DAY ONE
Wednesday
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2:00-2:05pm
Welcome Introduction
Chris Ferguson, President
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2:05-3:00pm
HCM SMA’s & Investment Overview
Kramer Shiflett, Regional Vice President
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3:00-4:00pm
401(k) Optimizer® & HCM-Guided Retirement
Cole Staton, HCM-Guided Retirement Regional Vice President
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4:00-4:15pm
Break
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4:15-5:00pm
Private Wealth Services (PWS)
Will Stark, Managing Director Private Wealth Services
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6:00-8:30pm
Dinner at Atlanta Athletic Club
DAY TWO
Thursday
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9:00-10:00am
HCM-BuyLine® & Money Management
Vance Howard, CEO + Portfolio Manager
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10:00-11:00am
SDBA’s – Client Acquisition & Revenue Strategies for Advisors
Anthony Sherlag, Regional Vice President
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11:00-11:30am
Best Practices for Complex Planning
Jim Laughlin, Millennium Brokerage Group
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11:30-11:45am
Break
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11:45am-12:15pm
Computerized Trading and Modern Markets
Chris Cannata, Regional Vice President
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12:15-12:30pm
Q&A + Closing Remarks
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12:30-1:30pm
Breakout Sessions + Lunch
Howard Capital Management
Howard Capital Management
Map Legend
Howard Capital Management 
Atlanta Athletic Club 
Embassy Suites by Hilton Atlanta Alpharetta 
Hartsfield-Jackson Atlanta International Airport
