HBW Partners 2020 Training

Hotel registration:

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.

The group outside the Ronald Reagan ranch.
Barney Hellenbrand with daughter Samantha, Raymond Berry and daughter Ashley
Tom Streiff and Barney Hellenbrand

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