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.
October 4-6, 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. 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, 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 Education is the foundation for guidance, eliminating outdated concepts and approaches.
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.
Investment Counsel and Founder, Trinity Financial Group
Matt Green is a wealth advisor at Trinity Financial Group. He started his career in financial services in 1998. Matt has trademarked the phrase “Relationships are essential to life, therefore make them last forever.” It’s a core belief of his that permeates through all he does.
Matt holds his Series 65 securities license and is an Investment Adviser Representative. This allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary adviser, he is required to always do what’s in the best interest of his clients.
The agenda will get you fired up.
Monday, October 4
Arrivals and transfers to the Inn at Meadowbrook
Tuesday, October 5
Bus departs to CreativeOne
Welcome & Introductions
Advisor: Pat Seelye
Advisor: Matt Green
Wednesday, October 6
Bus departs to CreativeOne
Marketing: Sarah Williams
Advisor: Matt Schuller
Tools & Tech: Dennis Mattern
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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