Saturday, January 24
7:00 – 9:00 PM |
Elite Advisors Council/Top 10 Advisor Dinner – INVITATION ONLY, Brennan’s
Sunday, January 25
ALL DAY | Arrivals (Hotel check-in time is 3:00 p.m.), please visit the Tarkenton Hospitality Desk
8:30 – 11:30 AM | Elite Advisors Council Meeting - INVITATION ONLY, Plimsoll B
2:00 – 5:00 PM | French Quarter Walking Tour, Sponsored by EquiTrust
6:30 – 8:30 PM | Welcome Reception & Dinner at Manning’s (featuring Fran Tarkenton and Archie Manning), Sponsored by American Equity
Monday, January 26
7:00 – 8:00 AM | Fellowship of Christian Advisors Meeting and Breakfast, Magnolia Room
7:30 – 8:30 AM | Breakfast with our Sponsors, Plimsoll B
GENERAL SESSION (Plimsoll A):
8:30 – 8:45 AM | Welcome & Kickoff, Matt Tarkenton, President of Tarkenton Financial
8:45 – 9:15 AM | The Annuity Advantage: What’s Changing and Why It Matters Chuck DiVincenzo, President & CEO of the
National Association for Fixed Annuities
9:15 – 9:45 AM | Presenting Sponsor Spotlight: Allianz
9:45 – 10:15 AM | Sponsor Exhibition
10:15 – 11:00 AM | Interactive Top Advisor Panel: “What I Wish I Knew When I Started”
11:00-12:00 PM | Spark Sessions: Ideas that ignite action and inspire growth
Little Things: The Small Details that Lead to Big Results
- Mastering the First Appointment: How to build trust in the first 15 minutes, with Top Advisor Bryan W.
- Digital Prospecting: Leveraging Facebook and LinkedIn to build your pipeline, with Tarkenton Financial Marketing Team
- Using AI to Enhance Advisor Productivity and Client Experience
12:00 – 1:30 | Lunch & Sponsor Exhibition, Plimsoll B
Tarkenton Women’s Lunch, sponsored by Athene, Magnolia Room
Featured guest speaker Patti Hausherr: “The Communication Edge” How Communicating More Effectively Can Lead to More Opportunities
1:30 – 2:15 PM | Retire Ready Marketing: Your turnkey marketing platform for more prospects and more production! Tarkenton Financial Marketing Team
2:15 – 3:00 | Insurance as an Asset: Building Wealth and Security Tyler Schmidt, Director of Life Insurance & Dan Wachs, premium finance vendor
3:00 – 3:30 PM | Sponsor Exhibition
3:30 – 4:15 PM | Spark Sessions: Ideas that ignite action and inspire growth
Igniting Success: The Mindset and Methods of Top Advisors
- Closing with Confidence: Asking for the business the right way, with top advisor Paul L.
- How Niche focus, Process, and Trust Drive Consistent Growth with top advisors Jean P. and Jamilah
- Storytelling for Advisors: Turning complex concepts into compelling client stories with top advisor Larry S.
4:15 – 4:30 | Concluding Remarks, Matt Tarkenton, President of Tarkenton Financial
6:30 – 9:30 PM | Advisor Awards Gala & Celebration Dinner, Board of Trade
Tuesday, January 27
7:00 – 10:00 AM | Continental Breakfast, Miss River
ALL DAY | Departures (Hotel check-out time is 12:00 PM)