ROUNDTABLE INTENSIVE
DAY 1 June 26

Pacific Time Zone

9:00 a.m. John Bowen Welcome & What to Expect
9:10 a.m. John Bowen & George Walper Leading the Charge: Innovative Team Strategies for Financial Advisors from CEG Insight (New Resource: Access the presentation here | Access the bonus charts here)

9:45 a.m. Coach Facilitated Breakout
10:15 a.m. Break
10:30 a.m. Frank Seneco Mastering Growth: Advanced Planning Strategies with Frank Seneco (New Resource: Access the presentation here)
10:55 a.m. Coach Facilitated Breakout
11:10 a.m. Break
11:20 a.m. Paul Lofties CEG Unveiled: Maximizing New Opportunities and Resources (New Resource: Access the presentation here)

11:45 a.m. Coach Facilitated Breakout
12:05 p.m. Break
12:20 p.m. John Bowen AI & Tech in Practice: Transforming Advisory with Practical Innovations (New Resource: Access the workbook here)
1:00 p.m. Close of Day 1 (Complete your video testimonial here)

ROUNDTABLE INTENSIVE
DAY 2 June 27

Pacific Time Zone

9:00 a.m. Paul Welcome to Day Two
9:10 a.m. Todd Herman The Alter Ego Effect (New Resource: Access the workbook here | Order your book here | Access the Presentation here)

10:10 a.m. Coach Facilitated Breakout
10:35 a.m. Break
10:45 a.m. Paul Lofties & Cathy McBreen The New Wealth Frontier: Capturing the $90 Trillion Opportunity with Younger Clients (New Resource: Access the presentation here)

11:20 a.m. Coach Facilitated Breakout
11:50 a.m. Break
12:05 p.m. John Bowen From Insight to Action: Leveraging CEG’s Innovative Tools for Financial Advisory Teams (New Resource: Access the presentation here)

12:30 p.m. Coach Facilitated Breakout
12:45 p.m. John Bowen Next Steps from Intensive
1:00 p.m. Close of Day 2 (Complete your video testimonial here | Complete your evaluation here)

JUNE ROUNDTABLE SPEAKERS

CEG INSIGHTS NETWORK

We’re looking to expand our network, and we need your help. If you know a senior financial service executive at your broker-dealer or custodian who could benefit from our Wealth Management Mastery Series, we’d love to connect with them. This eight-part research series, including studies on the affluent, best practices of top financial advisors, ultra-affluent investors, and entrepreneurs, could help your senior executives and fellow financial advisors succeed even more. To introduce us to your senior financial service executives, complete this form.

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Email: cegconnect@cegworldwide.com