Throughout the last year, we know there’s one thing that’s never waned: your desire to do better. And because of that, we’ve got something you don’t want to miss: CreativeOne’s Showcase.

July 19-21, 2021

CreativeOne HQ in Kansas City

Showcase is a small-group setting where top advisors take over to share with you their inner workings on how they became so successful at what they do. Each presenter has a different specialty or process they’ve perfected, proving they know what they’re doing. They’ve got experience, know-how and cut straight to the chase.

It takes a lot to step away from your daily hustle for two days. We wouldn’t invite you to do so if it wasn’t worth it, right? Taking your financial practice to the next level is no easy task. It takes a village to get you to where you could be. That’s why we’re here—to help you succeed.

Showcase can help you do just that. You’ll also be privy to learn a little bit about who we are and how we’re different from other IMOs. Here, it’s not about us—it’s about YOU.

Owner & President, Affinity Asset Management

In addition to managing clients’ money and giving investment and diversification advice, Mark offers something that “the other guys” don’t—a unique approach to retirement tax strategies and distribution. Time and time again, Mark meets with new clients who tell him they have a great relationship with their financial advisor but have never been offered information on this kind of approach to securing their financial futures. Mark has taken this feedback to heart and works tirelessly to ensure that his strategies focus on taxes and distribution.

Mark’s philosophy is “the blueprints are more important than the wallpaper or carpet.” The wallpaper and carpet represent products like investments and insurance policies, whereas the blueprints represent the strategies. Once strategies that truly fit the client’s needs are put in place, our focus can shift to providing you with the right products. According to Mark, “It doesn’t matter what carpet we use if the walls are not in the right place.”

President & Founder, Financial Life Matters

Pat has been in the financial services industry for 15+ years. He’s a United States Air Force Gulf War Era veteran. During his early career as a policeman, he also became a hostage negotiator/team leader.

Intrigued by the world of business, Pat changed careers and served in multiple leadership roles in the communications and financial services industries focusing on small business development and best practice implementation.

Pat founded Financial Life Matters to provide independent, education-based retirement income planning. It was important to Pat to create a company that is independent of outside influence to act solely in the best interest of his clients. Education is the foundation for guidance, eliminating outdated concepts and approaches.

Matt copy

President & Founder, BrightPath Wealth Management

Matt wants his clients to know how their money is working for them. He wants people to be informed about wealth management. The more they know, the better he feels he’s done his job as their wealth manager. Matthew is fiduciary, which he takes extremely seriously and is a published author for Kiplinger financial magazine.

Matthew also spends some time traveling the country each year consulting other advisors in the industry on his Retire for L.I.F.E.™ process. He’s also asked to present to reps and advisors with many broker-dealers and/or RIAs. While Matthew enjoys doing this he enjoys helping and meeting with his own clients the most. He knows how important good wealth management is on a personal level, too, because he’s seen loved ones who ended up being forced to work through their retirements because of bad financial advice.

Erik

Wealth Advisor & Owner
Bowman Financial Strategies

Erik began his financial career in 2009 and after years in the business, was compelled to create a boutique financial firm focusing on the important and complex transition people make into retirement. Erik’s firm, Bowman Financial Strategies, provides detailed retirement planning, retirement investment, Social Security filing, and retirement distribution strategies focusing on tax efficiency. Erik’s goal is to help clients live the retirement they envision and help alleviate anxiety with clear, concise advice so they can make confident decisions.

 

Erik is an accomplished public speaker delivering numerous workshops focusing on pension planning, Social Security filing and tax-efficient distribution strategies during retirement. He also hosts Uncommon Cents, a podcast dealing with essential topics relating to retirement planning.

The agenda will get you fired up.

Monday, July 19

Throughout day
Arrivals and transfers to the Inn at Meadowbrook

6:00
Dinner at Verbena Restaurant

Tuesday, July 20

8:40 a.m.
Bus departs to CreativeOne

9:00 to 11:00 a.m. 
Advisor: Pat Seelye

11:00 a.m. to 12:00 p.m.
Advisor: Erik Bowman

12:00 p.m. to 1:00 p.m.
Lunch

1:00 to 3:00 p.m.
Advisor: Matt Schuller

3:00 to 4:00 p.m.
Market Synergy Group: Jared Anderson & Aaron Bachelor

4:00 to 5:00 p.m.
Marketing

Evening
Dinner at TopGolf

Wednesday, July 21

8:40 a.m.
Bus departs to CreativeOne

9:00 to 11:00 a.m.
Advisor: Mark Roberts

9:30 to 11:00 a.m.
Marketing: Sarah Williams

11:00 to 11:30 a.m.
Close

11:45 a.m.
Boxed lunch; airport departure

If you have any questions about registration or any other Showcase-related inquiry, call 800.992.2642.

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