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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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Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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