SMART CONFERENCE 2023
Wednesday, May 31 – Friday, June 2, 2023
McMill Building
125 S 4th St
Norfolk, NE
AGENDA OVERVIEW
WEDNESDAY
MAY 31
10:30 – 4:30 The Basics: Training for New(er) Advisors
(lunch provided during training)
5:00 Cocktails at Black Cow Fat Pig
6:00 Supper at Black Cow Fat Pig
THURSDAY
JUNE 1
8:30 – 9:00 Welcome
9:00 – 12:00 Serious Shift: How To Grow Your Practice By Shifting Beyond Advice
Dennis Moseley-Williams
12:00 – 2:00 Lunch at Napoli’s
2:00 – 3:00 Stay in Your Seat
Weston Wellington (DFA)
3:15 – 3:30 Niche Services by Partner Firms
3:30 – 4:00 Closing Remarks
5:30 Cocktails at Jared’s
6:30 Supper at Jared’s
FRIDAY
JUNE 2
8:30 – 9:00 Welcome
9:00 – 9:30 Real Estate & Beyond: Increasing Diversification Through Core Infrastructure
Steve Pointer – Cantor Fitzgerald
9:30 – 10:30 Using Cash/Equivalents with Clients
Nate Raabe (Wealth Management)
10:30 – 11:30 Advisor Round-Table Best Practices
11:30 – 12 Q&A/Closing Remarks
*Breaks and lunch are included everyday just not shown above
CONFERENCE SPEAKERS
PLATINUM SPONSOR
Accomodations
We have a discounted room block at Norfolk Lodge & Suites. To receive our block rate, book with this link: https://www.divotslodge.com/the-lodge
To book over the phone, call 402-379-3833. Be sure to mention “Smart Conference – McMill Wealth Management” to get our group rate. If you need assistance booking a hotel room, please reach out to LeAnn at leannr@mcmill.info.
Norfolk Lodge & Suites is located at 4200 W Norfolk Ave. in Norfolk, NE.
If you are looking for a hotel that is located downtown, closer to the McMill Building where the conference is held, check out The River Point Inn!
River Point Inn is located at 200 W Norfolk Ave. in Norfolk, NE.
