Educate, Equip, Engage

August 17-18, 2022

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

Wednesday

  • 2:00-2:05pm

Welcome Introduction

Chris Ferguson, President

  • 2:05-3:00pm

HCM SMA’s & Investment Overview

Kramer Shiflett, Regional Vice President

  • 3:00-4:00pm

401(k) Optimizer® & HCM-Guided Retirement

Cole Staton, HCM-Guided Retirement Regional Vice President

  • 4:00-4:15pm

Break

  • 4:15-5:00pm

Private Wealth Services (PWS)

Will Stark, Managing Director Private Wealth Services

  • 6:00-8:30pm

Dinner at Atlanta Athletic Club

DAY TWO

Thursday

  • 9:00-10:00am

HCM-BuyLine® & Money Management

Vance Howard, CEO + Portfolio Manager

  • 10:00-11:00am

SDBA’s – Client Acquisition & Revenue Strategies for Advisors

Anthony Sherlag, Regional Vice President

  • 11:00-11:30am

Best Practices for Complex Planning

Jim Laughlin, Millennium Brokerage Group

  • 11:30-11:45am

Break

  • 11:45am-12:15pm

Computerized Trading and Modern Markets

Chris Cannata, Regional Vice President

  • 12:15-12:30pm

Q&A + Closing Remarks

  • 12:30-1:30pm

Breakout Sessions + Lunch

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
hcmu-icon-fly Hartsfield-Jackson Atlanta International Airport

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