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 November 6, 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
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
Heavy hors d’oeuvres and Three Chord Bourbon tasting
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
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 4 Top Advisors
10:15-10:30 a.m. Presenting Sponsor Spotlight: Allianz
10:30-11:15 a.m. Using SS Software Tool 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
Steve Beecham, President, Home Town Mortgage, Hunter Hanna, Owner, HD Media LLC, and Michael Smith, President, JourneyGuide
12:30-1:30 p.m. General Lunch breakout tables with 3 speakers
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, RA Marketing, Jay Moore, Marketing Director, Tarkenton Financial, Amanda Adams, Director of Sales, Tarkenton Financial
2:45-3:30 p.m. Product Innovation Panel: Silver Sponsors Highlight Sales Concepts That Have Driven Industry Growth
3:45-4:30 p.m. Case Study: A New Dimension – How Life Insurance Elevated My Business
Tyler Schmidt, Director of Life Insurance, Tarkenton Financial, and Dan 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
Country Music Hall of Fame
9:00 p.m.-10:00 p.m. Nightcap sponsored by Allianz Life
Broadway location to be announced!
All Day Departures
That’s a wrap! Safe travels home and thank you for joining us.
7:30-8:30 a.m. Breakfast

Hats off to these 2024 PEAK Conference sponsors!