Sunday, October 1
Registration
- 5:00-6:00 pm CT
The Bobby Hotel Rooftop River Side
Pick up your badge at the registration desk in The Studio Foyer. Then come up to the rooftop for our Welcome Reception!
Welcome Reception
- 6:00-8:00 pm CT
The Bobby Hotel Rooftop River Side
What better way to kick off Unplugged than to, well, unplug! Join us on the roof of the Bobby Hotel to toast to an informative and fun event ahead.
Monday, October 2
Breakfast - Sponsored by American Funds
- 7:00 am-7:55 am CT
Location: Rooftop River Side
We're Just Getting Started
- 7:55 am-8:00 am CT
Location: The Studio
Speaker: Billy Hopkins
How Experience Staging Can Save Your Practice
- 8:00 am-9:15 am CT
Location: The Studio
Introduced by Bob Lewis, American Funds
Speaker: Dennis Mosley Williams
Edgetech Analytics
- 9:15 am-9:45 am CT
Location: The Studio
Speaker: Al Scofield and Drew Harpel
Break (Headshots and Exhibit Hall are Open)
- 9:45 am-10:15 am CT
Location: Rooftop River Side
Social Security
5 Critical Concepts You Should Know
to Elevate Your Credibility
- 10:15 am-11:15 am CT
Location: The Studio
Speaker: Heather Schreiber
Brad Kasper @ LSA Portfolio Analytics
- 11:15 am-11:50 am CT
Location: The Studio
Introduction by Patrick Maulden, Regan Capital Management
Speaker: Brad Kasper
Custom Indexing: Helping Silver Oak Advisors Win New Clients and Increasing Wallet Share with Industry Leading Technology
- 11:50 am-12:30 pm CT
Location: The Studio
Speakers: Andy Rosenberger, CFA, Head of Orion Custom Indexing & Bill Wostoupal, EVP, OCIO, Orion
Lunch
- 12:30 pm-1:20 pm CT
Location: Rooftop River Side
Wealth.com: 401k Beneficiary Designations Post-SECURE Act
- 1:20 pm-2:00 pm CT
Location: The Studio
Speaker: Anne Rhodes, Chief Legal Officer, Wealth.com
In this session, we will unravel the complexities of retirement account planning following
the SECURE Act. We will delve in the following key topics:
● The impact of the post-SECURE Act (1.0) on inheriting retirement accounts
● Identifying signs of outdated planning and updating for the post-SECURE world
● Exploring the tax implications of inheriting retirement benefits through a continuing
irrevocable trust
● Utilizing retirement accounts in estate planning for tax-efficient outcomes in charitable giving
First Trust: Buffered ETF Portfolios
- 2:00 pm-2:40 pm CT
Location: The Studio
Speaker: Mike Fink, First Trust
Break (Headshots and Exhibit Hall are Open)
- 2:40 pm-3:10 pm CT
Location: Rooftop River Side
Aptus Capital: Understanding Your Correlation Risk with Diversifiers
- 3:10 pm-3:50 pm CT
Location: The Studio
Speakers: James Yahoudy, CFP® & David Wagner, CFA
In this session we will review what is driving markets, the latest econ takeaways, and discuss the relative portfolio construction considerations. We will review the case for embracing yield, assess traditional mechanisms to drive income and manage risk, and discuss pertinent portfolio construction ideas given our market landscape.
Russell Investments: Navigating The Complexities of Investment Taxes
- 3:50 pm-4:30 pm CT
Location: The Studio
Speaker: Evan Habot, AIF – Regional Director, Russell Investments
Comprehensive toolset to help you educate clients and prospects by illustrating tax impacts, compare pre- and post-tax investment returns, evaluate tax efficiency and wealth impact of client and prospect portfolios as well as tools to propose custom tax-efficient portfolios and design a tax-managed transition strategy.
Vision of the Future
- 4:30 pm-4:50 pm CT
Location: The Studio
Speaker: Billy Hopkins
Happy Hour
- 4:50 pm-5:50 pm CT
Rooftop Party
Location: Rooftop River Side
After Party
- 6:00 pm-8:00 pm CT
Location: Twelve Thirty Club, 550 Broadway, Nashville, TN 37203
Unplug at our after party at a uniquely-Nashville venue in the heart of downtown. It is just a short walk or Uber away!
Tuesday, October 3
Breakfast
- 7:45 am-8:30 am CT
Location: Rooftop River Side
Day 2 Opening Remarks
- 8:30 am-8:35 am CT
Location: The Studio
Speaker: Billy Hopkins
Chris Buchholz @ Charles Schwab
- 8:35 am-8:45 am CT
Location: The Studio
Speaker: Chris Buchholz, Relationship Manager, Charles Schwab
5 Things You Need to Do to Get Your Marketing in Order Before 2024
- 8:45 am-9:25 am CT
Location: The Studio
Speakers: Kelly Waltrich, CEO & Co-Founder, & Kelly Forst, Director of Account Management, Intention.ly
M&A as an Opportunity for High Net Worth Business Owners
- 9:25 am-9:55 am CT
Location: The Studio
Speaker: Jim Zipursky – CEO, Corporate Finance Associates
Break (Exhibit Hall is Open)
- 9:55 am-10:15 am CT
Location: Rooftop River Side
Driving Silver Oak Initiatives to Enhance the Rep Experience
- 10:15 am-11:15 am CT
Location: The Studio
Speakers: David Melendy & Kelley Harell
Annual Compliance Meeting
- 11:15 am-12:15 pm CT
Location: The Studio
Speakers: Doug Baxley, CCO Silver Oak Securities, Inc.
Awards and Final Thoughts
- 12:15 pm-12:35 pm CT
Location: The Studio
Speaker: Billy Hopkins
To Go Lunch
- 12:35 pm-1:00 pm CT
Location: Rooftop River Side
*Agenda subject to change
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