Most firms only promote themselves. We are a bit different. We invest in and promote our advisors.

Americas Advisor Academy

America's

Advisor
Academy

Cleveland, OH:

February 11, 2020

At our next event, we will be sponsoring top producer Nolan Baker and his company, America’s Retirement Headquarters, as they host the America’s Advisor Academy. This mastermind event is open to all licensed financial professionals.  Walk away with the knowledge, know how, and tools to capture more assets and build a business that can provide you income for life.     

Upcoming:
Event of the Year: “Be Different!”

The PEAK Event of the Year was created by a group of top-producing financial professionals with a focus on helping investment advisors, registered representatives, and insurance agents dominate their hometown market. By allowing advisors to share their best ideas and keys to success, we as a mastermind group can grow together. Attend this event to learn what is working in the industry, stay abreast of regulatory changes, and provide outstanding service to clients.

Jupiter Beach Resort & Spa

September 22nd – 25th, 2020

Jupiter, FL

Most firms only promote themselves. We are a bit different. We invest in and promote our advisors.

Americas Advisor Academy

America's

Advisor
Academy

At our next event, we will be sponsoring top producer Nolan Baker and his company, America’s Retirement Headquarters, as they host the America’s Advisor Academy. This mastermind event is open to all licensed financial professionals.  Walk away with the knowledge, know how, and tools to capture more assets and build a business that can provide you income for life.     

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Best Digital Footprint 2020

Jupiter Beach Resort and Spa
September 22nd – 25th, 2020

Jeff Tobe, M. Ed, CSP, Customer Experience Expert

Testimonials

"Excellent event, lots of info to take back and implement!"

"Helpful to explain a succession plan that would pay me (seller) for 10+ years"

Jeff

-
Financial Representative

"New approach to business"

Melodye

-
Financial Representative

"Very unique...I really appreciate the value provided"

Russell

-
Financial Representative

September 2020 event of the Year Information

Be Different

Be Different

Venue

Registration

Guests must register for this

event, please     

 

 

to pre-register.

Hotel Accommodations

Guests requiring accommodations will book on their own, directly via our event page: PEAK Event of the Year

Parking

Guests must register for this event, please                           to pre-register.

Peak will cover parking by providing vouchers

Guest requiring accommodations will book on their own, directly via our event page.

Wednesday, July 24th

VIP Hometown Event

Join us for a fun evening in the exclusive Pittsburgh Baseball Club Level Concourse  as the Pittsburgh Pirates take on the St. Louis Cardinals! (seating is limited to the first 25 registrants)

Game starts at 7:05 pm

Enjoy transportation via the Gateway Clipper (departure time TBD) 

Tuesday, September 22nd

Tuesday, September 22nd

1:00pm – 5:00pm

Check-In at PEAK Welcome Desk 

(in Conference Gallery)

6:00pm – 8:00pm

Welcome to Our Hometown” 

Reception on the Sandbar

Welcome to Our Hometown” Reception on the Sandbar

Check-In at PEAK Welcome Desk (in Conference Gallery)

1:00pm – 5:00pm

Check-In at PEAK Welcome Desk 

(in Conference Gallery)

6:00pm – 8:00pm

Welcome to Our Hometown” 

Reception on the Sandbar

Welcome to Our Hometown” Reception on the Sandbar

Check-In at PEAK Welcome Desk (in Conference Gallery)

Wednesday, September 23rd

Wednesday, September 23rd

8:00am – 9:00am

Breakfast  

9:00am – 9:30am

Opening Session

9:30am – 11:00am

9:30am – 11:00am

Keynote Speaker – Jeff Tobe, M. Ed, CSP, Customer Experience Expert

11:00am – 11:30am

Break & Visit with Sponsors

11:30am – 12:15pm

Top Secret Marketing Reveal

12:15pm-12:45pm

What’s New at

Blackridge Asset Management

12:45pm-1:30pm

Lunch

1:30pm-2:15pm

Break & Visit with Sponsors

2:15pm-2:45pm

Longevity Planning Makes

for a More Holistic Plan

2:45pm-3:00pm

Break & Visit with Sponsors

3:00pm-4:00pm

Collaboration Panel:

Advanced Planning Group

4:00pm-4:30pm

Roundtable Focus Session

4:30pm-5:30pm

Tech & a Toast

Breakfast

Opening Session

Keynote Speaker – Jeff Tobe, M. Ed, CSP, Customer Experience Expert

Break & Visit with Sponsors

Top Secret Marketing Reveal

What’s New at Blackridge Asset Management

Lunch

Identify Your Passion

Longevity Planning Makes for a More Holistic Plan

Break & Visit with Sponsors

Collaboration Panel – Advanced Planning Group

Roundtable Focus Session

Tech & a Toast

8:00am – 9:00am

Breakfast  

9:00am – 9:30am

Opening Session

9:30am – 11:00am

9:30am – 11:00am

Keynote Speaker – Jeff Tobe, M. Ed, CSP, Customer Experience Expert

11:00am – 11:30am

Break & Visit with Sponsors

11:30am – 12:15pm

Top Secret Marketing Reveal

12:15pm-12:45pm

What’s New at

Blackridge Asset Management

12:45pm-1:30pm

Lunch

1:30pm-2:15pm

Break & Visit with Sponsors

2:15pm-2:45pm

Longevity Planning Makes

for a More Holistic Plan

2:45pm-3:00pm

Break & Visit with Sponsors

3:00pm-4:00pm

Collaboration Panel:

Advanced Planning Group

4:00pm-4:30pm

Roundtable Focus Session

4:30pm-5:30pm

Tech & a Toast

Breakfast

Opening Session

Keynote Speaker – Jeff Tobe, M. Ed, CSP, Customer Experience Expert

Break & Visit with Sponsors

Top Secret Marketing Reveal

What’s New at Blackridge Asset Management

Lunch

Identify Your Passion

Longevity Planning Makes for a More Holistic Plan

Break & Visit with Sponsors

Collaboration Panel – Advanced Planning Group

Roundtable Focus Session

Tech & a Toast

Thursday, September 24th

Thursday, September 24th

8:00am-9:00am

Breakfast

9:00am-9:15am

Kickoff Session

9:15am-10:15am

Keynote Speaker:

Admiral Kenneth P. Barausky

“From Failure to Flag”

10:15am-10:45am

Break & Visit with Sponsors

10:45am-11:00am

Protect & Grow:

Your Financial Security Program

11:00am-11:45am

2020 Economic Update with the Independent Solutions Wealth Management Investment Committee

11:45am-12:30pm

Lunch

12:30pm-1:00pm

Adding Value the TCC Way

1:00pm-1:30pm

Dare to Be Different!

1:30pm-1:45pm

Growing Your Group Plan Business: Success Stories from Your Retirement Plan Services Group

1:45pm-2:00pm

Break & Visit with Sponsors

2:00pm-3:00pm

A Chat with Matt:

Compliance Roundtable

3:00pm-4:15pm

Collaboration Panel:

“Best Digital Footprint”

4:15pm-4:30pm

Closing Message

6:00pm-10:00pm

Cocktail Reception & Awards Dinner

Breakfast

Kickoff Session

Keynote Speaker: Admiral Kenneth P. Barausky “From Failure to Flag”

Break & Visit with Sponsors

Protect & Grow: Your Financial Security Program

2020 Economic Update with the Independent Solutions Wealth Management Investment Committee

Lunch

Adding Value the TCC Way

Dare to Be Different!

Growing Your Group Plan Business: Success Stories from Your Retirement Plan Services Group

Break & Visit with Sponsors

A Chat with Matt – Compliance Roundtable

Collaboration Panel “Best Digital Footprint”

Closing Message

Cocktail Reception & Awards Dinner

8:00am-9:00am

9:00am-9:15am

9:15am-10:15am

10:15am-10:45am

10:45am-11:00am

11:00am-11:45am

11:45am-12:30pm

12:30pm-1:00pm

1:00pm-1:30pm

1:30pm-1:45pm

1:45pm-2:00pm

2:00pm-3:00pm

3:00pm-4:15pm

4:15pm-4:30pm

6:00pm-10:00pm

Breakfast

Kickoff Session

Keynote Speaker: Admiral Kenneth P. Barausky “From Failure to Flag”

Break & Visit with Sponsors

Protect & Grow: Your Financial Security Program

2020 Economic Update with the Independent Solutions Wealth Management Investment Committee

Lunch

Adding Value the TCC Way

Dare to Be Different!

Growing Your Group Plan Business: Success Stories from Your Retirement Plan Services Group

Break & Visit with Sponsors

A Chat with Matt – Compliance Roundtable

Collaboration Panel “Best Digital Footprint”

Closing Message

Cocktail Reception & Awards Dinner

Friday, September 25th

Friday, September 25th

9:00am-11:00am

Optional “Open House”

at our new Home Office location.

Optional “Open House” at our new Home Office location.

9:00am-11:00am

Optional “Open House”

at our new Home Office location.

Optional “Open House” at our new Home Office location.

Testimonials

"Excellent event, lots of info to take back and implement!"

"Helpful to explain a succession plan that would pay me (seller) for 10+ years"

Jeff

-
Financial Representative

"New approach to business"

Melodye

-
Financial Representative

"Very unique...I really appreciate the value provided"

Russell

-
Financial Representative

SPEAKERS

Paul Meeks, Craig Francisco, Brian Breisinger, Mark Clair, Dan Neiman, Glenn Wiggle, Nolan Baker, MIKE LOMAS, GLEN MCRARY

A SPECIAL THANKS TO OUR SPONSORS

A Special Thanks to our Sponsors