Bring clarity to your vision and focus on your ideal clients in 2019. Learn how to address their concerns with a committed action plan that will provide you the confidence to achieve your true potential as a financial professional.
Thursday, Jan 17th - Friday, Jan 18th Lake Forest, CA
About Event
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!
Machen 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.
Learn how to address your clients three greatest financial concerns including longevity, legacy, and long-term care.
Day 1
Focus: Professional Development
11:15AM Event Check-in & Lunch Check-in and lunch with the FPG team.
12:30PM The Year in Review Presented by Machen MacDonald Gratitude and celebration are powerful forces of ongoing success. They set the tone for increased growth and breakthroughs.
In this segment you will:
01:30PM Break 15 minute break
1:45PM Planning from the Summit Presented by Machen MacDonald Increased clarity, certainty, confidence, and capacity are the foundational elements on which greatness is built. Prepare mentally and emotionally for your ultimate year.
In this segment you will:
03:15PM TBD Presented by TBD
03:45PM 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. RIA's and Investment Managers love this planning solution!
04:00PM 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.
04:30PM Break 10 minute break
04:40PM Perspective Presented by William Wright, CFP® In a world of attention, it's important to have perspective. Learn how highly successful professionals use perspective as a tool to help their clients and their business.
05:15PM Calibration & Closing Remarks Presented by William Wright, CFP® & Machen MacDonald Don't let the momentum of the day get away. William and Machen provide closing remarks before dinner.
06:15PM Dinner at Peppino's on the Lake Join us as we celebrate the end of day 1.
Day 2
Focus: Planning Solutions
08:30AM Coffee & Check-In Enjoy a cup of coffee and check-in for day 2.
08:45AM Performing | The Art of Discovery 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.
09:15AM TBD Presented by: TBD
09:45AM 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.
10:30AM Break 10 minute break
10:40AM LifeComp Presented by: Justin Wright,CFP®, CLU®, ChFC® Lean about a valuable supplemental benefit that is financially attractive for your business owner clients. This advanced planning technique utilizes a loan regime split-dollar to benefit the participant and the sponsoring employer.
11:30AM Preserving Assets & Ensuring a Legacy Presented by: Lauren Wright 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
12:00PM Lunch 45 minute lunch break
12:45PM Life Made Easy Presented by: Greg Reed 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.
01:30PM Perspective | The Gracious Advisor Presented by: William Wright, CFP® How can graciousness impact your business? Learn how being gracious can impact your success.
02:00PM Calibrations & Closing Remarks Presented by: Machen MacDonald & William Wright, CFP® Machen and William discuss the next steps, actions, and provide closing remarks.
02:45PM Adjourn End of Event
Event Presenters
William Wright Founder | President FPG
Lauren Wright Vice President FPG
Machen MacDonald President ProBrilliance
Chris Shuba Founder Helios Quantitative
Justin Wright, CFP®, CLU®, ChFC® Director, Life Insurance Marketing FPG
Greg Reed Director, Life Insurance Marketing FPG
Venue
Staybridge Suites Irvine East/Lake Forest
2 Orchard Lake Forest, CA 92630 949.462.9500
Frequently Asked Questions
Is there a fee to attend this event?
No , there is no charge for this event.
Do I need to book a room?
Yes, you will be responsible for your travel and accomodations for this event. We suggest staying at the venue location to use our group discount.
Will I be able to ask questions?
Yes, questions are encourged during the event. We will do our best to address all questions during our event or shortly after via email.
Will there be WiFi available?
WiFi will be available and login information will be provided at event check-in.
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.
Financial Professionals Group 26501 Rancho Parkway S #102 Lake Forest, CA 92630 877.455.0119 | info@fpgonline.com Copyright © 2018
