Featured Speakers

These featured speakers are some of the nation's best financial advisors, CPAs, and estate planning attorneys and they will show you exactly how they go after the ``hard to get`` clients with their progressive concepts and strategies.

Not just theory.

These key participants can help you implement the concepts you will learn at this event.

Schedule

05:00 PM

Welcome Reception (5:00pm-7:00pm)

Come join us. Enjoy complimentary cocktails and hors-d'oeuvres while you mingle with speakers, panelists, and other attendees. (No additional charge.)

07:30 AM

Breakfast & Check-In (7:30am - 8:00am)

(Breakfast is included no additional charge.)

08:00 AM

Marketing and Selling the Concepts You Will Learn at the H2GTH2G (8:00am - 9:00am)

All of the concepts discussed at this event will have tactical ways that you can use to specifically find prospects and go after them. This crash course will help you take full advantage of what you will learn in all the other sessions.

09:00 AM

The Door-Opener To High Net Worth Clients - Negotiating PRICE With Colleges (9:00am-10:00am)

Learn how the subject of college funding can open doors to new prospects and become an easy add-on service to your financial practice. You will easily be able to switch your conversation starters from money, assets, and work (what most prospects don't want to talk about) to what your prospects love... their kids and grand-kids

12:00 PM

Lunch (12:00pm - 1:00pm)

(Lunch is included no additional charge.)

02:30 PM

Protecting Retirement Accounts From Downside Risk (2:30pm - 3:30pm)

We all know that it’s when, not if, the markets will go down…and then back up.  This ‘sequence of return’ risk can create havoc on a client’s retirement plan, and many sleepless nights to the retiree.  Evan will cover this and other risks to a client’s well being in retirement, and how life insurance can help them sustain those downturns, pass more money to their heirs and provide protection from living too long.

04:00 PM

Daily Wrap-Up (4:00pm - 4:45pm)

The speakers of the day form a Q&A panel. It's a great opportunity to ask additional questions.

05:00 PM

Cocktails and Conversations (5:00pm-7:00pm)

Come join us for some complimentary end of the day cocktails and snacks. (No additional charge.)

07:30 AM

Breakfast (7:30am - 8:00am)

(Breakfast is included no additional charge.)

08:00 AM

Leveraged Life - Using Other People’s Money (8:00am - 9:30am)

Many high-net-worth individuals and business owners know that “Cash is King!” Using leveraged life insurance with premium finance will position you as the expert of using other people's money to help them grow and protect their wealth without disrupting their current cash flow...

09:30 AM

Using Captives to Blow Past Gatekeepers and Have Business Owners, and Their CPAs Beg to Talk to You (9:30am - 11:00am)

Captive insurance companies are a hot topic in the advanced planning markets, and you can learn from the best on how to integrate captive insurance companies and risk mitigation into your client’s business and estate plans...

11:00 AM

The Household Endowment Model® (11:00am - 12:00pm)

In this session, Vince will introduce his trademarked The Household Endowment Model®. In use since 2008, he will show you how to provide total wealth management solutions for high net-worth clients and their families using alternative investments and durable income solutions to create more diversified and non-correlated resolutions to the growing retirement crisis.

12:00 PM

Lunch (12:00pm - 1:00pm)

(Lunch is included no additional charge.)

01:00 PM

Transitions with ESOPs (1:00pm - 2:30pm)

Learn step by step how an ESOP works, how employees get company shares and how they cash in. Also, a more detailed look at the four significant tax advantages available to the sellers and/or the company will be discussed.

04:30 PM

Event Wrap-Up (4:30pm - 5:00pm)

The speakers of the day form a Q&A panel. It's a great opportunity to ask additional questions.

Event Sponsors

We thank these sponsors for making this event possible.

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Venue

South Point Hotel & Casino

9777 Las Vegas Blvd South
Las Vegas, NV 89183

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