Join us for a Welcome Reception at Lulu's Restaurant

Take advantage of local yoga studios or the hotel fitness center.

A Neuroscience Based Framework to Maximize Your Impact - Unlock the power of neuroscience to capture attention and drive action. Discover a transformative framework that leverages brain-based principles to captivate and influence any audience. Learn practical strategies to elevate your message, engage listeners, and drive change—all backed by cutting-edge research. Perfect for professionals seeking to leave a lasting impression.

How to Get Ideal Prospects Lining Up to Work With You - Learn the three top reasons that you are not consistently getting referrals to ideal prospects and the specific advisor tested steps you can immediately take to correct them. Come find out how Mark has helped advisors teach their best clients how to consistently send them ideal people to work with.

Easier Access to Insurance Cash Value - Inclined was founded with the mission of making it easier for people to access their whole life cash value. The company's iLOC allows policyowners to open a line of credit with a limit as low as $5,000. Policyowners can apply online in about 15 minutes and self-serve with next-day draws and payments once their account is open, saving the usual servicing time on the Advisor's side. Join this session to learn about Inclined's process and the latest product improvements that make it easier for Financial Advisors to offer the iLOC as a value-add to their clients.

Enhance your practice and the overall client experience by partnering with LegacyLock for Estate and Legacy Planning - Come learn how our 3-step Legacy Planning Process is a way for you to serve and impact your prospects and clients at a higher level than they would get anywhere else.

Join the Currence Team and peers for a sunrise walk or take advantage of the fitness center.

Vince will share a brief recap of Day One and recognize our 2023-2024 Playbook Winners

We've invited a very special guest to share our big announcement with you. Do not miss this session.

Creating leverage and added value in your business - Teaching how to leverage content to create a better customer experience, IP to market and create higher conversions. Beat ways to find "flow" and create content.

What would the Rockefeller's do? - How to license Intellectual Property to grow your practice

Enhance your practice and the overall client experience by partnering with LegacyLock for Estate and Legacy Planning. - Come learn how our 3-step Legacy Planning Process is a way for you to serve and impact your prospects and clients at a higher level than they would get anywhere else.

Kristin will share her Currence journey and highlight the 'things' that she discovered along the way that have added such tremendous value to her practice and her clients' successes.

Open mic session for case reviews, sales tips, and to break through any challenges with the Founders of Currence.