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Speaker

2024 Practice
Builder Workshop

February 28-29, 2024

The Westin Nashville
807 Clark Place 
Nashville, TN 37203

EVENT HOME

SCHEDULE

28

Wednesday

FEBRUARY

3:00 - 5:00 p.m.

5:00 - 7:00 p.m.

7:00 p.m.

Arrivals

Welcome Reception & Networking
27th Floor **hotel room key needed for access
The Westin Nashville 807 Clark Pl, Nashville, TN 37203

Dinner On Your Own

29

Thursday

FEBRUARY

8:00 - 8:45 a.m.

8:45 - 9:00 a.m.

9:00 - 9:30 a.m.

9:30 - 10:00 a.m.

10:00 - 10:45 a.m.

10:45 - 11:00 a.m.

11:00 - 11:30 a.m.

11:30 a.m. - 12:00 p.m.

12:00 - 12:30 p.m.

12:30 - 1:30 p.m.

1:30 - 2:00 p.m.

2:00 - 2:30 p.m.

2:30 - 3:15 p.m.

3:15 - 3:30 p.m.

3:30 - 4:15 p.m.

4:15 - 5:00 p.m.

5:00 - 5:45 p.m.

7:00 p.m.

Networking Breakfast
Sobro Ballroom Upper Level
The Westin Nashville 807 Clark Pl, Nashville, TN 37203

Welcome Remarks
Danielle
Delongchamp
President & CEO, Concorde Investment Services, LLC; 
Interim President, Concorde Asset Management, LLC

John Gakenheimer
Executive Vice President, Concorde Asset Management; President, Concorde Insurance Agency

Succession Planning & Protecting Your Future
Wayne Hewett

Business Consultant, AssetMark

Donor-Advised Fund Program
John Gakenheimer
Dan Charley

President, Alpine Brokerage Group

Women in Finance: Unlocking Market Potential and Diverse Leadership, A Panel Discussion
Moderator:
Robin Edgar

Wealth Progression Group
Panelists:
Jamie Furlong

Managing Partner of Legacy Investments & Real Estate, LLC
Kyla McMoran
Bravest Wealth Management

Break 

Personalization at Scale

Ryan Darr

Vice President, Practice Solutions, Director at Envestnet, Inc.

What Advisors Need to Know About Opportunity Zone Funds in 2024
M
att Couri
Senior Vice President of Wealth Solutions, Griffin Capital

Nationwide Advisory VUL 
Josh Vandervort

Regional Vice President - RIA Life Sales, Nationwide

Networking Lunch

Annuity Opportunities in this Marketplace

Suroor Karim 

National Account Manager, F&G Annuity

Growing AUM: Real Estate in a Diversified Portfolio
Luke Castle 

Senior Vice President, External Advisor Consultant, JLL

Black Belt Leadership - Success Foundations
John Terry

Sponsored by Legacy Marketing
 
Break


Fireside Chat: What Particular Advanced Case Opportunities are Available to Concorde Representatives
Linas Sudzius
 
President of Advanced Underwriting Consultants

Dan Charley

Tax Incentives for Businesses - CareMatters II 
David Smitherman

Regional Vice President, Life and Carematters 

Embracing the Holistic Rep: Maximizing Value Across Multiple Business Lines
Moderator:
Jim Silbernagel

Silbernagel Group
Panelists:
Jeff Bangerter

Bangerter Financial Services, Inc.
Jen Donais

TruWealth Financial
Josiah Lederman
Lederman Financial Services

Evening to Experience and Explore Nashville!

Please note that the schedule is subject to change.

0

1
 

Friday

MARCH

As a bonus, attendees are also invited to register for and participate in a one-day ticketed conference on March 1st entitled “Mastering Video Marketing as a Financial Advisor”, hosted by two-time Emmy Award Winner Brandon T. Adams. This exclusive workshop is designed to elevate your brand and engage clients.

Optional Separate Event

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