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Golf at Arizona Biltmore's The Links Course

Tee times are 12 p.m. 12:07 and 12:15 for 12 players at the Arizona Biltmore's The Links Course. The clubhouse is newly renovated and was designed by the same architect as the Papago clubhouse. After golf, folks can hang out, eat and drink at the clubhouse. Cost (with practice balls) will be approximately $170 per person.

Gather for Cocktails, Dinner and Conversation

Gather at The Spire Bar at the Arizona Biltmore - a beautiful outdoor venue with a variety of food & drinks

2400 E. Missouri Ave

Enjoy Breakfast & Settle In

Please arrive in time to have a little breakfast, say hello to your LAN friends and get settled in your seat so we can start right on time.

Welcome & Introduction to the Fly-In

Mark Dorman, LAN founder, will welcome you to the meeting and highlight the agenda for our time together.

What LAN Has in Store for 2023

Hear an update on the status of our vision, strategy, 2023 focus and deliverables, as well as how you can engage to get the most out of your membership.

Presented by Catherine Varner & Joe Scheid

Get to Know LAN's Member Portal

Learn how to join and use LAN's new platform to network with your peers, access valuable planning tools, join Practice Enhancement and All-Member meetings, conduct committee work and manage your LAN membership.

Presented by Catherine Varner

Break
Leveraging ValuCompass to Successfully Serve Your Clients
Liam O'Shea

In this session led by ValuCompass' Liam O'Shea, you will gain deeper insights into ValuCompass—our core platform for serving business owner clients. Understand how the platform aligns to the LAN Process, walk through planning scenarios, hear success stories from user peers and learn how they apply ValuCompass in their business.

  • Liam O'Shea (Director of Training & Success at ValuCompass)

    Liam O'Shea

    Director of Training & Success at ValuCompass
Lunch
Why You Need to Know about ESOPs
Kelly Finnell, JD, CLU, AIF®

Hear from one of the nation’s premier ESOP and Ownership Succession Planning consultants how you can help business owners design and execute succession strategies and ESOPs.

  • Kelly Finnell, JD, CLU, AIF® (CEO & President of Executive Financial Services, Inc.)

    Kelly Finnell, JD, CLU, AIF®

    CEO & President of Executive Financial Services, Inc.
Break
Delivering Client Value & Driving Revenue with the Business Coaching Model
Tommy Battle, CFP, CEPA, MBA, Pinnacle Business Guide

Find new ways to extend your engagement with clients using Business Coaching strategies.

  • Tommy Battle, CFP, CEPA, MBA, Pinnacle Business Guide (President at Financial Designs)

    Tommy Battle, CFP, CEPA, MBA, Pinnacle Business Guide

    President at Financial Designs
Collaboration in Action: Partnering with Your LAN Peers to Serve Your Clients

Learn how LAN members are partnering for success and ask questions about the ins and outs of these collaborations.

Gather in Hotel Lobby
Travel to Restaurant
Dinner at The McIntosh

https://www.themacintoshaz.com/

Enjoy Breakfast & Settle In

Arrive in time to eat, connect and settle in so we can start on time.

Morning Kickoff
Current Trends in the Exit Planning Space & What's New at EPI
Scott Snider

Hear from Scott Snider, EPI President, about industry news and trend, updates at EPI including Walking with Destiny 2.0, and how LAN & EPI will partner to grow our member network.

  • Scott Snider (President at Exit Planning Institute)

    Scott Snider

    President at Exit Planning Institute
Creating a Marketing Plan to Focus and Grow Your Business
Corey Basehore, CFP®, CEPA™ , C(k)P®, CPFA®, AIF®, ChFC®, CLU®•Lisa Hinz

Corey Basehore and Lisa Hinz, Senior Marketing Consultant with Strategic Wealth Services, will walk us through the marketing planning process that guided the team to articulate Polaris Advisors' marketing strategy and develop their prioritized action plan to drive business growth.

  • Corey Basehore, CFP®, CEPA™ , C(k)P®, CPFA®, AIF®, ChFC®, CLU® (Founder & Managing Partner of Polaris Advisors)

    Corey Basehore, CFP®, CEPA™ , C(k)P®, CPFA®, AIF®, ChFC®, CLU®

    Founder & Managing Partner of Polaris Advisors
  • Lisa Hinz (Senior Marketing Consultant at LPL Strategic Wealth Services)

    Lisa Hinz

    Senior Marketing Consultant at LPL Strategic Wealth Services
Break
Building Your Business Through Roundtables
Jason Goldy

Jason will walk us through his approach to building your business through roundtable meetings. Learn his process and glean new ideas on how you can leverage this approach to identify prospects and turn them into clients.

  • Jason Goldy (President at TPG Business Planning)

    Jason Goldy

    President at TPG Business Planning
Lunch
Case Study: From Prospect to Client Engagement to Implementation
Diane Thomas, CFBS

Walk through steps on how to prospect for a client, contract for the engagement and craft the scope of work, select the most appropriate software and tools, and develop and oversee implementation of the plan. Also gain highlights on how to interpret financial data so you can help properly value the business and help your client navigate to growth. We will highlight BizEquity and Capitaliz through peer success stories during this session.

  • Diane Thomas, CFBS (Co-Founder of Legacy Advisors Arizona)

    Diane Thomas, CFBS

    Co-Founder of Legacy Advisors Arizona
Break
Best-Practice Sharing: Tools to Run Your Firm

From ZOHO to Monday to QuickBooks, share with peers about your favorite practice management tools.

Closing Remarks, Feedback & Discussion
Gather in Hotel Lobby
Travel to Restaurant
Dinner at Richardson's

http://www.richardsonsnm.com/