Breakout Topics - Amazon S3...Updated: 10.24.2016 Page 1 of 10 Presenter Line-Up John Baker, Partner Jonhenri Ball

Updated: 10.24.2016 Page 1 of 2

Breakout Topics

Circle of Wealth

® & High Net Worth Clients – Are you targeting higher net worth clients

in your practice? Learn from a successful COW adviser how he uses the Circle of Wealth®

to specifically target and acquire high net worth individuals in his practice. Working in a major metropolitan city with financially sophisticated clients, the Circle of Wealth

® process

and tools are every bit as effective as they are with other types of clients. Presented by Brian Dumont Circle of Wealth

® & Life Insurance – Permanent life insurance (PLI) is critical to the

short and long term financial success of most of our clients. Hear from a Master Mentor on how to use our key storyboards, how to deal with objections, and how to get motivated to help more clients realize the power of permanent life insurance. Presented by Timothy Bogert Circle of Wealth

® & The Yellow Tank – Balance delivers power. While we spend much

time discussing the need and use of green tank accounts, we shouldn't lose focus on the power of yellow tank accounts when managed in balance. Learn how to communicate the power of the yellow tank in a unique view that many of your clients have never seen. Presented by Mark Clark Circle Talk for Business Owners – More than most, Business Owners need our help achieving their financial success by gaining access to their money. As they blend business and family needs learn how to help them escape the constraints of their local bank. Presented by Jonhenri Ball Circle Talk for Retirees – What do we all have in common? We want our “Circle of Wealth” to grow! This statement is just as true for a retiree as it is for an accumulator. Learn how to deliver the Circle Talk 2 specifically designed for families near or in retirement. Presented by Jeremy Shipp PEM for All Generations – Each generation has a unique yet common set of financial concerns. Identifying these generational commonalities from Millennial to Matures while skillfully engaging in a solution oriented discussion will make you stand out in the industry. Become skilled at tailoring the conversations for each generation and learn the nuances for effectively transitioning between the stories and calculators provided in the PEM. Presented by Crystal Langdon Spending Game Advanced – Learn advanced Spending Game techniques and conversations from Mark with a fast paced demonstration case review. See how the addition of a max funded PLI adds liquidity, use, and control to a family's financial situation. Also learn how to demonstrate the conceptual impact of a FIA on a retirement account over time. Presented by Mark Guthrie


Breakout Topics

Spending Game Fundamentals – Many of our clients value a detailed financial snapshot of their current position and a forecast of their future. But, they get lost in the numbers. Learn how you can use the Spending Game to quickly build a detailed snapshot and forecast, but then translate it into a dynamic Personal Economic Model

® view for easy

visual consumption. It's not what we know as advisors, it's what we can communicate! Presented by Mike Castillo Transitioning from the Swing to the Club – Step 9: We found the money - now what? Learn how to transition from finding the money to introducing and implementing the products of choice. Presented by Starr Barnum Wealth Transfer #1 Mortgages – The house often consumes the largest portion of a family's after tax income. Be unique by addressing this area of the Circle of Wealth

®.

Learn how to overcome decades of misconceptions and emotions with our industry leading "Mortgage Master" scripts and software presentation. Presented by Ken Dyer Wealth Transfer #2 Qualified Plans – Tax deferred qualified retirement plans are the most popular tax treatment in America today. Learn how to help your clients better understand what they truly do and how an alternative strategy may be more desirable in accomplishing their overall financial goals. Presented by Travis Wyatt Wealth Transfer #3 Taxes – Clients generally don't like paying taxes, let alone paying them when there are alternatives. Learn how to help share strategies to flatten, reduce and or eliminate current and future taxation with three distinct scripts and presentations. Presented by John Baker & Chad Castle Wealth Transfer #4 Education – College will cost many of our clients a meaningful portion of their accumulated retirement money. Learn from three top COW College Financial Planners what you should know, what you should cover, and when to recommend outside expertise. Presented by Beatrice Schultz, Kate Seastone and Beth Walker Wealth Transfer #5 Major Capital Purchases – How our clients choose to pay for major capital purchases can drive little or large wealth transfers. Learn how to help families be efficient and take the stress out of borrowing money by establishing a Private Reserve. Presented by Bryan Repple


Presenter Line-Up

John Baker, Partner Jonhenri Ball

23 years in the industry Focus: Estate, Retirement Income & Tax Planning

11-year Circle of Wealth® member

42 years in the industry Focus: Personal Finances & Business Owners



Presenter Line-Up

Starr Barnum Timothy P. Bogert, CLU, ChFC, LIC, AIF®

14 years in the industry Focus: Showing clients the merits of using life

insurance as a “Green Tank” 3-year Circle of Wealth® member

37 years in the industry Focus: Holistic, Tax Minimization & Special

Needs Planning 5-year Circle of Wealth® member


Presenter Line-Up

Don L. Blanton, Founder & President of MoneyTrax, Inc.

Mike G. Castillo, CFP®, CLU

30 years in the industry Focus: Personal, Business & Retirement Planning

Creator of the Circle of Wealth® system

15 years in the industry Focus: Financial Planning



Presenter Line-Up

Chad Castle, Partner Mark Clark, CFP®, Certified Kingdom Advisor™

21 years in the industry Focus: Retirement Income & Tax Planning


22 years in the industry Focus: Personal Financial, Business Owner &

Retirement Planning 3-year Circle of Wealth® member


Presenter Line-Up

Kurt Czarnowski, Principal in Czarnowski Consulting

Brian S. Dumont, EdM, Managing Partner, Dumont Financial, LLC

Featured Speaker Former Regional Communications Director,

Social Security Administration in New England, 1991 - 2010

12 years in the industry Focus: Ultra High Net Worth

Individuals & Families 7-year Circle of Wealth® member


Presenter Line-Up

Ken Dyer Mark P. Guthrie, CEO for MoneyTrax, Inc.

20 years in the industry Focus: Personal & Business Planning


10 years in the industry Focus: College Financial Planning 9-year Circle of Wealth® member


Presenter Line-Up

Crystal Langdon, CFP®, Founder & President of Crystal Clear

Finances

Bryan Repple, CEO of G.A. Repple & Company

18 years in the industry Focus: Provides practical solutions to taxes,

investments, and saving strategies 6-year Circle of Wealth® member

19 years in the industry Focus: Financial Planning for Individuals

& Business Owners 19-year Circle of Wealth® member


Presenter Line-Up

Beatrice Schultz, CFP® Kate Seastone, MBA, CFP® President, Simplicit Financial

10 years in the industry Focus: College Financial Planning 6-year Circle of Wealth® member

12+ years in the industry Focus: Business Owner & Key Executive Solutions



Presenter Line-Up

Jeremy Shipp, CLU, RICP, CFP® Beth V. Walker, Founder, Center for College Solutions

7 years in the industry Focus: Retirement Income Planning

3-year Circle of Wealth member

17 years in the industry Focus: College Planning


Updated: 10.24.2016 Page 10 of 10

Presenter Line-Up

Travis Wyatt, Principal

12 years in the industry Focus: Business Market


Documents

Breakout Topics - Amazon S3...Updated: 10.24.2016 Page 1 of 10 Presenter Line-Up John Baker, Partner Jonhenri Ball