SMART CONFERENCE 2024
Wednesday, May 29 – Friday, May 31, 2024
McMill Building
125 S 4th St
Norfolk, NE
AGENDA OVERVIEW
WEDNESDAY
MAY 29
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 Dinner at Black Cow Fat Pig
THURSDAY
MAY 30
8:00 – 8:30 Social Time + Breakfast
8:30 – 9:00 Welcome
9:00 – 12:00 Storytelling for Advisors:
Brian Portnoy, Shaping Wealth
12:00 – 2:00 Lunch
2:00 – 2:45 Private Markets, the Past, Present and Future:
Jeff Kinney, Cantor Fitzgerald
3:00 – 4:00 Enhancing Existing Client Relationships Through Technology – A Training on New Software for Advisors
4:00 Closing Remarks
5:30 Cocktails at The Cove at Midtown Event Center
6:30 Dinner at The Cove at Midtown Event Center
FRIDAY
MAY 31
8:00 – 8:30 Social Time + Breakfast
8:30 – 8:45 Welcome
8:45 – 10:30 Implications of Investor Behavior AKA “Behavioral Biases” + Answering Tough Client Questions:
Dimensional Fund Advisors,
Christian Newton
10:30 – 12:00 Q&A + Round-table
12:00 Lunch (To stay or go)
KEYNOTE SPEAKER
SPONSORS
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” 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.
