Symposium Logo - 2016
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In honor of Financial Independence Group's fortieth anniversary of industry partnership, we would like to invite you to the biggest event of the year, our annual Sales Symposium. With an impeccable lineup of speakers, product trainings, educational sessions and more, our symposium is an exceptional opportunity for sharing marketing and sales ideas, professional development and a time to be inspired and motivated in today's market.

*This is only a tentative agenda. It is subject to change.

Join us in San Diego, California on October 17th & 18th for the FIG Sales Symposium.

Monday, October 17

  • 11:00AM Registration
  • 11:30AM Lunch
  • 1:00PM Kickoff 2016 Sales Symposium
  • 2:30PM Jon Gordon
  • 3:30PM Case Solutions; Partners share successful case studies
  • 3:45PM Break
  • 4:00PM Case Solutions; Partners share successful case studies
  • 4:15PM Elevate Panel
  • 5:00PM Case Solutions; Partners share successful case studies
  • 5:15PM Jeffery Lay
  • 6:15PM Meeting Close
  • 6:30PM Dinner & Entertainment aboard the USS Midway


Tuesday, October 18

  • 7:00AM Breakfast
  • 8:30AM DOL with Brian Williams
  • 9:30AM Case Solutions; Partners share successful case studies
  • 9:45AM David Blanchett
  • 10:45AM Break
  • 11:00AM Case Solutions; Partners share successful case studies
  • 11:15AM Andy Friedman
  • 12:15PM Lunch
  • 1:45PM Case Solutions; Partners share successful case studies
  • 2:00PM Elevate for Life
  • 3:00PM Break
  • 3:15PM Case Solutions; Partners share successful case studies
  • 3:30PM Rory Vaden
  • 4:30PM Closing Comments
  • 5:00PM “California Under the Stars” Dinner & Entertainment - Bayview Lawn

Register Today!


To find out how you can qualify for an all-expense paid trip to the Sales Symposium, call your Sales Consultant at 800.527.1155 today!





Rory Vaden

Rory Vaden: Cofounder of Southwestern Consulting™, New York Times bestselling author of Take the Stairs and Procrastinate On Purpose, international speaker, and the world’s leading expert on self-discipline and overcoming procrastination.

"Self-Discipline Strategist", Rory Vaden, MBA speaks to audiences around the world about how they can leverage self-discipline to overcome procrastination and achieve their goals in life. His first book "Take the Stairs" is a #1 Wall St Journal, #1 USA Today, and #2 New York Times bestseller and it has been translated into 11 different languages.

As an entrepreneur, he is the Cofounder of Southwestern Consulting™, a multimillion dollar global consulting practice with more than 90 team members that helps clients in 35 countries to grow their business and provide a better customer experience. Southwestern Consulting™ can teach anyone with a product or service how to sell more.


Jeffery Lay

No one knows excellence like Jeffery Lay. Lay is a 24-year veteran of the United States Navy, United States Air Force, and Ohio Air National Guard. A graduate of the lauded Navy Fighter Weapons School (TOPGUN), he flew more than 50 combat missions, made over 400 carrier landings and accumulated over 3,500 flight hours during three combat deployments over a highly decorated career.

In February 1998, at the height of his career, Lay was diagnosed with an advanced form of Hodgkin’s Lymphoma and told he would never fly again. Determined to get back in the air, Lay fought the disease with unspeakable courage and chose to undergo an experimental form of chemotherapy. Within only nine months, he beat the cancer and returned to the cockpit on Veteran’s Day of that same year.

Upon retiring from the military, Lay made the leap from TOPGUN to Wall Street, finding that the risk management skills, exacting discipline, and uncompromising rigor of Naval Aviation to be the very same foundation necessary to operate on the world’s largest financial stage.


Andy Friedman.png

According to CNBC, Andy Friedman is “one of the nation’s most sought-after speakers on all things political.” An expert on political affairs, Andy is known for predicting the outcomes of Washington deliberations and providing investors with strategies to consider in light of the changing political landscape.

Andy Friedman was a senior partner with the law firm of Covington & Burling in Washington, D.C., where he practiced for almost thirty years, serving as head of the tax and corporate groups. Andy also served as tax counsel to Major League Baseball (MLB), the National Football League (NFL), the National Basketball Association (NBA), and the National Hockey League (NHL).

Andy Friedman appears on CNBC’s Squawk Box, which calls him “Wall Street’s Tax Expert.” Andy also has appeared on the Fox Business Channel, has been profiled in the Washington Post and Research Magazine, and is quoted extensively in publications ranging from the Wall Street Journal to USA Today.

Jon Gordon

Jon Gordon

Jon Gordon's best-selling books and talks have inspired readers and audiences around the world. His principles have been put to the test by numerous NFL, NBA, MLB coaches and teams, Fortune 500 companies, school districts, hospitals and non-profits. He is the author of numerous books including The Wall Street Journal bestseller The Energy Bus, Soup, The No Complaining Rule, Training Camp, and The Carpenter. Jon and his tips have been featured on The Today Show, CNN, Fox and Friends and in numerous magazines and newspapers. His clients include The Atlanta Falcons, LA Clippers, Pittsburgh Pirates, Campbell Soup, Wells Fargo, Northwestern Mutual, Publix, Southwest Airlines, Bayer, West Point Academy and more.

Jon is a graduate of Cornell University and holds a Masters in Teaching from Emory University. He and his training/consulting company are passionate about developing positive leaders, organizations and teams.

David Blanchett

David Blanchett

David Blanchett, CFA, CFP® is the head of retirement research for Morningstar Investment Management LLC. In this role, he works to enhance the group’s consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. His research has been published in a variety of industry and academic journals and received a number of awards. He is a frequent speaker at industry conferences and is regularly quoted in the national media.



Financial Independence Group's annual Sales Symposium event is the biggest event of the year for our top producers. Our symposium is an exceptional opportunity for sharing marketing and sales ideas, professional development and a time to be inspired and motivated in today's market. With an impeccable lineup of speakers, product trainings, educational sessions and much more, it is guaranteed to be the biggest and best FIG event to date!


Sheraton Hotel

Featuring world class spirit and genuine warmth, experience authentic San Diego at Sheraton San Diego Hotel & Marina with Financial Independence Group. Celebrating 40 years of service, FIG is sure to bring an impeccable lineup of speakers, trainings, educational sessions and a lot of fun. For more information about the Sheraton San Diego Hotel & Marina, Click Here.

USS Midway Aircraft Carrier

USS Midway

Join FIG for a private event on the USS Midway. Enjoy the best views in San Diego from the flight deck while enjoying cocktails and dinner. Former Midway sailors and Navy veterans will be on deck to share stories and answers questions. You'll explore a floating city at sea and relive nearly 50 years of world history aboard the longest-serving Navy aircraft carrier of the 20th century. Walk in the footsteps of 225,000 Midway sailors who served our country and upheld the American ideals of strength, freedom and peace.

California Under The Stars

California Under the Stars

Take in an evening under the California stars on the Sheraton’s Bayview Lawn. Catch a Wave, a Beach Boys Tribute band, will be on hand to make sure you have a true California experience while enjoying cocktails and dinner on the beautiful, San Diego waterfront.




Financial Independence Group, Inc.®
19520 West Catawba Ave. Ste. 200
Cornelius, NC 28031


Toll Free: 1-800-527-1155
Phone : 704-895-5606
Fax 704-895-5607

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