Join Us in Sunny Tampa, Florida!
We are thrilled to invite you to our 2025 Practice Builder Workshop! This exclusive event is designed to help you enhance and prepare your business for the future. It's an incredible opportunity to network with fellow Concorde representatives, learn from their successes and challenges in a mastermind-like setting, and gain access to powerful tools and resources to accelerate your growth.
Event Details
Dates: February 26–28, 2025
Location: Haya Hotel, Tampa, FL
Upon registration, hotel reservations will be made for you at the Haya Hotel for the evenings of February 26th and 27th. Concorde Representatives' hotel accommodations will be fully covered by the Concorde Home Office.
✈️ Airfare: The cost of airfare is the responsibility of the Concorde Representative.
Sponsors will pay for their accommodations at the group rate of $219 per night+ $2.00 per night + tax.
Agenda
| Name | Time | Location Name | Speakers |
|---|---|---|---|
| Wednesday, February 26, 2025 | |||
| Registration | 3:00 PM - 5:00 PM | Hotel Lobby | |
| Welcome Reception | 6:00 PM - 8:00 PM | La Galeria Courtyard | |
| Thursday, February 27, 2025 | |||
| Networking Breakfast | 8:00 AM - 9:00 AM | Roosevelt Room | |
| Opening Remarks | 9:00 AM - 9:15 AM | Roosevelt Room | Danielle Delongchamp, Concorde Investment Services John Gakenheimer, Concorde Asset Management Toni Dunlap, Concorde Investment Services |
| Session 1: The Intrinsic Value and Risk of Positioning of Capital in Real Estate Deals | 9:15 AM - 10:00 AM | Roosevelt Room | Chris Wadelin, ARCTRUST Private Capital |
| Session 2: How Lincoln Helps You Excel | 10:00 AM - 10:30 AM | Roosevelt Room | Tim Gilfillan, CAS®, Lincoln |
| Networking Break | 10:30 AM - 11:00 AM | Roosevelt Room | |
| Session 3: Capital Gains Strategies That Maximize Planning & Investment Outcomes (CE CREDIT) | 11:00 AM - 12:00 PM | Roosevelt Room | Ian McElreath, Griffin Capital |
| Networking Lunch | 12:00 PM - 1:00 PM | Roosevelt Room | |
| Session 4: Business Owner Planning | 1:00 PM - 1:30 PM | Roosevelt Room | Steve Zimmerman, CFP®, CLU, ChFC, AEP, North American |
| Session 5: Solve the LTCi Puzzle for Younger Demographics | 1:30 PM - 2:00 PM | Roosevelt Room | Timothy Lockwood, RICP®, CLTC, Lincoln |
| Session 6: Maximizing the Potential of Envestnet | 2:00 PM - 2:30 PM | Roosevelt Room | Denis Slipchenko, Envestnet |
| Networking Break | 2:30 PM - 3:00 PM | Roosevelt Room | |
| Strategic Insights in Action: Collaborative Case Study Roundtables | 3:00 PM - 4:00 PM | Roosevelt Room | |
| Rep Panel: Integrating Strategies for Alternatives, Tax, and Insurance in Financial Planning | 4:00 PM - 4:45 PM | Roosevelt Room | Marc Haiar, Concorde Investment Services Steve Erickson, Wealth Investment Services John Ross, IFR Jim Silbernagel, The Silbernagel Group |
| Closing Remarks | 4:45 PM - 5:00 PM | Roosevelt Room | Danielle Delongchamp, Concorde Investment Services |
| Evening on your own to experience Historic Ybor City! | 6:00 PM | ||