
Educate, Equip, Engage
February 22-23, 2022
DAY ONE
Wednesday
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2:00-2:15pm
Welcome Introduction
Zach Stout, Managing Director Sales & Distribution
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2:15-3:00pm
Private Wealth Services (PWS)
Will Stark, Managing Director Private Wealth Services
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3:00-3:30pm
401(k) Optimizer® & HCM-Guided Retirement
Matt Daley, HCM-Guided Retirement Internal Sales
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3:30-4:30pm
SDBA’s – Client Acquisition & Revenue Strategies for Advisors
Hayden Gerwien, Regional Vice President
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4:30pm
Closing Remarks
-
6:00pm
Dinner at The Goldfinch Restaurant
DAY TWO
Thursday
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9:00-10:30am
HCM-BuyLine® & Money Management
Vance Howard, CEO + Portfolio Manager
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10:30-11:30am
HCM SMA’s & Investment Overview
Byron Preuss, Regional Vice President
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11:30am
Break
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11:30-11:45am
Break
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11:35am-12:35pm
Working Lunch: Advisor Best Practices Roundtable
Zach Stout, Managing Director Sales & Distribution
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12:35pm
Closing Remarks
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