Register below for this premier financial services learning event in Central Illinois! 

Why Attend 

This event is packed with information that will help you provide the service that customers want and need today.  There is something for everyone!

Designed For 

This program is designed for anyone who provides financial planning, wealth management, insurance protection, or tax advice to customers.  Continuing education credits have been approved and/or are pending for IL producers, IL certified public accountants, IL attorneys, Certified Financial Professionals™, and PACE/PRCE credit.

If you're unable to attend in person, you can register for any of the three sessions available as a Live Webinar!  The times of each session are listed below and will only be available during the presentation time.

You can click here for a preview of one of our speakers, Kathleen Burns Kingbury, and her talk on Breaking Money Silence.

Topics / Presenters 

 Making Retirement More Efficient - Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA®; Executive Vice President, Retirement, ASH Brokerage   (8:00am - 9:00am)

Breaking Money Silence (Webinar) - Kathleen Burns Kingsbury, wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast.   (9:15am - 10:15am)

Serving Up a Slice of Retirement Pie – a Field Guide to Social Security - John Deppe, CMFC^SM; Regional Vice President, Transamerica Capital, Inc   (10:30am - 11:30am)

Federal Student Loan Debt Management Strategies (Live and Webinar) - Allison Anne Hoyt, JD, CLU®, TEP; Technical Director, Advanced Consulting Group, Nationwide.  She is also a Director on the National board of directors for the Society of Financial Service Professionals.    (1:00pm - 1:50pm)

Long-Term Care Made Simple. Just Ask: How do you start an LTC conversation? - Chad Eyrich, LTCP, CLTC; Vice President, Long-Term Care & Linked Benefit, ASH Brokerage   (2:00pm - 2:50pm)

Life Insurance Income Tax Traps (Live and Webinar) - Allison Anne Hoyt, JD, CLU®, TEP; Technical Director, Advanced Consulting Group, Nationwide.  She is also a Director on the National board of directors for the Society of Financial Service Professionals.   (3:00pm - 3:50pm)

Special Tips for Working with All Types of Individuals & Businesses - Jeremy Nunes  (4:00pm - 4:50pm)

When & Where:

June 20, 2019  7:30 a.m. – 5:00 p.m.

     (Continental Breakfast 7:30am, Networking Happy Hour 5-6:00pm)

Eastland Suites Hotel & Conference Center,  Bloomington, IL

Thank you to our Sponsors!

Registration Fees:

Registration fees include a pre-program continental breakfast, luncheon, refreshments, and a networking happy hour .

We look forward to seeing you there!  Please register below.