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Event Details
We can't wait to get together with you in Boston from Sunday, September 29 - Tuesday, October 1. This event offers two intensive days of learning, sharing and deepening relationships with your LAN peers and other industry thought leaders. Sessions are designed to help you accelerate growth as we:
- dissect and discuss case studies
- hear best practices for winning and serving clients
- discover ways to manage your firm more efficiently and effectively
- dig deeper into the tools, playbooks and tactics that support your success.
You won't want to miss this practical, strategic and engaging event to help you drive your business forward.
NOW: Buy your ticket for the event, make your hotel and flight reservations!
Register for the Event - Click the Register button at the top right of the page or click here.
We have three types of tickets for registration this year:
- Member Fly-In Ticket: $500
- Non-Member Ticket: $600 - Invite colleagues and advisors you would like to introduce to LAN.
- Online Only Ticket: $250 - Join us remotely via Zoom and get early access to recordings following the meeting.
Reserve Your Hotel Room - Rooms must be booked by September 5, so register today using the unique LAN code below!
- The Mission House - a SpringHill Suites by Marriott property
- Located at 400 Ocean Ave. Revere, MA, overlooking Revere Beach, America's oldest public beach
- Just 5 miles from Logan Airport and downtown Boston
- Connected to the Wonderland T Station, making it easy to travel to any Greater Boston attractions
- Make your room reservation using our unique LAN link.
- LAN members will book their own rooms and pay the hotel directly for their stay.
- Cost per night: $199/night. If you come in Saturday, rates that evening are also $199 for our group.
- Select your dates from the box on the landing page. If you wish to stay Saturday, choose September 28 - Oct. 1; if you wish to arrive Sunday, choose September 29 - Oct. 1.
Make Your Travel Plans
Airport
- Boston Logan (BOS)
- Allow 15 minutes from the airport to the hotel. The hotel is just 5 miles from the airport.
Travel Planning Timeline
- Sunday, Sept. 29: Executive Committee meeting from 3:30 - 5 p.m.
- Sunday, Sept. 29: 6 - 7 p.m. Gather at the hotel's restaurant for a cocktail hour before dinner.
- Monday, Sept 30: Before 7:45 a.m., enjoy breakfast at the hotel restaurant. At 7:45 a.m., settle into the Wonderland meeting room for an 8 a.m. start.
- Tuesday, Oct. 1: 12:30 p.m. Programming will end and a to-go lunch offered.
- Please arrange your flights for a reasonable departure time, after the conclusion of the fly-in so we can maximize our time together.
Note: We are beginning to populate our Speakers section. The information currently there is not the full list yet. The final agenda and details will be published within the next few weeks.
Sep 29, 2024 to Oct 1, 2024 (CDT)
Add to CalendarMission Beach House at Springhill Suites by Marriott
400 Ocean Avenue
Revere, Massachusetts
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Agenda
- Day 1 (September 29, 2024)
- 6:00 PM - 7:00 PMWelcome & ConnectCatch up over drinks at the hotel bar before dinner.
- 7:00 PM - 9:30 PMDinner at the Mission House Restaurant
- Day 2 (September 30, 2024)
- 7:00 AM - 7:45 AMBreakfastEnjoy breakfast in the hotel dining room, then head to the Wonderland Room to get set up for the day. We will begin promptly at 8 a.m.
- 7:45 AM - 8:00 AMGet settled in the Wonderland Room
- 8:00 AM - 8:30 AMWelcome: Getting the Most Out of LANWe'll share an update on LAN's vision and how you can participate and leverage LAN to help you grow your business.
Dave Clayman, AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA®
CEO of Twelve Points
Joe Scheid, AIF®, CEPA, CFBS, CLTC®
Co-founder & Managing Member of Legacy Advisors Arizona, LLC
Paul Scioli, MSPFP, MBA, CLU, ChFC
Partner & Financial Advisor at PFG Advisors
Catherine Varner
Executive Director of Legacy Advisors Network
- 8:30 AM - 9:15 AMMember ConnectionsGet to know your LAN colleagues and their capabilities.
Maya Keenan-Gallagher, CEPA
Associate Relationship Manager & Analyst at Twelve Points
- 9:15 AM - 10:15 AMThe LAN Effect: Building Pando Consulting GroupHear the Pando story - how the firm came to be and is evolving, their unique offering and how they work with other LAN members. Then, learn from their current joint work case study with Paul Scioli.
Bennett Lebowitz, CEPA
President/Business Consultant at Pando Consulting Group
Paul Scioli, MSPFP, MBA, CLU, ChFC
Partner & Financial Advisor at PFG Advisors
Eric Terry, CEPA
Advisor and COO at Pando Consulting Group
- 10:15 AM - 10:30 AMBreak
- 10:30 AM - 11:30 AM10x Your Business: Are You Building a Sustainable Firm?Learn how Financial Designs Business Advisors, Twelve Points and Cool Hollow Solutions are developing their business models and pricing their services. Ask questions and share your ideas.
Mark Richards
Managing Partner at Cool Hollow Financial
Dave Clayman, AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA®
CEO of Twelve Points
Rick Scruggs, CLU®, ChFC®, C(K)P®
Founder, CEO, Advisor of Financial Designs
- 11:30 AM - 12:15 PMCollaborating with Business Coaches for Value AccelerationTommy Battle will talk about how you can integrate a business coach into your client services of value acceleration and exit planning.
Tommy Battle, CFP®, CEPA®, MBA
President at Financial Designs Business Advisors
- 12:15 PM - 1:00 PMLunch & Networking Conversations
- 1:00 PM - 1:15 PMEPI State of the Institute: 2025 Insider’s ScoopJenna will provide a brief review of 2024 and provide a look ahead into what’s coming in 2025, including a VIP program.
Jenna Meredith
Relationship Manager to VIP Clients at Exit Planning Institute
- 1:15 PM - 2:30 PMUsing Capitalize to Grow Your FirmLearn from Zach Broyles:
- How to use the Value Gap Tool to drive more business
- How to overcome business owner objections
- Ways to network and collaborate using the Business Insights Report
He will also share case studies to show LAN members how to get the most out of the Capitaliz tools.
Zach Broyles
Senior Customer Relationships Associate at Capitaliz
- 2:30 PM - 2:45 PMBreak
- 2:45 PM - 3:45 PMBefore the Sun Sets: Planning in Uncertain TimesWith the potential for big changes to tax and estate planning laws, clients may need to act now to capitalize on the current environment before it's gone. Even though we are at all-time low individual tax rates and record high gift and estate exemptions, some clients may hesitate to act with the uncertainty.
We will discuss where we are currently, what’s on the horizon, and provide options that allow clients to plan now with flexibility. We will also share how you can leverage Ash Brokerage to use our estate tax tools, tap into advanced case design, and help support you in your client conversations.
Niccolo Campuzano
Advanced Planning & Premium Finance Analyst at Ash Brokerage
Brittany Jordan
Regional Protection Consultant at Ash Brokerage
Tracey Ullom, JD, LLM, CLU®
Associate Counsel, John Hancock Advanced Markets at John Hancock
- 3:45 PM - 4:30 PMHere Comes the Sunset! Additional Tools to Address Estate Planning Before 12/31/25We will showcase additional tools for advisors to consider when planning with their business owner clients, including valuations, addressing limited liquidity, minimizing taxes and gains and charitable gifting.
Chris Cahill, J.D., CFP®, CAP®
Partner & Principal, Family Office Services at Twelve Points
Kurt Steinkrauss, JD
Chair, Closely Held Business Practice; Co-chair, Private Equity Practice at Mintz
- 4:30 PM - 5:30 PMTell Your Story & TestimonialsHelp us build our online content to promote your firm and Legacy Advisors Network. Come by and tell us your story and provide a testimonial on camera.
- 6:30 PM - 9:30 PMDinner at DryftEnjoy drinks and dinner with your colleagues at Dryft, next door to the hotel.
- Day 3 (October 1, 2024)
- 7:00 AM - 7:45 AMBreakfastHave breakfast in the hotel dining room, then head to the Wonderland Room to set up for the day. We will begin the meeting promptly at 8 a.m.
- 7:45 AM - 8:00 AMSettle into Wonderland Room
- 8:00 AM - 9:00 AMTransform Your Work: Solutions for Evolving BusinessesLearn from Cool Hollow Solutions how they help to transform teamwork, organizational health, and leadership with their business clients.
You will:
- See tools they employ in working with leadership teams
- Hear how they use Patrick Lencioni's "6 Working Geniuses" to identify and map leadership personalities
- Learn how to run effective meetings
- Be guided through a client case study
Hannah Richards
Owner/Consultant
Mark Richards
Managing Partner at Cool Hollow Financial
- 9:00 AM - 10:00 AMLeadership & Language: Unlock Your DifferentiationThe PSBLTY Co. guides leaders in commoditized industries to grow profits by standing out. Sal will teach you the keys to unlock your differentiation—how to stand out, scale up and serve more, by leading with impact and delivering extraordinary value to your clients.
Sal Rametta
Leader at The PSBLTY Co.
- 10:00 AM - 10:15 AMBreak
- 10:15 AM - 11:00 AMDriving Growth with Business OwnersBrian will share recent business owner market research, motivational messaging and tools to help you grow your firm and win new business clients. Brian knows, like you do, that NOW is the time to be serving the business market. But how can you stop making things complicated and get prospects over their inertia? Brian will show you how.
Brian Trzcinski, CEPA
Director of Business Market Development at MassMutual
- 11:00 AM - 11:30 AMHow to Drive Growth with an Investor-Centric Approach to MarketingIn this hands-on educational session, you will learn how:
- Top-performing advisors use content marketing best practices to stand out, engage business owners as clients, and drive AUM
- Investors consume and engage with financial information
- AI-powered tools can drive hyper-personalized engagement, leading to new client adoption
- AdvisorStream can help you automate 80% of your marketing efforts
Kevin Mulhern
Co-founder & CEO of AdvisorStream, a Broadridge company
- 11:30 AM - 12:00 PMLooking at What's AheadWe'll announce the dates of the Winter Fly-In, ask your ideas for what you would like to hear more about and answer questions.
Dave Clayman, AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA®
CEO of Twelve Points
Catherine Varner
Executive Director of Legacy Advisors Network
- 12:00 PM - 12:45 PMLunch - Eat In or Grab & GoWe invite you to stay, enjoy lunch and continue networking conversations, but if you need to grab and dash, we'll have to-go boxes ready.
Speakers
Dave Clayman, AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA®
CEO of Twelve Points
Read BioTommy Battle, CFP®, CEPA®, MBA
President at Financial Designs Business Advisors
Read BioZach Broyles
Senior Customer Relationships Associate at Capitaliz
Read BioChris Cahill, J.D., CFP®, CAP®
Partner & Principal, Family Office Services at Twelve Points
Read BioNiccolo Campuzano
Advanced Planning & Premium Finance Analyst at Ash Brokerage
Read BioBrittany Jordan
Regional Protection Consultant at Ash Brokerage
Read BioMaya Keenan-Gallagher, CEPA
Associate Relationship Manager & Analyst at Twelve Points
Read BioBennett Lebowitz, CEPA
President/Business Consultant at Pando Consulting Group
Read BioJenna Meredith
Relationship Manager to VIP Clients at Exit Planning Institute
Read BioKevin Mulhern
Co-founder & CEO of AdvisorStream, a Broadridge company
Read BioSal Rametta
Leader at The PSBLTY Co.
Read BioHannah Richards
Owner/Consultant
Read BioMark Richards
Managing Partner at Cool Hollow Financial
Read BioJoe Scheid, AIF®, CEPA, CFBS, CLTC®
Co-founder & Managing Member of Legacy Advisors Arizona, LLC
Read BioPaul Scioli, MSPFP, MBA, CLU, ChFC
Partner & Financial Advisor at PFG Advisors
Read BioRick Scruggs, CLU®, ChFC®, C(K)P®
Founder, CEO, Advisor of Financial Designs
Read BioKurt Steinkrauss, JD
Chair, Closely Held Business Practice; Co-chair, Private Equity Practice at Mintz
Read BioEric Terry, CEPA
Advisor and COO at Pando Consulting Group
Read BioBrian Trzcinski, CEPA
Director of Business Market Development at MassMutual
Read BioTracey Ullom, JD, LLM, CLU®
Associate Counsel, John Hancock Advanced Markets at John Hancock
Read BioCatherine Varner
Executive Director of Legacy Advisors Network
Read Bio
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Tickets
- LAN Member Fly-In Ticket
- Member Price $500
- Non-Member Ticket
We would love to have you attend and learn about LAN in the process.
- $600
- Online Access Ticket
If you are unable to attend in person, you may attend via Zoom.
- $250
- Monday-Only Ticket
- $300