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TUESDAY, MARCH 17TOPIC TIMEArrivals & Registration . . . . . . . . . . . . . . . . . . . . . 1:00 - 5:00 pm

Cocktail Reception & Dinner . . . . . . . . . . . . . . . . . . 6:00 - 9:00 pm

DAY 1

WEDNESDAY, MARCH 18TOPIC TIMEBreakfast & Registration . . . . . . . . . . . . . . . . . . . . 8:00 - 8:30 amWelcome & opening Remarks Bob Brown, SVP, Investment Solutions Channel develpment . . . . . . 8:30 - 9:00 am

(Howie/ Justin describes Ted, intro Andrew) . . . . . . . . . . . . . . . 9:00 - 9:10 amSSales Excellence Andrew Tappe, EVP, Distribution Sales . . . . . . . 9:10 - 9:30 am(Howie/ Justin describes exercise, sends off to teams) . . . . . . . . . 9:30 - 9:35 am(Travel to meeting spot) . . . . . . . . . . . . . . . . . . . . . . 9:35 - 9:40 am Morning Talks Debrief . . . . . . . . . . . . . . . . . . . . . 9:40 - 10:00 amBreak/ Go to Breakout . . . . . . . . . . . . . . . . . . . . 10:00 - 10:20 amBreakout Seccion 1: CSS or Tax Efficiency . . . . . . . . . . . 10:20 - 11:45 amLunch . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:45 - 12:45 pm(H(Howie/ Justin review morning highlights, intro TJ) . . . . . . . . 12:45 - 12:55 pmClient Experience Tom Johnston, SVP Portfolio Advisory Services . . . . . . . . . . . . . 12:55 - 1:15 pm(Howie/ Justin thanks TJ, Intros Tom) . . . . . . . . . . . . . . . . 1:15 - 1:20 pmDifference Makers Tom Coogan, EVP . . . . . . . . . . . . . . . . . . . . . . . . . 1:20 - 1:40 pm(Howie/ Justin Sends group to debrief) . . . . . . . . . . . . . . . 1:40 - 1:45 pm(t(travel to meeting spot) . . . . . . . . . . . . . . . . . . . . . . 1:45 - 1:50 pmAfternoon Talks Debrief . . . . . . . . . . . . . . . . . . . . 1:50 - 2:15 pmBreak . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:15 - 2:45 pmKeynote Speaker: Moshe Milevsky . . . . . . . . . . . . . . . 2:45 - 4:15 pmClosing Remarks . . . . . . . . . . . . . . . . . . . . . . . 4:15 - 4:30 pm

INSPIRATION “To be a source of inspiration for our customers, you rst have

to reect and identify what personally inspires you.”- Kathy Murphy, President

DAY 2

THURSDAY, MARCH 19TOPIC TIMEBreakfast . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:00 - 8:45 amWelcome to day 2 . . . . . . . . . . . . . . . . . . . . . . . 8:45 - 8:50 am(Move to breakout) . . . . . . . . . . . . . . . . . . . . . . . . 8:50 - 8:55 amBreakout Seccion 2: CSS or Tax Efficiency . . . . . . . . . . . 9:20 - 10:15 amBBreak (Howie/ Justin intro Keith)Keith’s Topic Keith Kruk, RVP Texas . . . . . . . . . . . . . . . . . . . . . . 10:15 - 10:35 am(Howie/ Justin thanks Keith, Intros Tom) . . . . . . . . . . . . . 10:35 - 10:40 amLeadershipCyrus Taraporevala, EVP . . . . . . . . . . . . . . . . . . . . . 10:40 - 11:00 amHHowie/ Justin Sends group to debrief . . . . . . . . . . . . . . 11:00 - 11:05 amMorning Debrief . . . . . . . . . . . . . . . . . . . . . . . 11:05 - 11:30 amClosing RemarksBob Brown, SVP, Investment Solutions Channel Development . . . . . 11:30 - 12:00 amLunch & Departures . . . . . . . . . . . . . . . . . . . . . . 12:00 - 1:00 pmShuttles from SMT to DFW

DAY 3

INSPIRES

Andrew Tappe

SVP, PWI Sales

Session Summary: In a crowded marketplace with fierce competi-

tion, how do we differentiate our financial services offerring? Andrew

offers his insights on the difference we can make in how we sell.

Questions to Consider:

- What are my goals at this conference?

- How can I take this home and implement it in my own business?

- What points resonate most for me today?

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NOTES

SESSION 2 Sales ExcellenceAndrew Tappe

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NOTES

BREAKOUTCSS / Tax Efficiency

Tom Johnston

VP TBD, PWI

Session Summary: In a crowded marketplace with fierce competi-

tion, how do we differentiate our financial services offerring? Andrew

offers his insights on the difference we can make in how we sell.

Questions to Consider:

- How can I take this home and implement it in my own business?

- What points resonate most for me?

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NOTES

SESSION 4 Fid Talks

Tom Johnston

3

Tom Coogan

President TBC, PWI

Session Summary: Tom offers his insights on the difference we can

each make in the lives of our customers and our peers.

Questions to Consider:

- How can I take this home and implement it in my own business?

- What points resonate most for me?

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NOTES

SESSION 4 Fid Talks - Difference-Makers

Tom Coogan

Questions to Consider:

- Did I accomplish my goals today?

- What am I going to do differently now - what steps can I take to own the outcome and ‘take it home’?

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Moshe Milevsky

Teacher, Author & Consultant

Session Summary: Moshe challenges our traditional thinking about

what our offerring can mean to our customers and their retirement.

Questions to Consider:

- (***QUESTION TBC FROM SPEAKER***)?

- (***QUESTION TBC FROM SPEAKER***)?

- How can I take this home and implement it in my own business?

- What points resonate most for me?

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NOTES

SESSION 7Keynote SpeakerMoshe Milevsky

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NOTES

BREAKOUTCSS / Tax Efficiency

Keith Kruk

RVP, FILI

Session Summary: How can we - in our sales roles - come up with

fresh ways to support and inspire customer-facing reps? Keith offers

his perspective on why we need to think differently.

Questions to Consider:

- How can I take this home and implement it in my own business?

- What points resonate most for me today?

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NOTES

SESSION 4 Fid Talks - Client Experience

Keith Kruk

Cyrus Taraporevala

President, FILI

Session Summary: What does it mean to be thought of as a leader

among your peers? Cyrus offers his perspective on why we need to

think differently.

Questions to Consider:

- How can I take this home and implement it in my own business?

- What points resonate most for me today?

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NOTES

SESSION 4 Fid Talks - LeadershipCyrus Taraporevala

Questions to Consider:

- Did I accomplish my goals at this conference?

- What am I going to do differently now - what steps can I take to own the outcome and ‘take it home’?

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NOTES

DEBRIEF

Questions to Consider:

- Did I accomplish my goals at this conference?

- What am I going to do differently now - what steps can I take to own the outcome and ‘take it home’?

Taking it Home

NEXT STEPS?

Review action items with your manager.

Identify your top 3 takeaways

Map out & implement your 2015 action plan.

STEP 1

STEP 2

STEP 3

TO BE AN INSPIRATION,

FIND YOUR INSPIRATION