Educate, Equip, Engage

February 22-23, 2022

Register for HCMU 2022 Today
Register for HCMU 2022 Today
DAY ONE

Wednesday

  • 2:00-2:15pm

Welcome Introduction

Zach Stout, Managing Director Sales & Distribution

  • 2:15-3:00pm

Private Wealth Services (PWS)

Will Stark, Managing Director Private Wealth Services

  • 3:00-3:30pm

401(k) Optimizer® & HCM-Guided Retirement

Matt Daley, HCM-Guided Retirement Internal Sales

  • 3:30-4:30pm

SDBA’s – Client Acquisition & Revenue Strategies for Advisors

Hayden Gerwien, Regional Vice President

  • 4:30pm

Closing Remarks

  • 6:00pm

Dinner at The Goldfinch Restaurant

DAY TWO

Thursday

  • 9:00-10:30am

HCM-BuyLine® & Money Management

Vance Howard, CEO + Portfolio Manager

  • 10:30-11:30am

HCM SMA’s & Investment Overview

Byron Preuss, Regional Vice President

  • 11:30am

Break

  • 11:30-11:45am

Break

  • 11:35am-12:35pm

Working Lunch: Advisor Best Practices Roundtable

Zach Stout, Managing Director Sales & Distribution

  • 12:35pm

Closing Remarks

Register for HCMU 2022 Today
Register for HCMU 2022 Today

Howard Capital Management

1145 Hembree Road, Roswell, GA 30076

Howard Capital Management

1145 Hembree Road, Roswell, GA 30076

Map Legend

hcmu-icon-lion Howard Capital Management
hcmu-icon-food Atlanta Athletic Club
hcmu-icon-sleep Embassy Suites by Hilton Atlanta Alpharetta
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