SMART CONFERENCE 2022
Wednesday, June 1 – Friday, June 3
McMill Building – Norfolk, NE
125 S 4th St
AGENDA OVERVIEW
Wednesday – June 1
10:30 – 4:30 The Basics: Training for New(er) Advisors
5:00 Drinks at Black Cow Fat Pig
6:00 Dinner at Black Cow Fat Pig
Thursday – June 2
8:30 – 9:30 The Business Campfire from a Leaders Perspective (Tom Schueth – Integrity Marketing Group)
9:45 – 4:30 Connecting the Dots: Transforming Your Clients Money Relationship (Rick Kahler)
5:30 Drinks and Dinner at Jared’s
Friday – June 3
8:30 – 9 Diversifying Your Income Stream 2.0 (Steve Pointer – Cantor Fitzgerald)
9 – 10:30 Market Update and Perspectives (Kevin Green – Dimensional)
10:30 – 11 ESG Industry Update (Alexandra Wells – Natixis)
11 – 12 Advisor Roundtable
*Breaks and lunch are included everyday just not shown above
CONFERENCE SPEAKERS
Accomodations
There are rooms still available at Norfolk Lodge & Suites. Link – https://www.divotslodge.com/the-lodge
To book over the phone, call 402-379-3833. If you need assistance booking a hotel room, please reach out to LeAnn at leannr@mcmill.info.
Hotel is located at 4200 W Norfolk Ave. in Norfolk, NE.
SPONSORS
