Name Time Location Name Speakers
Wednesday, February 26, 2025
Registration3:00 PM - 5:00 PMHotel Lobby 
Welcome Reception6:00 PM - 8:00 PMLa Galeria Courtyard 
Thursday, February 27, 2025
Networking Breakfast 8:00 AM - 9:00 AMRoosevelt Room 
Opening Remarks9:00 AM - 9:15 AMRoosevelt RoomDanielle 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 Deals9:15 AM - 10:00 AMRoosevelt RoomChris Wadelin, ARCTRUST Private Capital
Session 2: How Lincoln Helps You Excel10:00 AM - 10:30 AMRoosevelt RoomTim Gilfillan, CAS®, Lincoln
Networking Break10:30 AM - 11:00 AMRoosevelt Room 
Session 3: Capital Gains Strategies That Maximize Planning & Investment Outcomes (CE CREDIT)11:00 AM - 12:00 PMRoosevelt RoomIan McElreath, Griffin Capital
Networking Lunch12:00 PM - 1:00 PMRoosevelt Room 
Session 4: Business Owner Planning1:00 PM - 1:30 PMRoosevelt RoomSteve Zimmerman, CFP®, CLU, ChFC, AEP, North American
Session 5: Solve the LTCi Puzzle for Younger Demographics1:30 PM - 2:00 PMRoosevelt RoomTimothy Lockwood, RICP®, CLTC, Lincoln
Session 6: Maximizing the Potential of Envestnet2:00 PM - 2:30 PMRoosevelt RoomDenis Slipchenko, Envestnet
Networking Break2:30 PM - 3:00 PMRoosevelt Room 
Strategic Insights in Action: Collaborative Case Study Roundtables3:00 PM - 4:00 PMRoosevelt Room 
Rep Panel: Integrating Strategies for Alternatives, Tax, and Insurance in Financial Planning4:00 PM - 4:45 PMRoosevelt RoomMarc Haiar, Concorde Investment Services
Steve Erickson, Wealth Investment Services
John Ross, IFR
Jim Silbernagel, The Silbernagel Group
Closing Remarks4:45 PM - 5:00 PMRoosevelt RoomDanielle Delongchamp, Concorde Investment Services
Evening on your own to experience Historic Ybor City!6:00 PM  
Time Zone: (UTC-04:00) Eastern Time (US & Canada) [Change Time Zone]