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Call Us For Help:
National- (800) 735-1601
St. George, Utah- (435) 674-1600
SLC, Utah- (801) 901-1101

Or Email Us:
wealth@soltisadvisors.com

St. George
20 N Main, Ste 400
St. George, UT 84770

Salt Lake City, Ste 1776
222 S Main St
Salt Lake City, UT 84101

 

Soltis Wealth Management Conference Agenda

Friday, October 27, 2017

7:45 – 8:20 am  Breakfast Buffet

8:20 – 8:25 am  Welcome and Introduction of Conference Clark Taylor, Managing Partner, Wealth Management, Soltis Investment Advisors                            

8:25 – 8:40 am  Conference Theme:  Nourishing the Roots of Your Financial Wellness Lon E. Henderson, Chairman, Soltis Investment Advisors

8:40 – 8:50 am  Soltis Wealth Management Strategic Initiatives and Focus Clark Taylor, Managing Partner, Wealth Management, Soltis Investment Advisors

8:50 – 9:40 am  8000 days of Retirement and the Impact of Technology Mike Lynch, VP Strategic Markets, Hartford Funds/MIT Age Lab

9:40 – 10:20 am  Estate Planning Strategies for 2017 and Beyond Lee McCullough II, Primary Owner, The McCullough Group, LLC

10:20 – 10:35 am  Refreshment Break and Networking Opportunity

10:35 – 11:00 am  Soltis Economic Update and Overview of Current Investment Themes William Wallace, CIO, Soltis Investment Advisors

11:00 – 11:30 am  Update on Lunt Capital Factor Rotation ETF Strategy John Lunt, President/CEO Lunt Capital

11:30 – 11:45 am  Break and Networking Opportunity

11:45 – 12:35 pm  Panel Discussion: Private Debt and Private Equity Investment Alternatives Ethan Penner, Managing Partner, Mosaic Real Estate InvestorsDonaldson Hartman, VP, Bridge Investment Group, Moderated by Tyler Finlinson, Managing Partner, Soltis Investment Advisors

12:35-12:55 pm  Financial Basics Brent Moore, Managing Partner, Soltis Investment Advisors

12:55 – 1:15 pm  Break for Buffet Luncheon

1:15 to 2:00 pm  Luncheon Speaker:  The Sharp Solution Riley Horlacher, Janus

2:00 pm  Summary and Close

 

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