SPRING FINANCIALADVISER CONFERENCE

APRIL 27-28, 2017Creative Financial Centre®

2704 S Goyer Rd Kokomo, IN 46902

CONFERENCE AGENDA

ADVISERPRACTICE MANAGEMENT

INSURANCESERVICES

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cfd Accounting, Inc.

Alter & RockeyAssociates at Law

The CFD Companies

8:00 - 8:30Breakfast & Registration

8:30 - 10:00John & Stacy Creekmur - “Visioneering and Mind Mapping: Setting the Course for Strategic Implementation Within the Firm”John Creekmur describes Creekmur Wealth Advisors as a wealth management firm whose number one goal is to “help [people] discover, build, and live out ‘True Wealth’ which we define as all the things in life that money cannot buy.” Even during his teens John wanted to be in the financial field and as a result pursued his bachelor’s degree in accounting and finance from Cedarville University. Additionally he has completed a Master’s of Business Administration and holds the Certified Financial Planner® (CFP®) designation. John started his career with a large brokerage firm and transitioned to the investment department at a local bank. In 1995 he started his own firm which has grown to its present form as Creekmur Wealth Advisors. John enjoys working alongside his wife, Stacy and Drew, their oldest son. The Creekmurs also have two younger sons. They enjoy spending time with family and friends and particularly enjoy being outdoors. John’s family makes their home in rural Pekin, Illinois.

10:00 - 11:00eMoney - Brad Frey - sponsored by NFSeMoney Advisor, founded in 2000, is the only wealth management system for financial advisors that offers transparency, security, mobile access and superior organization for everything that impacts their clients’ financial lives. Our award-winning, web-based services, and resources are designed to amplify advisors’ value to their clients. It is our mission to revolutionize the advisor’s ability to implement comprehensive financial plans and prepare their clients for a secure financial future. We proudly serve a diverse client base of financial professionals including 93 of the top 100 broker dealers, 9 out of the top 10 major insurance companies, several top-tier banks, a top CPA firm, and thousands of independent Registered Investment Advisors nationwide. eMoney continues to deliver innovative solutions to financial advisors that are reinventing wealth management technology.

11:00 - 12:00Mark & Denise Giesting - Leveraging Redtail Technology to Improve Sales and Service ProcessesMark decided early on that he wanted to get the most out of life, both personally and financially, so he sought wise counsel. He realized many others had similar needs and similar goals, especially as it pertained to making sound financial decisions; sharing those insights with others became his passion and his calling. As our Principal Financial Adviser, Mark works directly with clients to develop, implement and manage comprehensive financial plans including cash management, tax and investment strategies, retirement planning, risk management and estate planning specifically tailored to each one’s individual needs. For more than a dozen years, Mark has been helping clients create comprehensive, personalized strategies by establishing realistic goals with manageable steps. At Giesting Financial, our mission is to help our clients make wise financial decisions so they get the most out of life. We enable your wealth to grow, while protecting it along the way.

11:00 - 12:00New Assistant Training

12:00 - 1:00 Lunch with Staff & Corporate Sponsors

1:00 - 2:00Bill Gettings - One Size Fits All?During his 22 year career, Bill has earned his Chartered Life Underwriter, CLU, and Chartered Financial Consultant, ChFC, designations. He also successfully completed the CFP® examination and is a Certified Financial Planner Practitioner. In 2004, he moved to Lafayette, Indiana and became fully independent as a Registered Representative with CFD Investments, Inc.; furthermore, he is a Registered Investment Advisor Representative with Creative Financial Designs. Bill provides Investment and Financial Planning advice to individuals and small businesses. Bill is active in the Greater Lafayette community. He has served on several non-profit boards including Lafayette Community Foundation, Leadership Lafayette, and the YWCA. Currently Bill chairs the Lafayette Diocesan Foundation and the Franciscan Alliance St. Elizabeth Foundation. Additionally, he is the President of the Estate Planning Council of Greater Lafayette and an active member in the Indianapolis Society of Financial Service Professionals, FSP, the Financial Services Institute, FSI, and the Financial Planning Association, FPA; all organizations helping Independent Financial Advisors improve their practices and provide continuing professional education. Bill and his wife Gail have four children and reside in West Lafayette, IN.

Thursday

Mission Room

2 0 1 7Spring Conference

1:00 - 2:00New Assistant Training

2:00 - 2:30 Breakout Panels Money Management - Kregg Rooze Financial Planning - Alice Howe Redtail - Rick Williamson FMG - Greg Woodbury Right Capital - Ted Denbow *New Docupace: Paperless Processing, STP, NFS Accounts, and Redtail Users (2:00 - 3:00)

2:30 - 3:00 Breakout Panels Money Management - Kregg Rooze Financial Planning - Alice Howe Redtail - Rick Williamson FMG - Greg Woodbury Right Capital - Ted Denbow

3:00 - 3:30 Breakout Panels Money Management - Kregg Rooze Financial Planning - Alice Howe Redtail - Rick Williamson FMG - Greg Woodbury Right Capital - Ted Denbow *Docupace Basics: Document Scanning and Mailing (3:00 - 4:00)

3:30 - 4:00 Breakout Panels Money Management - Kregg Rooze Financial Planning - Alice Howe Redtail - Rick Williamson FMG - Greg Woodbury Right Capital - Ted Denbow

Thursday

Service RoomMission Room

Vision RoomPurpose Room

Auditorium

Service RoomMission Room

Vision Room

AuditoriumPurpose Room

Service RoomMission Room

Vision Room

AuditoriumPurpose Room

Service RoomMission Room

Vision RoomPurpose Room

Auditorium

Mission Room

4:00 - 5:00Kent LaLonde & Tony Montenegro - A Fintech Solution Using eMoney & MoneyGuidePro in My PracticeKent is a Certified Financial Planner who has been advising clients since 1999. He has the ability to provide services in the capacity of an investment adviser representative or as a registered representative, depending upon the needs and objectives of the client. He has a wide variety of investment products available for use in the proper circumstances, including stocks, bonds, mutual funds, ETFs, and fixed or variable insurance contracts. “My main objective is to take advantage of the planning tools available in the marketplace to decrease portfolio risk while maintaining acceptable rates of return.” His main focus and specialty is retirement planning for individuals and small business owners.

Tony is an investment advisor with Blackmont Advisors, specializing in providing personalized investment management to business owners, pre-retirees, and retirees. Subscribing to fundamental analysis as taught by notable academic and the father of value investing, Benjamin Graham, he incorporates these principles into his investment process with clients. Prior to joining Blackmont Advisors, Anthony worked as the Principal of the Deutsche Bank Asset & Wealth Management office in Century City, which managed over $30 billion in assets for high net worth and ultra-high net worth investors. He’s also previously worked with JP Morgan and its predecessor, WM Financial. Passionate about education and furthering his knowledge, Anthony has studied economics at the Ludwig von Mises Institute, studied finance at Liberty University, and received a certificate in Behavioral Finance, Taxation, and Technology from the John F. Kennedy School of Government at Harvard University. He holds FINRA Series 6, 7, 9, 10, 63, and 66 registrations with cfd Investments and is licensed with the California Department of Insurance. Tony and his wife, Gaby, reside in Brea, California. They are actively involved with their church and have facilitated the biblical financial management study course through Crown Financial Ministries and Dave Ramsey’s Financial Peace University. He is also a member of Kingdom Advisors, the world’s largest Christian financial professionals network.

6:00Dinner at Home Office

8:00 - 8:30Breakfast

8:30 - 9:30Jim Guyot - The Dave Ramsey SmartVestor ExperienceJim is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and Kansas City’s Endorsed Local Provider (ELP) for Long Term Care and a SmartVestor Pro, for the nationally syndicated radio talk show host, Dave Ramsey. Jim has the distinction of being one of the longest serving ELP’s in the program. He was the original ELP for the entire Kansas City metro area. Due to his long and distinguished service, he was invited to be a charter member of the Dave Ramsey Investing Council since 2013. In addition, he has been recognized five consecutive years, as a Kansas City Five-Star Wealth Manager and featured in KC Magazine and KC Business magazine. His area of focus includes comprehensive financial planning, tax reduction strategies and risk management. Jim is also a member of the Board of Directors for Creative Financial Designs, Inc., our Registered Investment Advisor. Jim is also a member of the Financial Planning Association (FPA). Jim is passionate about overseeing Lighthouse Financial Strategies’ mission in helping clients achieve their goals and financial peace. Jim works alongside our clients to ensure the strategies our team develops continue to align with their short and long-term goals. Jim was born and raised in Ohio. He has made Kansas City his home since 1987, along with his wife Kay and daughters Kayla and Katrina. In his leisure time, he enjoys golf, skiing, traveling, and spending time at his daughter’s sporting events.

9:30 - 10:30Edward Camp - Separate Yourself from the Competition & Build Better Portfolios Incorporating Market Linked CD’s & Structured NotesEdward Camp has a strong background in the business world. In the 1980s, he created and ran a publishing company in Los Angeles. This experience gave him an up-close and personal look at the problems inherent in building and maintaining wealth and in managing cash flow. He moved back to South Bend, Indiana, and entered the financial services field in January of 1990. After working as an advisor for several major financial companies he realized that his clients’ options were limited to those offered by his employers. To better serve his clients, Edward Camp became an independent advisor with the ability to shop for his clients from among a broad array of companies. This puts him in a better position to find the best financial products or services to meet his clients’ needs. It also allows him to offer the latest innovations in the industry.

Thursday

Friday

2 0 1 7Spring Conference

10:30 - 11:30David Grau Jr. - SRG Succession: Buying and Selling a Financial Services PracticeDavid Grau Jr., MBA is the founder and CEO of Succession Resource Group and is the nation’s leading consultant on advisor valuation, acquisition and succession planning. Over the last decade, David has assisted hundreds of advisors and other professionals buy, merge, sell, and craft their transition plan for the sale of their business. Prior to launching SRG, David was the leading M&A consultant for a well known succession planning firm to advisors. Prior to this role, David served in the United States Navy. David is a published author and accomplished speaker on succession planning, financial practice valuation, and death/disability planning for small business owners and has been interviewed and cited in dozens of publications. He is currently one of the leading speakers in the financial services industry on mergers and acquisitions of independently owned financial services firms, as well as valuation strategies and practice continuity issues, with over 200 presentations to his credit. In the past five years, he has spoken at variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, MetLife, ING, AIG, Fidelity, Jackson National, Prudential, FSI and at many FPA chapters around the country. David holds a Bachelor’s Degree from Portland State University and has a Master’s Degree from Willamette University’s Atkinson Graduate School of Management. David, his wife Kristen and their son Lincoln are all long time residents of Portland, Oregon but take every opportunity to travel.

11:30 - 12:00Steve Bulloff, Matthew Bahrenburg, & Russell Maynard - Surviving in a Post-Post-DOL World

12:00 - 1:00 Lunch with Staff & Corporate Sponsors

1:00 - 2:00Andy Roller - Keeping Your Eye On the Ball When Having to Wear Different HatsAndy has been in the financial planning industry since 2001. He graduated from Huntington College, known today as Huntington University, with a double major in management and economics. After graduating, he has taken numerous classes through The American College. He is a Certified Financial Planning™ Practitioner which requires him to maintain a high degree of competency. He attends numerous workshops put on by industry leaders like the Financial Planning Association, CFP® Board, and National Association of Christian Financial Consultants to stay on the cutting edge of the industry.

2:00 - 3:00 EverPlans

3:00 - 4:00 Mick OwensMick L. Owens began his career in the financial services profession in 1969 after graduating from Indiana State University with a BS in mathematics. He was heavily involved in risk management, estate planning, and cash flow planning for both individual and corporate clients. As his client base grew and their needs changed, they continually asked Mick to provide them with additional financial services because they were so satisfied with the results of his other work on their behalf. As a result of clients’ requests, he founded various companies and brought in specialists of different types to provide them with tax planning, tax preparation, investment planning, and financial planning expertise.

Friday

For Registration visit:www.cfdinvestments.comEmail or Call Brigit Braun or Sabrina Edwards765.453.9600brigit.sabrina@cfdinvestments.com

Hotel Info:Hampton - 765.455.2900

Courtyard - 765.453.0800

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 2017 - cfd Investments, Inc. - Kokomo, IN 46902

ADVISERPRACTICE MANAGEMENT

SPRING FINANCIALADVISER CONFERENCE

APRIL 27-28, 2017Creative Financial Centre®

2704 S Goyer Rd Kokomo, IN 46902