Schedule

  • 11:15am:
    Registration is open

    12:00pm:
    Lunch

    1:00pm – 4:30pm:
    Advisor Workshop & Afternoon Sessions

    5:00pm – 7:00pm:
    Welcome Happy Hour

  • 7:30am:
    Breakfast

    8:15am:
    Morning Sessions begin

    11:30am:
    Lunch

    12:00pm:
    Afternoon Sessions resume

    6:30pm:
    Off-site Dinner

  • Exit

Topics

  • Considered one of the most progressive and talented baseball executives in the game today, Billy Beane has molded the Oakland Athletics into one of professional baseball’s most consistent winners since taking over as General Manager following the 1997 season. Beane shattered traditional MLB beliefs that big payrolls equated wins by implementing a statistical methodology that led the Oakland A's, one of the worst teams in baseball with one of the lowest payrolls, to six American League West Division Titles. That strategic methodology has come to be known as the Moneyball philosophy.

    He has helped to shape the way modern businesses view and leverage big data and employ analytics for long- term success.

  • Hear from a Specialist who pursues fraud investigations full-time against Fortune 500 companies in the financial services and healthcare industries. He brings CEO and CFO orchestrated multi-billion-dollar white-collar fraud cases to the US Department of Justice and the Securities & Exchange Commission under whistleblower bounty programs. The Madoff case was his first major investigation… Special Guest: Harry Markopolos

  • Jim Kais (Ameritas), Amy Keiser (Principal), Joe Smolen (Empower), and Darren Zino (Transamerica).

  • ALIS, Fiduciary Decisions, Direct 401K, PlanTools

  • A managed account program with the advisor in control, that is an affordable personalized retirement solution at a low cost for employers to offer employees, AND is ultimately a path to revenue for all service providers involved.

    Steve McCoy (iJoin), Mike Cohen (NWPS), Sam Mitchell (Sentinel Group), Micah DiSalvo (ATR)

  • Jacquelyn K. Reardon (Franklin Templeton)

  • Jeff Cullen (Strategic Retirement Partners), Renee Scherzer (401k Resources), Stephen Welch (The Foote Welch Group at Morgan Stanley)

  • This session in combination with the panel below is all about how important it is to personalize investments and financial advice for the individual. You can personalize everything else you do. Why can you not personalize your retirement savings system?

    Nicole Hinman (Cambridge Investment Research, Inc.)

  • Details to come

  • Join Kolbe Expert Eric Herrera as he shows you how to harness your instinctive strengths effectively and efficiently. Eric will also bust some all-too-popular business myths, break down some all-too-common business mistakes, and teach you how to avoid the dreaded “Curse of the Capable”.

  • This is a panel discussion with top advisor firms. It will explore how they are doing this differently and operating successful businesses in the new environment.

    Jeff Cullen (Strategic Retirement Partners), Renee Scherzer (401k Resources), Stephen Welch (The Foote Welch Group at Morgan Stanley)

Note*

Advisor Workshop: BYOI (Bring Your Own Instincts)

Prior to LNRS in October, the Kolbe Index (Instinct Test) will be sent to you via email at no cost. It does not measure intelligence, personality or social style. It measures the instinctive ways you take action when you strive. Your result will describe your natural strengths – your modus operandi (MO).

Join Kolbe Expert Eric Herrera as he shows you how to harness your instinctive strengths effectively and efficiently. Learn how to unlock the powers you naturally possess inside to:

  • significantly reduce your stress levels while simultaneously boosting your productivity

  • improve communication and collaboration with staff and prospects alike

  • find the freedom to be yourself both in and out of the office

Eric will also bust some all-too-popular business myths, break down some all-too-common business mistakes, and teach you how to avoid the dreaded “Curse of the Capable”.