Dive deeper into growing your practice
To utilize this interactive agenda, click on a date below for complete scheduling details. The agenda may be subject to change. All presentation times are listed in Eastern time.
Casual/business casual attire is recommended for the Welcome Reception. Business casual attire is recommended for Friday’s business sessions. Cocktail attire is recommended for the Awards Dinner on Friday evening.
| All Day | Arrivals Hotel check-in time is 4 pm Omni Atlanta Hotel at Centennial Park |
| 2:00-5:00 p.m. | Elite Advisors Council Meeting by invitation only Cottonwood Room (North Tower, M1) |
| 6:30-9:30 p.m. | Welcome Reception open to all advisors, guests and sponsors Top Draft Sports Lounge (located in Omni Atlanta Hotel Lobby) Heavy hors d’oeuvres and Open Bar Live music from Stephanie Berlanga |
| 7:00-8:00 a.m. | Fellowship of Christian Advisors Meeting optional, all are welcome Juniper Room (North Tower, M2) |
| 7:30-8:30 a.m. | Breakfast International Ballroom (North Tower, M2) |
| 8:30-8:45 a.m. | Welcome and Introductions Matt Tarkenton, President of Tarkenton Financial International Ballroom (North Tower, M2) |
| 8:45-9:30 a.m. | Top Advisor Showcase Matt H. – Marketing Matters: Unlocking Growth Through Strategic Investment Ty B. – Scaling Success: Strategies for Growing Your Financial Practice Bryan W. – Dining for Dollars: Turning Dinner Workshops into Client Relationships |
| 9:30-9:45 a.m. | Presenting Sponsor Spotlight: Allianz Ellen Donovan, Sr. External Wholesaler – FMO Distribution |
| 9:45-9:55 a.m. | Gold Sponsor Spotlight: American Equity Josh Giesemann, Key Accounts Manager |
| 9:55-10:05 a.m. | Gold Sponsor Spotlight: EquiTrust Leon Fitch, Regional Vice President-Sales |
| 10:05-10:30 a.m. | Morning Break/Exhibitor Showcase Stop by and spend time with each of our incredible sponsors! Visit each sponsor to be entered to win one of our great raffle prizes! |
| 10:30-11:15 a.m. | Dive Deeper into Marketing: New Effective Programs from TF Jay Moore & Matt Mitchell, TF Marketing Team |
| 11:15-11:45 a.m. | The Great Wealth Transfer: Strategies to Attract and Retain Female Clients Heather Schreiber, RICP®, NSSA®, IRMAACP™, Founder of HLS Retirement Consulting & TF Advanced Markets Specialist |
| 11:45 a.m.-1:00 p.m. | Lunch & Exhibitor Showcase International Ballroom (North Tower, M2) TF Women’s Lunch held in Juniper (North Tower, M2) |
| 1:00-2:15 p.m. | KEYNOTE: Diving Deeper into Life Insurance and Annuities: 10 Great Ideas to Dive Into 2025 Tom Hegna, CLU®, ChFC®, CASL®, Author, Speaker, Economist |
| 2:15-2:30 p.m. | Short Break & Exhibitor Showcase Please take a short break to chat with a sponsor and get back to your seat for our last three powerful sessions! |
| 2:30-3:15 p.m. | The Power of Life Insurance Partnership: Tools available to help you grow your life insurance business Learn about our new Patrick Kelly partnership, Kaizen, Life Link, and more, plus 3 first appointment questions to sell more life insurance, and exciting IUL product updates from Allianz Life! Tyler Schmidt, Director of Life Insurance, Tarkenton Financial Dan Wachs, Founder, Perpetual Wealth System |
| 3:15-3:45 p.m. | Silver Sponsor Spotlight: Annuity Shark Tank, back by popular demand! Paul Garofoli, FLMI, RICP®, Regional Vice President, Individual Annuity Sales, The Standard Sean O’Connell, Regional Vice President – Annuities, MassMutual Ascend Stephen Pandullo, CFP®, RICP®, WMCP®, ChFC®, CEPA®, VP-Relationship Manager IMO, Athene |
| 3:45-4:15 p.m. | The Power of Connection: Engaging Your Market on a Deeper Level Steve Beecham, Speaker, Author, and Trainer |
| 4:15 – 6:00 p.m. | Wrap Up and Break before Awards Gala |
| 6:30-9:30 p.m. | Awards Gala at the world-famous Georgia Aquarium all attendees invited Cocktail Hour & Private Tour of the Aquarium Dinner, Advisor Awards, & Fran’s Birthday Celebration |
| 9:30 p.m. | Post-Event Nightcap sponsored by Allianz Life Location TBA |
| All Day | Departures That’s a wrap! Safe travels home and thank you for joining us. |
| 7:00-10:00 a.m. | Farewell Continental Breakfast and Coffee Drop-In Come grab a light bite and have a cup of coffee with us before you head home! We would love to catch up before you go and wish you a fond farewell! Centennial Lounge (South Tower, Floor 11) |
Thank You to our 2025 PEAK Conference sponsors!
