2015 WIFS National Conference CONFERENCE REGISTRATION October 28-30 Hyatt Regency Inner Harbor Baltimore, Maryland Register Early & SAVE! Member Non-Member SAVINGS By July 31 $499 $699 $226 August 1–31 $575 $775 $150 September 1–30 $660 $860 $65 to SAVINGS! After October 1 $725 $925 — REGISTER TODAY WIFSNATIONAL.ORG/CONFERENCE Who Will You Meet? It Pays To Attend For more than 75 years, Women in Insurance and Financial ➢ More than 20 hours of professional development Services has been the pre-eminent association dedicated education. A $2,000 value based on average cost of to attracting, developing and advancing industry women. in-house training. More than 1,100 male and female managers, independent ➢ Access to 40 exhibitors in one location, with new and registered representatives, advisors, CPA’s, attorneys, products you could use or evaluate head to head for industry partners and affiliates make up the vibrant WIFS potential future use. It’s an opportunity to connect with community. companies offering products and services that support your business growth. Discover Baltimore ➢ Breakfasts, lunches, coffee, and snacks for two full days Colorful and diverse, Baltimore is Maryland’s largest city = $150 value and an economic hub. Known for its beautiful harbor; quirky, distinct neighborhoods; unique museums and the ➢ Engage with nationally renowned speakers who often world-renowned Johns Hopkins Hospital to the east and charge more than the conference fee for a single the University of Maryland Medical Center to the west, it’s meeting with a client! sometimes been dubbed “a city of neighborhoods,” or more ➢ Grow your business. It’s important to work ON your commonly as “Charm City.” Baltimore welcomes visitors business versus just IN it. Invest in your growth. with “down-to-earth, small-town” spirit and hospitality. Hotel & Conference Venue Perfectly situated on downtown Baltimore’s exciting Inner Harbor, the Hyatt Regency Baltimore offers exceptional luxury, attentive service and thoughtful amenities. Enjoy three in-house dining options, a 24-hour fitness center, Wi-Fi access. Be sure to take advantage of the city’s best attractions, restaurants, and entertainment venues just a short walk from the hotel. Take advantage of the WIFS hotel group rate of $170/night plus applicable taxes. Hyatt Regency Baltimore 300 Light Street | Baltimore, MD 21202 Visit wifsnational.org/conference to book online by September 30, 2015. Conference Highlights Pre-Conference Sessions! Get a jump start by attending these pre-conference sessions Wednesday morning. This is the ideal opportunity for non-members and members alike to gain insight from national leaders and engaged members on how to make the most of your WIFS membership. Following this session, conference newcomers have the opportunity to join other first-timers and conference veterans for an informal meet and greet. Fast & Furious is Back! The most talked about session of 2014 returns! Come prepared to share your best piece of business advice in 90 seconds or less, impress the judges, and you could walk away with a prize. No matter what, everyone will walk away with new success strategies and ideas you can implement immediately, it’s a win/win! Networking Sets Sail! From the welcome lunch and Exhibit Hall receptions to the evening networking event overlooking Baltimore’s beautiful Inner Harbor, opportunities for introductions and connections to fellow members and industry leaders will be facilitated and encouraged. Chart your Course to the Exhibit Hall! Plan on packing plenty of business cards and chart your course in advance to meet each exhibitor. The aisles will be packed with companies offering the latest products and services to support your business, personal, and professional development! Dessert, Drinks, & Discussions! Couches and conversations combined with stunning views of Baltimore’s Inner Harbor await! Enjoy a nightcap with sweet treats and a relaxing atmosphere while you continue making connections throughout the evening. Team Building Gives Back! Experience a fun, interactive team building session that puts team skills to work to raise money for a featured charity. Learn and give back during this session – it’s what WIFS is all about! Applause, Applause, Applause! Celebrate your accomplished and dedicated peers at the recognition luncheons. Thursday we’ll honor the 2015 Woman of the Year, Member of the Year, Chapter of the Year, and ANGEL recipients. The prestigious Circle of Excellence qualifiers will be recognized during Friday's luncheon. Special member recognitions will be sprinkled throughout. Come ready to applaud individual and collective success! Meet the Main Platform JEFFREY FUHRER TOM HEGNA, CLU, CHFC, CASL Executive Vice President Author & Economist & Senior Policy Advisor Tom Hegna is the author of three books, Paychecks and Federal Reserve Bank of Boston Playchecks: Retirement Solutions for Life, Retirement Income Jeffrey (Jeff) Fuhrer is Executive Vice President and Senior Masters: Secrets of the Pros and most recently authored Policy Advisor at the Federal Reserve Bank of Boston, and is Don’t Worry, Retire Happy! Seven Steps to Retirement responsible for the Bank’s regional and community outreach Security which is based on his popular public television functions. He is an associate economist of the Federal show. Originally from Glenwood, Minnesota, he attended Open Market Committee, and regularly attends this key U.S. North Dakota State University on an Army ROTC scholarship policymaking meeting with the Bank’s president. and graduated with honors. He was commissioned in the U.S. Army and spent 6 years on Active Duty and another 16 In June 1992 he joined the Bank’s research department as an ½ years in the US Army Reserves and retired as a Lieutenant assistant vice president and economist, and from 1995–2001 Colonel in 2006. headed its Open Economy Macro/International section. In 2000 Fuhrer was named senior vice president and monetary Tom has been a popular industry speaker for many years policy advisor, in 2001 he became director of research, and in and is THE retirement income expert. As a former Fortune 2006 he was named executive vice president. 100 senior executive, Tom has dedicated his entire career to helping retirees obtain a happily ever after retirement. Fuhrer began his career at the Board of Governors of the He has been featured on FoxBusiness, American College Federal Reserve System, first as a research assistant, and Wealth Channel Magazine, Round the Table, Advisor Today then in 1985 returned as a senior economist after earning and GAMA Magazine. his doctorate. He has been active in economic research for more than two decades, and has served as an associate Tom currently lives in Arizona with his wife and children. editor for the American Economic Review. Fuhrer has published numerous scholarly papers on the interactions among monetary policy, inflation, consumer spending, and asset prices. Fuhrer earned an A.B. in economics with highest honors from Princeton University, and received his M.A. and Ph.D. in economics from Harvard University. “The presenters at “I always enjoy the speakers “Conference offers conference are amazing! and appreciate their wonderful and engaging Every year, I look forward personal experiences. Many speakers with a wide range to implementing many of elements of their speeches I of engaging topics!” their lessons in my client can apply to my practice.” interactions.” JOE JORDAN ROBERT KRUMROY, CLU, CHFC EILEEN C. MCDONNELL Author & Speaker CEO & Founder Chairman, President & CEO Identity Branding PennMutual Joe Jordan, inspirational speaker and behavioral finance expert, is the author CEO and founder of Identity Branding Eileen has been chairman, president and of the award-winning book, Living a Life and e-Relationship.com, author of the chief executive officer of Penn Mutual of Significance (Acanthus Publishing, industry’s leading financial and insurance since July 2013. She was appointed 2013). The first edition has sold over industry books, and professional speaker chief executive officer in 2011 and 30,000 copies in four languages. and trainer, Robert Krumroy’s impressive president in 2010, after serving as financial services, sales and management chief marketing officer since 2008. Formerly, Joe ran insurance sales at career has spanned over 30 years. Paine Webber and more recently was Before joining Penn Mutual, she was a senior vice president at MetLife. Often referred to as “America’s president of New England Financial, He was responsible for retail product Prospecting Coach,” Krumroy has a wholly owned subsidiary of MetLife, development and started their fee- shared his prospecting made easy and senior vice president of the based financial planning program and model with dozens of the leading Guardian Life Insurance Company. behavioral finance department. insurance and financial services firms Ms. McDonnell is a former member of in the country since 1999. the Master of Science in Management Joe is also a founder of the Insured faculty at The American College in Retirement Institute (formally known Krumroy serves as keynote speaker, Bryn Mawr, PA, where she held the as the National Association of presenter or workshop leader for more newly endowed chair for Women and Variable Annuities or NAVA) and than 75 groups each year. His books Financial Services and was author of has been featured on the cover of include: Identity Branding Revisited, Marketing Financial Services to Women. Life Insurance Selling magazine. For Brilliant Strategies and Fatal Blunders, three consecutive years, he has been Please… Make ME a Little Bit Famous, It’s In 2013, Ms. McDonnell was named honored by Irish America magazine as Not about Luck!, The Prospect Relationship to the board of Universal Health one of the “Top 50 Irish Americans on Ladder, Sell the Problem, Referrals Services, Inc. (NYSE: UHS) and also Wall Street.” He was inducted into the Made Easy… It’s just not that hard, currently serves on the Executive Fordham Football Hall of Fame and has and his most recent book Prospecting Committee of the American Council played rugby for the New York Athletic Made Easy … It’s just not that hard. of Life Insurance (ACLI). Club for 30 years. He has been a featured marketing A graduate of Molloy College, columnist for the GAMA International Rockville Centre, NY, Ms. McDonnell Journal and has been published in majored in mathematics and computer LIMRA Market Facts, Life Insurance science, and received an honorary Selling Magazine, Round the Table doctor of laws (LL.D.) degree in 2011. “The speakers are very Magazine, Agent Sales Journal and more. She earned her MBA in finance and good … I feel the content is investments from Adelphi University, Today, Krumroy’s powerful Garden City, NY and was recognized terrific and applicable.” prospecting strategies help financial in 2013 for “Outstanding Service” to services professionals around the the university. world dramatically improve prospect access, sales, retention and recruiting. Conference Program Best-selling author and industry leader Tom Hegna will WEDNESDAY, OCTOBER 28 deliver a dynamic presentation focused on one of America’s most pressing financial concerns - retirement! Known as THE retirement income expert, Tom will share how to craft PRE-CONFERENCE SESSIONS client retirement plans that guarantee lifetime income, Start your educational journey even before the maximize Social Security benefits, and leave a legacy. Leave conference officially starts! These pre-conference this session armed with the knowledge to support the sessions are available to all attendees, members and millions of baby boomers looking to retire happy! prospective members. 3:00 – 3:30PM • BREAK 11:00AM – 12:00PM Grab a cup of joe to fuel up before heading into The Make the Most of Membership: A How-To Guide Fast 'n Furious session. Practice your pitch with a fellow If you’ve ever wondered whether you’re making the attendee or get some quick tips to share from the most of your membership, or had questions about WIFS exhibitors. programs, don’t miss this session! National leaders and members will share information on the mentorship 3:30 – 4:30PM program, Circle of Excellence, study groups, webinars, 90 Second Fast 'n Furious leadership development opportunities and more. 2014’s most talked about session is back! The 90 Second If you are not a member, this session is the perfect Fast ’n Furious session challenges attendees to share opportunity to learn about WIFS. their best piece of business advice in 90 seconds or less. Everyone walks away with tons of strategies and ideas that 12:00 – 12:30PM can be implemented immediately, and the judges’ top three First-Timers Conference Orientation will win a special prize! Don't forget your pen and paper, Attending for the first time? This session is for you! notebook or iPad you're going to want to capture every tip Members and non-members alike are encouraged to join and technique! veteran conferees for a conversation about making the most of the conference experience in an informal setting. 4:30 – 5:30PM Executive Speaker: Our Time is Now! Chart Your Course Toward Career Success Eileen McDonnell | Chairman, President & CEO | Penn Mutual 12:00 – 1:30PM • WELCOME LUNCHEON Life Insurance Company Conference officially kicks off with a luncheon to welcome Learn how Eileen charted her own course to executive level attendees. Make connections and tap into conference success. Benefit from understanding why she believes the energy right from the start! future is bright for women, and listen to the inspirational stories of the women she has championed and those who 1:30 - 3:00PM have championed her during her 30 year career. WIFS Annual Business Meeting and Opening Keynote: Don’t Worry, Retire Happy! 5:30 – 7:30PM • EXHIBIT HALL RECEPTION Seven Steps to Retirement Security Break out your business cards - it's time to connect! Grab Susan L. Combs, PPACA | 2015 National President some refreshments and chart your course to navigate the Tom Hegna, CLU, ChFC, CASL | Author & Economist | TDH 40 companies in the Exhibit Hall. Financial Enterprises Attend the 2015 annual business meeting. Exercise your SPONSORSHIP AND EXHIBITOR member vote related to association bylaws, elect leaders OPPORTUNITIES ARE STILL AVAILABLE! and ask questions. Conference programming kicks off as Please contact the National Office at soon as the business meeting concludes. 866.264.9437 for more information. 9:45 – 11:00AM • EDUCATIONAL BREAKOUT SESSIONS THURSDAY, OCTOBER 29 Discover the 3 Keys to Rainmaking: Chart Your Course in Business 7:00 – 8:00AM • BREAKFAST Paramjit L. Mahli | CEO | The Rainmakers Roundtable Start your day off with a hot breakfast in the Exhibit Hall. If you want to save time, maintain focus and increase Explore the wide variety of products and services offered revenue, this session is for you! Discover the secrets to by the exhibitors. Chart your course to prizes! The more rainmaking and growing your business. From simple cost- booths you visit, the more chances you’ll have to win! effective solutions to attract better clients and how to stand out in an overcrowded market, this session is all about 8:00 – 9:30AM practical applications, not pie in the sky solutions. Your Future Success is ALL About Prospecting Robert Krumroy | CEO | Identity Branding, Inc. Present, Connect, Grow: Speaking Skills to Be Heard, In a world where information is instantaneous, comparable Build Trust and Increase Profits and free, most people aren’t moved to accept your Cindy Ashton | President | Your Persuasive Voice appointment request with claims of exceptional consulting, The key to thriving in your business is knowing how to walk, great products, a popular company, or years of experience. talk and be your BEST you when speaking with potential They will first and foremost evaluate the unspoken narrative clients, leads and referral partners. Cindy will share simple you deliver before considering your appointment request. exercises you can use to inspire your leads to say YES to What narrative (if any) are you known by before you working with you! Imagine the value of five easy steps to gain ask for the appointment? Your narrative must scream a confidence in your message, build rapport immediately, differentiation; it must separate you from what the prospect and present yourself confidently in every situation. sees in comparison to other advisors in your occupation. The non-verbal (and exceptional) “Why you” needs to Transition: The Good, the Bad, and the Ugly be answered prior to the appointment request. During Steven Egna, CBA, CVA, ABAR, CM&AA | Business Advisor this presentation, attendees will learn what they need to and Appraiser demonstrate before making an appointment request, Transition planning deserves the same amount of attention what a prospect needs to enthusiastically agree to an as any aspect of running your business. Through the use of appointment, and how to be market distinct and appealing case studies and an open forum, participants will gain an to today’s prospect. understanding of various strategies and how to avoid some common pitfalls associated with developing a transition plan. 5 Ways to Connect & Learn Retirement Income Planning David Littell, JD, ChFC, CFP | The American College 1 Attend sessions. The biggest retirement wave in history is about to break… are you ready? In this session, you’ll learn the latest strategies 2 Introduce yourself. to creating sustainable retirement income for your clients. 3 Ask questions. 11:00 – 11:30AM • EXHIBIT HALL BREAK 4 Take notes on best practices. Take a break, connect over coffee and refuel before the next set of educational sessions begins. 5 Share your story. Qualify Today! Applications accepted through July 31st. “2014 was the best Conference I have been to out of the 28 I have attended! You ladies are amazing!” 11:30AM – 12:45PM • EDUCATIONAL BREAKOUT SESSIONS 2:15 – 3:15PM T.E.A.M. (Together Everyone Achieves More) Building Teams That Build Revenues: Team-Building, Experience a fun, interactive team building session that puts Assimilation and Facilitation Best Practices team skills to work to raise money for a featured Baltimore Debra J. M. Best, SPHR, SHRM-SCP | Owner & Principal | Deb charity. Learn and give back during this session – it will be Best Practices fun, creative, and competitive! Interested in maximizing your team’s earning potential? Deb Best will share immediate, actionable leadership best 3:15 – 3:30PM • BREAK practices to keep your team productive and profitable. Grab a cup of coffee, take a few minutes to appreciate your team building efforts, and continue making The Common Core for Every Portfolio connections in the Exhibit Hall. Craig L. Israelsen, Ph.D. | 7Twelve Portfolio This session will examine the asset classes that should 3:30 – 4:30PM • CONCURRENT SESSIONS be a part of the 21st century balanced portfolio. Unlike a traditional two-asset 60/40 balanced fund, the 7Twelve Peer-to-Peer Roundtables balanced strategy utilizes multiple asset classes to enhance Every year, attendees rave about the value of peer-to-peer performance and reduce risk. Implement this model as the connections and ask for sessions promoting the sharing of “core” of every client’s portfolio and you’ll become more information. Attend this session and benefit from sharing efficient and better positioned to spend more time growing best practices, insights, and experiences via small round your client base. table discussions. How to Align Your Professional Image Just for Circle of Excellence Qualifiers: With Your Message Financial Services: Women at the Top Rachel Levin | Rachel Levin Style Join fellow Circle of Excellence qualifiers to celebrate Does your professional image communicate your achievement and listen to career success stories shared company’s message? Listen as Rachel guides you through by individuals highlighted in the 2015 published book a two-step exercise to strategically align your professional Financial Services: Women at the Top. Based on outcomes image with your company’s message. from the WIFS research study about what makes women successful, this session will be engaging and insightful. Legislative Update/Advisor Perspective Juli McNeely, CFP, CLU, LUTCF | Owner & President | McNeely 4:30 – 5:30PM • EXHIBIT HALL RECEPTION Financial Services | National President | NAIFA Leverage another afternoon of exhibitor interaction. This As advisors, we’re constantly challenged to stay abreast of is the perfect opportunity to mix business and fun; enjoy a legislative and regulatory changes and integrate them into happy hour drink and make connections! our practices. Juli McNeely shares her unique perspectives as NAIFA's first female President and as a practicing advisor. Juli will explain why knowledge and the ability to take action are 8:00 – 11:00PM • DESSERT & DRINKS key to serving your clients and managing your practice. Talk it up! Couches, sweet treats, libations and a stunning 14th floor view of Baltimore’s Inner Harbor 12:45 – 2:00PM • AWARDS LUNCHEON form the perfect spot to gather socially! Kick back, enjoy a Enjoy a delicious lunch while we take a look back at the nightcap and sweet treats in this relaxing atmosphere. accomplishments of 2015, celebrate WIFS members, and recognize award nominees. The 2015 Woman of the Year, Member of the Year, Chapter of the Year, and ANGEL Award recipients will be announced. CONNECT | EDUCATE | RECOGNIZE 9:00 – 10:15AM • EDUCATIONAL BREAKOUT SESSIONS FRIDAY, OCTOBER 30 The Maverick's Playbook - Win Big in Business & Life Joyce Bone, MBA | CEO | Bone Up On Business 7:00 – 8:00AM • BREAKFAST Do you want a business you love to run instead of a Mix and mingle with fellow conferees and exhibitors while business that runs you? Joyce will explain how mastering enjoying breakfast in the center of the exhibit hall action. life management will create higher profits plus a happier, The prize drawings are coming up, so be sure to navigate calmer life. Joyce will share the specific resources she to any exhibitors you may have missed. uses to tame her life and calendar. Attendees will leave this session equipped with confidence and actionable life 8:00 – 9:00AM management tools. Recent Developments in the U.S. Economy and U.S. Monetary Policy Beat the Competition by Offering Powerful Social Jeff Fuhrer | Executive Vice President and Senior Policy Advisor Security Guidance | Federal Reserve Bank of Boston Brian Doherty | President | Filtech This session will delve into the evolution of the U.S. Seventy-eight million baby boomers are rushing toward economy, taking into account key developments in housing, retirement. Attend this session and learn how to apply investment, the foreign sector, energy and financial markets, Brian’s signature Getting Paid to Wait approach to and inflation. Jeff will weave his wit and wisdom into maximizing your client's Social Security benefits. summarizing the key challenges that have faced monetary policymakers in recent years. Just for Managers: Roundtable Strategy Conversations Engage in facilitated small-group conversations with managers from across the industry. Take away strategies on Top 5 Reasons to Attend team development, best practices, and real-world solutions to challenges that impede growth. It's an investment in yourself! Learn from industry 1 veterans during one of the 30+ educational, main The Social Advisor: How Top Financial Companies Are platform, and interactive workshops. Leveraging Social Media to Amplify Their Marketing Amy McIlwain | Vice President of Social and Digital Strategy | Be inspired by an amazing slate of speakers! 2 Moore Communications Group Hear from industry leaders who will motivate you If you want to attract quality leads and keep your business to take your professional development to the on the leading edge, an engaging social media strategy is next level. a must. Amy will explain how to curate and leverage social 3 Connect with peers who share your drive! media communications in your marketing efforts while Take advantage of the chance to share ideas and remaining SEC compliant. strategies with hundreds of industry professionals during the many networking events. 10:15 – 10:45AM • EXHIBIT HALL FINALE & PRIZE DRAWINGS Last call to visit exhibitors and enter to win awesome More Exhibit Hall time! Enjoy even more time 4 prizes! The drawings begin at 10:30am, and you must be to connect with the 40 exhibitors, ready to share present to win. Don’t miss the boat on winning prizes. the latest products and services designed to support your career. Explore beautiful Baltimore! Visit the world class 5 attractions, restaurants and shopping, just steps from conference headquarters. Take in the sites or consider meeting with local prospects and clients. “Dynamic successful women with shared enthusiasm for success, empowerment and growing business.” 10:45AM – 12:00PM EDUCATIONAL BREAKOUT SESSIONS 12:00 – 1:30PM • CIRCLE OF EXCELLENCE LUNCHEON Join us as we applaud the elite group of members who Working With Divorcing Clients: have qualified for the prestigious 2015 Circle of Excellence. What You Need to Know The collective success of this group is impressive and speaks Ferrier R. Stillman, Esq. | Partner | Tydings & Rosenberg, LLP volumes about the advancement of women and what’s Walk away with the power to safeguard the financial possible in the industry. position of a divorcing client. Learn the role financial planners fulfill in divorce cases and how to protect your 1:30 – 1:45PM • BREAK client’s assets and income. This presentation will deliver Take a quick break to recharge before heading into the a general understanding of family law concepts while final Conference session. outlining special issues in property division and monetary awards. Use knowledge from this session to respond to the 1:45 – 2:45PM needs of this growing client segment. Living a Life of Significance Joe Jordan | Author and Motivational Speaker | JosephJordan.com The Female Advantage: The Emotional Side to Sales True value isn’t measured by how much money you make; Michelle Bersell, M.A., M.Ed. | Founder | International Institute it is measured by the size of the problem you solve. for Emotional Empowerment Joseph Jordan, industry ambassador, best-selling author, There is an emotional side to sales, and women have and renowned speaker, believes that today’s financial the distinct advantage of being emotionally attuned. professionals are modern-day heroes. In fact, by providing Participate in this session and learn an empowered people with independence, dignity and legacy, financial approach to turn challenging sales calls into compassionate services is the noblest profession in the world! Mixing his service conversations. Attendees will walk away armed deeply personal story with more than 40 years of experience, with techniques to overcome the internal blocks of their Joe injects financial professionals with inspiration and prospects and ultimately close more sales. shares the real meaning of Living a Life of Significance. A Managers Dozen: 13 Productive Culture Trends 2:45 – 3:00PM • WRAP UP Karel Murray, CSP, DREI | Our Branch, Inc. Join us for a look back over the past three days. It’s time Are you caught in an endless cycle of putting out fires, to chart your course to success and set sail with new quelling arguments, and protecting financial survival month strategies, best practices, and connections. Mark your after month? Join Karel for this collaborative session, where calendar now for October 19 -21 and plan to be among you’ll explore trends, get real-world answers and chances the Who’s Who at 2016 National Conference. to interact with your peers about everything from hiring and profitability to community involvement. Stress Happens – It’s What You Do With It That Counts 5 Opportunities to Celebrate Joanie Badyna | President & Owner | Spirit Communications, LLC Incorporating wellness into your daily routine leads to 1 Qualify for Circle of Excellence. greater job performance, increased morale and renewed energy! In this interactive seminar, you will learn how to 2 Congratulate 2015 award nominees. identify and reduce stress. You’ll explore the stress response 3 Deliver the #1 90 second idea. and learn how to minimize the negative effects of stress through physical, emotional, and mental techniques; a 4 Applaud the charitable efforts of WIFS Cares. valuable initiative for personal development as well as 5 Win an Exhibit Hall prize. corporate education. Stress management will motivate your team and help create a positive and healthy environment.
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