January 11, 2018 – Allegis Training Area

Allegis Advisor Group Section

9:00am Buy Income when you can, not when you have too Derick Harris, V.P. of Annuity Sales, Allegis

9:40am Disability for Business Owners : Buy/Sell, Key Person and Business Valuations Susan Ondack, Principal Financial Group

10:20am Jump Start your 2018 Marketing Plan! Platinum Advisor Strategies

10:30am Break

10:50am Fundamentals and Current Landscape of IUL Oliver O’Brien, Product and Competition Analyst, John Hancock

11:35am Window of Opportunity – introduce the new tax changes to your clients Tyson Ferney, Director of Advanced Markets; Jameson Ferney, Advanced Markets Consultant, Allegis. Presentation will address new estate tax law changes and more

12:15 Lunch

Allegis Investment Services/TownSquare Capital – Investment Bootcamp

1:00pm State of the Markets and Economy / 2018 outlook Kurt Brown, Chief Investment Officer, TownSquare Capital

1:15pm How to use a completed Audit to secure new clients (What and how to present) Kurt Brown, Chief Investment Officer, TownSquare Capital

2:00pm When and why to use Cornerstone, Foundation, BRIX and Architect series Chris Hedquist, Senior Portfolio Strategist, TownSquare Capital

2:15pm Recent changes to allocation models Jordan Miller, Analyst, TownSquare Capital

2:25pm EIP & 3P Custom Bond Ladders: when to use them, what to expect from them, and what happens when rates rise? Monica Sonnier, Head of Fixed Income, TownSquare Capital

2:40pm Break

3:00pm Introduction of new SMA strategiesChris Hedquist and Jordan Miller, TownSquare Capital

3:15pm Using SMA’s more effectively: when to blend, and when not to Kurt Brown, Chief Investment Officer, TownSquare Capital

3:50pm How the new tax bill impacts your investmentsMonica Sonnier, Head of Fixed Income, TownSquare Capital

KICKOFF