OPTIMIZED INSURANCE PLANNING REGIONAL CONFERENCE - SCOTTSDALE, AZ
WELCOME
In honor of our Optimized Insurance Planning (OIP) launch and to celebrate our success in partnership, we'd like to extend this exclusive invitation for you to join us at the Westin Kierland Resort in Scottsdale, Arizona, for our first OIP Advisor Conference. We'll spend two impactful days and nights together of celebration, community, and business. Arrivals begin the afternoon of Thursday, May 16th. For those traveling from out of town, your airfare and transportation from and to Phoenix Sky Harbor will be provided, along with any Tentative Agenda items listed below.
We can't wait to see you in The Valley of the Sun!
Please register by clicking the link tab above as soon as possible, but no later than April 12, 2024
DESTINATION
Scottsdale, AZ
HOW TO GET THERE
HOST HOTEL
Westin Kierland Resort & Spa
CHECK OUT THE RESORT
TENTATIVE AGENDA
*Subject to change – final agenda will be sent out closer to the event
MAY
16
THURSDAY
Airport Arrivals - Early afternoon suggested
*Airport transportation will be arranged for you based on your flight information
4:00PM
Check-in at Westin Kierland
Main Lobby
6:00PM
Welcome Reception
Location TBD
Evening at Leisure
17
FRIDAY
7:00AM-9:45AM
Breakfast Vouchers provided
9:45AM-10:00AM
Departures from Resort to Hangar 1 - Meeting Venue at 15220 N 78th Way, Scottsdale, AZ 85260
Meet in Lobby
10:00AM - 3:00PM
Meeting & Lunch
Featured Speakers:
Diana Cabrices | Founder & Fractional Chief Evangelist | Diana Cabrices Consulting & White Glove
Kirk Bowman | Vice President, Global Atlantic Consultant
Jeff Hoenle, CFP®, CRPC®, AEP® | Advanced Planning Educational Group (APEG)
Ruth Flynn Raftery, JD, CPA, AEP® | Advanced Planning Educational Group (APEG)
Dwight Eberts | Coaching 122
More to come!
4:00PM - 4:15PM
Departures from Hangar 1 to Resort
6:30PM
Group Dinners Off-Site
TBD
Evening at Leisure
18
SATURDAY
Activity Selections or Leisure
- Morning golf outing
-
Offsite outdoor adventure hike
-
Morning/day at leisure to enjoy the resort