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.

May 17-19, 2021

CreativeOne HQ in Kansas City

Showcase is a small-group setting (social-distancing protocols, yes) 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.

President & Founder, Wise Wealth

After starting his career as a teacher and a coach, Stephen took his passion of educating others and adapted it to the financial services industry. He opened Wise Wealth, an independent, full-service wealth management firm because he was motivated by the desire to bring financial wisdom to his clients. He enjoys working with business owners, professionals, families and individuals who believe that wealth is a tool that needs to be managed wisely in order to produce the best results.

Stephen has been recognized as a finalist for Retirement Advisor of the Year by Retirement Advisor magazine, an annual honor bestowed on the top five retirement advisors in the nation.

He also founded Simplify Your Retirement, a retirement-focused baby boomer course designed to empower pre-retirees and retirees to take control of their financial futures. He is an energetic and inspiring national public speaker and has been featured in Forbes, quoted in U.S. News & World Report, hosted his own TV and radio shows and is a frequent TV guest.

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

The agenda will get you fired up.

Monday, May 17

Throughout day

6:00

Arrivals and transfers to the Inn at Meadowbrook

Dinner at Verbena

Tuesday, May 18

8:40 a.m.

9:00 to 11:00 a.m.

11:00 a.m. to Noon

Noon to 1:00 p.m.

1:00 to 3:00 p.m.

3:00 to 4:00 p.m.

4:00 to 5:00 p.m.

Evening

Bus departs to CreativeOne

Advisor: Stephen Stricklin

RIA: ChangePath

Lunch

Advisor: Pat Seelye

Market Synergy Group: Jared Anderson & Aaron Bachelor

Advisor: Matt Schuller

Dinner at TopGolf

Wednesday, May 19

8:40 a.m

9:00 to 9:30 a.m.

9:30 to 11:00 a.m.

11:00 to 11:30 a.m.

11:45 a.m.

Bus departs to CreativeOne

Advisor: Matt Schuller

Marketing: Sarah Williams

Close

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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