DALLAS

Ed Slott

Michael Finke

Phil Kosmala

Dr. Kerry Johnson

Karlan Tucker

3 days

8 speakers

Event Schedule Highlights

Learning Opportunity

Succession Planning

Karlan Tucker

Filming Opportunity

Retire Happy Hour

Len Bodnar

Learning Opportunity

LIVE FIA Seminar

Brad Smith

Learning Opportunity

LIVE Objection Battle

Darren Petty

Learning Opportunity

Marketing Tips and Trends

Justin Woodbury

Learning Opportunity

An Economic Update for 2024

Phil Kosmala

Learning Opportunity

Advanced Life Insurance 

Mike Cheatwood

Our Sponsors

Our sponsors will be drawn from our leading carriers and fulfillment center partners, ensuring top-notch support for our mission

KEYNOTE SPEAKERS

Phil Kosmala
President
Taiber Kosmala & Associates

Michael Finke
Professor
The American College

Ed Slott
CPA

Dr. Kerry Johnson
MBA
PhD

Karlan Tucker
Founder
CEO

Lloyd Domingos
Chief Financial Officer

Jason Lechuga
Chief Operating Officer

Justin Woodbury
Chief Marketing Officer

NEW LOCATION

GAYLORD TEXAN

Standing on the shores of the majestic Lake Grapevine, Gaylord Texan Resort & Convention Center welcomes guests to a stunning, one-of-a-kind experience. From the 10-acre Paradise Springs Water Park to an exciting lineup of family-friendly activities and entertainment, there’s something for the entire family to enjoy. Guests can explore the four-and-a-half acres of airy, indoor garden atriums, four award-winning restaurants, bars, the world-class Relâche Spa, and a state-of-the-art fitness center. For those planning or attending their next meeting or event, the resort features 490,000 sq. ft. of flexible meeting space, 1,814 beautiful guest rooms, and 127 spectacular suites as well as our lakeside events venue, Glass Cactus, perfect for live entertainment and events. Located near DFW Airport, LEGOLAND® Discovery Center, Cowboys Golf Club, Historic Downtown Grapevine, and water sports on Lake Grapevine itself, all are convenient so everyone can do more of what they love.

Advanced life insurance division

We are extremely excited to be able to assist advisors already using the tax-code strategies of cash-value life insurance, and just as thrilled by the opportunity to teach those who have yet to take advantage of these valuable strategies. From market-based & guaranteed investments to Roth Conversion Alternatives.

Estate Protection

INCOME PLANNING

tax mitigation

college planning

ADVISOR’S UNSCRIPTED

Follow Us

OVER 150 TOP ADVISORS

FROM ACROSS THE NATION

We’re thrilled to bring you top advisors from across the country, spanning large industry producers to cherished family-run firms. They’re all here to generously share their invaluable insights, tips, and success strategies, ensuring you have access to the best expertise in the business

A Live Filming Opportunity

Retire Happy Hour

Brand yourself as the “go-to” expert in your area by appearing on Retire Happy Hour. There is no better way to establish your professionalism and credibility than through an appearance on the ABC, CBS, FOX and NBC networks. Not only will you be featured on major networks, but you will also have a copy of your segment to use on your website. “The Retire Happy Hour” can help you build trust and let people feel like they are more familiar with you than other advisors. We will be providing the opportunity to film with Brad Smith at our 2024 Super Conference event.

NEED MORE INFO?

Reach out to us and we will keep you in the loop

15 + 14 =