V&A Marketing Immersion Retreat

The Premiere advisor training event in our industry.  This event will provide you with intense training on:

• The latest Money Management Strategies and Tactical RIA Solutions
•  How Top Advisors Succeed in Marketing
• The Newest Vick & Associates Adult Education Workshop (Balanced Focus on Managed Money and Annuities) - conducted live, in front of prospects

Invaluable training for all holistic advisors using managed money and annuities

Day One, we will focus on the latest in money management strategies and how to provide the best tactical solutions for your clients.

Day One, highlights will include training on tactical money management with:

• John Lunt – Lunt Capital Management, Jay Peroni – Faith-Based Investments, Steve Allbritton – Howard Capital Management, Ryan Connolly – Weatherstone Capital Management, Wayne Washowich – W.E. Donoghue, and Joe Maas - Synergetic Financial
• Warren Wall, President and Chief Executive Officer of WallCo, discussing the unique logic that drives the success of WallCo's tactical money management strategies
• Bob Van Sant, President of First American National Advisors (FANAdvisors), outlining the advantages dually licensed RIA advisors enjoy

Day Two, we will hear from Top Advisors on the unique ways they find success using the Vick & Associates Marketing Programs. 

Warren Wall will conduct his Foundations of Retirement Planning class for the group, sharing: 

• The special statements Warren makes to drive appointments out of the class
• Class slides unique to Warren that help clients understand tactical money management
• The Foundations of Retirement Planning workbook chapter that Warren authored "Protecting Your Red Money" and how to author your own workbook chapter

Day Three, Dave Vick reveals the Newest Vick & Associates Workshop, Tactical Retirement, material based on a holistic advisory approach using fixed indexed annuities and tactically managed money. Dave will reveal this by conducting a live Adult Financial Education Workshop in front of Immersion Retreat attendees and real prospects!

There is no other program like this in our industry.  Don't miss this unique opportunity to learn about Tactical Retirement, and how strategic money management and Adult Education Financial Workshops can revolutionize your practice.   

- There is no cost for the training and group meals will be provided -

Registration deadline is August  5, 2016

REQUIREMENTS:  Must have at least $1.5M in paid premium within the past 12 months and be appointed through Vick & Associates with at least 4 core carriers.

ACCOMMODATIONS:

V&A Group Rate:  $159 + tax per night  - The DEADLINE to receive this rate is August 5, 2016

Scottsdale Plaza Resort - 7200 Scottsdale Road - Scottsdale, AZ

TO MAKE RESERVATIONS:

• Contact the hotel at 480-948-5000 and request the "Vick & Associates Conference Rate"

CANCELLATION POLICY:  Cancellations require a 72 hour notice. If less than 72 hours, your credit card will be charged for 1 night.

AIRPORT SHUTTLE TRANSPORTATION (from Phoenix Sky Harbor airport):

The Scottsdale Plaza Resort has airport shuttle service from Phoenix Sky Harbor (PHX):  $23.00 per person each way.  Price INCLUDES driver gratuity. Cost will be posted directly to your room account at the Resort. 

THE SHUTTLE OPERATES FROM 5:30AM TO 9:00PM.  If your flight arrives after 8:45pm, please make alternate arrangements for transportation to the Resort.

TO REQUEST SHUTTLE PICK UP:  Upon arrival at the Phoenix Sky Harbor airport, or baggage claim, call 480-951-5118.

AGENDA:

CLICK HERE to view a copy of the agenda