Atlanta Live

The American College LIVE Tour presents Navigating the New World of Financial Services

The financial services industry is changing. From government regulations to shifting demographics of current and prospective clients, financial service professionals need to refresh their knowledge and techniques to stay competitive in this new environment. This four-hour seminar will equip advisors with relevant knowledge and strategies to enhance their businesses and improve client relationships. A networking hour with food and cocktail reception follows the event.

When and Where
Sheraton Hotel Atlanta

Tuesday, August 23, 2016
1:00 PM to 5:00 PM Program
5:00 PM to 7:00 PM Cocktail Reception

Sheraton Atlanta Hotel Downtown
165 Courtland Street
Atlanta, GA 30303

Register Today

Agenda

Sponsored by Northwestern Mutual

12:00 PM

Registration


1:05 PM

Welcome


1:10 PM

State of the Industry


1:20 PM

What’s Your Competitive Advantage: Strategies for Developing Your Personal Brand


2:10 PM

With Great Power, Comes Great Responsibility (CE Session)


3:00 PM

Alumni Presentation


3:05 PM

Coffee Break sponsored by Country Financial


3:15 PM

Bridging Diversity and the Multigenerational Gap (Panel Discussion)


4:10 PM

Estate Planning Update (CE Session)


5:00 PM

Seminar ends-CE sign out


5:15 PM

Food and Cocktail reception


National Event Sponsor - Platinum

Pacific Life Logo

Local Atlanta Sponsor - Coffee Break

Country Financial® Logo

Registration Table Sponsor

Northwestern Mutual® Logo

Cocktail Reception Sponsor

  • Receive onsite recognition
  • Logo in program book
  • 24 complementary registrations (two tables)
Photo of People Networking at Cocktail Reception

Speakers

Sessions

What’s Your Competitive Advantage: Strategies for Developing Your Personal Brand

Quinetta M. Roberson, PhD
Fred J. Springer Endowed Chair in Business Leadership
Professor, Management and Operations, Villanova School of Business

Given the increasing competitiveness of the business environment in which we operate, the ability to differentiate ourselves has become critical to success. Whether searching for a new position, going up for promotion, or pursuing new clients, distinguishing and communicating our individual value proposition is key to creating and maintaining a competitive advantage. This presentation is designed to offer strategies for identifying, crafting, and delivering your personal brand story and better positioning yourself in the marketplace.

Bridging Diversity and the Multigenerational Gap (Panel Discussion)

We have all heard about diversity and about millennials, but how often are the discussions blended together? This panel discussion will involve producers, and field leaders, talking about how the awareness and understanding of working with people of all generations and backgrounds can benefit not only their own practices, but the entire profession. Too often, people blame people who are not like themselves, just for being different. This panel will explore the opportunities amidst the differences.

With Great Power, Comes Great Responsibility (CE Session)

Gerald Herbison, DBA, ChFC®, CASL®, CFP®, CLF®
Assistant Professor Management Studies / Director, CLF® Program

Why do people make good and bad financial decisions? Through an overview of behavioral finance and decision-making models, you will learn how to help clients avoid financial mistakes based on predictably poor decisions. Finally, we will discuss the ethical impact of the “inside knowledge” of decision-making – especially how it dovetails with the new DOL rules.

The Power of Estate Planning in Today’s Environment (CE Session)

Ted Kurlowicz JD, CAP®, ChFC®, CLU®, AEP
Professor of Taxation

The regulatory environment will demand that an increasingly broader spectrum of estate planning options be reviewed with your clients. As an advisor you must understand the tax implications and opportunities available to become the trusted advisor. How can you evolve your practice to present the most advanced advice on estate planning? This presentation will provide key insights to enhance your success in a competitive marketplace.