KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
KingdomAdvisors.org
Mitch Anthony
Advisor Insights, Inc.
Ron Blue
Kingdom Advisors
Dr. Ken Boa
Reflections Ministries
Jerry Bowyer
Principled Reasoning Institute
Chip Ingram
Living On The Edge
Jim Wise
Ronald Blue & Co.
KINGDOM ADVISORS
CORE TRAINING TA U G H T
B Y
R O N
B L U E
• Learn how to offer biblical professional financial advice that is relevant in any economy “ Absolutely life changing! My only regret is that I didn’t have this 25 years ago!” Gary Krings, Fairway, KS “ It was the most valuable training to which I have ever been exposed. I began implementing the material right away.” Tim Jenkins, CFP®, Peterborough, ON
“ I’ve learned to talk with my clients in a whole new way.” Richard Voit, CIMA, Chicago, IL
• Bring more value to your clients by offering life counsel from an eternal perspective • Differentiate yourself in an increasingly commoditized marketplace
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Ground yourself in the biblical basis for professional financial advice.
KingdomAdvisors.org/CoreTraining
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
TABLE OF CONTENTS Welcome from Ron Blue..................................................................................................... 5 Conference Schedule................................................................................................... 6 Conference Map.......................................................................................................... 7 Where Am I on the Pathway of a Kingdom Minded Advisor? ��������������������������������� 9
Breakout Sessions .................................................................................................... 10 Exhibitor Map & Lunch Information........................................................................ 11 Kingdom Advisors Members Kingdom Advisors Board of Directors.............................................................................. 12 Kingdom Advisors Founding Members............................................................................ 13 Kingdom Advisors Champions ..................................................................................... 14 Continuing Education Credit Instructions................................................................. 20 ALL IN General & Breakout Sessions Morning Session - Chip Ingram..................................................................................... 22 Late Morning Session - Jerry Bowyer............................................................................... 24 Afternoon Session - Ron Blue ........................................................................................ 26 Breakout #1 - Jim Wise................................................................................................ 28 Breakout #2 - Mitch Anthony........................................................................................ 30 Breakout #3 - Chris Goulard......................................................................................... 32 Final Session - Ken Boa .............................................................................................. 34
• Quick Reference
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2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
MESSAGE FROM RON BLUE Dear Colleagues and Friends: Welcome to Saddleback Church and the Kingdom Advisors West Coast Regional Conference! This event represents our commitment to deliver the best of our content to you on a regional basis, and we believe it will be a rallying point for our membership on the West Coast. The theme of this day is “All In,” and we are excited to hear from the Lord about how He would have us go “All In” on behalf of His Kingdom through our workplace interactions each day. You may be here having never participated with Kingdom Advisors. If you are, welcome! We are so glad you are here, and we hope you catch a glimpse today of our vision to build a credible specialty of advisors who offer biblically wise client counsel within the financial services industry. We invite you to join with us and to become such a specialist, if the Lord is calling you to offer Him your workplace as a place of ministry in the lives of those you serve. You may be here as someone who has journeyed with Kingdom Advisors for a long time. Welcome! We are so glad to see you again, and we so appreciate your willingness to invest your time in this one-day conference. A West Coast event has been a long dream in the making, and we are thrilled that you’re here to experience it with us. We pray that God speaks into your life in a distinct way today as you listen to Him and ask, “What’s next?” No matter who you are, and no matter why you are here, we believe that this will be a day of equipping, encouragement, and exhortation. We believe that God has prepared the hearts of everyone in attendance so that He will work both individually and corporately in this place. It’s going to be a great day! Let’s participate fully by seeking to be “All In.” Blessings,
Ron Blue
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CONFERENCE SCHEDULE 9:30AM MORNING SESSION Worship - Saddleback Worship Team Kingdom Advisors Vision Chip Ingram - How to Give God What He Wants the Most
11:00AM LATE MORNING SESSION Jerry Bowyer - A Principled Approach to Investments, Economics, and Wealth Creation
12:00PM LUNCH Five lunch selections are available. Please see page 11 for details.
1:00PM
AFTERNOON SESSION Worship - Saddleback Worship Team John Isch - Lifetime Impact of Biblical Financial Advice – A Client Testimony Ron Blue - Leading Clients to Confidence and Contentment in Financial Decisions
Jim Wise - My Journey as a Kingdom Advisor
2:45PM
BREAKOUT SESSIONS Breakout #1: Jim Wise - Missional Marketing Breakout #2: Mitch Anthony - Becoming a Master Biographer of Your Clients Breakout #3: Chris Goulard - A Vision for Comprehensive Stewardship Ministry
4:00PM
FINAL SESSION Advisor Panel - Putting Faith into Practice: Kingdom Advisors at Work Ken Boa - Seven Keys to Finishing Well Rob West - Where Do You Go From Here?
5:15PM
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CONFERENCE ENDS
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
CONFERENCE MAPS
FIRST FLOOR
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General Session & Breakout Areas Exhibitor Area Lunch Areas Restrooms SECOND FLOOR
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2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE WHERE AM I ON THE PATHWAY OF A KINGDOM MINDED ADVISOR? STAGE
STAGE
4
1
WHERE AM
i
My Client Engagement: Most of my client interactions are related to products, strategies, or performance, but I want to move toward deeper client conversations.
WHERE AM
i
My Faith/Work Integration: I am committed to bringing others along in this journey of faith/work integration and the understanding of what it means to be a vocational steward.
My Faith/Work Integration: I am confident that my faith has a place in my work as I conduct myself as a Christian, but I’m unclear how my faith intersects with my advice and practice as a financial, legal, or tax professional.
MY NEXT STEPS Opportunity: • Kingdom Advisors: Study Group Facilitator Mentoring Group Facilitator Coaching Program Facilitator Core Training Facilitator
MY NEXT STEPS Opportunity: • Kingdom Advisors: Membership (Training, Client Tools, & Community) Conferences Study Groups Read: • Master Your Money by Ron Blue with Jeremy White • The Treasure Principle by Randy Alcorn
WHERE AM
i
STAGE
3
WHERE AM
2
My Client Engagement: Where possible, I am actively discipling my clients in matters of faith related to their financial and life decisions. My Biblically Wise Counsel: I seek out opportunities to teach others about God’s timeless truths of financial matters.
My Biblically Wise Counsel: I’ve heard that there are over 2,300 verses in the Bible on money, but I’m not sure I know how the Bible intersects with professional financial advice.
STAGE
Please visit the Community Tables in the Exibition Hall to take advantage of special offers and “Next Steps.”
My Client Engagement: My client conversations go beyond financial matters into my clients’ personal lives. My Biblically Wise Counsel: I have come to believe that the Bible is relevent to my work or practice, and I desire to understand how that plays out in real life. My Faith/Work Integration: It has become clear to me that God wants to be at the center of my work life as well as my personal life.
MY NEXT STEPS Opportunity: • Kingdom Advisors: Core Training (Qualified Kingdom Advisor™ Educational Prerequisite) Earn the Qualified Kingdom Advisor™ designation • Generous Giving: Celebration of Generosity Conference Read: • Splitting Heirs by Ron Blue with Jeremy White • Managing God’s Money by Randy Alcorn • Complete Guide to Faith-Based Family Finances by Ron Blue with Jeremy White
i
My Client Engagement: I am engaging in faith-related dialog with clients on a regular basis. My Biblically Wise Counsel: I understand that financial decisions are ultimately symptomatic of spiritual issues, and I am continuing to grow in my understanding and confidence in relating biblical wisdom to the holistic financial counsel I offer to my Christian and non-Christian clients. My Faith/Work Integration: It is clear to me that I have a stewardship responsibility to advance God’s kingdom through my work.
MY NEXT STEPS Opportunity: • Kingdom Advisors: Mentoring Group Participant Coaching Program Participant •G enerous Giving: Journey of Generosity - 24-hour small group experience in a retreat setting designed to explore how you can experience the fullness of God’s joy revealed by living a generous life. •H alftime: The Halftime Institute – a small group 27-hour experience designed to launch you into a second half of significance followed by 12 months of coaching from a Halftime Coach Read: • Halftime by Bob Buford
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BREAKOUT SESSIONS BREAKOUT #1 - Missional Marketing
Jim Wise
FIRST FLOOR
Wise’s teaching on “Missional Marketing” helps you to understand, acquire, and serve your ideal client. This breakout session will allow you to appropriate biblical concepts from Exodus 23 as you learn the principles of a “serving vs. selling” marketing model. You will benefit from learning the eight steps in customizing your marketing plan.
BREAKOUT #2 - Becoming a Master Biographer of Your Clients
Mitch Anthony
This breakout will teach how to develop a unique practice by understanding the principles of gathering the meaningful aspects of your client’s story. Topics will include employing empathic conversation, becoming a better biographer, and asking questions that get results. Mitch Anthony will provide an informative experience with immediate impact on your business effectiveness.
SECOND FLOOR
BREAKOUT #3 - A Vision for Comprehensive Stewardship Ministry
Chris Goulard
Having served as both financial advisor and stewardship pastor, Goulard is uniquely positioned to explain the strategy and the next step keys for effective stewardship ministry. Whether you serve your local church as a lay leader, or whether you are a pastor who seeks to design effective stewardship ministry, this breakout will equip you with the vision and tools to be a discerning and effective leader in the stewardship arena.
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FIRST FLOOR
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
Regional Conference Exhibitors
EXHIBIT HALL GUIDE FIRST FLOOR
Breaks
Registration
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1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11.
National Christian Foundation Camelot Portfolios Brown & Streza Financial Professionals Group Christian Foundation of the West Praxis Mutual Funds Epiphany Funds Thrivent Financial Christian Investment Forum Eventide Funds Christian Stewardship Network
Kingdom Advisors Local Communities
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12. Orange County Community 13. LA / Ventura Community 14. San Diego Community
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Regional Conference Lunch Your lunch will include an entrée, chips, cookie, and a canned soda. Please select from one of the five entree’ selections:
STATION 3
Station 1 • 2 Slices of Cheese or Pepperoni Pizza
STATION 1
Station 3 • Beer Battered Cod with Tarter Sauce • Cheeseburger with Lettuce & Tomato
STATION 2
Station 2 • Turkey & Provolone Baguette • Chicken Caesar Salad
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KINGDOM ADVISORS BOARD OF DIRECTORS Paul Anthes, CFP® Financial Advisory Corporation Grand Rapids, Michigan
Sharon Epps Women Doing Well Atlanta, Georgia
Bill Serravezza Kingdom Advisors Atlanta, Georgia
Ron Blue, Emeritus Kingdom Advisors Atlanta, Georgia
Randy Fairfax, CFP® Highland Consulting Associates Cleveland, Ohio
Jim Shoemaker, CFP® Shoemaker Financial Advisors Germantown, Tennessee
Jeff Cave, CIMA Merrill Lynch Doylestown, Pennsylvania
Jerry Foster, CFP® The Foster Group DesMoines, Iowa
Janice Thompson, CFP® Strategic Financial Solutions San Diego, California
Bob Doll, CPA, CFA Nuveen Asset Management, LLC. Plainsboro, New Jersey
Tim Mohns, CFP® Raymond James Financial Services Naperville, Illinois
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2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
FOUNDING MEMBERS Kingdom Advisors is very grateful for its Founding Members, Charter Members, and Champion Members who have a tremendous passion for the mission and vision of Kingdom Advisors. These members were integral in the initial development of Kingdom Advisors both through their funding of the necessary start-up and working capital for Kingdom Advisors in its beginning stages, and their generosity in helping us move from the start-up phase to becoming an established organization. We are the organization we are today thanks to God’s provision through their active leadership and participation in the development of Kingdom Advisors.
Paul F. Berry, CFP®
The Covenant Group, Inc. Birmingham, AL
Robert H. Clement
Shoemaker Financial Advisors Germantown, TN
Vincent M. Conte
Conte Financial Anna Maria Island, FL
Kenneth B. Frenke, CFP® Kenneth Frenke & Co. Arden, NC
George M. Hiller, JD, LLM, MBA, CFP® George M. Hiller Companies, LLC Atlanta, GA
James M. Mars, CFP®
James H. Shoemaker, CFP®
Holmes Murphy Financial Services West Des Moines, IA
Shoemaker Financial Advisors Germantown, TN
David S. Reinders, CFP
®
Cleo W. Holder, CFP®
Shoemaker Financial Advisors Newburgh, IN
Steven D. Humphrey, CFP® George M. Hiller Companies, LLC Atlanta, GA
Carter B. LeCraw, CFP
®
American Values Investment, Inc. Johnson City, TN
Jerry Tuma, CFP®
David S. Reinders, CFP® Stevenson Ranch, CA
Cornerstone Financial Services, Inc. Dallas, TX
William F. Robertson, CFP®
Jerry L. Webb, CFP®
William F. Robertson & Associates Ft. Worth, TX
Prairie Financial Services, Inc. Naperville, IL
Randall P. Sanada, CFP®, CLU, ChFC, MSFS
Winch Advisory Services Appleton, WI
Christina Winch, CFP®
Alliance Financial Group, Inc. Westlake Village, CA
Do you know how your choices today will impact their tomorrow? We do!
ESTATE PLANNING BUSINESS PLANNING INCOME TAX PLANNING CHARITABLE SECTOR MERGERS & ACQUISITIONS
Protecting your treasures for good, because life is more than wealth!
40 Pacifica, Suite 1500 · Irvine, CA 92618 · (949) 453-2900 · inquiries@BrownandStreza.com · www.BrownandStreza.com
PAGE: 13
KINGDOM ADVISORS CHAMPIONS Kingdom Advisors Champions are helping to impact the future of Kingdom Advisors through their active participation, personal influence, and significant financial support. We are grateful for their passionate support and involvement with Kingdom Advisors.
Jason Alexander, CRPC, CIMA Merrill Lynch Pittsford, NY
Charles V. Collins, ChFC Capital Financial Group, LLC Chattanooga, TN
Richard S. Figueroa Caton Figueroa Group Houston, TX
Ronald W. Anderson, Jr. Wells Fargo Advisors Lincoln, NE
John T. Cooke, CFP® Cooke Wealth Management, LLC Newport Beach, CA
Jerry R. Foster, CFP® Foster Group West Des Moines, IA
Paul G. Anthes, CFP® Financial Advisory Corporation Grand Rapids, MI
Kurt D. Cornfield, CFP® Lynchburg, VA
Michael Gibney, B.Th, CFP® Covenant Planning Group Langley, BC Canada
Vince Birley Ronald Blue & Co., LLC Roswell, GA
Russ Crosson Ronald Blue & Co., LLC Roswell, GA
Jerry Black Legacy Planning Group, Inc. Suwanee, GA
Eric L. Dunavant, CFP® Dunavant Wealth Management Group Mandeville, LA
Jeffrey J. Cave, CIMA Merrill Lynch Doylestown, PA
Vince Elliott Deutsche Bank Houston, TX
Raymond Floyd Green, CFP® Cornerstone Wealth Management Raleigh, NC Benjamin D. Franklin Franklin Wealth Advisors Urbana, IL Timothy A. Franklin Franklin Wealth Advisors Urbana, IL
Kathleen D. Hayes, CIMA, CRPC, CPWA Merrill Lynch Houston, TX J. Lynn Hinds, CRC, ChFC Lighthouse Financial, LLC Broomfield, CO Brad Hulse, CIMA, CFP®, CAP Morgan Stanley Smith Barney Indianapolis, IN Paul V. Kraus, CPA Ronald Blue & Co., LLC Orlando, FL Hilgardt W. Lamprecht Significant Wealth Management Orlando, FL Thomas J. Leland Personal Financial Services Mishawaka, IN
When your client asks...
How can I apply my Life’s Work to make a difference for the Kingdom? Christian Foundation of the West will be there.
Depth of Experience. Local Presence. Visit our Sponsor Table & meet CFW’s Experienced Team. www.CFWest.com
PAGE: 14
805-523-9087
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
KINGDOM ADVISORS CHAMPIONS Douglas G. Meece, CFM Morgan Stanley Smith Barney Irvine, CA
James P. Mullinix, ChFC, CLU Triune Financial Partners, LLC Overland Park, KS
Brian Shepler Ronald Blue & Co., LLC Roswell, GA
Doug Twohill Merrill Lynch West Palm Beach, FL
Mark H. Miller Merrill Lynch Birmingham, AL
William C. O`Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Irvine, CA
Bruce D. Snyder, CFP® Snyder Financial Group, Inc. Tampa, FL
Richard J. Voit, CIMA Merrill Lynch Private Banking Chicago, IL
Roger E. Sulhoff, CSA Private Client Advisory, LLC Gainesville, GA
Glenda Waldschmidt Private Client Reserve at U.S. Bank Whitefish Bay, WI
Gregory A. Reid, CIMA Salient Partners Houston, TX
Gary E. Tenpenny, CFP®, ChFC, CLU, MSFS, CAP Tenpenny Group Topeka, KS
Kevin A. Wallace Wintrust Mortgage Corporation St. Charles, IL
Dwight K. Montgomery Montgomery & Associates Columbus, OH
David S. Reinders, CFP® David S. Reinders, CFP® Stevenson Ranch, CA
Jeffrey A. Thomas Morgan Stanley Smith Barney Houston, TX
James D. Wise, CFP®, CAP, ChFC, CLU Ronald Blue & Co., LLC Ft. Lauderdale, FL
Dewey M. “Rusty” Moore Cherry Investment Advisors, Ltd. Dallas, TX
Jeff Rogers CLSA, CEP® Stewardship Advisory Group Ocoee, FL
Janice A. Thompson, CFP® Strategic Financial Solutions, Inc. San Diego, CA
Bardie L. Wolfe, CFP® Peak Financial Management, Inc. Broomfield, CO
John W. Moore John Moore & Associates, Inc. Albuquerque, NM
Randall P. Sanada, CFP®, CLU, ChFC, MSFS Alliance Financial Group, Inc. Westlake Village, CA
Jeffrey L. Toadvine Ingram Financial Group Winter Garden, FL
William T. Wright, CFP® Financial Professionals Group Lake Forest, CA
Michael W. Miller, CFP® PlanFIRST, Inc. Greenville, SC Tim Mohns, CFP® Raymond James Financial Services, Inc. Naperville, IL
Harry Pearson, Jr. Pearson and Associates Birmingham, AL
Promoting Biblically Responsible Investing The Christian Investment Forum is a trade association made up of investment industry service providers, money managers, fund families, nonprofit organizations, and foundations promoting biblically responsible investing through research, training, and networking. www.christianinvestmentforum.org MEMBERS
PAGE: 15
MONTHLY
November Theme: “Leaving a Legacy” Examine the important characteristics of the next generation and learn more about how to counsel clients as they seek to pass wisdom before wealth.
FOCUS RESOURCES
The tools and training that Kingdom Advisors offers are centered on specific content themes. During the month, we offer practical teaching and tools based on thematic topics that are meaningful for Kingdom Advisors.
Study Group: Understanding Generation iY with Dr. Tim Elmore, Growing Leaders National Teleconference with Ron Blue (Fourth Tuesday at 4pm Eastern): Interview with Russ Crosson, Ronald Blue & Co. Tools and Resources: • Family Conference Client Tool • “Letter to My Loved One” Client Tool
October Theme: “Client Discipleship” Knowing how to walk a client through a process that will lead them closer to Christ is a key skill for those who wish to integrate their faith into their practice.
December Theme: “Asking the Right Questions” Learning to ask great questions is critically important in determining the true priorities, needs and relational challenges of your clients.
Study Group: Discipling Non-Christian Clients with Jim Wise, Ronald Blue & Co. National Teleconference with Ron Blue (Fourth Tuesday at 4pm Eastern): Interview with Advisor Panel Tools and Resources: • Tool for Discipling Non-Christian Clients • T he Christian Financial Professional and non-Christian Clients audio teaching from Randy Fairfax, Highland Consulting Associates, Inc. • A Model for Client Discipleship Video Teaching from Jim Wise
Study Group: Asking Questions that Get Results with Mitch Anthony, Advisor Insights, Inc. National Teleconference with Ron Blue (Fourth Tuesday at 4pm Eastern): Interview with Ken Coleman, author of One Question: LifeChanging Answers from Today’s Leading Voices Tools and Resources: •A sking the Right Questions Video Teaching from Ron Blue • Guide to the Best Questions Tool •A re You Asking the Right Questions? Audio Teaching from Jay Link, Stewardship Ministries Member Beneifits Subject to Change
The CSN Forum
Connecting Church Stewardship Leaders February 24–26, 2014 Christian Stewardship Network is a group of stewardship pastors and leaders who serve in the local church. CSN’s mission is to connect stewardship pastors and leaders and help them effectively serve their churches. CSN believes we are more effective when we have the opportunity to develop relationships with others serving on the frontlines of stewardship ministry. If you are a stewardship pastor or a lay stewardship leader who is responsible for leading the financial stewardship ministry in your church, we encourage you to join us!
Consider joining us at our next Forum where we will cover topics like: • • • • •
Recruiting, equipping, organizing, and utilizing stewardship volunteers What we can learn from our difficult times and ministry failures Reviews of new or updated stewardship books, videos, and curriculum Stewardship “Best Practices” Individual presentations by stewardship leaders detailing their own ministry journeys • Times for informal sharing and connecting among CSN members
The CSN Forum is being held at Gateway Church in Southlake, Texas from February 24–26, 2014. Visit www.christianstewardshipnetwork.com for more information and to register.
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2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
JOIN A KINGDOM ADVISORS STUDY GROUP IN YOUR COMMUNITY! STUDY GROUP
Study Groups meet monthly in an interactive, small-group setting led by a trained Kingdom Advisors member. It is a forum for relevant spiritual, financial, and business-building topics focused on practical application. The teaching is provided by Ron Blue and other experienced trainers via DVD.
October: Discipling Non-Christian Clients (Jim Wise) Jim Wise shares how to care for clients by moving them along the spiritual continuum from various stages of disbelief toward a relationship with Christ. He will share how Christ discipled His non-believing followers and draw practical applications for your client interaction.
November: Understanding Generation iY (Tim Elmore) Tim Elmore unpacks the cultural forces that shape the youth in our culture so that you can be an effective advisor to clients with young adult children. Understanding the dynamics that affect generational communication allows you to facilitate both grace and wisdom inherent in biblical financial principles within families you advise.
December: Asking Questions that Get Results (Mitch Anthony) Mitch Anthony teaches that, since all people are made in God’s image, each human being is valuable and offers a story that reflects God’s larger story. He teaches three key questions to unlock a client’s story in order to uncover who they are and why they are. You will be able to connect a client’s financial questions to their deeper needs and motivations.
START a Study Group in Your Community…
CONTACT:
Stuart Easterly stuart.easterly@kingdomadvisors.org
Michelle Davis michelle.davis@kingdomadvisors.org
Epiphany Funds is a mutual fund company specializing in faith-based investing since 2007. Offering four investment options:
FFV Fund (Large Cap Equity)
FFV Strategic Income
FFV Latin America
FFV Global Ecologic
For more information about retail or advisor share classes, please visit Epiphanyfunds.com or call 800.320.2185. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. This and other information are contained in the fund’s prospectus and summary prospectus, which may be obtained by visiting epiphanyfunds.com or calling 1-800-3202185. Please read them carefully before you invest or send money. The Epiphany Funds are distributed by Rafferty Capital Markets, LLC.
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Don’t Miss a Word! The general sessions and breakout session #1 are recorded live and available for immediate sale at the end of each session in the Exhibition Hall area. RON BLUE
Individual CDs - $8 Set of 5 CDs - $35
Afternoon Session 2
Individual DVDs - $15 Set of 5 DVDs - $60
AUDIO CODE
AS-2
Set of 5 CDs and DVDs - $90 (suggested donations) Available for purchase at the Conference Registration Table in the Exhibition Hall area. Cash, checks, and major credit cards accepted.
B e t t e r i n ve s t i n g . . . f o r a b e t t e r wo r l d
Eventide Gilead Fund (ETGLX) ranked in the top 1% by Morningstar of all US midcap growth mutual funds for total returns out of 561 funds for the five-year period ending July 8, 2013. Morningstar, Inc. All rights reserved. Morningstar is an independent provider of financial information. Morningstar performance rankings are based on total return without sales charge relative to all share classes of mutual funds with similar objectives and determined by Morningstar. Past performance or ranking is not indicative of future results. Mutual Funds involve risk including the possible loss of principal. Past performance does not guarantee future results. The fund can invest in smaller-sized companies which may experience higher failure rates than larger companies normally have a lower trading volume than larger companies. The Fund’s ethical values screening criteria could cause it to under perform similar funds that do not have such screening criteria. The fund can have risk associated with the biotechnology and pharmaceutical industry in which these companies may be heavily dependent on clinical trials with uncertain outcomes and decisions made by the U.S. Food and Drug Administration. The fund can have risk related to option investing. There are special risks associated with investments in foreign companies including exposure to currency fluctuations, less efficient trading markets, political instability and differing auditing and legal standards. The fund can have risk associated with a higher portfolio turnover which could result in higher transactional costs. Investors should consider the Fund's objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the Eventide Gilead Fund can be found in the fund's prospectus. Please read the prospectus carefully before investing. The Fund is distributed by Northern Lights Distributors, Member FINRA, which is not affiliated with Eventide Asset Management, LLC. Eventide Asset Management, LLC | 60 State Street, Ste. 700 | Boston, MA 02109 | 877-771-EVEN (3836) | W W W . E V E N T I D E F U N D S . C O M For Professional Use Only
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2054-NLD-8/23/2013
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
KINGDOM ADVISORS COMMUNITIES GET CONNECTED
Please visit the community tables in the Exhibition Hall to learn more about the opportunities to engage in your local community, as well as special conference-only offers.
Our Kingdom Advisors Communities and Study Groups continue to be one of the most important member resources available to help you develop into the Kingdom-minded financial professional God is calling you to be. Today there are over 70 Kingdom Advisors Communities across the country and internationally with over 170 Study Groups meeting every month. Many communities also offer opportunities for mentoring and coaching with seasoned Kingdom Advisors. What is a Kingdom Advisors Community? - a safe and supportive group of peers offering encouragement, motivation, accountability, and prayer - a group with vision for tangible Kingdom impact in their city What is a Kingdom Advisors Study Group? - an interactive monthly small-group setting for professional and spiritual learning and fellowship - a place to share knowledge, best practices, resources, and ideas
A legacy of serving families. Focus on the Family is honored to work with Kingdom Advisors in their mission to serve clients by integrating faith and practice for kingdom impact. As a special thank you for the work that you do, we’d love to give you a free copy of the book Plastic Donuts by Jeff Anderson. This book is a great tool that can help “remove the awkwardness and uncertainty that often accompany discussions about giving.” TO REQUEST YOUR FREE BOOK: Scan the QR code or contact us by phone or email.
© 2013 Focus on the Family
1-800-782-8227 FocusGiftPlanning@fotf.org FocusGiftPlanning.com
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ACCEPTED FOR CE
Earn Continuing Education Credit at This Conference! CFP®, IMCA®, & PACE® continuing education credits are available for sessions by Ron Blue, Mitch Anthony, and Jerry Bowyer. To obtain your CE Credit: Step One: Visit the Conference Registration Table in the Exhibition Hall and get a CE submission form. Step Two: Fill out the form on site and turn it in at the Registration Table OR fill out the form and fax it to Michelle Davis at Kingdom Advisors at (404) 497-7685.
SUMMIT 2013 ALLIED PROFESSIONALS
October 23, 2013 • 8:30AM-3:30PM The Pacific Club
4110 MacArthur Blvd., Newport Beach, CA 92660 Validated parking is included for attendees
The Allied Professionals Summit creates a collaborative workshop environment focused on guiding clients with sound, objective advice and innovative solutions. Come join Certified Financial Planner® professionals, Enrolled Agents, CPAs, Chartered Financial Analysts, attorneys, investment professionals, bank executives, trust professionals, and other business leaders. This event will qualify for CE credits.
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Early Bird Discount is $60.00 (until 10/1) After October 1st: $70.00 • At the door: $75.00 Light Breakfast and Full Lunch included
Register online at www.AlliedProfessionalsSummit.org
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE K I N G D O M
A D V I S O R S
KINGDOM
AVAILABLE NOW:
CONVERSATIONS Delivering Biblical Wisdom in Client Conversations
Kingdom Conversations™ is a system for facilitating Kingdom conversations with clients, using straightforward tools and resources available to members of Kingdom Advisors. Kingdom Conversations™ offers you a step-by-step process to engage in significant conversations with your clients.
Success to Significance: (Beta Module)
Confidently talk to your clients about determining the significant purpose that God has for them in the second half of their career-life. Module Offered in Partnership with Halftime®.
Wealth Transfer: (Beta Module)
Highlight the difference between traditional estate planning and wealth transfer, and effectively walk your clients through the wealth transfer process.
Goal Setting:
Stewardship:
• Facilitation Guide offers key client questions and talking points
(Beta Module)
Assist your clients in exploring the meaning and implications of being a steward of God’s resources.
INCLUDED IN EACH MODULE:
(Beta Module)
Share the power of effective goal setting with your clients, in order to empower their financial decisions with purpose.
• One page Conversation Piece to guide clients through the conversation
Do you want to have confident, Kingdom-minded conversations with your clients? Do you want to know how to incorporate the Kingdom Advisors Core Training into your client interactions? COMING FALL / WINTER OF 2013:
Giving: (Beta Module)
Help your clients move from a desire to give into an intentional giving process that will maximize their generosity.
Lifestyle: (Beta Module)
Share with clients what God’s Word teaches about appropriate parameters a believer’s lifestyle.
• Illustrations and Diagrams (printable and electronic)
• Tools for clients to apply the conversation *Core Training Registration Required
“Providing client planning solutions through the optimal use of life insurance, “Providing Client and Planning Solutions care.” annuities long-term Through the Optimal Use of Life Insurance and Annuities”
www.fpgonline.com/KA | 877.455.0119 Ask about our confidence creation education platform! PAGE: 21
CHIP INGRAM - MORNING SESSION HOW TO GIVE GOD WHAT HE WANTS THE MOST
SESSION NOTES
“ Therefore, I urge you, brothers and sisters, in view of God’s mercy, to offer your bodies as a living sacrifice, holy and pleasing to God—this is your true and proper worship. Do not conform to the pattern of this world, but be transformed by the renewing of your mind. Then you will be able to test and approve what God’s will is—his good, pleasing and perfect will.” – Romans 12:1-2, NIV
ABOUT THE SPEAKER Chip Ingram is senior pastor of Venture Christian Church in Los Gatos, California and President of Living on the Edge – an international discipleship and teaching ministry. Chip’s passion is helping Christians really live like Christians. As a pastor, author, coach, and teacher for more than twentyfive years, Chip has helped believers around the world move from spiritual spectators to healthy, authentic disciples of Jesus by living out God’s truth in their lives and relationships in transformational ways.
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2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
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JERRY BOWYER - LATE MORNING SESSION A PRINCIPLED APPROACH TO INVESTMENTS, ECONOMICS, AND WEALTH CREATION
SESSION NOTES Core Economic & Investment Principles Principle of Uncertainty • The future is uncertain. • Provision against uncertainty is a reason to plan, save and invest.
ABOUT THE SPEAKER Jerry has compiled an extensive record as a leading thinker in finance and economics. He helped formulate and continues to contribute to the Principled Reasoning philosophy now through a new think tank dedicated to global economic and market research called, the Principled Reasoning Institute. Jerry is a Forbes.com columnist and a former commentator on Fox Business News, Fox News, and CNBC. Jerry consulted extensively with the Bush White House on matters pertaining to the recent economic crisis. He has been a contributing editor of National Review Online, The New York Sun and Townhall Magazine, and he has written for numerous publications.
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Principle of Instability • Markets and economies are not stable. • Due to instability, provisions against uncertainty may fail. • Risk needs to be managed through diversification and an appropriate allocation of wealth and risk. Principle of Human Productivity • Productivity is the combination of human creativity and natural resources. • Wealth is created as a result of human productivity. Principle of Leadership & Governance • The manner in which leaders govern (governments, corporations, etc.) significantly influences the productivity of the people they lead. • Environments with greater civil and economic freedom tend to provide more fertile ground for investment due to increased human productivity.
• Environments with greater civil and economic freedom tend to provide more fertile ground for investment due to increased human productivity. Principle of Inherent Value • Investors and markets are not always rational. • Eagerness for gain, or fear of loss, can drive investors into bubbles and crashes. • Opportunities or risks can be identified when a disciplined valuation process is used to determine the inherent value of an investment. Principle of Applied Wisdom • The world is uncertain but not chaotic. • Reasonable decisions can reduce exposure to high-risk environments. • Applying wisdom principles may not eliminate risk, but it may improve the chance of successful outcomes. Source: Ronald Blue & Company
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
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RON BLUE - AFTERNOON SESSION
LEADING CLIENTS TO CONFIDENCE AND CONTENTMENT IN FINANCIAL DECISIONS
SESSION NOTES Five Biblical Money Management Principles:
ABOUT THE SPEAKER Ron Blue is the founder of Ronald Blue & Company, the largest Christian financial planning firm in the country. He has authored eighteen books, including Master Your Money, The Complete Guide to Faith Based Family Finances, and Surviving Financial Meltdown. Ron is currently Founding Director of Kingdom Advisors, a ministry that empowers Christian financial advisors who seek to integrate a biblical worldview into their advice and counsel.
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1. Spend less than you earn. 2. Avoid the use of debt. 3. Build liquidity to anticipate the unforeseen. 4. Set goals to prioritize spending over the long term. 5. Rejoice in generosity. Wealth Transfer: Three Key Questions: 1. Are you passing both wisdom and wealth on to your children? 2. Are you sending your treasure ahead by being generous in giving to Kingdom purposes? 3. Are you and your spouse unified about your wealth transfer plans?
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
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JIM WISE - BREAKOUT #1 MISSIONAL MARKETING
SESSION NOTES Why might God choose to bless, grow and prosper a Kingdom Advisor’s practice? Why might God choose not to bless - or even choose to hinder or reduce - a Kingdom Advisor’s practice? “ Whatever you do, work at it with all your heart, as working for the Lord, not for men… It is the Lord Christ you are serving.” - Colossians 3:23
ABOUT THE SPEAKER Jim Wise is the Managing Director for Ronald Blue & Co.’s Orlando and Ft. Lauderdale branch offices and a Principal with the firm. Prior to joining the firm, Jim worked as Vice President of Investments with Salomon Smith Barney. He also worked as a financial consultant with Paine Webber for seven years. Before moving to Fort Lauderdale in 2009 to lead the firm’s newest branch office, Jim served as the Managing Director of the Baltimore office.
“ The aim of marketing is to know and understand the customer so well the product or service fits him and sells itself.” - Peter Drucker MISSIONAL MARKETING TOOL 1. Know yourself: Describe your personality and characteristics as they relate to your financial services practice. Include your preferred service offering, ideal type of client relationship, frequency of contact/ meetings, desired work schedule and availability, travel, etc. 2. Describe your “ideal client”: Include personality traits and characteristics, desired service offering, desired advisor relationship, location(s) on spiritual continuum, etc. (If helpful, include the names of your favorite clients as a guide.) 3. Choose your natural affinity groups: List one or several groups that you share a natural interest/connection with (i.e. based on faith/church, ministry involvement, education, hobbies, interests, etc.) 4. Identify opportunities for serving: List at least three specific ways in which you could serve the people/ organizations listed in #3 above.
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5. Refine description of your service offering: Write out a concise 30- to 60-second description of your service offering, including an abbreviated version of your ideal client description. 6. Hone your listening and observation skills: If either skill represents an area of weakness, write down one or two exercises you can engage in that will help you improve in these areas. Include any opportunities for accountability (i.e. spouse, supervisor, team member). 7. Become a “connector”: Write down any clients you can think of who have a current need for which you can connect them with a potential solution (i.e. professional service need, spiritual growth need, networking need, etc.) 8. Invite those who are a fit to become clients: Write out your personal “invitation” for an ideal prospect to become a client. Include encouragement as to the fit ideal characteristics and service needs.
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
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MITCH ANTHONY - BREAKOUT #2
BECOMING A MASTER BIOGRAPHER OF YOUR CLIENTS
SESSION NOTES If you view your role as a biographer first and as a solicitor second, you will invariably find connections with every client. If you view yourself as a quota-bound solicitor, you will unwittingly speed past common ground and miss the opportunity to connect. “Be slow to anger, slow to speak, and quick to listen.” – James 1:19
ABOUT THE SPEAKER Mitch Anthony is the founder and president of Advisor Insights, Inc. (the parent company of MitchAnthony. com, The Financial Life Planning Institute, PracticeTools. net, NewRetirementality.com, and Insights Press). For more than a decade, Mitch has consulted with many of the most-recognizable names in the financial services industry on both financial life planning and relationship development.
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“ What does this money represent to you?” We’ll know we are great advisors when we measure our clients’ money exactly as they do.
2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
Work for yourself, not by yourself When you join the Thrivent Financial team, you’ll be part of a Fortune 500, membership organization of Christians committed to excellence in financial services and caring for others. As a Thrivent Financial representative, you’ll help people reach their financial goals. You’ll also be part of an organization that’s committed to “doing good” in communities, congregations and around the world. Live your values every day in a career that’s more than work—it’s Work with Purpose. Stop by our booth today in the exhibitor area or contact Beth Scott, Partner, at 800-490-5433! Or, our website at Thrivent.com/careers for more information.
©2013 Thrivent Financial for Lutherans
Thrivent.com/careers 724504
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CHRIS GOULARD - BREAKOUT #3
A VISION FOR COMPREHENSIVE STEWARDSHIP MINISTRY
SESSION NOTES
ABOUT THE SPEAKER In early 2004, Chris Goulard “retired” from a successful career in the financial services industry and joined the staff of Saddleback Church as the Pastor of Stewardship. In his role, Chris directs the ministries of Saddleback that focus on biblical financial stewardship, such as Estate Planning, Financial Coaching, Crown Finanical Ministries, Financial Peace University, and all of the financial workshops and curriculum at Saddleback. Additionally, Chris was instrumental in managing Saddleback’s $47 million “Extending the Vision” building campaign, and is now leading the church’s PEACE Community Resource Center.
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2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
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KEN BOA - FINAL SESSION SEVEN KEYS TO FINISHING WELL
SESSION NOTES SEVEN KEYS TO FINISHING WELL:
ABOUT THE SPEAKER Dr. Kenneth “Ken” Boa is the President of Reflections Ministries, an organization that seeks to encourage, teach, and equip people to know Christ, follow Him, become progressively conformed to His image, and reproduce His life in others. He is also President of Trinity House Publishers, a publishing company dedicated to the creation of tools that draw people into intimacy with God and help people have a better understanding of the culture in which they live. He holds a Bachelor’s, a Master’s, and two PhD’s.
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1. Intimacy with Christ 2. Fidelity in the spiritual disciplines 3. A biblical perspective on the circumstances of life 4. A teachable, responsive, humble, and obedient spirit 5. A clear sense of personal purpose and calling 6. Healthy relationships with resourceful people 7. Ongoing ministry investment in the lives of others “ We must be ready to cooperate not only with graces that console, but with graces that humiliate us. Not only with lights that exalt us, but with lights that blast our self-complacency.” – Thomas Merton, Spiritual Direction
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2013 KINGDOM ADVISORS WEST COAST REGIONAL CONFERENCE
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2 0 14 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E
WALK
WISELY Be very careful, then, how you live—not as unwise but as wise, making the most of every opportunity, because the days are evil.
Ephesians Ephesians 5:15-16 5:15-16 NIV NIV
Ron Blue
Kingdom Advisors
Steve Brown
Key Life Network
Bob Coy
Calvary Chapel Fort Lauderdale
David Jeremiah
Shadow Mountain Community Church
Kevin Myers
12Stone Church
David Wills
National Christian Foundation
Bob Doll
Nuveen Asset Management, LLC
Worship Leader:
Charles Billingsley
FEBRUARY 5 – 7, 2014 WWW.KINGDOMADVISORS.ORG