Each year this symposium gets bigger and better. If you want the opportunity to work “on” your business rather than “in” your business, then you should be in attendance. Our attendees tell us how they grow personally and professionally each and every year.
Every year, financial professionals, attorneys, and accountants come together to share business ideas, meet friendly people and network.
Event
[What We Offer]
We Bring The Best Together
Advanced Speakers
Amazing key note and professional speakers to help take your business to new heights.
Food, Glorious Food
Breakfast, lunch, snacks and unlimited tea and coffee are all part of the ticket price. Networking dinners each night.
Super CE
Earn maximum CE credits for financial advisors, attorney's and CPA's. No need to worry about it later.
Incredible Crowd
We bring the best professionals together to learn from one another and build new and everlasting relationships.
It is these SPONSORS who make this all possible
Speakers
Listen and Learn
Who's Speaking?
Hear some of the best speakers across many industries, including inspirational key notes. It’s time to launch your business to new heights!
Scott Zuckerman
[Event Emcee]
Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® has dedicated his career
Joseph DiLeo
[CEO - Vision Financial Group]
Joseph L. DiLeo is dedicated to providing clients with both the professional and
Sam Terrazzino
[General Agent - Vision Financial Group]
Vision Financial Group of Upstate New York builds relationships with people by
Nicholle Overkamp
[Financial Professional]
Nicholle Overkamp, MBA, CDFA, ChFC is on a mission to empower women to take
Bill Donofrio
[Longbridge Financial]
At the core of my business model is heartfelt desire to help American seniors
April Carter
[Annuity Regional Director]
April Carter is a member of the MassMutual Annuity Sales Team with fifteen years
Ted Malone
[Allianz Life - RVP]
Regional Vice President responsible for sales and business development of
Michele Collins
[Advanced Sales - Mass Mutual]
Michele Collins is a Director with MassMutual’s Advanced Sales organization.
Eric Palumbo
[Financial Advisor]
As a Certified Exit Planning Advisor and Managing Partner at Flower City Advisory,
Take Your Business To The Next Level In:
Schedule
[Our Timetable]
At What Time?
Below is the schedule of events. We have a great lineup of speakers and topics we know you will enjoy. Topics and speakers are subject to change.
12:00 pm - 2:30 pm
Arrivals
Event Registration
3:00pm - 4:00pm
Welcome / Opening Remarks
Welcome / Opening Remarks
4:00pm - 5:00pm
A Million Dollar Team
Nicholle has built a seven figure practice. Learn how you can too!
5:00pm - 8:00pm
Cocktails / Networking / Dinner
Cocktails / Networking / Dinner
7:30am - 8:30am
Breakfast & Networking
Working Breakfast - Ask Me Anything!
8:30 am - 9:30 am
Breakout Sessions
The Establishment (New Advisors) or Advanced Planning (Experienced Advisors)
9:30 am - 10:15 am
Driving Revenue Through Strategic Alliances
Joe DiLeo, Scott Zuckerman & Eric Palumbo
10:15 am - 10:30 am
Break
Break
10:30 am - 11:15 am
Practical Uses of Reverse Mortgages
Bill Donofrio is back to speak about the practical uses and case studies using reverse mortgages for planning.
12:00pm - 12:45pm
Lunch - Platinum Breakout
Platinum Breakout and Ask Me Anything!
2:15 pm - 3:15 pm
Breakout Session
Advanced Planning (New Advisors) and Financial Planning Case Study (Experienced Advisors)
3:15 pm - 4:15 pm
Breakout Session
Growing Revenue With Worksite and
4:15 pm - 4:45 pm
Recap of the Day
Scott Zuckerman will lead us in discussing key points of the day
6:00 pm - 8:00 pm
Happy Hour/Networking/Dinner
Happy Hour/Networking/Dinner
7:30am - 8:30am
Breakfast
Ask Me Anything
8:30 am - 9:15 am
Breakouts
Overcoming Objections and Goal Setting/Targets for Success
9:15 am - 10:00 am
Maximizing Client Relationships
Panel Discussion
10:00 am - 10:30 am
Closing Remarks
Joe, Sam & Scott
10:30 am - 12:00 pm
Super CE
Earn all of your CE credits including the ethics requirement
Register
[Register Now]
How Much?
Choose the below option that is best for you. No matter what, you won’t find an event of this magnitude at such an affordable price!
$
299
[No Accommodations]
2 Days
- – Symposium Entrance
- – Breakouts
- – Networking / Happy Hours
- – Earn All Your CE Credits
- – Breakfast, Lunch & Dinner (two days)
$
349
[Shared Room]
2 Days
- – Two Nights – Double
- – Symposium Entrance
- – Breakouts
- – Networking / Happy Hours
- – Earn All Your CE Credits
- – Breakfast, Lunch & Dinner (two days)
$
599
[Single Occupancy]
2 Days
- – Two Nights – Single
- – Symposium Entrance
- – Breakouts
- – Networking / Happy Hours
- – Earn All Your CE Credits
- – Breakfast, Lunch, & Dinner (two days)
$
3999
[Meal Sponsor]
2 Days
- – Two Nights
- – Symposium Entrance
- – Logo on Marketing
- – 6′ Table On Site
- – One-on-One’s
- – Networking/Happy Hours
- – Breakfast, Lunch & Dinner (Two Days)
- – Speaking Opportunity During Meals
$
2999
[Table Sponsor]
2 Days
- – Two Nights
- – Symposium Entrance
- – Logo on Marketing
- – 6′ Table On Site
- – One-on-One’s
- – Networking/Happy Hours
- – Breakfast, Lunch & Dinner (Two Days)
$
5999
[Event Sponsor]
2 Days
- – Two Nights
- – Symposium Entrance
- – 45 Minute Presentation
- – Logo on Marketing
- – 6′ Table On Site
- – One-on-One’s
- – Networking/Happy Hours
- – Breakfast, Lunch & Dinner (Two Days)
- – Speaking Opportunity During Meals
Testimonials
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