Focus Financial Annual Summit
A dynamic firm-wide event designed for learning, networking, and celebrating achievements.
Date and Time
Our Inaugural Summit will take place on May 7th, 2025, starting with breakfast at 8:00AM. Please see below for a full agenda.
Thanks to Our Sponsors and Partners
Agenda
8:00-9:00: Breakfast and Networking – sponsored by Tim Demery, Jackson
8:00-8:45: Breakfast
8:45-9:00: Meeting Kick Off – Welcome, ELT Intros and Looking Forward
9:10-9:50: Building Elite Teams – Jeff Nymark, First Eagle Global
10:00-10:40: Fortify & Grow: Capturing Wealth Across Generations – Jackie Wilke, Rich Jacquemart, First Trust
10:50-11:30: AI: Future or Hype? – Anne Kinsman, Franklin Templeton
11:40-12:20: The Power of Social Security & SSAnalyzerTM – Matt Scanlon, T Rowe Price
12:20-12:50: Lunch
1:00-1:40: Generational Wealth – Greg Goin, Equitable or
1:00-1:40: Schwab Advisor Portfolio Connect – Michael Pate, Schwab – Breakout (Superior Room)
1:50-2:30: Building a Better Practice – Eric Foster, Nuveen or
1:50-2:30: Equipt 2.0 – Tom Ocheltree, Osaic – Breakout (Superior Room)
2:40-3:20: Schwab Model Marketplace & iRebal – Justin DiFilippo, Schwab or
2:40-3:20: WMP – Brad Hickman, Osaic – Breakout (Superior Room)
3:30-4:30: Compliance Annual Meeting – John Bina, Focus Financial
4:30-6:00: Happy Hour – Sponsored by Greg Thompson, Lincoln – Recognition, Wholesaler Time, Networking
