2016 Spring Conference Agenda April 28-29, 2016

SPRING FINANCIAL
ADVISER CONFERENCE
APRIL 28-29, 2016
CONFERENCE AGENDA
CREATIVE FINANCIAL CENTRE®
2704 S GOYER RD
KOKOMO, IN 46902
2016
Spring Conference
INSURANCE
SERVICES
powered by
Alter & Rockey
Associates at Law
Thursday
8:00 to 8:30
Breakfast and Registration
8:30 to 8:45
Welcome
9:00 to 10:00
Breakout Panels
Scott Oliphant & Mick Owens
John Creekmur & Jan Packard
Mike Dusold & Andy Roller
Rick Bain & Mark Giesting
Neal Clemens & Gary Reese
Phil Cooper & Chris Rockey
Mick Owens’ Office
Mission Room
Vision Room
Purpose Room
Service Room
Bullpen
10:00 to 11:00
Breakout Panels
Scott Oliphant & Mick Owens
John Creekmur & Jan Packard
Mike Dusold & Andy Roller
Rick Bain & Mark Giesting
Neal Clemens & Gary Reese
Phil Cooper & Chris Rockey
Mick Owens’ Office
Mission Room
Vision Room
Purpose Room
Service Room
Bullpen
11:00 to 12:00
Department of Labor/ Investment Advice Fiduciary Regulations - Legal
Perspective and Adviser Solutions
Matthew Bahrenburg | Chief Compliance Officer, cfd Investments
Steve Bulloff | Compliance Director, cfd Investments
12:00 to 1:00
Lunch with the Staff and Corporate Sponsors
2016
Spring Conference
Thursday
1:00 to 2:00
Home Office Breakout Panels
What’s New and the Digital Advisory Experience
Creative Financial Designs | Kregg Rooze and John Dean
Docupace 101/201
Kourtney Shawhan and Craig Malson
Navigating Streetscape
Kris Hale
Redtail
Redtail Representative and Kim Owens
2:00 to 3:00
Breakout Panels
Scott Oliphant & Mick Owens
John Creekmur & Jan Packard
Mike Dusold & Andy Roller
Rick Bain & Mark Giesting
Neal Clemens & Gary Reese
Phil Cooper & Chris Rockey
Mick Owens’ Office
Mission Room
Vision Room
Purpose Room
Service Room
Bullpen
3:00 to 5:00
Top 12
Friday
8:00 to 8:30
Breakfast
8:30 to 9:30
Breakout Panels
Mick Owens & Chris Rockey
Phil Cooper & John Creekmur
Mark Giesting & Jan Packard
Rick Bain & Andy Roller
Neal Clemens & Scott Oliphant
Mike Dusold & Gary Reese
Mick Owens’ Office
Mission Room
Vision Room
Purpose Room
Service Room
Bullpen
Friday
9:30 to 10:30
Breakout Panels
Mick Owens & Chris Rockey
Phil Cooper & John Creekmur
Mark Giesting & Jan Packard
Rick Bain & Andy Roller
Neal Clemens & Scott Oliphant
Mike Dusold & Gary Reese
Mick Owens’ Office
Mission Room
Vision Room
Purpose Room
Service Room
Bullpen
10:30 to 11:30
INSURANCE Department of Labor/ Investment Advice Fiduciary Regulations SERVICES Annuity Industry Perspective
Michael McGlothlin | Executive Vice President, Annuities
cfd Insurance Services powered by Ash Brokerage
11:30 to 1:00
Lunch with the Staff and Corporate Sponsors
powered by
1:00 to 2:00
Breakout Panels
Mick Owens & Chris Rockey
Phil Cooper & John Creekmur
Mark Giesting & Jan Packard
Rick Bain & Andy Roller
Neal Clemens & Scott Oliphant
Mike Dusold & Gary Reese
Mick Owens’ Office
Mission Room
Vision Room
Purpose Room
Service Room
Bullpen
2:00 to 3:00
Home Office Breakout Panels
What’s New and the Digital Advisory Experience
Creative Financial Designs | Kregg Rooze and John Dean
Docupace 101/201
Kourtney Shawhan and Craig Malson
Navigating Streetscape
Kris Hale
Redtail
Redtail Representative and Kim Owens
3:00 to 5:00
Open House
Feel free to access the entire building. Interact with financial advisers and home office staff.
2016
Spring Conference
Panelists
Rick Bain
Joined cfd family: February, 2004
Business Mix:
MF=23%, VA=14%, Fixed=1%, Fees=45%, Alts=17%
Areas of expertise:
Hiring and motivating staff.
Integrating and tracking design changes to multiple
account portfolios with Excel. Dave Ramsey ELP
program.
John Creekmur
Joined cfd family: May, 1998
Business Mix:
MF=8%, VA=16%, Fixed=7%, Fees=69%, Alts=0%
Areas of expertise:
Business succession planning.
Building an organization. Developing processes. John is
also an ELP.
Scott Oliphant
Joined cfd family: November, 2005
Business Mix:
MF=54%, VA=26%, Fixed=19%, Fees=0%, Stocks=1%
Areas of expertise:
Have been an ELP for Dave
Ramsey for 11 years. The ability to educate clients on
understanding investments, strategies etc.
Gary Reese
Joined cfd family: February, 2013
Business Mix:
MF=4%, VA=15%, Fixed=55%, Fees=26%, Alts=0%
Areas of expertise:
Interviewing skills like listening,
empathizing, listening, questioning, listening, visual
teaching. Ability to see the big picture and how our
processes are aligned to make that happen in every
area. Hiring correct staff, consultants, and delegating
authority.
Neal Clemens
Joined cfd family: October, 2004
Business Mix:
MF=7%, VA=53%, Fixed=21%, Fees=9%, Alts=10%
Areas of expertise:
Focused on serving pastors
and churches. Educationally focused by hosting Dave
Ramsey’s FPU at their office. A working team approach
in his practice.
Mike Dusold
Joined cfd family: May, 2010
Business Mix:
MF=24%, VA=69%, Fixed=5%, Fees=2%, Alts=0%
Areas of expertise:
Responding with resilience
in the midst of the storm. Making the prospect feel
comfortable/establishing trust at the initial meeting.
In-service rollovers.
Mick Owens
Joined cfd family: January, 1990
Business Mix:
MF=6%, VA=30%, Fixed=6%, Fees=57%, Alts=1%
Areas of expertise:
Comprehensive Financial
Planning, Goal Setting and the Six Keys to Financial
Success. In-depth Estate Planning for large Estates.
Accumulation for retirement and distribution in
retirement
Chris Rockey
Joined cfd family: March, 2008
Business Mix:
MF=4%, VA=5%, Fixed=1%, Fees=90%, Alts=0%
Areas of expertise:
Working with younger clients.
Transitioning in advisers that are new to the business/
and or training someone to be your succession plan.
Phil Cooper
Joined cfd family: February, 2003
Business Mix:
MF=3%, VA=6%, Fixed=82%%, Fees=9%, Alts=0%
Areas of expertise:
Office system: efficiencies and
client onboarding process. Client communications: use
of technology, video, and ongoing client touches.
Mark Giesting
Joined cfd family: January, 2004
Business Mix:
MF=6%, VA=25%, Fixed=4%, Fees=65%, Alts=0%
Areas of expertise:
Blueprinting: A tool to design
your life around mission, vision, goals. Income Strategy
Reset: A way to maximize retirement dollars.
Jan Packard
Joined cfd family: January, 2010
Business Mix:
MF=11%, VA=32%, Fixed=1%, Fees=55%, Stocks=1%
Areas of expertise:
Utilization of eMoney in the
Financial Planning Process. Working with the Planning
Department to create and monitor retirement solutions.
Working with the Money Management Team to achieve
clients investment goals
Andy Roller
Joined cfd family: August, 2001
Business Mix:
MF=15%, VA=22%, Fixed=28%, Fees=35%, Alts=0%
Areas of expertise:
Growing your business
through educating prospects. Educating to recognize
problems and/or opportunities. When running hard
in your practice, learn you cannot afford to miss an
opportunity.
For Registration visit:
www.cfdinvestments.com
Email or Call Brigit Braun or Sabrina Edwards
765.453.9600
[email protected]
Hotel Info:
Hampton - 765.455.2900
Courtyard - 765.453.0800
SPRING FINANCIAL
ADVISER CONFERENCE
APRIL 28-29, 2016
CREATIVE FINANCIAL CENTRE®
2704 S GOYER RD
KOKOMO, IN 46902
The “cfd” companies are financial organizations dedicated to providing
Financial Advisers with the necessary support, tools, techniques, quality
financial products, and technologies for the achievement of their clients’
goals and objectives through a team of home office personnel committed to
serving advisers in a Christ-like manner, believing you cannot push someone
to the top of the mountain without getting there yourself.
Advisory services are provided through Creative Financial Designs, Inc., Registered Investment
Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer.
Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600
Copyright 2016 - cfd Investments, Inc. - Kokomo, IN 46902
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