Please note: Agenda is subject to change. Last updated 11/11/25.
| Time | Session Title | Speakers |
|---|---|---|
| 7:15 AM | Doors open | |
| 7:30 AM | Don Schoeller Breakfast of Champions | |
| 7:30 AM – 8:00 AM | How to Use Brevity Pitch to Hone Your Language | Tony Ross, Professional Development Growth Officer |
| 8:00 AM | Invocation & Pledge of Allegiance | |
| 8:05 AM – 8:40 AM | Remarks from Ed | Ed Deutschlander, CLU®, CLF®, CEO |
| 8:40 AM – 9:00 AM | Cetera Update | Tony Martins, Community Leader at Cetera Wealth Management Group |
| 9:00 AM – 9:30 AM | Non-Medical DI | Chase Brakke, DIA, DIF, CEPA®, Senior Vice President
Max Miller, Disability Insurance Consultant |
| 9:30 AM – 9:45 AM | BREAK | |
| 9:45 AM – 10:15 AM | Intergenerational Values Conversations | Marshall Gifford, CLU®, ChFC®, CLTC, Senior Partner (Fort Myers) |
| 10:15 AM – 10:45 AM | The Best Marketing Ideas of the Year | Moderator: Megan Temte, Director of Marketing & Communications |
| 10:45 AM – 11:30 AM | PANEL: How to Empower Your Team & Scale Your Practice | Moderator: Mary Claire Wente, Manager, Advisor Services Panelists: Wes Sharp, Financial Advisor (Minneapolis) Kristin Strom, AIF®, Financial Advisor (Minnetonka) |
| 11:30 AM – 12:45 PM | Recognition & Awards Lunch | Diane Yohn, CLU®, RHU®, FLMI, CLF®, Operating Officer |
| 12:45 PM – 1:30 PM | Distribution Planning with Annuities | Tony Hill, Distribution Specialist
Matt Shipman, WMCP®, RICP®, CLTC®, AIF®, Managing Partner at Pacific Advisors |
| 1:30 PM – 2:15 PM | PANEL: 3 Tech Tools to Save Time & Maximize Workflows | Moderator: Dani Biever, Manager, Advisor Operations Panelists: |
| 2:15 PM – 2:30 PM | BREAK | |
| 2:30 PM – 3:20 PM | Tax Smarter, Not Harder: IRA Dollars into Legacy
Pending approval for national CFP and CE (MN, WI, IA, IL) |
Ann Hagerty, J.D., RICP®, Director of Advanced Sales at Securian |
| 3:20 PM – 4:00 PM | Sink or Swim | Ann Wengronowitz, CFP®, RICP®, Senior Partner (Minneapolis) |
| 4:00 PM – 4:20 PM | Summit Recap & Closing | Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®, Vice President Life and Long-Term Care |
| 4:20 PM – 5:30 PM | Happy Hour & Networking Reception |
