Add to Your Conference Experience

Fly in a day early or stay a day late for even more learning! 

Registration and payment for these events are handled directly through their organizers. All add-ons are in addition to the main conference and are priced separately. Please find the links to register in the descriptions of these events below. 

Pre-conference events will be held on Sunday, September 8* and post-conference will be held Thursday, September 12.

 *Note there is one 2-day pre-conference offering which begins on Saturday, September 7.

Pre-Conference 2-Day | Saturday, September 7 & Sunday, September 8

Seven Stages of Money Maturity® 

with George Kinder

Learn the life planning listening and relationship skills to build trust and inspire your clients to action.

This workshop trains advisers to improve their listening, relationship and inspirational skills. It teaches a psychology of money that models integrity and delivers freedom.  It makes clear what a life plan is versus just a financial plan.

Event Details:

  • Cost: $845 if you register by August 7, 2019
  • When: Saturday, September 7, 8:30am - 5:30pm & Sunday, September 8, 8:00am - 4:00pm
  • How: Register with the Kinder Institute

 

Pre-Conference | Sunday, September 8

Student Loan IntensiveHeather Jarvis

with Heather Jarvis

Attract new clients and build a profitable practice by providing what young professionals want the most: money-saving student loan advice they can rely on!

Student loans are complicated and no one explains this stuff better than Heather Jarvis, a gifted instructor and the nation’s leading student loan expert. You get it all: Heather's practice tools, checklists, calculators, templates, and procedures to expand your client base and develop this vital niche.

Event Details:

 

Joe MessingerThe College Pre-Approval Experience

with Joe Messinger

Paying for college just isn't what it used to be. Baby Boomers' stories about working a part time job to pay their way through college are starting to sound like 10-mile walks to school, uphill both ways. The sticker price for a college education is now between $100,000 and $250,000 per student -- if you graduate in four years. With two or three kids overlapping in school, a couple of C-suite salaries and a nice nest-egg probably won't cover it.

The College Pre-Approval™ Experience is a full-day intensive workshop aimed at giving you the knowledge and tools you need to help clients navigate the college funding maze. Joe will teach attendees the College Pre-Approval™ process, then introduce you to advanced technical, practice management, and behavioral/emotional factors surrounding this unique niche.

Event Details:

 

Steve CrawfordBecome Your Clients Spending Coach

with Steve Crawford

The Workshop is based on Steve's "Your Spending Coach" (YSC) program that was developed from his very own process and has been a huge part of his own client process at Experience Wealth (his Financial Advisory firm). The process he developed in Experience Wealth has led to amazing client Savings results compared to what the Average Aussie saves, because it focusses on 3 key areas:

  1. How to help clients find a reason to save in the first place - by linking it to their Lifesylte and Financial Goals
  2. Teaching them how to use the each of the three drivers of a great Savings result - Budgeting, Banking and Cashflow Reporting (this is your PSSP - see below)
  3. By giving them access to a Coach that helps them get the most out of their PSSP

Event Details:

 

tda LogoOperations and Technology Workshop with TD Ameritrade

Check back for more information about this pre-conference event!

Event Details:

  • When: Sunday, September 8

 

Post-Conference | Thursday, September 12

DFA_LOGO_RGB_COLOR_Under3inDimensional Funds Advisors Foundations Conference

This is a one-day event designed for advisors who do not currently have a business relationship with Dimensional. The conference features senior-level Portfolio Managers and Regional Directors who speak on foundational topics, such as research on the dimensions of investing, Dimensional’s philosophy and integrated investment process, and the equity and fixed income strategies available to advisors.

Event Details:

  • Cost: There are no fees associated with this event.
  • When: Thursday, September 12, 8:00 AM - 5:00 PM
  • How: Register with DFA

 

xypn_LIVE_19_color-01.png