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
-
3:00-3:30pm
401(k) Optimizer®
Matthew Daley, 401(k) Optimizer & HCM-Guided Retirement Internal Sales
3:30-3:45pm
Break
3:45-4:15pm
HCM-Guided Retirement
Amanda Potestato, Managing Director Guided Retirement
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
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
