where he and other advisors talk about Biblical stewardship, share best practices and discuss client issues. John is a 1971 graduate of the University of North Texas. After a career in the Air Force as a fighter pilot and tactics officer, he joined E.F. Hutton in 1980 and in 1990 joined Prudential Securities as Senior Portfolio Manager and Retirement Plan Coordinator. John is a Certified Investment Management Analyst and a Certified Investment Strategist who provides investment consulting services to individuals, corporations, foundations, and retirement plans. He is the author of The Almighty and the Dollar, an inspirational guide to family financial management. John enjoys mountain biking and spending time with his wife, Connie, and their two children.
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We are proud to recognize several Kingdom Advisors Communities for outstanding development and achievement this past year. Kingdom Advisors is presenting seven distinct Community awards this year. These Communities have demonstrated strong commitment, leadership, energy, and growth, and we look forward to celebrating their success and God’s touch on their development. Kingdom Advisors will be making a special presentation to these Communities at the Friday afternoon General Session at the 2009 Annual Conference. Please join us for this special time as we honor what God is doing through our Communities.
2009 Community Excellence Award (Large Market) - Houston This award is given to a Kingdom Advisors Community in a large city market that has demonstrated overall excellence in the areas of leadership, membership and Study Group growth. 2009 Community Excellence Award (Middle Market) - West Palm Beach This award is given to a Kingdom Advisors Community in a small to mid-sized city market that has demonstrated overall excellence in the areas of leadership, membership and Study Group growth. 2009 Community Training Award - Front Range (Colorado Springs, Denver, Ft. Collins) This award is given to a Kingdom Advisors Community that has demonstrated outstanding performance in training promotion, and trained member growth. 2009 Community Membership Award - Charlotte This award is given to a Kingdom Advisors Community that has demonstrated outstanding performance in membership promotion, membership growth and retention, and general membership participation. 2009 Community Study Group Award - Chattanooga This award is given to a Kingdom Advisors Community that has demonstrated outstanding performance in the development and growth of local Study Groups and Study Group Leaders. 2009 Community Leadership Award - Greenville/Spartanburg This award is given to a Kingdom Advisors Community that has demonstrated outstanding performance in overall leadership and leadership development. 2009 Community Annual Conference Award - Merrill Lynch This award is given to a Kingdom Advisors Community that has demonstrated outstanding performance in promotion of and member attendance at the 2009 Kingdom Advisors Annual Conference.
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Kingdom Advisors is very grateful for its Founding Members listed below and Charter Members listed on pages 32 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.
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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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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®
David C. Laurion, CFP®
Gary F. Poling
Bauerle Financial, Inc. Deland, FL
Raymond James Financial Services Arden Hills, MN
First Freedom Bank Lebanon, TN
Jay Bennett
Thomas J. Leland, CFSC
James W. Regitz , Jr., ChFC
Kingdom Oil Minneapolis, MN
Personal Financial Services Mishawaka, IN
Newport Advisory, LLC Newport Beach, CA
Michael E. Blanton
Robert E. Merwin, CSA
Frank T. Reynolds, RFE
Tara Financial Group Hendersonville, NC
OMNI Financial & Insurance Services Scottsdale, AZ
Frank Reynolds Wealth Management Daytona Beach , FL
John T. Cooke, CFP®
Steve C. Miller
A. Charles Schultz, JD
Cooke Wealth Management, LLC Santa Ana, CA
A.G. Edwards & Sons, Inc. Naples, FL
Crescendo Interactive, Inc. Camarillo, CA
Eric T. Duncan, Jr., CFP®
John W. Moore
Doug Twohill, CFP®
Strategic Financial Partners, LLC Suwanee, GA
John Moore & Associates, Inc. Albuquerque, NM
Merrill Lynch West Palm Beach, FL
Lyle E. Hershey, CFP®
William C. O’Connor, CFP®, CSA
Michael A. Winkle
Master’s Advisors, Inc. Lancaster, PA
Applied Financial Planning, Inc. Laguna Hills, CA
Market Trend Investors Kansas City, MO
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
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.
Attorneys Community Meeting International Ballroom F 3:15 p.m. - 4:15 p.m.
Business Succession Community Meeting International Ballroom D 3:15 p.m. - 4:15 p.m.
Micheal King (mking@nationalchristian.com) The Kingdom Advisors Attorneys Community Group seeks to connect Kingdom Advisors’ attorneys to collaborate and share best practices as they apply Biblical wisdom in the advice given to clients. This community group will provide an opportunity for these professionals to sharpen their skills by sharing tools and techniques with one another.
George Cassiere (gcassiere@pacefinancial.biz) The Business Succession Community Group will aid the Christian financial professional with tools and techniques to assist the Christian business owner in what will be a “once in a lifetime” decision for many. We will combine technical discussions with cases studies, putting all of the discussions in a Biblical perspective.
Biblically Responsible Investing Community Meeting International Ballroom B 2 p.m. - 3 p.m.
Charitable Planning Community Meeting International Ballroom F 2 p.m. - 3 p.m.
Dan Hardt (dan@hardtfinancial.com) Biblically Responsible Investing (BRI) is investing that seeks to please and glorify God as an act of worship. The Biblically Responsible Investing Community Group seeks to help Christian financial professionals incorporate this counter-cultural perspective into their practices by promoting awareness, and providing support and resources.
Roger Sulhoff (rsulhoff@privateclientadvisory.com) The purpose of the Kingdom Advisors Charitable Planning Community Group is to engage, empower and equip Christian financial professionals to incorporate charitable planning principles into their lives and the work they do with their clients.
Mortgage Professionals Development Officers Community Meeting International Ballroom B 3:15 p.m. - 4:15 p.m. James Gleghorn (james.gleghorn@kingdomadvisors.org) The Development Officers Community Group seeks to connect Kingdom Advisors’ development professionals to collaborate and share best practices as they apply Biblical wisdom in the advice given to donors. This community group will provide an opportunity for professionals to sharpen their skills by sharing tools and techniques with one another.
Large Broker-Dealer Community Meeting International Ballroom A 3:15 p.m. - 4:15 p.m. Dwight Short (dshort@dlsconsult.com) The vision of this community group is to see more advisors in the large broker-dealer firms make their practices into their ministry. If you work for a large broker-dealer, this community group could be just what you’re looking for to equip and encourage you in your calling.
Kevin Wallace (kwallace@mobiumgroup.com) Mortgage professionals are a growing segment of Kingdom Advisors. The Mortgage Professionals Community Group seeks to connect Kingdom Advisors’ mortgage professionals to share ideas and network with one another as they seek to apply Biblical wisdom to their interaction with clients.
Merrill Lynch International Ballroom A 2 p.m. - 3 p.m. Jeff Cave (jeff_cave@ml.com) The Merrill Lynch Community Group seeks to connect Kingdom Advisor members who work with Merrill Lynch. The group will be meeting on Thursday, Feb. 12, 2009 at 2:00 p.m. in International A and If you work for Merrill Lynch, you are invited to participate in this Community Group meeting.
Young Professionals Meeting International Ballroom D 2 p.m. - 3 p.m. Dan Westin (dwestin@qais.biz) The Young Professionals Community Group is new and will be focused on bringing together younger Christian professionals in their 20’s and 30’s within Kingdom Advisors. The group will address issues and topics that are unique to professionals just starting out their career to support your development and growth.
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THE STRENGTH OF METAL AND STONE BUILDINGS HAS APPEALED TO ROMANS, SAXONS, AND NOW, INVESTORS. One reason fortresses are thought of as impenetrable has to do with the combination of materials from which they are made. And it is from the same type of strong materials that we’ve built Wells Real Estate Funds. We have sought to help financial representatives provide their clients access to institutionalquality real estate that may offer strength in a diversified portfolio. At Wells Real Estate Funds, we seek to provide a portfolio of fortitude and quality. 6200 The Corners Parkway Norcross, GA 30092-3365 www.wellsref.com
Registered Representatives: To learn more, call your Wells Representative at 800-448-1010.
Wells Real Estate Funds is affiliated with Wells Investment Securities, Inc. — Distributor — Member FINRA/SIPC. 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; dependency on the advisor; and fees and expenses paid to the advisor, its affiliates, and participating broker/dealers. FOR FINANCIAL PROFESSIONAL USE ONLY — NOT FOR DISTRIBUTION TO CLIENTS NPGMCADF0812-1151
2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Scott K. Anderson, Jr., CPA, CFP®, EA Newport Advisory, LLC Newport Beach, CA 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 A. Ballas Borrego Springs, CA Todd A. Bauerle, CFP® Bauerle Financial, Inc. Deland, FL David F. Biffen, Jr., CFP®, CLU, ChFC, MSFS Biffen Investment Advisers West Chester, PA
Joseph J. Bilello, ChFC Avanti Wealth Management, LLC Longwood, FL
Morris R. Cowan, CLU, ChFC, CEBS The Mission Society Norcross, GA
Steve Fairhall Financial Professional Limited Leeds, UK
Stephen Bolt, CFP® Faith Financial Planners, Inc. Franklin, TN
Steven T. Cox, CFA Providence Financial Advisors, LLC Overland Park, KS
Ronald C. Finke, JD, ChFC Stewardship Capital, Ltd. Independence, MO
John P. Brandon, CFP®, CLU, ChFC Atlantes Financial Advisors Corp. Fairhope, AL
Sylvia A. Crecelius The Stewardship Alliance, LLC Princeton, IN
Stewart Flaherty, CLU, ChFC The Flaherty Consulting Grp., Inc. Westerville, OH
Harry I. Brown, Jr., MA, MBA, CFP® Ison Brown Investments Sylacauga, AL
Timothy R. Davidson, CPA Davidson & Associates Ft Lauderdale, FL
Meredith E. Flautt, Jr. Flautt Financial, Inc. Nashville, TN
Matt Brown Brown & Streza, LLP Irvine, CA
Ted J. DeLisi IV Sovereign Investment Group Troutman, NC
Jerry R. Foster, CFP® Foster Group West Des Moines, IA
David A. Cook, CPA David A. Cook, CPA Solon, OH
Paul E. Dillman, CPA P&L Accounting & Tax Service, LLP Oak Forest, IL
Gregory C. Freeman, JD, CLU, ChFC Strategic Stewardship, Inc. Woodstock, GA
Judy L. Copenbarger, J.D. Comprehensive Financial Services Irvine, CA
Terry Evearitt Lancaster, PA
Stuart Funke, CFP®, CIC, CSA Family Wealth Institute, Inc. Portland, OR
T. Randall Fairfax, CFP® Highland Consulting Associates, Inc. Cleveland, OH
Discover the Art of Financial Services
Aris
Booth 19 Investment, Retirement and Trust Services Serving Fee-Based Financial Advisors with:
Advanced Risk-Managed Portfolios Manager Research and Due Diligence Traditional, Socially Responsible, Faith Based and Biblically Responsible Portfolios Portfolio Investment and Transition Strategies Client Proposals and Paperwork Quarterly Rebalancing and Reporting Retirement Plan Design and Administration PAGE: 32
SHINE THROUGH
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KINGDOMADVISORS.ORG
Ernest T. George III, CFP®, CLU Investment Mangmnt. Group, Inc. Starkville, MS
Philip T. Herrell, Jr. Palm Financial Group, LLC Naples, FL
Richard M. Incandela The Endowment for the 21st Century Wellington, FL
Harmon A. Kong, CFP® Iwamoto, Kong & Co., Inc. Irvine, CA
Michael Gibney, B.Th, CFP® Covenant Planning Group Langley, BC
J. Lynn Hinds Lighthouse Financial, LLC Broomfield, CO
Keith L. Johnson, CFP® Wealth with a Purpose, Inc. Irvine, CA
Kyle E. Krull, J.D., CFP® Law Offices of Kyle E. Krull, P.A. Overland Park, KS
R. Floyd Green, CFP® Cornerstone Wealth Management Raleigh, NC
Linda S. Hodges, CLU, ChFC, CFP® Jacksonville, FL
Patrick Johnson National Christian Foundation Alpharetta, GA
Kenneth J. Landgraf Kenjol Capital Management, LLC Austin, TX
J. Mark Joseph, CFP®, CPA Sentinel Wealth Management, Inc. Reston, VA
Robert “Buzz” Law, CFP® Creative Financial Group, Ltd. Atlanta, GA
Andi YH Kang, CFP®, CFEd 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
Michael A. Hanson The Hanson Financial Group, Inc. Peoria, IL Rick G. Harper, Hon B Comm Advisors With Purpose Ottawa, ON Peter E. Hembrough Ameriprise Financial Morrison, IL Steven Henningson, CIMA SageView Advisory Group Irvine, CA
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
Paul Knoblich, CFP® Paul Knoblich Retirement Planning Castro Valley, CA
Howard “Rusty” Leonard, CFA Stewardship Partners Investment Counsel, Inc. Chester Springs, PA
Campus Crusade for Christ is a worldwide
leader in evangelism and discipleship with a 57-year track record of excellence. Visit Booth 9 to learn how we can work together to meet all of your clients’ giving priorities and help them leave a
Kingdom Legacy. PAGE: 33
2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Marie W. Liu, CFP® Ameriprise Financial Fullerton, CA
Joseph M. Mott III, CFP® Mott & Associates, Inc. Davidson, NC
W. Scott Luper, CPA Integrity Financial Management Asheville, NC
James P. Mullinix, ChFC, CLU Triune Financial Partners, LLC Overland Park, KS
A. Michael Mayernick II, CFP® Northwestern Mutual Wealth Management Company Nashville, TN
Michael J. Mungenast, CPA ProEquities, Inc. Birmingham, AL Gary A. Nagel, RFC Gary Nagel, Inc. Overland Park, KS
Candice A. McField Merrill Lynch Shawnee, KS Charles J. McLucas, Jr., CPA/PFS Charitable Trust Administrators, Inc. Tustin, CA Steve C. Miller UBS Financial Services, Inc. Naples, FL Michael D. Morrow, CLU, ChFC Morrow Financial Network Southlake, TX
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. Laguna Hills, CA Ray V. Padron, CPA, CFP®, CIMA, PFS Brightworth Norcross, GA Terry Parker National Christian Foundation Alpharetta, GA
Larry H. Powell, CFA, MBA Fountain Capital Management, LLC Overland Park, KS James W. Regitz, Jr., ChFC Newport Advisory, LLC Newport Beach, CA Jeffry L. Robinson, CFP®, EA Family Financial Services Burnsville, MN Jeff Rogers, CEP The Stewardship Alliance, LLC Ocoee, FL Larry C. Rooks, CPA, PFS, CFP® Rooks Wealth Management, PLLC Chattanooga, TN
Daniel W. Pettway Councilmark Asset Management, LLC Chattanooga, TN
Bob Ross, CFP® Integrity Financial Services, Inc. Independence, OH
Martin L. Pierce Martin L. Pierce, Attorney at Law Chattanooga, TN
Richard S. Sadowski, CLU, ChFC Christian Financial Principles Hot Springs, AR
Faith Comes By Hearing®
“Go and make disciples of all nations...”
But how can every tribe, nation and tongue become disciples of Christ when one-half of the world does not read? Audio Bibles. The mission of Faith Comes By Hearing 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 Proclaimer® is a virtually indestructible multi-powered audio player, containing the New Testament on an embedded microchip. The speaker system allows groups of 300 or more to hear God’s Word anytime, anywhere!
Faith Comes By Hearing® Visit us at Booth #24 and pick up your FREE Audio New Testament. Hosanna | 800.545.6552 | FaithComesByHearing.com
PAGE: 34
SHINE THROUGH
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KINGDOMADVISORS.ORG
Steven G. Scalici, CFP® Treasure Coast Financial Stuart, FL
John Thomas Spicknall, CFP® Capital Investment Strategies, Inc. Dalton, GA
Charles P. Tiedje, CFP®, CLU, ChFC Proven Results Fort Lauderdale, FL
Brian A. Voss Financial Network Winnetka, IL
Robert L. Seymour, CFP® 5 Talents Wealth Management, LLC Fort Collins, CO
William L. Stear, CLU, CSA, RFC The Stear Group, Inc. Longwood, FL
Robert G. Topping, CFP®, MBA Covenant Wealth Advisors, LLC Williamsburg, VA
Kevin A. Wallace Mobium Mortgage Group, Inc. Chicago, IL
Roger L. Shumaker McDonald Hopkins, LLC Cleveland, OH
Roger E. Sulhoff, CSA Private Client Advisory, LLC Gainesville, GA
James L. Underwood, CPA/PFS, CFP® Tarpley & Underwood Financial Advisors, LLC Atlanta, GA
James E. Warren, Jr., CFP® Warren Financial Group, Inc. Kansas City, MO
Scott E. Skjoldager Raymond James Financial Services, Inc. Asheville, NC
David E. Taylor, CPA, PFS Raymond James Financial Services, Inc. Corsicana, TX
Samuel F. Slabaugh, Sr., CFP® EST Financial Group Delmar, DE
Gary E. Tenpenny, CFP®, ChFC, CLU, MSFS Mid American Financial Group Overland Park, KS
Bruce D. Snyder, CFP® Snyder Financial Group, Inc. Tampa, FL
Janice A. Thompson, CFP® Strategic Financial Solutions, Inc. San Diego, CA
Fred M. Vaught, ChFC, CLU Capital Resource Management, Inc. Escondido, CA Richard J. Volpe, CFP®, ChFC, CLU Asset Planning Services, Ltd. Harleysville, PA Tim Voorhees, JD, MBA VisionFunders.com Irvine, CA
Love like you mean it Life has a way of overwhelming marriages.
Robert E. West Trust House Ft Lauderdale, FL Bardie L. Wolfe, CFP® Peak Financial Management, Inc. Broomfield, CO Gary W. Wood, CFP® Benefit Design Corporation Glen Allen, VA
Enter Week to win a f confe end to Re ree memb rence two-n registratio er ight h n with otel s tay!
You start out fully focused on each other. But as the years go by, the time you had to simply relax and talk gives way to the pressures of work or busy schedules. Before you know it, checking your e-mail on Saturday is more important than carving out a date night. FamilyLife’s Weekend to Remember conference is a chance to get away from the distractions of daily life. Cell phones are shut off. To-do lists are temporarily forgotten. It’s a time to slow down and reconnect. Each conference is a warm, engaging gathering that’s all about making progress, not placing blame. Our insightful speakers will help you work through your differences, improve communication, and even rekindle your romance. You’ve built into the lives of your clients and their families. Now build into your own marriage and family. Come by our FamilyLife booth to enter to win a free Weekend to Remember conference and learn more about the many practical, biblical resources FamilyLife offers. We stand ready to help.
Vis i t us at BO OT H 2 1
For more information, contact: Rich Jensen 800-404-5052, ext. 3440 rjensen@familylife.com
PAGE: 35
2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Sharon A. Adelmann, CFP® Prairie Financial Group, Inc. Naperville, IL
Daniel K. Bachman, CFP® Holmes Murphy Financial Services West Des Moines, IA
Rodney L. Berry The Covenant Group, Inc. Birmingham, AL
Edward Joseph Aiello Smith Barney Wellington, FL
Guy E. Baker, CFP®, MSFS, ChFC Baker Jensen Investment Advisors, LLC Irvine, CA
David F. Biffen Jr., CFP®, CLU, ChFC, MSFS Biffen Investment Advisers West Chester, PA
Stephen Reynolds Allen, CPA Ray, Foley, Hensley & Co., PLLC Lexington, KY
Bradley C. Barnes, CFP® Morgan Stanley Bakersfield, CA
Joseph J. Bilello, ChFC Avanti Wealth Management, LLC Longwood, FL
Scott K. Anderson Jr., CPA, CFP®, EA Newport Advisory, LLC Newport Beach, CA
Janet L. Barr, ChFC, CLU Collaborative Financial Solutions, LLC Santa Barbara, CA
Jerry Black Legacy Planning Group, Inc. Suwanee, GA
George E. Andrews II, CFP® Ronald Blue & Co., LLC Santa Ana, CA
Todd A. Bauerle, CFP® Bauerle Financial, Inc. Deland, FL
David L. Blankman Strongtower Financial Hunt, TX
Paul G. Anthes, CFP® Financial Advisory Corporation Grand Rapids, MI
Sharon L. Baysinger Warren, ChFC, CLU, CEBS Warren Financial Group, Inc. Kansas City, MO
Elizabeth W. Blume The Blume Group, Inc. Overland Park, KS
Brenda K. Ashworth, CFP® Financial Network Investment Corp. Albuquerque, NM
Jim W. Bell Bell Strategic Investments, LLC Keller, TX
Erik M. Boehm, CFA Merrill Lynch Chattanooga, TN
Steve P. August, CFP® Cornerstone Financial Advisors Tulsa, OK
Paul F. Berry, CFP® The Covenant Group, Inc. Birmingham, AL
Paul S. Bolen, CFP® Cornerstone Financial Strategies, LLC Summerville, SC
E vangelism Today … and Tomorrow
1 - 8 00-- 4 49-- 5 454 or info@gcfccc.org 100 Lake Hart Drive #3600 • Orlando, FL 32832 407-541-5102 • fax: 407-541-5106 • www.gcfccc.org PAGE: 36
SHINE THROUGH
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KINGDOMADVISORS.ORG
Hugh H. Brantley South Carolina Christian Foundation Spartanburg, SC
D. Max Bruce, ChFC D M Bruce Associates, Inc. Overland Park, KS
Robert H. Clement Shoemaker Financial Advisors Germantown, TN
Scott E. Broberg Strategic Financial Solutions San Diego, CA
Stephen Bryant Crown Financial Ministries Anderson, SC
Thomas G. Cloud Jr., CFP®, ChFC Eleven Two Fund Management Marietta, GA
Anthony C. Brown, CFP®, MBA Ronald Blue & Co., LLC Montgomery, AL
James R. Buck, CFP® The Millennial Group Akron, OH
Sam E. Clyatt, CLU, ChFC, AEP, CAP Eagle Strategies, LLC Chattanooga, TN
David A. Brown, J.D. Brown & Streza, LLP Irvine, CA
Gary L. Busch, CFP® Busch Financial Planning Houston, TX
Michele A. Cole InSight Mortgage Group Prairie Village, KS
Harry I. Brown, Jr., MA, MBA, CFP® Ison Brown Investments Sylacauga, AL
John Cabiness Faith Financial Planners Latimore, NC
Michael R. Collie CFP® Collie Financial Planning, Inc. Asheville, NC
Robert G. Brown GarSpen Group, Inc. Ponte Vedra Beach, FL
Mark R. Clark, CFP® The Legacy Group Sarasota, FL
Charles V. Collins, ChFC Capital Financial Group, LLC Chattanooga, TN
Nancy C. Brownlee Stanford Group Sugar Land, TX
T. Greg Clark Old National Investments Louisville, KY
Jane Connell Young Jane Connell Young, Attorney Louisville, KY
EXPLORE Your Halftime Journey We’ve all heard on airplanes that “if the cabin loses air pressure put on your own mask first before assisting others”. This is equally true for advisors helping successful clients through mid-life transition. The Halftime Ministry invites you to attend our Thursday 11:15 a.m. breakout session where you can explore your own Halftime Journey. The peace and fulfillment of moving closer to God’s call for your second-half will enable you to better assist clients who want to move from success to significance. www.halftime.org/fp
Booth 14
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
John T. Cooke, CFP® Cooke Wealth Management, LLC Santa Ana, CA
Bob Crew, CFA, CFP® Wealth Dynamics, LLC Wichita, KS
Jason M. Deshayes, CPA Robert Butler, CPA PC Albuquerque, NM
Leslie T. Corcoran, CFP® Family First Financial Planning Stuart, FL
Thomas A. Crow Crow Financial Advisors Albuquerque, NM
Paul E. Dillman, CPA P&L Accounting & Tax Service, LLP Oak Forest, IL
Michael T. Cosgrove Crown Financial Ministries Albuquerque, NM
Luis I. Cruz Cruz Financial Group, Inc. Schaumburg, IL
Duane L. Dollar, CFP®, ChFC, CASL, CFS RBC Wealth Management Houston, TX
Kenneth E. Cottingham Jr., CPA, CFP® Ronald Blue & Co, LLC Atlanta, GA
Christopher F. Daunhauer, MEd, MBA, CFP® Trustwell Financial Advisors, LLC Jacksonville, FL
Kevin L. Doss Balanced Asset Management Westlake, OH
Morris R. Cowan, CLU, ChFC, CEBS Alpharetta, GA
James D. Dean, CPA-PFS Trust House Ft Lauderdale, FL
Charles V. Douglas, JD, CFP® Strategic Stewardship Woodstock, GA
Ted J. DeLisi IV Sovereign Investment Group Troutman, NC
Kenneth F. Downer, CFP®, CPA Kenneth Frenke & Co. Arden, NC
John D. Dempsey, CLU, ChFC, MSFS Dempsey, Weiss & Associates Elmer, NJ
Robert W. Downing, EA, ATA, CSA Downing Tax & Financial Service Valencia, CA
Bradley B. Dennison, CFA Merrill Lynch Houston, TX
Ann Jones Druary, CFRE Star of Hope Mission Houston, TX
Alan W. Cox, CPA Ronald Blue & Co., LLC Atlanta, GA Steven T. Cox, CFA Providence Financial Advisors, LLC Overland Park, KS Timothy G. Creath, CLU, ChFC Cruz Financial Group Schaumburg, IL
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
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• Loans • Corporate Scholarship & Benevolence Funds
SHINE THROUGH
Zanese B. Duncan, Enrolled Actuary Norcross, GA William E. Ebel, CLU, ChFC, MSFS Northwestern Mutual Financial Network Albuquerque, NM Robert A. Ebert, J.D., RFC, CSA Ebert Associates Santa Ana, CA Ronald Eckloff, CFP® Securities America Kearney, NE Steve Ellis Sterling Wealth Management, LLC Tulsa, OK Carl Emerick, CFP®, CPA, PFS Sentinel Wealth Management, Inc. Reston, VA Rene A. Espinal, CFP® Jupiter, FL Terry Evearitt Lancaster, PA
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KINGDOMADVISORS.ORG
Philip J. Face, CFP® Ameriprise Financial Arden Hills, MN
Terry P. Ford, CFP® Strategic Stewardship Woodstock, GA
T. Randall Fairfax, CFP® Highland Consulting Associates, Inc Cleveland, OH
Gregory C. Freeman, JD, CLU, ChFC Strategic Stewardship, Inc. Woodstock, GA
Larry H. Feise, CSA Advanced Brokerage Services, Inc Albuquerque, NM
Kenneth B. Frenke, CFP® Kenneth Frenke & Co. Arden, NC
Warren K. Fish, CFP® Christian Financial Planning Services North Canton, OH
John M. Frymire, CFP®, ChFC, CLU Morgan Stanley Louisville, KY
Stewart Flaherty, CLU, ChFC The Flaherty Consulting Group, Inc. Westerville, OH
Stuart Funke, CFP®, CIC, CSA Family Wealth Institute, Inc. Portland, OR
Meredith E. Flautt, Jr. Flautt Financial, Inc. Nashville, TN
Richard W. Gailey, CFP®, ChFC, RFC, LUTCF Frank Reynolds Wealth Management Maitland, FL
James W. Fogal, CFP® Fogal Financial Group Auburn, AL
Charles R. Garcia, CFP®, CRPC Knight Wealth Management, LLC Houston, TX
PAGE: 39
2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Jordan C. Gary, CFP® Investment and Asset Planning, LLC Wichita Falls, TX
Dennis R. Gillard, CPA/PFS Gillard Financial Solutions Winter Garden, FL
Michael A. Halvorsen, MS, CFP®, CEBS Asset Planning Services, Ltd. Harleysville, PA
John C. Gay, CFP® Frisco Financial Planning LLC Frisco, TX
Joshua P. Gilliam Gilliam, Mease, & Associates, LLC Louisville, KY
William A. Hammer, CFP®, PFS, CFS, CSA Hammer Wealth Management Strategies Colorado Springs, CO
Ernest T. George III, CFP®, CLU Investment Management Group, Inc. Starkville, MS
B. Scott Goldsmith Everday Steward, A Division Of Ronald Blue & Co., LLC Indianapolis, IN
Edward C. Hamill, CSA In Memorium Hamill Financial Group
Charles L. Germany, CFP®, CPA, PFS Ronald Blue & Co., LLC Atlanta, GA Terry Geter Lake Wealth Group Clermont, FL Loreen M. Gilbert, CRC, CLTC WealthWise Financial Services Irvine, CA Clifford S. Gill Hudson, FL
Vivian M. Gonzalez-MacKenzie Hinkle & Landers PC Albuquerque, NM Stewart E. Good, CPA Good Financial Services, LLC Greenville, SC R. Floyd Green, CFP® Cornerstone Wealth Management Raleigh, NC Debra D. Hallauer, J.D., LLM Swanson Midgley, LLC Leawood, KS
Stephen H. Hammond Christian Values Investing, Inc. Statesboro, GA Bryan S. Hanning AGH Wealth Advisors, LLC Wichita, KS M. Lauree Hanson, CFA Eagle Point Asset Management, Inc. Branson, MO Mark R. Hanson, ChFC Hanson Financial Services Naperville, IL
Ron Blue is uniquely suited to be a voice of clarity and confidence for your financial decisions. With more than 40 years of experience in the financial services industry and having authored more than 15 books on personal finance from a biblical perspective, Ron speaks with experience, integrity, and perspective. His insight into financial decision making is grounded in biblical wisdom and has been tested over time in the lives of thousands he has touched. Ron’s professional expertise and faith journey are integrated into all of his advice and counsel. • Watch Q and A video of Ron as he answers frequently asked questions about your finances. • Learn about the process of creating your own financial plan that is in line with your financial priorities. • Discover more about scriptural teaching on stewardship and decision making. PAGE: 40
• Access biblically based advice developed over Ron’s 40 years in the financial services industry. • Understand the 11 uses of money so that you can have peace in your financial decisions.
www.MasterYourMoeny.com
SHINE THROUGH
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KINGDOMADVISORS.ORG
Michael A. Hanson The Hanson Financial Group, Inc. Peoria, IL
Charles F. Hemmer, CFP®, CIMA Wachovia Securities Peoria, IL
David E. Hitchcock, CFP®, CFCA, ChFC, CLU Northtown Capital Strategies Spring Lake Park, MN
Daniel L. Hardt, CLU, ChFC, CFP®, AAMS, CFCA Dan Hardt Financial Services Louisville, KY
Henry A. Henegar Chattanooga Christian Community Foundation Chattanooga, TN
Ashley L. Hodge, CFP® Hodge Financial Services Hurst, TX
Charles R. Hart, CPA, PFS, CFP®, AIF Vision Wealth Management, Inc. Plano, TX
Steven Henningson, CIMA SageView Advisory Group Irvine, CA
Linda S. Hodges, CLU, ChFC, CFP® Jacksonville, FL
Debra A. Hartsfield, MBA, ChFC DPH Financial Pearland, TX
Philip T. Herrell, Jr. Palm Financial Group, LLC Naples, FL
Jennifer Harvey Wells Fargo Investments Houston, TX
Lyle E. Hershey, CFP®, CLU Master`s Advisors, Inc. Lancaster, PA
Kathleen D. Hayes, CIMA, CRPC, CPWA Merrill Lynch Houston, TX
George M. Hiller, JD, LLM, MBA, CFP® George M. Hiller Companies, LLC Atlanta, GA
Joseph D. Helms Ronald Blue & Co., LLC Bothell, WA
J. Lynn Hinds Lighthouse Financial, LLC Broomfield, CO
Robert L. Hofmann Innovative Financial Strategies Charlotte, NC Cleo W. Holder, CFP® Shoemaker Financial Advisors Newburgh, IN Steven R. Houser Capstone Associates Overland Park, KS Danielle Howard Howard Financial Resources Basalt, CO
PAGE: 41
2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Gary L. Howard, CPA, CFP® Cincinnati, OH
Lawrence E. Jacobs, CFS Jacobs Wealth Management Bridge City, TX
Gunnar S. Johnson Gateway Church Southlake, TX
Terri M. Jarrell, CPA Strathy Hall Investments, Inc. Richmond Hill, GA
Tom Johnson NAA Jensen Beach, FL
Geoffrey S. Huber, CFP®, ChFC, AEP, CFBS, CLU Triune Financial Partners, LLC Overland Park, KS
Kevin Jarvis Dawsonville, GA
Alan Johnston, CFP®, ChFC Johnston, Stuart & Associates Chattanooga, TN
Jeffrey J. Huizenga, CFP®, ChFC Clifton Gunderson Financial Services Peoria, IL
Jefferey R. Jaworski, CFP® Triune Financial Partners, LLC Overland Park, KS
Steven D. Humphrey, CFP® George M. Hiller Companies, LLC Atlanta, GA
Ben L. Jennings, CPA/PFS, CFP® Navigator Financial Planning, Inc. Lakewood, WA
Michael E. Hurley, MA, CLU Hurley & Associates Insurance & Financial, Inc. Redding, CA
Michael J. Jette, CFP®, ChFC, CLU Carroll Financial Associates Charlotte, NC
Jess W. Hurst II, CFP® The Millennial Group Akron, OH
John Jay John, CFP® Faith Financial Planners Fallston, MD
Derek V. Irish, CFP® Ronald Blue & Co., LLC Houston, TX
Aaron L. Johnson, CFA, CFP® Simplifinancial Irvine, CA
Derrik J. Hubbard, CFP® David S. Reinders, CFP® Stevenson Ranch, CA
Michael L. Jones, ChFC, CFP®, MSFS Lifetime Financial Solutions, Inc. Louisville, KY R. Marshall Jones, JD, CLU, ChFC, AEP R. Marshall Jones, Inc. West Palm Beach, FL J. Mark Joseph, CFP®, CPA Sentinel Wealth Management, Inc. Reston, VA Gary D. Jurden, CFP®, CRPC Ameriprise Financial Eugene, OR Andi YH Kang CFP®, CFEd Crown Wealth Management, Inc. Huntington Beach, CA
immeasurably more th y A i Anniversary 1974-2009
Now to H im wh o is able t o do
im m e a su ra bly m o re th an all we as k o r i ma g i ne. . . Ephesians 3:20-21
6239 S. East St., Suite B Indianapolis, IN 46227 USA Tel: +1 (317) 788-7250 Fax: +1 (317) 788-7257 Toll Free: (877) 788-7250 E-mail: info@overseas.org Web: www.overseas.org
PAGE: 42
35,000 leaders for tomorrow’s worldwide church are in the classrooms of our 100+ partner seminaries in 62 countries today. They are preparing to impact their countries, and the world, in immeasurably more ways than we can imagine. This is the ministry of Overseas Council.
Advancing Christian Leaders Come by booth 18 and register to win a TomTom ONE, 3rd Edition, GPS unit!
SHINE THROUGH
Richard S. Kasel, Jr. Moorpark, CA W. Scott Kiesel, CFP® Ronald Blue & Co., LLC Indianapolis, IN Mark A. King Hinckley, OH Richard D. King, CPA Richard D. King, CPA San Marcos, CA Aaron C. Klopfenstein Ronald Blue & Co., LLC Indianapolis, IN James P. Kniffen, CLU, ChFC, CFP® Kniffen Wealth Management Cary, NC Clifford “Kip” Kolson Family Wealth Leadership Irvine, CA Paul V. Kraus, CPA Ronald Blue & Co., LLC Orlando, FL
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KINGDOMADVISORS.ORG
Gary B. Krings Smith Barney Fairway, KS
Megan P. Lathrop, CFP® Morgan Stanley San Francisco, CA
Kyle E. Krull, J.D., CFP® Law Offices of Kyle E. Krull, P.A. Overland Park, KS
David C. Laurion, CFP® Raymond James Financial Services, Inc. Arden Hills, MN
Maria J. Kuitula, Wealth Coach Wordhouse Wealth Coaching Plymouth, MI
Robert “Buzz” Law, CFP® Creative Financial Group, Ltd. Atlanta, GA
Hilgardt W. Lamprecht Significant Wealth Management Orlando, FL
Rick Laymon Beacon Wealth Consultants, Inc. Roanoke, VA
Nick C. Landers, CPA Hinkle & Landers, PC Albuquerque, NM
John Leavitt Legacy Business Group Lake Worth, FL
Kenneth J. Landgraf Kenjol Capital Management, LLC Austin, TX
Carter B. LeCraw, CFP® American Values Investment, Inc. Johnson City, TN
Damon Lane, CLU, ChFC, IAR Lane Financial Management, Inc. Woodland Park, CO
James H. Legg, Jr. The Granville Investment Group, Inc. Granville, OH
Crystal Langdon, CFP® Crystal Clear Finances Albany, NY
Bruce T. Leonard Attorney Bruce T. Leonard & Associates, LLC Alpharetta, GA
DO
NOT LAY UP FOR YOURSELVES TREASURES ON EARTH... BUT LAY UP FOR YOURSELVES TREASURES IN HEAVEN… FOR WHERE YOUR TREASURE IS, THERE YOUR HEART WILL BE ALSO. — MATTHEW 6:19-21 (ESV) For more than 25 years, the Presbyterian Church in America Foundation has helped individuals and families that are serious about stewardship use their resources to help expand the Kingdom. Please contact the PCA Foundation to learn more about how, through our current and deferred giving services, we can help your clients carry out their stewardship responsibilities and charitable desires.
PCA FOUNDATION SERVICES Advise & Consult Funds (donor advised funds)
Endowments Charitable Remainder Trusts Charitable Lead Trusts Church Designated Funds Estate Design Bequest Processing
“You will be made rich in every way so that you can be generous on every occasion, and through us your generosity will result in thanksgiving to God.” — II Corinthians 9:11 (NIV)
800.700.3221, pcaf@pcanet.org or www.pcafoundation.com PCA Foundation, Inc., 1700 North Brown Road Suite 103, Lawrenceville, Georgia, 30043 © 2007
Stewardship Service Providers You Can Trust.
PAGE: 43
2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Marie W. Liu, CFP® Ameriprise Financial Fullerton, CA
James M. Mars, CFP® Holmes Murphy Financial Services West Des Moines, IA
Don McKinley Wycliffe Foundation Portland, OR
William C. Lohnes, CLU Wise Path Norcross, GA
B. Faith Martzin Warren & Martzin, LLC Greenville, SC
Charles J. McLucas, Jr., CPA/PFS Charitable Trust Administrators, Inc. Tustin, CA
Andrew S. Lubben, CFP® Ronald Blue & Co., LLC Atlanta, GA
Jeffery W. Masters Jeffery W. Masters & Associates Ft Lauderdale, FL
Arthur H. McQueen McQueen Law Firm, P.C. Spartanburg, SC
Ralph E. Luchterhand, CFP® Ameriprise Financial Services West Linn, OR
Wade Mattingly Northwestern Mutual Houston, TX
Stuart A. Mead Conyers, GA
W. Scott Luper, CPA Integrity Financial Management Asheville, NC
A. Michael Mayernick II, CFP® Northwestern Mutual Wealth Management Company Nashville, TN
James F. MacGillivray, CFP® MGM Ltd. Company Albuquerque, NM
Mark T. McCalmon, CFP®, ChFC Raymond James Financial Services, Inc. Leawood, KS
Mary O. Mahoney, CFP® MGM Ltd. Company Albuquerque, NM
Mark D. McCombs, CFP® ISB Investment Center Orange City, IA
Raymond E. Makowski, Esq. Raymond E. Makowski, P.A. Jacksonville, FL
Candice A. McField Merrill Lynch Shawnee, KS
Eric J. Mello, MBA, IAR Cornerstone Financial Strategies Hingham, MA Robert E. Merwin, RFC OMNI Financial & Insurance Services Scottsdale, AZ Jennifer W. Migdal, CFP® Forthright Financial Planning, LLC Albuquerque, NM Timothy A. Milks Milks & Associates, Inc. Greenville, SC
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.
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SHINE THROUGH
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KINGDOMADVISORS.ORG
Michael W. Miller, CFP® PlanFIRST, Inc. Greenville, SC
Joseph M. Mott III, CFP® Mott & Associates Inc. Davidson, NC
G. Wayne Neill, CPA/PFS, CFP® Financial Network Scottsdale, AZ
Russell E. Miller American Values Investments Travelers Rest, SC
Elaine K. Mueller, RN, CFP® , AIFA Richardson, TX
Anissa M. Nelson, CPA, CFP® Anissa Nelson, CPA, PC Blue Springs, MO
James P. Mullinix, ChFC, CLU Triune Financial Partners, LLC Overland Park, KS
Steve C. Miller UBS Financial Services, Inc. Naples, FL
Jim R. Munchbach Financial Alliance Network Houston, TX
Joseph H. Mitchiner, Attorney Mitchiner Law Firm, PLLC Raleigh, NC
Gary A. Nagel, RFC Gary Nagel, Inc. Overland Park, KS
John W. Moore John Moore & Associates, Inc. Albuquerque, NM
Roger C. Nagel, CPA, CMA Roger C. Nagel, CPA, LLC Albuquerque, NM
W. David Moore, PhD., CFP® Arkansas Baptist Foundation Little Rock, AR R. Hal Moorman, J.D. Moorman, Tate, Moorman, Urquhart & Haley, LLP Brenham, TX
Larry Nault Nault Financial Group Englewood, CO
Byron L. Nelson, CFP® Ronald Blue & Co., LLC Santa Ana, CA Joseph W. Nelson, MBA, CFP® Stewardship Investments Bagley, MN Curtis W. Neuman Financial Security Group, Inc. Ocala, FL John P. Newhouse, J.D., MBA Cornerstone Law Office, P.C. Tulsa, OK James K. “Skip” Nichols, ChFC, CLU Financial Planning Resources, Inc. Tulsa, OK
Engage
your faith
Jesus gave His followers a double imperative: Love God with all that you are and all that you have – and love others as you love yourself. (Mark 12:28-31) MMA Praxis Mutual Funds (800) 9-PRAXIS www.mmapraxis.com
MMA Praxis Mutual Funds helps investors meet this dual call and transform their
deeply held beliefs into the power to change the world. We can show you how your clients’ small choices for good can have significant impact – and transform our world! Investors should consider the investment objectives, risks, and charges and expenses of the MMA Praxis Mutual Funds carefully before investing; this and other information about the Funds is in the prospectus, which can be obtained by calling (800) 9-PRAXIS or at www.mmapraxis.com. Read the prospectus carefully before you invest. MMA Praxis Mutual Funds are distributed by IFS Fund Distributors, Inc., member FINRA/SIPC. Investment products offered are not FDIC insured, may lose value and have no bank guarantee.
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Cathy A. Norris, CFP®, CLTC, CRPC Ameriprise Financial Oldsmar, FL
Ray V. Padron, CPA, CFP®, CIMA, PFS Brightworth Norcross, GA
Lon E. Pishny, CFP® Pishny Financial Services, L.C. Garden City, KS
Michael D. Novak, CFP® Integrity Life Planning & Financial Services Lancaster, PA
William E. Palmer, Jr., CPA, CFP®, PFS, CLU Allegiance Capital Management Woodstock, GA
Bruno E. Pouliot, CRPC Lincoln Financial Group Sunrise, FL
Oscar Lee Nugent, MBA, RFC Wealth Management & Planning Group Slidell, LA
Karen A. Parisian Ameriprise Financial Minnetonka, MN
Dixie L. Powell, CPA, CFP® Dixie L. Powell & Company, CPA, PA Vero Beach, FL
Timothy J. O`Connor, MBA, CLU, ChFC O`Connor Wealth Management LLC Quincy, IL
Neil J. Paur, CFP® Ronald Blue & Co., LLC Santa Ana, CA
W. Hoagan Powell, CFP® Wallstreet Texas St George, UT
William C. O`Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Laguna Hills, CA
Arlin L. Penner, CIMA, ChFC, CLU, CAP Fullerton, CA
J. Kevin Powell, CFP® My Strategic Mentor Lake Forest, CA
Jason M. Peroni, CFP® Bedford, NH
Steven E. Opdahl, CPA/PFS Strategic Financial Concepts Minneapolis, MN
M. Tim Philpot, MBA, CPA, PFS Preservation Financial, LLC Hurst, TX
H.B. “Buck” Orr, MBA Orr Financial LLC Tampa, FL
Martin L. Pierce Martin L. Pierce, Attorney at Law Chattanooga, TN
Larry H. Powell, CFA, MBA Fountain Capital Management, LLC Overland Park, KS Louis P. Powell, CFS, EA Powell Financial Services Carthage, TX
Stewardship ASSET MANAGEMENT
VISION - Helping to Fulfill the Great Commission & Impacting our Culture through Biblically Responsible Investing
integrity integrity
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
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KINGDOMADVISORS.ORG
James A. Powers, CFP®, CRPC Lincoln Financial Advisors Overland Park, KS
Randy Reed, CPA Reed & Company, CPAs Boca Raton, FL
Michael H. Richter UHY Capital Advisors Houston, TX
William R. Prichard First Heartland Capital Fenton, MO
James W. Regitz, Jr., ChFC Newport Advisory, LLC Newport Beach, CA
Gregory M. Rickert, CPA, CFP® Hill Country Group Boerne, TX
James R. Priebe, CMPS First Ohio Banc and Lending Westlake, OH
David S. Reinders, CFP® Stevenson Ranch, CA
Paul H. Riddell, CFP®, CLU, ChFC, MSFS Riddell Financial Group Tampa, FL
Hunter M. Pugh, CFP® Ronald Blue & Co., LLC Charlotte, NC R. Scott Pyle Raymond James Myrtle Beach, SC Scott R. Rahn Wachovia Securities Spokane, WA Risher Randall Morgan Stanley Houston, TX
Eric J. Reinhold, CFP®, MBA, RFC Academy Wealth Managment Orlando, FL Kristen Davis Rhyne, CFP® Sharon, SC Mike Rice Home Loan Advisory Group Jupiter, FL Kelly J. Richards World Group Securities Las Vegas, NV John E. Richardson, Jr., CPA, CFP® Strongtower Financial Escondido, CA
Mark T. Riefer Wachovia Securities, LLC Rolla, MO James E. Roach, ChFC PlanFIRST, Inc. Greenville, SC Andrew J. Roberts, CFP® Financial Advisory Corporation Grand Rapids, MI William F. Robertson, CFP® William F. Robertson & Associates Ft. Worth, TX
CERTIFIED LIFE STEWARDSHIP ADVISOR Earn The Designation That Will Distinguish You
™
EQUIPPED… RECOGNIZED … READY… “I believe every Christian Professional Advisor who has a heart for stewardship, for charitable giving, and for the Kingdom, ought to consider affiliation with The Stewardship Alliance. The Life Stewardship™ Institute will equip Christian Professional Advisors for a practice that focuses on guiding Clients in the optimization of Stewardship of the whole of life.” Ron Blue, President Kingdom Advisors
For information contact: Info@StewardshipAlliance.com
Visit Booth 15. Substantially discounted registration for the Life Stewardship™ Institute during the Conference. PAGE: 47
2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Rebecca A. Robins CPA/PFS, CFP® Newhall, CA
Bruce D. Rowan LTC Financial Paterners Greenville, SC
Maryjeanne M. Sandusky, CFP® Compassion Ion Advisors, LLC West Conshohocken, PA
Jeffry L. Robinson, CFP®, EA Family Financial Services Burnsville, MN
Harold E. Rumsey, CFP®, CPA, MS Boise, ID
Thomas W. Savino, MBA Savino & Associates Financial Network Irvine, CA
Miguel J. Rodriguez, CPA/PFS Rodriguez, Kinzbrunner & Coniglio, LLP Plantation, FL
John H. Russell, CFP® The Advisors Group Lubbock, TX
Jeff Rogers, CEP The Stewardship Alliance, LLC Ocoee, FL
Jerry A. Sackberger, CLU, CFP®, WMC Wachovia Securities, LLC Chesterfield, MO
Jon M. Rogers, Ph.D., CLU, ChFC Rogers Financial Group, LLC Greenville, SC
Richard S. Sadowski, CLU, ChFC Christian Financial Principles Hot Springs, AR
James Rook PlanFIRST, Inc. Greenville, SC
Anthony L. Saffer, CFP® Coleman & Johnson Financial Advisors, Inc. San Diego, CA
Donald W. Roork, CFP® Asset Dynamics Toledo, OH
Randall P. Sanada, CFP®, CLU, ChFC, MSFS Alliance Financial Group, Inc. Westlake Village, CA
Bob Ross, CFP® Integrity Financial Services, Inc. Independence, OH
Randy P. Sanada, Jr., CFP® Alliance Financial Group, Inc. Westlake Village, CA
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Steven G. Scalici, CFP® Treasure Coast Financial Stuart, FL David Schoening, CPA, CFP® Preservation Financial, LLC Hurst, TX Randall E. Schroeder, CFP® Ronald Blue & Co., LLC Houston, TX Michael L. Searcy, ChFC, CLU Ronald Blue & Co., LLC Mesa, AZ Michael J. Searcy, ChFC, CFP®, AIFA Searcy Financial Services, Inc. Overland Park, KS
SHINE THROUGH
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KINGDOMADVISORS.ORG
Robert L. Seymour, CFP® 5 Talents Wealth Management, LLC Fort Collins, CO
Gary Silverman, CFP® Personal Money Planning Wichita Falls, TX
William L. Stear, CLU, CSA, RFC The Stear Group Inc. Longwood, FL
James K. Sheek IV Stifel, Nicolaus & Company, Inc. Columbus, GA
Samuel F. Slabaugh Sr., CFP® EST Financial Group Delmar, DE
Sharon L. Steen Minneapolis Generous Communities White Bear Township, MN
Michael Shipp, LUTCF Shipp Insurance Services Tequesta, FL
Bruce D. Snyder, CFP® Snyder Financial Group, Inc. Tampa, FL
R.F. (Ben) Stewart III, JD, LLM, CEBS Dempsey, Steed, Stewart, Ritchey & Gache, LLP Birmingham, AL
James H. Shoemaker, CFP® Shoemaker Financial Advisors Germantown, TN
Stuart W. Sorenson, MS, CFP® Merrill Lynch Fresno, CA
Bobby N. Stoddard, CPA Ronald Blue & Co., LLC Montgomery, AL
Roger L. Shumaker McDonald Hopkins, LLC Cleveland, OH
Robert A. Sparrow, CFP® Triune Financial Partners, LLC Overland Park, KS
Roger E. Sulhoff, CSA Private Client Advisory, LLC Gainesville, GA
Kalvin Sid, MBA NEXT Financial Group, Inc. Los Altos, CA
John Thomas Spicknall, CFP® Capital Investment Strategies, Inc. Dalton, GA
Gerald O. Summers, CFP®, CLU, ChFC, CASL Gerald O. Summers, LLC West Chester, OH
Alan P. Siegel, MBA, CFS, CLTC, CFP®, CFCA Alan Siegel Financial Services N Easton, MA
Dennis M. Spratt, ChFC, RFC Spratt Wealth Management Group, Inc. Overland Park, KS
James R. Summers, CPA, CFP® Ronald Blue & Co., LLC Santa Ana, CA
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
Michael R. Suttle Suttle Financial Group Albuquerque, NM
Michael W. Tiberg, CFP® Liberty Capital Management Santa Ana, CA
Thomas P. Vislisel, CFP® Vantage Financial Partners Limited Arlington Heights, IL
Donald E. Swaim, JD, CPA Swaim, Schrandt & Millet, PC Albuquerque, NM
Charles P. Tiedje, CFP®, CLU, ChFC Proven Results Fort Lauderdale, FL
Richard J. Voit, CIMA Merrill Lynch Private Banking Chicago, IL
Matthew J. Syverson, CFP® Syverson & Company, LLC Overland Park, KS
Robert G. Topping, CFP®, MBA Covenant Wealth Advisors, LLC Williamsburg, VA
Brian A. Voss Financial Network Winnetka, IL
Felix “Tank” Tankersley, CFP®, CTFA, MBA Wachovia Wealth Management Birmingham, AL
Jerry Tuma, CFP® Cornerstone Financial Services, Inc. Dallas, TX
David Alan Wallace, CFA, ChFC, CLU Ronald Blue & Co., LLC Montgomery, AL
William H. Taylor, CFP® Prudential Financial Oklahoma City, OK
Doug Twohill, CFP® Merrill Lynch West Palm Beach, FL
Kevin A. Wallace Mobium Mortgage Group, Inc. Chicago, IL
Gary E. Tenpenny, CFP®, ChFC, CLU, MSFS Mid American Financial Group Overland Park, KS
Jerry G. Van Houten American Asset & Wealth Management Riverbank, CA
Patrick B. Wallace, MBA, CFP® Mebane Financial Services Mansfield, TX
Jeffrey A. Thomas Morgan Stanley Houston, TX
Fred M. Vaught, ChFC, CLU Capital Resource Management, Inc. Escondido, CA
M. Ross Walters, CFP® BB&T Wealth Management Greenville, SC
Janice A. Thompson, CFP® Strategic Financial Solutions, Inc. San Diego, CA
Morris E. Vickers, D.Min., AAMS Financial Security Advisors, Inc. Rogers, AR
David K. Ward, CPA Ronald Blue & Co., LLC Atlanta, GA
WaterStone eliminates the hurdles… V VISIT BOOTH #4 to be eligible to W one free registration for next WIN year’s 2010 Kingdom Advisors y C Conference. Other daily drawings.
The Foundation for Living. Defined. www.livingdefined.org
Transforming assets into living water. PAGE: 50
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KINGDOMADVISORS.ORG
Deborah F. Warringer, CFP®, CFCA Financial Advisory Solutions, Inc. Sarasota, FL
Joe Williams Henderson Hills Baptist Church Edmond, OK
Ira M. Work, ChFC, CFS, RFC Paul Winkler, Inc. Goodlettsville, TN
Jerry L. Webb, CFP® Prairie Financial Services, Inc. Naperville, IL
Michael J. Williams, CFP® Lubbock, TX
John N. Yates, CFP® Yates Financial Group, Inc. Monument, CO
James H. Willis, III The Willis Agency Inc. Land O Lakes, FL
Gary L. Wheeler, CPA Gary L. Wheeler, CPA, PC Greenville, SC
John T. Young, LUTCF Horizon Financial Solutions, Inc. Cross Lanes, WV
Christina Winch, CFP® Winch Advisory Services Appleton, WI
Jeremy L. White, CPA Blythe, White & Associates Paducah, KY John W. Wierenga II, CFCA Wierenga Asset Management, Inc. Byron Center, MI D. Gary Williams, CFP® Trustwell Financial Advisors, LLC Jacksonville, FL E. Pierce Williams, Jr. Greer State Bank Greer, SC
John S. Yukawa, CFP® Ronald Blue & Co., LLC Deerfield, IL
Bardie L. Wolfe, CFP® Peak Financial Management, Inc. Broomfield, CO
Janet B. Yusi, M.S. Greenville, SC
Gary W. Wood, CFP® Benefit Design Corporation Glen Allen, VA
R. Glenn Zimmerman, JD, CFP® Kenneth Frenke & Co. Marietta, GA
Thomas W. Woodard Woodard Financial Mayville, ND
Kevin L. Zylstra, CFP® Mid American Financial Group Minnetonka, MN
Phyllis J. Wordhouse, Wealth & Stewardship Coach Wordhouse Weath Coaching Plymouth, MI
Bring the mission field to your church!
See Children of the World Performing Live!
Let Children of the World open your eyes to the desperate needs of hurting children across the globe. Be touched . . . be inspired . . . be changed. Ministering in 60 countries, World Help has seen firsthand the desperate needs of millions of children around the world. Our desire is to generate compassion and inspire individuals to get involved in helping to change the world . . . one child at a time. In an effort to do this, World Help is proud to introduce Children of the World . . . a special group of orphaned and disadvantaged children from different countries around the world. To schedule Children of the World at your church and receive a free performance DVD, please come by our World Help booth or call 800-541-6691.
P.O. Box 501
Forest, Virginia 24551
worldhelp.net
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
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 Ft Lauderdale, FL
Bradley B. Dennison Merrill Lynch Houston, TX
Erin A. Baehr Baehr Family Financial, LLC Shawnee On Del, PA
Mark C. Dimaria Tonawanda, NY
Janet L. Barr, ChFC, CLU Collaborative Financial Solutions, LLC Santa Barbara, CA Paul S. Bolen, CFP® Cornerstone Financial Strategies, LLC Summerville, SC Edward E. Bradley Stuart Financial Corporation Dallas, GA Dan G. Brandfast Brandfast & Associates, Inc. Lenoir City, TN George H. Cisneros Independence Planning Group Marmora, NJ Charles J. Clement Charles Clement Woodstock, GA Michele A. Cole InSight Mortgage Group Prairie Village, KS Michael R. Collie, CFP® Collie Financial Planning, Inc. Asheville, NC Vincent M Conte Conte Financial Anna Maria Island, FL Sylvia A. Crecelius The Stewardship Alliance, LLC Princeton, IN
Stephen A. Distante Vanderbilt Securities, LLC Melville, NY Dale S. Ditto UBS Financial Services Lexington, KY Ann Jones Druary, CFRE Star of Hope Mission Houston, TX
Catherine Hammond, Esq. Hammond Law Group Colorado Springs, CO Michael A. Hanson The Hanson Financial Group, Inc. Peoria, IL Daniel L. Hardt, CLU, ChFC, CFP®, AAMS, CFCA Dan Hardt Financial Services Louisville, KY
Zanese B. Duncan, Enrolled Actuary Norcross, GA
Charles R. Hart, CPA, PFS, CFP®, AIF Vision Wealth Management, Inc. Plano, TX
Joseph E. Eakin LPL Financial Services Tyler, TX
Jennifer Harvey Wells Fargo Investments Houston, TX
Sonia B. Elliott Living Waters Renaissance, Inc. Boca Raton, FL
Kathleen D. Hayes, CIMA, CRPC, CPWA Merrill Lynch Houston, TX
Collin Endress Peak Financial Management, Inc. Broomfield, CO
Barry G. Hickey Barry Hickey & Associates Muncie, IN
Sergio Esteves Treasure Coast Financial Stuart, FL
James Hicks, PhD Center for Growth and Change Norcross, GA
Thomas G. Faircloth Raymond James Financial Services Greenville, SC
Bonnie Hong Los Angeles, CA
Randy Fetters, CLTC, CSA LTC Consultants, Inc. Sarasota, FL
Nia Ricks Davenport Winston-Salem, NC
Daniel C. Flanscha Longs Peak Financial LLC Loveland, CO
Craig Dawson Telemus Capital Partners Houston, TX
Steven R. French Harvest Financial Resources Cincinnati, OH
William J. DeMartino UBS Financial Services, Inc. Atlanta, GA
Charlie Gavit, CFP® National City Bank Indianapolis, IN
Stacy L. DenHerder DenHerder & Associates San Diego, CA
Steve Hackman Stephen`s Children Harleysville, PA
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Christopher P. Hall, CFP® Atlanta, GA
Danielle Howard Howard Financial Resources Basalt, CO Douglas E. Hudelson, CPA Douglas E. Hudelson, CPA Portland, OR Jody C. Hyden Ameriprise Financial Daniel Island, SC Doug G. Hyepock JDL Securities Newport Beach, CA Steven F. Jacob Guardian Angel Trust Norry Jensen, CFP®, MA Dallas, TX
Thomas N. Kenyon III Florida Long Term Care Planners Sarasota, FL Jason D. Krohn Raymond James / Krohn Capital Mgmt. Grand Rapids, MI Crystal Langdon, CFP® Crystal Clear Finances Albany, NY Marilyn Lucea Beverly Hills, CA
Joseph W. Nelson, MBA, CFP® Stewardship Investments Bagley, MN Marty R. Nelson Canton, MI William C. O`Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Laguna Hills, CA Teresita Paje Independent Capital Management San Diego, CA
Cameron Marshall Integrity Management Pty. Ltd. Greensborough, Victoria, Australia
Ronald Palastro RSPFPS, Inc. Brooklyn, NY
Rick A. Martin Financial Freedom Institute Lakeville, MN
Rita B. Parker A.G. Edwards & Sons, Inc. Jackson, MS
Pete Matter Portfolio Strategies, Inc. Dallas, TX
Harry N. Pearson, Jr. Ameriprise Financial Birmingham, AL
Derek G. McLean First Allied Securities Orange, CA
M. Tim Philpot, MBA, CPA, PFS Preservation Financial, LLC Hurst, TX
E. Tobin Meisenheimer Streamline Financial Services Naperville, IL Emil H. Messimer Messimer Financial Services Johnson City, TN Zis Milentis Master Works Foundation Fort Wayne, IN Philip M. Miller World Financial Group Las Vegas, NV Russell E. Miller American Values Investments Travelers Rest, SC Steve C. Miller UBS Financial Services, Inc. Naples, FL John R. Murray, PA, RFC, CEA, LUTCF John Murray & Company Accountants Brunswick, 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® Packerland Brokerage Services, Inc. Waukesha, WI Todd A. Ringoen Ringoen Financial Group Minot, ND William F. Robertson, CFP® William F. Robertson & Associates Ft. Worth, TX Kevin J. Rochford Nuveen Investments Chicago, IL
SHINE THROUGH
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KINGDOMADVISORS.ORG
James E. Rowland Strongtower Financial Fresno, CA
Kalvin Sid, MBA NEXT Financial Group, Inc. Los Altos, CA
Michael R. Suttle Suttle Financial Group Albuquerque, NM
Gary S. Webb Webb Financial Group, LLC Bloomington, MN
Jerry A. Sackberger, CLU, CFP®, WMC Wachovia Securities, LLC Chesterfield, MO
Paul A. Silva, CLU, ChFC Financial Freedom Associates Lake George, NY
Timothy L. Terry Wellington, FL
Barron Weeks Northwestern Mutual Financial Network Englewood, CO
Eric C. Samuelson Stewardship Catalysts Overland Park, KS William F. Schaufert Financial Compass Cincinnati, OH Robert J. Schuldt, Jr. Merrill Lynch Chicago, IL
Stuart W. Sorenson, MS, CFP® Merrill Lynch Fresno, CA
Charles P. Tiedje, CFP®, CLU, ChFC Proven Results Fort Lauderdale, FL
Linda Henson Sorrow Evangelism.Org Tyrone, GA
Marv Vala Crown Financial Ministries Ralston, NE
Gregory L. Sperry National Christian Foundation Alpharetta, GA
Fred M. Vaught, ChFC, CLU Capital Resource Management, Inc. Escondido, CA
John R. Wigington Wachovia Securities Hilton Head Island, SC
Michael I. Wang, JD, CFP® Financial Strategy Network, LLC Chicago, IL
Jamie K. Williams , CFP® Five Talents Wealth Management, Inc. Canton, GA
Craig G. Wear Craig Wear Financial Group Conroe, TX
Bill Wilson Family Wealth Leadership Mission Viejo, CA
John Thomas Spicknall, CFP® Capital Investment Strategies, Inc. Dalton, GA
Daniel A. Shontere H&R Block Financial Advisors Sarasota, FL
Gerald O. Summers, CFP®, CLU, ChFC, CASL Gerald O. Summers, LLC West Chester, OH
Michelle R. Shooks Edward Jones Bend, OR
Dan Westin Q.A. Investment Services Minnetonka, MN Thomas P. Whitaker, Jr. Whitaker Law Firm, LC Bradenton, FL
Clifford J. Wilson Brecek & Young Advisors, Inc. Fresno, CA James G. Winter Kingsburg, CA Rita Worster BKD, LLP Colorado Springs, CO Alan S. Wright Memphis, TN John T. Young, LUTCF Horizon Financial Solutions, Inc. Cross Lanes, WV
PLANET EARTH: 6.7 billion people, 6,909 languages… …1 book Only 68 Bible translations 1799
Bible translation underway in remaining 1/3 of world’s languages
2025 Fewer than 500 Bible translations
1899
4,000
1,500
Bible translations 1999
languages with some Scripture
2008
Help shine the light for the last languages. Source: Wycliffe Bible Translators 2008 and U.S. Census 2008 (census.gov.main)
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
SESSION ONE NOTES - WEDNESDAY, FEBRUARY 11 Ron Blue Ron Blue serves as President of Kingdom Advisors and on the Board of Directors of Campus Crusade for Christ, Crown Financial Ministries and The National Christian Foundation. He also serves on the Board of Trustees of The Maclellan Foundation and The Sandra and William B. Johnson Foundation, Inc.
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SESSION ONE: RON BLUE - WEDNESDAY, FEBRUARY 11
PERSONAL _______________ ___________________ _____________________ DO ______________________ ______________________ _____________________ ____________________ _________________ KNOW PRACTICE _____________ _______________ _______________ ___________________ ___________________ _____________________ _____________________ ______________________ ______________________ ______________________ ______________________ DO _____________________ _____________________ ____________________ ____________________ _________________ _________________ _____________ _____________ KINGDOM ADVISORS ___________________ _____________________ ______________________ DO ______________________ _____________________ ____________________ _________________ _____________
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
SESSION TWO NOTES - WEDNESDAY, FEBRUARY 11 Joseph Stowell Joe Stowell is an internationally recognized conference speaker and has written books including The Trouble with Jesus, Following Christ, and Radical Reliance. His life is marked by a deep love for Jesus, which is reflected in his desire to value people regardless of gender, race, or class and to govern and lead in ways that engender mutual confidence and trust.
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SESSION TWO: JOSEPH STOWELL - WEDNESDAY, FEBRUARY 11
PERSONAL _______________ ___________________ _____________________ DO ______________________ ______________________ _____________________ ____________________ _________________ KNOW PRACTICE _____________ _______________ _______________ ___________________ ___________________ _____________________ _____________________ ______________________ ______________________ ______________________ ______________________ DO _____________________ _____________________ ____________________ ____________________ _________________ _________________ _____________ _____________ KINGDOM ADVISORS ___________________ _____________________ ______________________ DO ______________________ _____________________ ____________________ _________________ _____________
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
SESSION THREE NOTES - THURSDAY, FEBRUARY 12 Bob Doll Robert “Bob” C. Doll is a Vice Chairman and Director of BlackRock®, a premier provider of global investment management, risk management, and advisory services. Prior to joining BlackRock, Mr. Doll was President and Chief Investment Officer of Merrill Lynch Investment Managers, which merged with BlackRock® on September 29, 2006.
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SESSION THREE: BOB DOLL - THURSDAY, FEBRUARY 12
PERSONAL _______________ ___________________ _____________________ DO ______________________ ______________________ _____________________ ____________________ _________________ KNOW PRACTICE _____________ _______________ _______________ ___________________ ___________________ _____________________ _____________________ ______________________ ______________________ ______________________ ______________________ DO _____________________ _____________________ ____________________ ____________________ _________________ _________________ _____________ _____________ KINGDOM ADVISORS ___________________ _____________________ ______________________ DO ______________________ _____________________ ____________________ _________________ _____________
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
SESSION FOUR NOTES - THURSDAY, FEBRUARY 12 David Swanson The Rev. Dr. David D. Swanson is the Senior Pastor and Head of Sta of First Presbyterian Church of Orlando, FL. Born and raised in Dallas, TX, Dr. Swanson has also served pastorates in Signal Mountain, TN and Ft. Myers, FL. He and his wife, Leigh, have three children and are active in the church on both a local and national level.
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SESSION FOUR: DAVID SWANSON - THURSDAY, FEBRUARY 12
PERSONAL _______________ ___________________ _____________________ DO ______________________ ______________________ _____________________ ____________________ _________________ KNOW PRACTICE _____________ _______________ _______________ ___________________ ___________________ _____________________ _____________________ ______________________ ______________________ ______________________ ______________________ DO _____________________ _____________________ ____________________ ____________________ _________________ _________________ _____________ _____________ KINGDOM ADVISORS ___________________ _____________________ ______________________ DO ______________________ _____________________ ____________________ _________________ _____________
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
SESSION FIVE NOTES - FRIDAY, FEBRUARY 13 Dennis Rainey Dr. Dennis Rainey is the President and the cofounder of FamilyLife (a subsidiary of Campus Crusade for Christ) and a graduate of Dallas Theological Seminary. Since 1976, he has overseen the rapid growth of FamilyLife Conferences on marriage, parenting and Rekindling the Romance conferences.
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SESSION FIVE: DENNIS RAINEY - FRIDAY, FEBRUARY 13
PERSONAL _______________ ___________________ _____________________ DO ______________________ ______________________ _____________________ ____________________ _________________ KNOW PRACTICE _____________ _______________ _______________ ___________________ ___________________ _____________________ _____________________ ______________________ ______________________ ______________________ ______________________ DO _____________________ _____________________ ____________________ ____________________ _________________ _________________ _____________ _____________ KINGDOM ADVISORS ___________________ _____________________ ______________________ DO ______________________ _____________________ ____________________ _________________ _____________
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
SESSION SIX NOTES - FRIDAY, FEBRUARY 13 Ravi Zacharias For 35 years, Ravi Zacharias has spoken all over the world and notably Harvard, Princeton, and Oxford. He has addressed writers of the peace accord in South Africa, the president’s cabinet and parliament in Peru, and military officers at the Lenin Military Academy and the Center for Geopolitical Strategy in Moscow.
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SESSION SIX: RAVI ZACHARIAS - FRIDAY, FEBRUARY 13
PERSONAL _______________ ___________________ _____________________ DO ______________________ ______________________ _____________________ ____________________ _________________ KNOW PRACTICE _____________ _______________ _______________ ___________________ ___________________ _____________________ _____________________ ______________________ ______________________ ______________________ ______________________ DO _____________________ _____________________ ____________________ ____________________ _________________ _________________ _____________ _____________ KINGDOM ADVISORS ___________________ _____________________ ______________________ DO ______________________ _____________________ ____________________ _________________ _____________
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2009 KINGDOM ADVISORS ANNUAL CONFERENCE
SHINE THROUGH BREAKOUT SESSIONS FOR THURSDAY - FEBRUARY 12
10:00 A.M.
11:15 A.M.
“Economic Update”
“Exploring Your Own Halftime Journey”
Bob Doll - Grand Ballroom
Jeff Spadafora - Grand Ballroom DE
Navigating today’s financial markets in the midst of the financial crisis 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 bestperforming sectors of 2009. Come prepared to learn new ideas to position your clients’ portfolios to weather the storm and be prepared for the recovery.
If you are interested in discerning God’s purpose for your life, this breakout session will introduce you to the issues you need to address and the questions you’ll need to answer.
“Growing in Love With God” Ken Boa - International Ballroom E What are the keys to loving God, and how can we cultivate a growing intimacy with Him? This session explores what it means to enjoy God and to trust in Him. Henry Scougal observed that “The worth and excellency of a soul is to be measured by the object of its love.” We are most satisfied when we seek God’s pleasure above our own, and we gradually become conformed to what we most love and admire.
North Tower M2/International Ballroom Breakout Workshops
“Case Study: Counseling Clients Toward Greater Giving and Lower Taxes” Randy Fairfax - International Ballroom A In any size estate, there is a benefit to clients to consider greater tax efficiency, greater giving, and greater family benefits. We will walk through cases illustrating possibilities and impact to individuals, families, and charities.
“Navigating Current Estate and Gift Planning Realities” Greg Sperry - International Ballroom B The Perfect Storm - a new administration, devastating economic conditions, new estate tax exemptions, interest rates at historical lows and dramatic declines in asset values. What does this mean to your practice and to your clients? Practical tips, innovative solutions and creative opportunities to guide your clients in ways to make smart decisions, bless the next generation and advance Kingdom ministries.
“Getting and Keeping Clients” Dean Harbry International Ballroom D The information we provide to our clients is important. That’s what we are paid to do! However, when we speak with a prospect, or a client leaves our office, they are more inclined to rate your service on how they FEEL versus what they know. Paying attention to the right clues can make a happy and loyal client, and, cascade into more business as they tell their friends about their experience with you. Please join us for this workshop where we’ll explore the territory of human connection and provide you with some practical steps to create a fantastic personal experience for your prospects and clients.
“The Front Line and The Bottom Line: Discipling Your Staff” Paul Anthes - International Ballroom E In ministering to clients, we may overlook the impact we can have on team members. At least some of the control and influence leaders have regarding their staff should be focused on improving their lives, inside and outside of work. Practical examples will be shared to equip and encourage you.
“Building Financial Community: Impacting Others Through Your Financial Life” Matt Bell - International Ballroom F We were designed to live in community. Applying that truth to our financial lives can greatly expand our impact. Learn how by: living in financial truth, influencing others, sharing with others, teaching others, and spurring each other on. Applicable to your own life and for use in client life planning.
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SHINE THROUGH
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KINGDOMADVISORS.ORG
SHINE THROUGH BREAKOUT SESSIONS FOR FRIDAY - FEBRUARY 13
10:00 A.M.
11:15 A.M.
“You’re Hired: Working With An Apprentice”
“Are You A Giving Champion?”
Steve Scalici - International Ballroom A
Tim Mohns and Todd Harper - International Ballroom A
One of the great challenges in the financial services industry is finding the right partner to help shoulder your workload and perhaps even serve as your replacement when you are ready to retire. In this session, Steve shares candid and valuable insights from his own personal experiences as both an apprentice and a business owner who has hired and trained apprentices.
Tim Mohns (Advisor, Raymond James) and Todd Harper (Executive Vice President, Generous Giving) share their experiences with and as Giving Champions – those encouraging others in their giving journey. You will hear stories and experiences that will encourage and equip you as you share the message of generosity with others.
“Women and Their Wealth Language: How to Acquire and Retain Female Clients”
“Crown Financial Ministries 2009: New Strategies and Solutions to Serve You and Your Clients”
Janice Thompson and Stacy DenHerder - International Ballroom B
Sharon Epps and Jeff Anderson - International Ballroom B
In this breakout session, Janice and Stacy will explore what women are looking for and need in their financial advisors. They will draw from their collective years of experience as financial professionals and will present strategies for building fulfilling, long-term relationships with female clients.
This season of economic challenges in the U.S has placed greater strain on your family, your practice and your clients than at any other time during our generation. Crown realizes that the solution to money problems is not money but Christ. Hear from Crown leaders as they introduce new and relevant content aimed to draw us back to Christ and to give us hope and a future.
“Key Leadership Principles for Your Practice to Survive” Dean Harbry - International Ballroom D Life was easy when you it was only you, but now that employees, vendors and more clients have arrived, its time to work ON the business as well as IN the business. The first step is to make sure your leadership presence and style is cast in the leadership style of Jesus. Come learn about the key ingredients to a leader’s success and what you can do to make lasting changes that when applied will bring about great results!
“What I Learned Working With Legendary Investor Sir John Templeton” Rusty Leonard - International Ballroom E Rusty will discuss the most important lessons he learned from his more than ten year career working at Templeton Investment Counsel and for Sir John Templeton.
“Introducing Biblical Principles of Finance to Non-Believing Clients” Matt Bell - International Ballroom F Bringing financial Biblical principles into your work with non-believers is a practical, effective, non-threatening way to share your faith. In this session, you’ll learn how through the use of strategic questions, proactive listening, recommended resources, case studies and more. Discover the best practices used by other advisors.
“Why We Do What We Do” Ray Lyne - International Ballroom C This session focuses upon building a strategic alliance between the financial and charitable worlds. It is especially designed to help you evolve your practice to come alongside charitable organizations, assisting them to “endow the evangel” in this generation.
“Transcending the Strategies, Tools and Techniques of Financial Planning: The Importance of Qualitative Discovery” Michael Jones - International Ballroom D Financial planning is more often than not, reduced to a series of data collection questions and financial calculations. But, as Christian financial advisors, we are called to a higher standard. Before we can use the tools and techniques of financial planning, we need to know about the mission, vision, values and goals of the client. In this session, we will explore how to open up the arena beyond the quantitative to the qualitative.
“Key Financial Metrics for Your Practice” Paul Anthes - International Ballroom E There are key financial numbers we should all be aware of. This type of feedback is essential for making wise financial decisions and maintaining profitability so you can stay in business. Specific examples and material will be provided which you can apply in your situation.
“Pressure Proofing Your Marriage” Dennis Rainey - International Ballroom F Pressure destroys our health, marriages, and families, but most of us do not have a game plan for managing it. After raising six children, facing healthissues, financial challenges, and leading a rapidly growing organization, Barbara and I found some very powerful and helpful principles. In this session, we will look at four practical stress relievers and how you can implement them in your marriage and family.
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Financial Advisors Have an Unprecedented Window of Real Kingdom Opportunity Now more than ever before, people are seeking financial professionals who can offer peace of mind in the midst of an unprecedented financial crisis. Recognizing this rapidly expanding need, and sensing the urgency of the hour, several large donors and friends of Kingdom Advisors have generously donated nearly $1 million which will be used to fund scholarships for half of the cost of the Kingdom Advisors Training, investing in the lives of up to 1,000 advisors.* The new Kingdom Advisors ministry model is uniquely prepared and positioned to train advisors “for such a time as this.”
That’s why Kingdom Advisors is so committed to supporting Christian financial professionals in their call to make their work their ministry.
Fear and uncertainty are everywhere. Yet, trained Kingdom Advisors are adept at addressing this fear and uncertainty by responding with faith, not fear, and offering hope through God’s Biblical wisdom. In fact, as professionals undertake their journey along the pathway to integrating their faith and their profession, it becomes clear that God’s timeless Word speaks directly to the current economic and financial turmoil.
Act now to take advantage of this generous financial investment of others! These scholarships are limited and the deadline to apply is March 31, 2009. Register today and join other Christian financial professionals who are serious about their ability to have Kingdom impact and lead their clients with biblical wisdom.
Register Today! www.kingdomadvisors.org/scholarship
*490 scholarships have been designated to train advisors in several targeted communities nationwide at the request of the Giving Champions. Kingdom Advisors will be working in those communities to award the scholarships. Remaining scholarships are available to professional financial advisors who practice outside of these communities.
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