Scale new heights with timely takeaways

To utilize this interactive agenda, click on a date below for complete scheduling details. The following is subject to change and current as of January 5, 2023. All presentation times are listed in Central Time.

Casual attire is recommended for Sunday’s activities, including the Welcome Reception. Business casual attire is recommended for Monday’s business sessions. Cocktail attire is recommended for the Awards Dinner Monday evening.

Add to your calendar: 

7:00-10:00 p.m. Elite Advisors Council Dinner by invitation only
Butcher and Bee
11:30 a.m.-1:00 p.m. Elite Advisors Council Meeting by invitation only
Hutton Hotel
2:00-4:00 p.m. Top 10 Event to honor our Top 10 Advisors
Rustler Hat Company, Sponsored by Athene USA
3:00-4:30 p.m. Nashville Trolley Tour open to all advisors and one guest
6:30-8:00 p.m. Welcome Reception open to all advisors, guests and sponsors, Nashville Casual Attire
Heavy hors d’oeuvres and open bar, sponsored by American Equity
8:00-10:00 p.m. Private Concert: Kyle Bradley
Analog in Hutton Hotel
7:00-8:00 a.m. Fellowship of Christian Advisors Meeting optional, all are welcome

Special guest speaker: Adonis Lenzy, Lead Pastor, Bridges Nashville

7:30-8:30 a.m. Breakfast
8:30-8:40 a.m. Welcome and Introductions
Matt Tarkenton, President of Tarkenton Financial
8:40-9:10 a.m. Adapt or Die: Leveraging Technology to Thrive in Today’s Marketplace
Mark Williams, CEO of Brokers International
9:10-10:00 a.m. What We Can Learn from PEAK Performers
Amanda Adams, Director of Sales, Tarkenton Financial, and Top Advisors
10:15-10:30 a.m. Presenting Sponsor Spotlight: Allianz
10:30-11:15 a.m. Using SS Software Tools To Bridge the Income Gap
Heather Schreiber, RICP®, NSSA® Founder & President, HLS Retirement Consulting
11:30 a.m.-12:30 p.m. Sales Power Hour: 3 Powerful Speakers to Jump Start Your Growth
“A Few Big Ideas: How to Grow Your Business” – Steve Beecham, Author/SpeakerHunter Hanna, Owner, HD Media LLC

“Retirement planning so easy a caveman could do it” – Michael Smith, President, JourneyGuide

12:30-1:30 p.m. General Lunch breakout tables to engage with Sales Power Hour speakers if desired!
12:30-1:30 p.m. Women’s Lunch hosted by and for Tarkenton Financial women leaders
1:30-1:40 p.m. Gold Sponsor Spotlight: American Equity
1:40-2:30 p.m. Be True To Yourself & Your Market: Strategies for Event Marketing Success – Live Podcast Recording with RA Marketing
Andrew Riis and Richy Hirtle, Co-Founders of RA Marketing, featuring top Tarkenton Financial advisors
2:45-3:30 p.m. Annuity “Shark Tank”: Top Sales Ideas from Silver Sponsors 

Steve Pandullo, Athene/Paul Garofoli, The Standard/Leon Fitch, EquiTrust/Sean O’Connell, MassMutual Ascend

3:45-4:30 p.m. Case Study: A New Dimension – How Life Insurance Elevated My Business
Tyler Schmidt, Director of Life Insurance, Tarkenton FinancialDan Wachs, Founder, Perpetual Wealth Management
4:30 p.m. Wrap Up and Break
6:00-9:00 p.m. Awards Dinner Recognizing Top Advisors of 2023 all attendees invited, Cocktail Attire recommended
Country Music Hall of Fame, presented by Allianz
9:00 p.m.-10:00 p.m. Nightcap sponsored by Allianz Life
Bootleggers Inn on Broadway
All Day Departures
That’s a wrap! Safe travels home and thank you for joining us.
7:30-9:00 a.m. Breakfast

Hats off to these 2024 PEAK Conference sponsors!