ELITEADVISORFORUM

ELITEADVISORFORUM

7:00 Am - 7:30 Am Continental Breakfast at Canopy Hotel

8:00 Am - 8:30 Am Welcome to the Elite Advisor Forum Michael Binger, President, Gradient Investments

8:30 Am - 9:30 Am It’s a Great Time to Be a Great Advisor Succeeding in an Increasingly Fiduciary World Thomas Wood, Director, BlackRock

9:30 AM - 10:30 Am The Advisor Retirement Wave Brie Williams, Head of Practice Management, State Street Global Advisors

10:30 Am - 10:45 Am Break

10:45 Am - 12:00 pm The Next Chapter: Building on Today’s Success Travis Brewer, Vice President, Business Consulting, TD Ameritrade Institutional

12:00 pm - 1:00 pm Lunch

1:00 pm - 2:00 pm The Golden Hour Maura Scherer, Director of Creative Campaigns, Invesco

2:00 pm - 2:45 pm Navigating the New Fixed Income Markets Paul Blomgren, Client Portfolio Manager, Nuveen

2:45 pm - 3:30 pm Beyond Baby Boomers: 7 Tips to Prepare for the Rise of Millennials and Gen X Investors Rohan Reddy, Senior Research Associate, Global X Funds

3:30 pm - 3:45 pm Break

3:45 pm - 4:45 pm Advisor Success Stories Mark Sharifi, Founder, Legacy Investment Services

Haley Sanders, President, Altitude Planning

4:45 pm - 5:15 pm Closing Remarks Chuck Lucius, Founder, Gradient Financial Group

Nate Lucius, President, Gradient Financial Group

5:15 pm Break from Meeting

6:00pm Dinner at Crooked Pint

Thursday, October 3

Wednesday, October 26:00 pm - 8:00 pm Cocktail Reception at Canopy Hotel

7:00 Am - 7:30 Am Continental Breakfast at Canopy Hotel

8:00 Am - 8:10 Am Welcome Michael Binger, President, Gradient Investments

8:10 Am - 9:15 Am Faith > Fear: The Stealth Bull Market Rolls On Brian Belski, Chief Investment Strategist, BMO Capital Markets

9:15 AM - 10:15 Am The Political Environment and Industry Risks and Opportunities Stu Sweet, President, Capitol Analysts Network

10:15 Am - 10:30 Am Break

10:30 Am - 11:45 Am Is It Time to Buy or Bail? Sam Stovall, Chief Investment Strategist, CFRA

11:45 Am - 12:00 pm Closing Remarks Michael Binger, President, Gradient Investments

12:00 pm Boxed Lunch

12:30 pm Depart Canopy Hotel for MSP International Airport

Friday, October 4