8:00 a.m. Drill & Rehearse Breakfast All TRG Drill and Rehearse and GEN2 attendees are invited to attend. Acacia 2

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1 Monday, April 24 Chairman s Challenge / GEN2 6:30 a.m. 11:00 a.m. Early Registration Registration Desk Outside Desert Willow 8:00 a.m. Drill & Rehearse Breakfast All TRG Drill and Rehearse and GEN2 attendees are invited to attend. Acacia 2 9:00 a.m. 6:00 p.m. Chairman s Challenge: SCPWS and TRG Drill & Rehearse Options to participate in Instructional or Participatory Sessions Russ Jones, Bill Wright and the SCPWS Team of Coaches Sponsored by Resource Acacia 1 All participants General Session for D&R ~Instructional Session participants remain in General Session Room ~Participatory Session participants go to assigned Breakout Rooms 9:00 a.m. 6:00 p.m. GEN2 / Drill & Rehearse GEN2 Track Palm Room 1:00 p.m. 2:00 p.m. Drill & Rehearse Lunch All TRG Drill and Rehearse and GEN2 attendees are invited to attend. Acacia 2 6:30 p.m. Drill & Rehearse Dinner Location All TRG Drill and Rehearse and GEN2 attendees and spouses are invited to attend Tuesday, April 25 Chairman s Challenge / GEN2 7:00 a.m. 8:00 a.m. Drill and Rehearse Breakfast All TRG Drill and Rehearse and GEN2 attendees are invited to attend. Acacia 2 8:00 a.m. 12:00 p.m. SCPWS and TRG Drill & Rehearse Options to participate in Instructional or Participatory Sessions Russ Jones, Bill Wright and the SCPWS Team of Coaches Sponsored by Resource Acacia 1 All participants General Session for D&R ~Instructional Session participants remain in General Session Room ~Participatory Session participants go to assigned Breakout Rooms 1

2 Tuesday, April 25 Chairman s Challenge / GEN2 12:00 p.m. 1:00 p.m. Drill & Rehearse Lunch All TRG Drill and Rehearse and GEN2 attendees are invited to attend. Acacia 2 8:00 a.m. 5:00 p.m. GEN2 GEN2 Track Palm Room Tuesday, April 25 11:00 a.m. 1:50 p.m. ABS Practice Management Session & Working Lunch Advisor Based Sales Chairman s Council Advisors are invited to Attend Mesquite 2 2:00 p.m. 3:00 p.m. Workshops (Choose one) Riskalyze Session Presented by Aaron Klein, O, Riskalyze Sponsored by Riskalyze Investments: Know Your Client, Investing in an Extended Bull Market Presented by Randy Siller Sponsored by Envestnet 3:05 p.m. 4:05 p.m. Workshops (Choose one) Disability and Long Term Care Insurance Presented by Harley Gordon and Rudy Mehl Sponsored by Crump, Protective and One America Three Victims Presented Tim Johnson Sponsored by Davis, City National Rochdale, Delaware GEN 2 Track 4:10 p.m. 5:10 p.m. ipad and iwatch Drawing (Must be present to win) Tactical DOL Session Presented by Cindy Deavel and Celeste Gurule Sponsored by Envestnet 5:45 p.m. 6:30 p.m. The WISE Group Reception Nicole Spinelli, WISE Executive Director Attire: Business Casual; By Invitation Only Press Patio 2

3 Tuesday, April 25 6:30 p.m. 8:00 p.m. Welcome Reception Attire: Business Casual; All TRG members, guests, headquarter attendees and sponsor attendees are invited to attend. Fountain Terrace 8:00 p.m. Sponsor Dine Around Off-Property Wednesday, April 26 7:00 a.m. 7:45 a.m. Sponsor Hosted Breakfast Charlie Palmer Steak Restaurant 7:45 a.m. 8:00 a.m. Introduction Richard Laible 8:00 a.m. 8:10 a.m. Introduction of John Stahl-Wert Presented by Lincoln Financial Distributors 8:10 a.m. 9:00 a.m. Opening Speaker Presented by John Stahl-Wert, President of Newton Institute, founder of the Center for Serving Leadership, and leadership coach to executives worldwide Sponsored by Lincoln Financial Distributors All TRG members, spouses, Headquarter attendees and Sponsor attendees are invited to attend. 9:00 a.m. 9:10 a.m. Introduction and Recognition of New Members Presented by Anne Machesky, Chairman, The Resource Group 9:10 a.m. 9:20 a.m. Introduction of DOL Information Session Presented by The Pacific Financial Group 9:20 a.m. 10:10 a.m. DOL Information Session Presented by Sponsored by The Pacific Financial Group Bruce Linger 10:10 a.m. 10:35 a.m. Sponsor Hosted Hospitality Break Pre-Function Area & Foyer 3

4 Wednesday, April 26 10:35 a.m. 10:45 a.m. Introduction of Lincoln Senior Management Panel Presented by Fidelity Investments 10:45 a.m. 11:55 a.m. Lincoln Senior Management Panel Discussion Moderated by TRG Chairman, Anne Machesky, Chairman of The Resource Group Sponsored by Fidelity Investments 11:55 a.m. 12:55 p.m. Sponsor Hosted Hospitality Lunch Charlie Palmer Steak Restaurant 12:55 p.m. 1:55 p.m. Workshops (Choose one) The Value in Valuations! Presented by Dan Prisciotta and Chris Fromm Sponsored by SEI Alternatives: do you build a dedicated or integrated approach Presented by Nasser Ali and Brian Gracie Sponsored by US Energy Maintaining a Safe Withdrawal Rate during Retirement Presented by Briggs Matsko Sponsored by Lincoln RPS 2:00 p.m. 3:00 p.m. Workshops (Choose one) Executive Consulting Panel Moderated by Alex Harrison Presented by the Executive Consulting Committee Sponsored by Brinker Asset Manager vs. Asset Gatherer: Being Proactive in the New World Presented by Andrew Seaborg and Michael McLaughlin Sponsored by Hanlon Marketing: Social Media Presented by Ric Martin and Tara Harkins 4

5 Wednesday, April 26 3:00 p.m. 3:25 p.m. Sponsor Hosted Hospitality Break Pre-Function Area & Foyer 3:25 p.m. 4:25 p.m. Workshops (Choose one) Real Estate: Dead or Alive? What are the best ways to allocate real estate for your clients now and in the future? Moderator: John Schatz Panel: Tim Stickney, Mike Agriesti, and Mike George Sponsored by Sammons The Art of the Deal: Succession Planning for Producers Presented by Mike Lockwood and Bill Fortner Sponsored by Assetmark Fishing For Life and Saving The Farm.. A High Net Worth Case Study Presented by Russ Jones, Todd Anderson, and Mike Cohen Sponsored by Mount Yale 4:30 p.m. 4:40 p.m. Introduction of Tim Johnson Presented by Mount Yale 4:40 p.m. 5:30 p.m. Some Things Change, Others Never Will: An Examination of the Forever Practice Presented by Tim Johnson Sponsored by Mount Yale 5:30 p.m. 5:35 p.m. ipad and iwatch Drawing (Must be present to win) Meeting Wrap Up 7:00 p.m. Sponsor Dine Around Off-Property Thursday, April 27 7:00 a.m. 7:45 a.m. Sponsor Hosted Hospitality Breakfast Charlie Palmer Steak Restaurant 7:45 a.m. 8:00 a.m. Introduction Richard Laible 8:00 a.m. 8:10 a.m. Introduction of Anirban Basu, Chairman & O of Sage Policy Group, Inc. Presented by Lincoln Annuity 5

6 Thursday, April 27 8:10 a.m. 9:00 a.m. Anirban Basu, Economist, Chairman & O of Sage Policy Group, Inc. Sponsored by Lincoln Annuity 9:00 a.m. 9:10 a.m. Introduction of Compliance Panel Presented by Resource 9:10 a.m. 9:50 a.m. Compliance Panel Moderated by Bruce Linger Panel: Compliance Committee Sponsored by Resource 9:50 a.m. 10:15 p.m. Sponsor Hosted Hospitality Break Pre-Function Area & Foyer 10:15 a.m. 11:15 a.m. Workshops (Choose one) To Fee or Not to Fee: What will your Advice Based Business Be? Presented by Karen DeRose and Ryan Haag Maximizing a tax free income stream in retirement using premium financing Presented by Craig Hammer and Kyle Gardner Rainmaking: Keeping Your Pipeline Full of Qualified Prospects Panel: Peter Robertson, David Chazin, and Dan Whittenburg Moderator: Russ Jones Sponsored by Fidelity Sponsored by Tennyson Capital Sponsored by Inland 11:20 a.m. 12:20 p.m. Workshops (Choose one) There is Magic in the Numbers! How to use your AdviceNext Team to know more about your practice and your clients Presented by Mike Whitlark, AdviceNext; Colleen Bowler, CFP; William C. Roland, ChFC, CLU Income Taxation Issues for Estates and Trusts know Tax for Your Clients Presented by Bob Appel and Mel Bannon Sponsored by Campbell Dynamic Financial Planning Presented by Ben Huddle and John Findley Sponsored by John Hancock, AXA, Prudential, Crump 6

7 Thursday, April 27 12:20 p.m. 1:20 p.m. Sponsored Hosted Hospitality Lunch 1:20 p.m. 1:30 p.m. Introduction of Anne Machesky, Chairman, The Resource Group Sponsored by SC Distributors 1:30 p.m. 1:40 p.m. Top 5 for 2017 Presented by Anne Machesky, Chairman, The Resource Group Sponsored by SC Distributors 1:40 p.m. 1:50 p.m. Introduction of James Christie Presented by Lincoln Life 1:50 p.m. 2:40 p.m. Change Equals Opportunity-Adopt the O Mindset and Drive Life Insurance Sales by Identifying Risks Presented by James Christie Sponsored by Lincoln Life - 2:40 p.m. 2:50 p.m. Introduction of Anne Machesky, Chairman, The Resource Group Presented by Davis 2:50 p.m. 3:00 p.m. TRG Leadership Sponsored by Davis Presented by Anne Machesky, Chairman, The Resource Group 3:00 p.m. 3:30 p.m. Sponsor Hosted Hospitality Break Pre-Function Area & Foyer 3:30 p.m. 3:40 p.m. TRG Initiatives Presented by Anne Machesky, Chairman, The Resource Group 3:40 p.m. 3:50 p.m. Introduction of Carey Lohrenz Presented by City National Rochdale 3:50 p.m. 4:50 p.m. Lessons in Leadership Presented by Carey Lohrenz, First female U.S. Navy F-14 Tomcat Fighter Pilot Sponsored by City National Rochdale All TRG members, guests, headquarter attendees and sponsor attendees are invited to attend. 7

8 Thursday, April 27 4:55 p.m. 5:05 p.m. Meeting Close: Paul Gydosh, The Resource Group Chairman ipad and iwatch Drawing (Must be present to win) 6:30 p.m. 8:00 p.m. The Resource Group/LFN Reception Buffet Dinner Attire: Business Casual All TRG members, guests, headquarter attendees and Sponsor attendees are invited to attend. Fountain Terrace 8:00 p.m. Sponsor Dine-Around Off-Property 8