Smart Conference 2019

Smart Conference 2019 May 29-31


Wednesday, May 29

10:30 – 4:30 Basics: Training for New(er) Advisors

6:00 Advisor Welcome Dinner
Black Cow Fat Pig – 702 W Norfolk Ave

Thursday, May 30

8:30 Welcome

8:45   “The Retirement Advisor – Coaching your Clients Through This Next Stage of Life” with Barry LaValley

11:45   Lunch
The Loft

1:30   “Righting Your Book” with Mark Zinder

5:30   Cocktails at Jared’s House

6:30   Dinner at Jared’s House

Friday, May 31

8:30   “Scripts, Sketches, Stories, and Supplements” with Justin Yost of Dimensional

10:15   Practitioner Panel: Bringing It All Together

11:45   Final Comments

12:00   Lunch

Travel Information:

Hotel Accommodations and Travel Information

A block of rooms has been reserved at Norfolk Lodge and Suites.


Be sure to mention SMART Conference when booking your room. The conference rates start at $89.99/night.


Barry LaValley

Barry LaValley

The Retirement Advisor – Coaching your Clients Through This Next Stage of Life
Thursday, May 30 at 8:45 am

Barry LaValley is the Founder of The Retirement Lifestyle Center, and a leading educator and authority on the lifestyle transition to retirement for North Americans. Barry works with individuals, organizations, employers and associations to help them understand and plan for their retirement life. His list of clients has included several major financial institutions in both Canada and the U.S. He has served as Special Consultant on Retirement for The Scotiabank Group of Companies.

LaValley calls the retirement life phase “Prime Time” and has developed programs that will help aging boomers clarify their vision of the future. His company has provided retirement lifestyle planning education, workshops and printed material for the past ten years and he has spoken to tens of thousands of pre-retirees in his popular retirement planning workshops.

Barry has been an active researcher on the topic of retirement transition and has combined his research with a team of professionals on both sides of the border. His extensive work with pre-retirees has given him unique access to the concerns and issues faced by aging boomers as they look at retirement.

Mark Zinder

Mark Zinder

Mark Zinder & Associates
Righting Your Book
Thursday, May 30 at 1:30 pm

Mark Zinder is a leading financial expert, trend forecaster, and seasoned keynote speaker.

He has traveled the globe delivering more than 2,000 presentations to hundreds of thousands of people around the world. He is also a regular guest on Fox Business and CNBC, sharing his expertise and positive outlook while tackling tough questions on the economy.

Mark’s extensive background spans 33 years and includes being the National Spokesman for Franklin Templeton. During that time, he worked side-­by-­side with Sir John Templeton, Dr. Mark Mobius, and Mr. Michael Price to hone his ability to spot trends before they become obvious.

Laughing is the key to learning, and connecting with your clients is the key to success. Mark’s high-­energy presentation focuses on these elements and motivates you to think differently to achieve success in today’s constantly changing world.

Justin Yost

Justin Yost

Vice President and Regional Director
Scripts, Sketches, Stories and Supplements
Friday, May 31 at 8:30 a.m.

As a Vice President and Regional Director at Dimensional, Justin Yost works closely with advisors throughout the central US. In this role, Justin updates financial advisors on capital market research, assists in communicating investment concepts, and consults on asset allocation and business development issues.

Prior to joining Dimensional in 2007, Justin worked as an analyst for Lipper Inc. in Denver, Colorado. A CFA Charterholder, Justin earned his bachelor’s degree in finance and economics from the University of Denver.

Erik Totten

Erik Totten is Co-Head of the Independent Advisor Group, supporting a broad segment of the firm’s US-based RIA clients. Erik leads a team of Regional Directors and Client Services staff that support advisors in their goal of delivering a great investment experience to clients and developing strong, enduring businesses. In addition, Erik helps to provide strategic direction and leads select initiatives for the US client business.

Prior to joining Dimensional, Erik worked in corporate finance for the commercial airline division of the Boeing Company. He also played professional football as a defensive back for the Pittsburgh Steelers and the Cologne Centurions of NFL Europe.

Erik is a CFA® charterholder and received his BA in finance from Western Washington University.

Vice President and Regional Director
Scripts, Sketches, Stories and Supplements
Friday, May 31 at 8:30 a.m.