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CONCORDE 2023
ADVISORY PRACTICE BUILDING EVENT
FEBRUARY 27 - MARCH 1, 2023
SAINT JOHN'S RESORT
44045 Five Mile Road
Plymouth, Michigan 48170
www.saintjohnsresort.com
SCHEDULE
Monday, February 27th, 2023
TIME
3:00 - 5:00 PM
6:00 - 8:00 PM
8:00 - 10:00 PM
TOPIC
Arrivals
Working Session Welcome and Dinner
Networking Reception: Bar and Desserts
LOCATION
Saint John’s Resort
Provincial Room
Abbey Room
SPEAKER
Drew Jackson
Tuesday, February 28th, 2023
TIME
8:00 AM - 9:00 AM
9:00 AM -10:30 AM
TOPIC
Breakfast
Building a Winning Business with AssetMark
10:30 AM -11:15 AM
Running a Successful Advisory Practice
11:15 AM -12:00 PM
12:00 PM -1:00 PM
Utilizing Insurance Products in Your Practice
Lunch
1:00 PM - 2:00 PM
Premium Financing: When It Works & When It Doesn't
Provincial Room
Provincial Room
Provincial Room
Provincial Room
Provincial Room
Provincial Room
LOCATION
SPEAKER
Marty O’Shaughnessy, AssetMark
Jim Silbernagel, Real Wealth Strategies
Dan Charley, ABG Elite
Darren Sugiyama, LionsMark Capital
2:00 PM - 2:15 PM
Break
2:15 PM - 3:00 PM
The Power of Partnership: Going Beyond Just Swiping the Sponsor's Credit Card
Brian Conneely, Peak Capital Solutions
Provincial Room
3:00 PM - 3:30 PM
Invest with Your Clients' Goals in Mind
Shawn Vaughn, Hines
Provincial Room
3:30 PM - 4:00 PM
Alpha and the IRS in Energy
Woody Soemantoro, MDS Energy
Provincial Room
4:00 PM - 4:30 PM
Powerful Income, Growth and Stability Solutions Advantages in Inflationary and Rising Rate Environments
Luke Bobey, Bluerock
Provincial Room
4:30 PM - 5:00 PM
Growing Your Practice Through Differentiation
Scott Farrington, Hamilton Point
Provincial Room
6:30 PM - 9:00 PM
Dinner
Steakhouse 5
Wednesday, March 1st, 2023
TIME
8:00 AM - 9:00 AM
TOPIC
Breakfast
9:00 AM -10:00 AM
Are You Managing Your Book or is Your Book Managing You?
10:00 AM -10:30 AM
Compliance with Kim Levy
LOCATION
Provincial Room
Provincial Room
Provincial Room
Drew Jackson
Kim Levy
SPEAKER
10:30 AM -11:30 AM
Rep Accountability Session & Round Table
Drew Jackson
Provincial Room
Details regarding conference itinerary, meetings, and other Concorde activities will be updated here and are tentative to change.