We know that your time is precious, so let’s make the most of it. We designed AMP to ensure you get everything you need so you can implement advanced planning concepts right away. Please plan to attend all sessions so you don’t miss key intel that is critical to your success.
DAY ONE
LOCATION: TBD
| TIME | SESSION |
| 7:30 - 8:00 A.M. | BREAKFAST |
| 8:00 - 8:15 | WELCOME & INTRODUCTIONS |
| 8:15 - 9:00 | BUSINESS BUILDING & SCALABILITY AS A PRACTICE |
| 9:00 - 9:10 | BREAK |
| 9:10 - 10:00 | PROTECTION AS AN ASSET CLASS |
| 10:00 - 11:00 | APPLICATION OF PROTECTION IN PLANNING |
| 11:00 - 11:15 | BREAK |
| 11:15 - 12:00 P.M. | REINVENTED MARKETPLACE: LONG-TERM CARE |
| 12:00 - 1:30 | LUNCH |
| 1:30 - 2:30 | KEYNOTE: PREHAB |
| 2:30 - 3:30 | POWER OF PREMIUM FINANCE DONE RIGHT |
| 3:30 - 3:45 | BREAK |
| 3:45 - 4:15 | PROTECTION AS AN ASSET CLASS: DEPLOYABLE SOLUTIONS |
| 4:15 - 4:30 | TWO HAWKS MARKET |
| 4:30 - 4:45 | CLOSING REMARKS |
| 6:00 - 8:00 P.M. | DINNER: TBD |
*Agenda and times are subject to change, but please plan to attend all sessions.
DAY TWO
LOCATION: TBD
| TIME | SESSION |
| 7:30 - 8:00 A.M. | BREAKFAST |
| 8:00 - 9:00 | SUCCESS SABOTEURS |
| 9:00 - 10:00 | OPPORTUNITIES IN BUSINESS VALUATIONS |
| 10:00 - 10:15 | BREAK |
| 10:15 - 11:30 | ARE YOU STILL RELEVANT? MOVING FROM ADVISORY TO ADVICE |
| 11:30 - 12:30 P.M. | LUNCH |
| 12:30 - 1:30 | HOW TO PREPARE A BUSINESS OWNER'S ESTATE PLAN FOR SUCCESS |
| 1:30 - 2:30 | ADVANCED PLANNING PANEL: NAVIGATING UHNW MARKET |
| 2:30 - 3:00 | MARKETING: DEPLOYING STRATEGY FOCUSED ON ROI |
| 3:00 - 3:15 P.M. | CLOSING REMARKS |
*Agenda and times are subject to change, but please plan to attend all sessions.
