Agenda - Tuesday August 23, 2022


7:45 AM Sharp – 8:00 AM

Opening Remarks – Mr. Mike Englert, BA, B.Ed., EPC


*8:00 AM – 8:50 AM*

TBA
Mr. Raymond Young

9:00 AM - 9:50 AM

TOPIC TBA
TBA

*10:00 AM - 10:50 AM*

The NEW conversation about Money, Wealth and Worth “Richard has designed a new conversational context that will shaky and powerfully serve financial professionals and investors seeking to secure their financial life and legacies.” - FORBES Given the nature of intergenerational wealth transferences along with the cross pollination of multigenerational thinking when planning and strategizing for long term wealth protection and performance ; a new conversation is emerging. One that crosses new values, new views and a new vision for family wealth over time. Dolan has been researching areas such as behavioral finance, happiness economics and investor resilience to develop his own Urban Financial Life Philosophy that lives at the core of new theories, applications, education and conversations that will empower, embolden and engage clients in a far more meaningful and impactful way. Attendees will learn more about; 1. The NEW Urban Financial Life Philosophy; 2. The NEW tools for Financial professionals; 3. The NEW opportunities that emerge through the shift in conversation and; 4. The expanded realm of revenues and referrals that can be generated as a result of implementing this proven approach and attitude.
Mr. Richard Dolan

11:00 AM - 11:50 AM