Agenda

Monday | November 28^th

6:00pm – 7:00pm

NETWORKING RECEPTION at the EXHIBIT HALL REGENCY
sponsored by Pershing LLC and Crump Life Insurance, Inc.

MEETING REGISTRATION

PICK UP YOUR RAFFLE TICKET AT THE MONEY CONCEPTS REGISTRATION TABLE

Have your Raffle Ticket “punched” by each of our Exhibitors to enter to win an iPad® 2. Winner announced Wednesday evening at the Flip Flop Farewell Feast.

You MUST be present to win!

Tuesday \| November 29^th Moderator \| Barry L. Dayley, CFP®, RFC®, Executive Vice President, Money Concepts International, Inc.
7:00am – 8:00am	EXHIBIT HALL REGENCY Breakfast Served \| Sponsored by Transamerica
8:00am – 8:45am	TRANSAMERICA CAPITAL MANAGEMENT presents... *“How To Tell The Story of a GREAT Investment Idea”* Ken Haman, Managing Director \| The Advisor Institute, AllianceBernstein
8:45am – 9:00am	Networking Break \| REGENCY
9:00am – 10:00am	GENERAL SESSION HALL DIPLOMAT MONEY CONCEPTS presents... *“If You Blend, You Lose – How To Use Your Unique Abilities To Step Up, Stand Out and Be Successful”* Jay Forte, President, Humanetrics, Inc.
10:00am – 10:30am	ALTEGRIS INVESTMENTS, INC. presents... *“A Case For Alternatives, Specifically Managed Futures”* Vance Barse, VP Southeast Regional Director
10:30am – 10:45am	Networking Break \| REGENCY
10:45am – 12:45pm	MONEY CONCEPTS presents... *“What To Expect In The Unexpected Arbitration”* Jonathan B. Butler, Shareholder, Akerman Senterfitt Kathy Klock, Shareholder, Akerman Senterfitt
12:45pm – 2:00pm	EXHIBIT HALL REGENCY *Alternative Investments \| working lunch* Working Lunch sponsored by CNL Securities, Hard Rock Exploration, Inc. and U.S. Energy Development CNL Securities, Inc. \| Larry Amodie, Vice President of Sales HARD ROCK EXPLORATION INC. \| Michael Huges, Vice President, Sales US ENERGY DEVELOPMENT \| Richard Walton, Director of Broker Dealer Relations
2:00pm – 4:30pm	GENERAL SESSION HALL DIPLOMAT “BEST PRACTICES” *“The Parker Process”* Kenny Parker, RFC®, Regional Director \| Mid America Region \| Money Concepts *“Redtail Technology / Forefield Inc.”* Ben Dodds, CFS, Associate \| Ohio Region \| Money Concepts *“Marketing Yourself Through Social Media”* James Douglas, Sr. Account Executive \| Smarsh

Wednesday \| November 30^th Moderator \| Michael Thompson, National Sales Director, Money Concepts
7:00am – 8:00am	EXHIBIT HALL REGENCY Breakfast Served \| Sponsored by Jackson National Life Insurance
8:00am – 8:45am	JACKSON NATIONAL LIFE INSURANCE presents... *“Don’t Let Your Business Get Lost In Translation”* James P. Gnefkow, JD, LLM, MBA, Senior Consultant \| Retirement & Wealth Strategies Group
8:45am – 9:00am	Networking Break \| REGENCY
9:00am – 10:30am	GENERAL SESSION HALL DIPLOMAT MONEY CONCEPTS presents... *“Why Should Someone Do Business With You... Rather Than Someone Else* \| *Execute Or Be Executed”* Sam Geist, Professional Speaker, Consultant, Facilitator \| President of Geist & Associates, Inc.
10:30am – 10:45am	Networking Break \| REGENCY
10:45am – 12:30pm	“2012 PLANNING” Check your name tag for your group assignment. CENTURY GROUP – Diplomat 1 and 2 Michael Thompson, Nat’l Sales Director \| Money Concepts EAGLES GROUP – Diplomat 3, 4 and 5 Barry Dayley, CFP®,RFC®, Executive VP \| Money Concepts APEX ADVISOR GROUP – Room 317 Roch Tranel, CFP®, Regional Director \| Liberty Region
12:30pm – 1:45pm	EXHIBIT HALL REGENCY *Real Estate Investments \| Working Lunch* Working Lunch sponsored by American Realty Capital, Inland Securities Corp. and KBS Capital Markets Group AMERICAN REALTY CAPITAL \| Michael Weil, CEO INLAND SECURITIES CORPORATION \| John Cunninghan, Sr. Vice Pres. KBS CAPITAL MARKETS GROUP \| Richard Gann, Director of Marketing
1:45pm – 2:00pm	Networking Break \| REGENCY
2:00pm – 4:30pm	GENERAL SESSION HALL DIPLOMAT “BEST PRACTICES” “NetX360TM” Kenny Parker Jr., Associate \| Mid America Region \| Money Concepts “BROADRIDGE – INVESTIGO” Alan Giancaterino, VP Sales – BD Business Solutions \| Broadridge - Investigo “Exchange & Other Software Ideas” Mario Monteiro, Senior Vice President \| Money Concepts
6:30pm – 9:30pm	FLIP FLOP FAREWELL FEAST \| THE LANDINGS Sponsored by John Hancock Enjoy the rhythm of steel drums, ocean breeze, and tropical flare, at The Landings with the Money Concepts Family! Don’t Forget Your Name Tags!

THURSDAY \| December 1^ST Moderator \| Denis Walsh, CFS, CFP®, CEP, President / CEP. Money Concepts
7:00am – 8:00am	EXHIBIT HALL REGENCY Breakfast Served \| Sponsored by Prudential Annuities
8:00am – 8:45am	PRUDENTIAL ANNUITIES presents... *“Advanced Planning Sales Strategies To Finish The Year Strong”* Joseph Anderson, Director of Advanced Planning and Solutions \| Prudential Annuities
8:45am – 9:00am	Networking Break
9:00am – 9:30am	CHESAPEAKE INVESTMENTS presents… *“Themes for 2012 (and Beyond)”* David Homard, CFA, CFP®, Chief Investment Officer \| Chesapeake Investments
9:30am – 9:45am	Networking Break
9:45am – 11:30am	MONEY CONCEPTS presents… *“2012 Marketing Plan”* Bill Hensler, President \| Indiana Region \| Money Concepts Nick Hodges, CPA/PFS,MBA,CFP®, Regional Director \| Gulf Coast Region \| Money Concepts Susan Sukys, President \| Ohio Region \| Money Concepts
11:30am – noon	*Closing Address \| “2012”* Denis Walsh, CFP®, CFS, CEP, President & CEO \| International Headquarters

Wednesday \| November 30^th Moderator \| Michael Thompson, National Sales Director, Money Concepts
7:00am – 8:00am	EXHIBIT HALL REGENCY Breakfast Served \| Sponsored by Jackson National Life Insurance
8:00am – 8:45am	JACKSON NATIONAL LIFE INSURANCE presents... *“Don’t Let Your Business Get Lost In Translation”* James P. Gnefkow, JD, LLM, MBA, Senior Consultant \| Retirement & Wealth Strategies Group
8:45am – 9:00am	Networking Break \| REGENCY
9:00am – 10:30am	GENERAL SESSION HALL DIPLOMAT MONEY CONCEPTS presents... *“Why Should Someone Do Business With You... Rather Than Someone Else* \| *Execute Or Be Executed”* Sam Geist, Professional Speaker, Consultant, Facilitator \| President of Geist & Associates, Inc.
10:30am – 10:45am	Networking Break \| REGENCY
10:45am – 12:30pm	“2012 PLANNING” Check your name tag for your group assignment. CENTURY GROUP – Diplomat 1 and 2 Michael Thompson, Nat’l Sales Director \| Money Concepts EAGLES GROUP – Diplomat 3, 4 and 5 Barry Dayley, CFP®,RFC®, Executive VP \| Money Concepts APEX ADVISOR GROUP – Room 317 Roch Tranel, CFP®, Regional Director \| Liberty Region
12:30pm – 1:45pm	EXHIBIT HALL REGENCY *Real Estate Investments \| Working Lunch* Working Lunch sponsored by American Realty Capital, Inland Securities Corp. and KBS Capital Markets Group AMERICAN REALTY CAPITAL \| Michael Weil, CEO INLAND SECURITIES CORPORATION \| John Cunninghan, Sr. Vice Pres. KBS CAPITAL MARKETS GROUP \| Richard Gann, Director of Marketing
1:45pm – 2:00pm	Networking Break \| REGENCY
2:00pm – 4:30pm	GENERAL SESSION HALL DIPLOMAT “BEST PRACTICES” “NetX360TM” Kenny Parker Jr., Associate \| Mid America Region \| Money Concepts “BROADRIDGE – INVESTIGO” Alan Giancaterino, VP Sales – BD Business Solutions \| Broadridge - Investigo “Exchange & Other Software Ideas” Mario Monteiro, Senior Vice President \| Money Concepts
6:30pm – 9:30pm	FLIP FLOP FAREWELL FEAST \| THE LANDINGS Sponsored by John Hancock Enjoy the rhythm of steel drums, ocean breeze, and tropical flare, at The Landings with the Money Concepts Family! Don’t Forget Your Name Tags!

2011

Annual Planning Conference

Nov.28 - Dec.1 | Fort Lauderdale, FL