Wednesday, May 22, 2019

3:00    Registration

5:00    Dinner Cruise aboard the Lady Atlantic

Thursday, May 23, 2019

7:30    Networking Breakfast

8:30    Innovate. Integrate. Cultivate. – Robb Baldwin, Founder & CEO, TradePMR

9:00    What’s New in Advisor FinTech: Staying Informed to Stay Competitive- Joel Bruckenstein, Founder, T3 Technology Hub 

10:00  Bill Coppel, Chief Client Growth Officer – First Clearing

11:00  Financial Planning at the End of Life – Carolyn McClanahan, Life Planning Partners – 1 CFP Credit

12:00  Lunch  *Optional* Succession Planning Presentation

            How Proper Succession Planning Can Help You Comply with the CFP® Board’s New Code of Ethics and Standards of

            Conduct – Carolyn Armitage, Managing Director, Echelon Partners – 1 CFP credit

1:30    Delivering an Elevated Experience that Creates Positive Word of Mouth – Richard Weylman

3:00    Sponsor Breakout Session 1

1. Opportunistic Total Return Strategy with Discounted Cash Flow Analysis – Chris Harrington, Chief Investment Officer, Waterfront Asset Management – 1 CFP credit

2. Comprehensive Advice: Funding Life’s Goals with Liabilities Management – Calvin Kinsella, Growth Consultant, First Vice President, First Clearing

4:10    Sponsor Breakout Session 2

1. Compliance Programs for Small Advisors – Korrine Kohm, Director of Retail Sales & Ariana Monchick, Senior Consultant, Compliance Solutions Strategies

2. The Founder’s Dilemma – Carolyn Armitage, Managing Director, Echelon Partners

5:30    How to Master the Digital Prospecting Formula (And Why Most Advisors Fail) – Robert Sofia, CEO, Snappy Kraken

6:00    The 6 Common Traits of the Most Successful Financial Advisors – Mark Zinder

7:00    Networking Reception

Friday, May 24, 2019

7:30    Networking Breakfast

8:30    TradePMR Breakout Session 1:

1. Robust Trading: Managing portfolios efficiently with advanced trading – Jason Simmons, Trading Manager, TradePMR

2. Client Onboarding: The redesigned application and enhanced digital client onboarding experience – R. Scott Victoria, COO, TradePMR

3. Exploring the New TradePMR Performance Reporting Capabilities Powered by Black Diamond – Brandon Storch, Director of Advisor Services, TradePMR

9:30    TradePMR Breakout Session 2:

1. EarnWise: Your Mobile Complement to Fusion – Brandy Garland, Software Engineer, TradePMR

2. Client Onboarding: The redesigned application and enhanced digital client onboarding experience – R. Scott Victoria, COO, TradePMR

3. Exploring the New TradePMR Performance Reporting Capabilities Powered by Black Diamond – Brandon Storch, Director of Advisor Services, TradePMR

10:30   The Truth About Your Future – Ric Edelman, Edelman Financial Services – 1 CFP Credit

11:30   Closing Remarks – Robb Baldwin

#TradePMRSynergy

Innovate. Integrate. Cultivate.

Trade-PMR, Inc.

P.O. Box 358230

Gainesville, Fl 32635

888.723.3767 x602

Events@TradePMR.com