About Event

Learn how to address your clients' concerns with a committed action plan that will provide you the confidence to achieve your true potential as a financial professional.

Brilliant Breakthroughs

We kick off this event with Brilliant Breakthroughs and focus on your personal and professional development. Learn how to establish the winning behaviors through concious actions and become the best YOU! 

Our featured speaker, Machen MacDonald, is a #1 best-selling author and creator of the highly successful Power of Coaching book series.

Effective Planning Solutions

"In everything we do, we believe you deserve to recommend product solutions with absolute confidence so your clients can experience true financial peace of mind." - William Wright, CFP®

Learn how to address your clients' three greatest financial concerns including longevity, legacy, and long-term care.


Day 1

Opening Remarks & Introductions William Wright, CFP® kicks off the event with opening remarks and introductions.  

Introducing The Intentional Advisor Presented William Wright, CFP®

Brilliantly Break Through Presented by Machen MacDonald 

From time to time, we all bump up against our current upper limits. The question is, how do we predictably break through to the next level in the least disruptive way?  

Life Insurance as an Asset Class Presented by William Wright, CFP® Learn how to provide double-digit returns, guaranteed for 20-25 years, using an alternative asset class. RIAs and Investment Managers love this planning solution! 

Applying Behavioral Finance During Times of Media Noise Presented by Chris Shuba Chris discusses the power of utilizing a proven mathematical approach to override the background media noise during highly emotional market environments, and why quantitative approaches are the present and future of asset management.

Compliantly Cloning Ideal Clients with Linkedin® Presented by Crystal L. Thies Ideal clients are gold. Linkedin® is a gold mine. Just like real gold mining, it's not as easy as most people think. You need to know where to mine, you have to know the proper techniques to mine, and you have to be willing to invest some time to extract the gold. This session will give you a treasure map and teach you an efficient system to successfully pull gold from your network. 

Dinner at Hacienda on the Lake Join us as we celebrate the end of Day 1.


Day 2

Performing | Listener 2.1 Presented by: William Wright, CFP® What is your discovery process? How are you engaging clients to share their biggest financial concerns so that you can help with the solution? Learn why you need an effective discovery process.

 Pension Match Presented by Justin Wright, CFP®, CLU®, ChFC® Do you have clients with a defined benefit plan who need help selecting the most suitable payout options? FPG has created a technique called "Pension Match," which helps with the benefit selection process, reduces risk to your clients, and saves them money. 

Radical Relevance: Sharpening Your Message, Cut Through the Noise, and Win More Ideal Clients Presented by Bill Cates, CSP®, CPAE® Your prospects and clients are bombarded with messages for all directions. To reach them, your messaging must hit the bullseye in their brain with a highly relevent and critically compelling message that grabs their attention and moves them to action. 

Preserving Assets & Ensuring a Legacy Presented by: Greg Reed Learn how to protect your clients from the risk of living too long, dying too soon, or getting sick along the way and assure the legacy they desire for the next generation.

Annuities at Their Best Presented by: Mike Van Horn Have your clients said "annuities are confusing?" Have they heard "annuities are bad?" Do you feel like you are still not convinced of the true value of annuities? Learn why Annuities at Their Best will change the way you present your next annuity solution.

Life Made Easy Presented by: Lauren Wright How do you approach the life insurance discussion with your clients? Do you find that your efforts are not yielding the results you want? Life Made Easy will help change how you introduce the topic with your clients.

Perspective | The Gratitude Factor Presented by: William Wright, CFP® How can graciousness impact your business? Learn how being gracious can impact your success.


Staybridge Suites Irvine East/Lake Forest

2 Orchard Lake Forest, CA 92630 949.462.9500

Venue | Amenities | Local Guide



Frequently Asked Questions

If I am coming from out of town, do I need to book a hotel room?

Yes, you are responsible for your travel and accomodations for this event. We suggest staying at the venue location, Staybridge Suites in Lake Forest.

Do you provide other forms of professional education?

Yes, FPG is known as one of the industry leaders for teaching financial professionals how to work efficiently IN and ON on their business through webinars, workshops, and 2-day schools held throughout the country.

For more informaton visit www.fpgonline.com/events.