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HBW Partners 2020 Training
Hotel registration: https://reservations.travelclick.com/99803?groupID=2696627#/guestsandrooms
Preliminary Agenda
Monday, May 4, 2020
| 8:00am – 8:15am | Housekeeping |
| 8:15am – 9:45am | Psychology of Performance with Dr. Jack Singer |
| 9:45am – 10:00am | Break |
| 10:00am – 10:45am | Staffing & Office Finances with Lisa Betances/Shannon Kent, HBW Home Office |
| 10:45am – 11:15am | Scaling Your Business with Joel Broersma/Dan Korhorn, HBW Partner |
| 11:15am – 11:30am | Break |
| 11:30am – 12:15pm | Scaling Your Business with Richard Jones/Brian Malkinson, HBW Partner |
| 12:15pm – 1:15pm | Lunch |
| 1:15pm – 2:15pm | Succession Planning and Acquiring Practices with Gus Fox-Smith |
| 2:15pm – 3:15pm | Estate Planning with Julie Hendrickson, Cetera |
| 3:15pm – 3:30pm | Break |
| 3:30pm – 4:30pm | Partner/Advisors/Peers TBD |
| 4:30pm – 5:00pm | How to Evaluate an Investment Strategy with Michael Thornton/David Holley, Millcreek Asset Management |
Tuesday, May 5, 2020
| 8:00am – 8:15am | Available Resources with Joe Bonanno, HBW Advisory President/CIO |
| 8:15am – 9:45am | Client Experience/Technology with Travis Brewer/Jared De Soto, TD Ameritrade |
| 9:45am – 10:30am | New Business Opportunities with Retirement Plans with Scott Costi, Latitude |
| 10:30am – 10:45am | Break |
| 10:45am – 11:15am | TBD - Adam Quiring, Q3 Asset Management |
| 11:15am – 11:45am | Retirement Buckets with Austin Fitch, Horizon |
| 11:45am – 12:30pm | Emotional Intelligence with Jorge Meza, HBW Partner |
| 12:30pm – 1:30pm | Lunch |
| 1:45pm – 2:30pm | Partners/Advisors/Peers with TBD |
| 2:30pm – 3:00pm | TBD |
| 3:00pm – 3:15pm | Break |
| 3:15pm – 4:30pm | How taxes affect every investment with Joel Broersma and Dan Korhorn |
| 4:300pm – 5:00pm | TBD with Jay Kaeppel, Alpha |
Wednesday, May 6, 2020
| 8:00am – 8:30am | Life Insurance with Mike Linder, HBW Home Office |
| 8:30am – 9:00am | TBD - Ocean Park |
| 9:00am – 9:15am | TBD - Watkinson |
| 9:15am – 11:30am | Vendors & Partners/Advisors/Peers |
| 11:30am – 12:00am | TBD - Joe Bonanno, HBW Advisory President/CIO |
| 12:00am – 12:30pm | Long Term Vision with Barney Hellenbrand, HBW Partners President/CEO |
*Separate Agenda Monday for Key Office Personnel from 1:00 to 5:00
National Training and Educational Convention 2019
As part of our recent training event in Vail, Co, many of our top advisors were able to experience the natural beauty and wonder of the Rocky Mountains. The trip was awe inspiring and highly educational, both from an advisor viewpoint, as well as the environmental standpoint. The opportunity for all of those who participated to spend time with each other and bond through our mutual interests in serving our clients and industry, as well the sheer pleasure of being together in this gorgeous setting, reminded us of how blessed we are to do what we do in such a collaborative organization!
National Training and Educational Convention 2018
As part of our recent training event in California, thanks to Tom and Joan Streiff, several of the attendees had the pleasure and honor of participating in a private tour of the personal ranch home of Ronald and Nancy Reagan, overlooking the beautiful Santa Barbara area. Because the Ranch is privately owned and not open to the public, this was a very special opportunity. These pictures offer a little sample of the beauty of the area, as well as the feelings we had being there. In addition, Tom and Joan were presented with a permanent plaque signifying their support of this amazing property.
Investment advisory services may also be offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice. IAPD
