About the Symposium

Why we at Financial Independence Group BELIEVE

We believe that the future holds enormous opportunity – for advisors, for individuals, for families and for the industry!

The FIG Symposium is committed to presenting you with the opportunities to learn and to grow both personally and professionally. Our presenters will engage you with fresh ideas for growing your practice and offer motivation for realistic personal growth. FIG regularly pursues and discovers better ways to service our clients. We are committed to scrutinizing, defining and enacting mechanisms that are meant to protect our people from events that frighten or possibly hurt them financially.

In contemplation over the past few years, we take great pride in the fact, that together, we have changed the lives of many individuals and families. When we aspire to offer guidance to those who are facing obstacles in their search for financial security and retirement, we allow them to continue to succeed and grow while reaching their long-term goals. The most successful advisors have been those who are committed to working in the best interest of their clients. History has proven that this has always been true and we believe it will continue to be true in the times ahead.

THE SPEAKERS

Harness dynamic industry thinking

  • Product 1

Jeffrey Levine

CPA

Jeffrey Levine, CPA, is CEO and Director of Financial Planning at BluePrint Wealth Alliance. He is a go-to industry source on the best practices and dangerous pitfalls for IRAs and critical retirement planning matters. A frequent presenter of advanced training programs, Jeffrey helps educate thousands of financial advisers, CPAs, attorneys and consumers on IRA and retirement planning strategies. Jeffrey can regularly be seen and read promoting retirement education on television, online and in publications throughout the country.

product image
  • Harley Gordon

Harley Gordon

Harley Gordon is a founding member of the National Academy of Elder Law Attorneys. He has over 30 years experience in helping families deal with the financial consequences of providing long-term care to a family member. His views have been featured in many national publications and media sources including, The Wall Street Journal, The CBS Nightly News, The Dolan's, and the PBS documentary, “Who Pays for Mom and Dad?” He has written for various industry publications including, Senior Market Advisor, Life Insurance Selling and National Underwriter.

Mr. Gordon has been selected as one of the “10 Most Influential People” in the Long-Term Care industry by Senior Market Advisor.

His second book, The Conversation, is written for those who have tried to discuss the subject of extended care but makes people so uncomfortable they simply shut down. Its provocative ideas will transform your mindset on the impact of extended care while providing a straightforward guide on how to discuss the subject with clients or family members. Over 10,000 copies have been sold.

Mr. Gordon has been a keynote speaker for numerous organizations including MDRT’s “Top of the Table,” the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), and the National Association of Health Underwriters (NAHU).

Mr. Gordon founded the “Certified in Long-Term Care” (CLTC) professional designation and his organization CLTCC, has trained over 20,000 professionals to date. CLTC is recognized as the standard in long-term care education for financial and insurance professionals.

product image
  • Michael Futterman

Michael Futterman

The Art of WOW

As a Director of Janus Henderson LabsTM, Michael is involved in research and curriculum development for Professional Development programs. Michael leverages his experience with Outward Bound, management consulting firms and the financial services industry to bring innovative, engaging and thought-provoking content to his clients.

In partnership with client experience expert and author Dr. Joseph Michelli, this program helps you systemize “WOW” across your practice – helping you cultivate loyalty among existing clients and attract new business.

Michael Futterman
Robbie Cannon
  • Robbie Cannon

Robbie Cannon

Robbie Cannon is the President and CEO of Horizon Investments, LLC, which specializes in active asset allocation, risk mitigation and retirement income. During his tenure, which began in 1999, Horizon has grown from a small retail RIA firm to a multi-billion dollar third-party investment management group with a national footprint of independent broker dealers and institutional clients. His career in finance began in 1994, and has encompassed various aspects of portfolio management including asset allocation, equity analysis and risk management. He graduated from Furman University and lives in Charlotte, NC.

Mr. Cannon is a national speaker on topics from asset allocation and risk management to market dynamics.

Yossi Ghinsberg
  • Yossi Ghinsberg

Yossi Ghinsberg

BRINGING AMAZON SURVIVAL SKILLS TO BUSINESS

Yossi’s ‘Amazon Survival Skills for Business’ is a mesmerizing storytelling session that will keep audiences riveted to the edge of their seats. However, this total absorption facilitates also a deep learning experience. Yossi’s counter-intuitive insights will expand horizons, open new dimensions and facilitates new possibilities.

What can be learned from a man who survived against all the odds in the Amazon Jungle?

Lost alone in the midst of the Amazon rainforest for three weeks, he not only survived, he found new meaning for his life and work. The author of the international bestseller ‘Jungle’, now a major motion picture starring Daniel Radcliffe.

Donald Miller
  • Donald Miller

Donald Miller

Donald Miller is the CEO of StoryBrand and every year helps more than 3,000 business leaders clarify their brand message. Combined, Don's books have spent more than a year on the New York Times Bestsellers list. His books include: Blue Like Jazz, A Million Miles in a Thousand Years, and Scary Close. He co-wrote the major motion picture "Blue Like Jazz" which debuted at the SXSW Film Festival and was listed as one of the top four movies to get you through freshman year by USA Today. He has served on The Presidential Task Force for Fatherhood and Healthy Families, a joint effort between government and the private sector to rewrite the story of fatherlessness in America.

Event Schedule

Time Session Room
11:00am Registration Governor's Ballroom
11:30am Lunch Water’s Edge
1:00pm FIG Kickoff Governor's Ballroom
2:30pm Jeff Levine - Tax Strategies
3:30pm Sponsor Session
3:45pm BREAK
4:00pm Sponsor Session
4:15pm Donald Miller - Building A Story Brand
5:15pm Sponsor Session
5:30pm Advisor Panel
6:30pm Depart for Grand Ole Opry
download agenda
Time Session Room
7:00am Breakfast Water’s Edge
8:30am FIG Updates Governor's Ballroom
9:00am American College Session
9:30am Sponsor Session
9:45am Michael Futterman - The Art of WOW
10:45pm BREAK
11:00am Sponsor Session
11:15am Harley Gordon - LTC
12:15pm Lunch Water’s Edge
1:45pm Sponsor Session
2:00pm Horizon Investments
Robbie Cannon - State of Markets
3:00pm BREAK
3:15pm Sponsor Session
3:30pm Yossi Ghinsberg - Business and the Amazon
4:30pm Closing
5:00pm Depart for Wildhorse Saloon Downtown Nashville
download agenda
Time Session Room
8:00am Annual Firm Update
Brian Williams - Alphastar Capital Management
8:30am Portfolio Updates and Review
Robbie Cannon – CEO Horizon Investments,
Austin Fitch – Senior Research Analyst Horizon Investments
9:30am Break Water’s Edge
9:45am Tricia Drexel - Orion
10:45am Advanced Case Challenges
Linas Sudzius J.D. - President: Advanced Underwriting Consultants
11:30am High Net Worth Clients
Arron Hodari - Managing Director, Schechter Investment Advisors
11:45am Carrier Sponsor – Great American
12:00pm Lunch
1:00pm Annual Compliance updates (attendance required)
Troy Seiler – Chief Compliance Officer, Alphastar Capital Management.
1:30pm Advisor Rapid Fire
Kevin Burton - Director of Business Development, Alphastar Capital Management
2:00pm Wrap Up
download agenda

ENTERTAINMENT
Grand Ole Opry - All Star Jam

Join Financial Independence Group for a VIP experience at the Grand Ole Opry House. It’s been called the “home of American music” and “country’s most famous stage.” Every year, hundreds of thousands of people make pilgrimages across town or around the world to the Grand Ole Opry to see the show live.

After Monday’s meeting concludes we will enjoy food and drinks on the plaza then enter into the auditorium for an All-Star jam featuring Sixwire, Phil Vassar and Steve Augeri, formerly of Journey.

After Tuesday’s meeting, be sure to bring your dancing boots as Financial Independence Group will enjoy a night out on the town in the heart of Nashville. We will take over the second and third floor of the famous Wildhorse Saloon while enjoying food, drink, live music and line dancing. Each guest must have a photo ID to enter the Wildhorse Saloon.

Dress suggestions:

  • Meeting - Business Casual
  • Grand Ole Opry and Wildhorse Saloon - Casual (please no torn jeans, hoodie sweatshirts or t-shirts.)

Travel Details

Hotel Information:

Gaylord Opryland Resort and Convention Center, 2800 Opryland Dr., Nashville, TN 37214

Financial Independence Group has a group rate of $199 plus resort fee and tax. This rate is only accessible through our online registration, call in reservations will not receive this rate.

Airport Information:

Nashville International Airport (BNA)

Hotel Distance: 8.3 miles N

Airport Transportation and Parking

Airport Ground Transportation: All guests will be responsible for their own ground transportation arrangements. FIG will reimburse the Gaylord airport shuttle (up to $40 total) or taxi fare (up to $70 total) via company check with receipt. FIG is also offering an Uber code to take care of your transportation to and from the hotel. Please see details below.

Hotel Shuttle: Hotel shuttle must be scheduled in advance- $19 each way. Shuttle Phone: 615-883-2211

Estimated taxi fare: $30 each way

Uber Code: details coming soon

Parking: Self-parking: $29 daily, valet parking: $38 daily

Driving Directions: Click Here