Agenda: 2023 Annual Conference

Sunday, April 23, 2023
1:00 PM - 5:00 PM	Registration
2:00 PM - 2:50 PM	Table Topics w/ Private Advisor Group Private Advisor Group				Alignment & Equity Program Overview Private Advisor Group
3:00 PM - 3:50 PM	Table Topics w/ Private Advisor Group Private Advisor Group				Alignment & Equity Program Participant Update (Invite Only) Private Advisor Group
4:00 PM - 4:15 PM	Sponsor Thank You (Invite Only) Private Advisor Group
4:15 PM - 4:30 PM	First-time Attendee Toast (Invite Only) Private Advisor Group
5:00 PM - 10:00 PM	Sponsor Dine-arounds
Monday, April 24, 2023
6:30 AM - 7:15 AM	Fun Run
7:15 AM - 8:15 AM	Breakfast w/ Sponsors
7:15 AM - 5:00 PM	Registration
8:30 AM - 10:00 AM	General Session (feat. Nicole Malachowski) Private Advisor Group
10:15 AM - 10:55 AM	It’s a (R)Evolution: The Modern Investor, Value, Growth First Trust		Fear No Bear Lincoln Financial Group		How Interest Rate Increases Have Changed Retirement Income Planning Pacific Life		Customer Experience Isn't One Big Thing. It's One Thousand Little Things. Redtail
11:05 AM - 11:45 AM	Retirement Plan Advising: The Changing Landscape Standard of (k)are	The Referral Code Invesco		Expanding the Solution Set for High-net-worth Investors Goldman Sachs		Health Care: Plan for Costs in Retirement Nationwide		Three Big Mistakes of Succession Planning, and How to Manage the Psychological Transition AllianceBernstein
11:45 AM - 12:50 PM	Lunch w/ Sponsors Private Advisor Group
12:50 PM - 1:30 PM	Taking Your Teams to New Heights: How to Build & Manage an Elite Team First Eagle Investments		Powerful Personalization for Every Investor: Win New Business with Orion Custom Indexing Orion Advisor Solutions		Trading Tools for Active Traders: Leveraged & Inverse ETFs Flexible Plan		Tapping your Hidden Superpower of Influence Voya
1:40 PM - 2:20 PM	How Elite Advisors Leverage Riskalyze to Overcome Timely Obstacles Riskalyze	Creating a Platinum Practice MFS		The Power of WealthSuite: A Conversation with BlackRock and Private Advisor Group BlackRock		In-plan Advice for On-time Retirement The Pacific Financial Group		It's Not Easy Being Green: Why Fossil Fuels Aren't Dead Yet BNY Mellon
2:30 PM - 3:20 PM	Utilizing Planning & Technology Throughout the Client Lifecycle (CE) eMoney Advisor	The 68 Trillion Dollar Question: Are You Ready? (CE) Carillon Tower Advisers		Tailwinds to Headwinds: Alternative Ideas for 2023 FS Investments		Alternative Investing Essentials: Private Equity Apollo		Expectations for Asset Classes in 2023 WisdomTree
3:30 PM - 5:00 PM	General Session (feat. Advisor Panel) Private Advisor Group
5:15 PM - 6:00 PM	Transportation to Dinner
6:00 PM - 7:15 PM	Cocktail Reception
7:30 PM - 8:45 PM	Dinner
9:00 PM - 11:00 PM	Wings N' Things
Tuesday, April 25, 2023
7:30 AM - 8:15 AM	Breakfast
7:30 AM - 12:00 PM	Registration
8:30 AM - 10:00 AM	General Session (feat. Kyle Petty) Private Advisor Group
10:10 AM - 11:00 AM	Spousal Protection Strategies (CE) Eagle Life	Why Prospects Say No…and Easy Ways to Change Their Mind Advisors Capital Management		The Family Dynamics of Intergenerational Wealth Transfer (CE) T. Rowe Price		Gather More Assets & Solve for Systematic Risk (CE) Beacon Capital Management		Balance Is A Lie! CNL
11:10 AM - 12:00 PM	Behavioral Coaching: When Your Clients Need It Most (CE) Vanguard		Advisor as CEO: Putting Asset Managers & Technology to Work for You (CE) Fidelity Investments		Move Over 60/40 (CE) LoCorr Funds		Positioning for the Unknown with Systematic Macro (CE) Campbell & Company
12:00 PM - 1:00 PM	Lunch

AGENDA