About the Academy
Advisor Nation Academy is our memberships annual private conference, developed and led by independent practicing advisors. We take two days a year to come together from across the country to enjoy engaging speakers, share ideas and work face to face with some of the top advisors in the country. Reserve your spot today!
Booze and CE Cruise
Join us for a complimentary cruise the last day of the conference! We've privately chartered a 48' catamaran for two 2 hour tours of Naples Bay and some of Florida's finest beaches. During the cruise we will also have an opportunity to earn CE credit. Drinks and appetizers will be provided.
We will have two cruise times the morning of the 25th:
9:00am - 11am Cruise (*Fully Booked)
Featuring
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Marc Minor
President & CEO
Marc has helped thousands of clients pursue financial independence by taking an educational approach to the complex world of retirement and estate planning. For 20 years, Legacy Investment Services, Inc. has been dedicated to a best-of-class investment philosophy.
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Matt Bednarz
Principal
Matt is one of the first Advisor Nation members as well as a Principal of the company. He founded the Dallas office and works with many of our members to face the challenges of the financial industry. Matt has been helping his clients develop and execute successful financial plans for nearly two decades.
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Nick Knapp
Senior Partner
Nick Knapp is a founding partner of Advisor Nation, a Crystal level producer and generally regarded as our groups greatest success story. Nick has been helping clients using a balanced and diversified approach since 2001 as a leader of the Peoria Office of Legacy Investment Services.
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Academy Schedule
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Wednesday | Sept 23rd
Resort Check-In4pm
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Cocktail Hour at The Pointe | Sponsored by Jackson
5:30pm - 7:30pm
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Member Dinner at The Pointe
6:30pm - 7:30pm
*Buffet During Cocktail Hour
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Presidents Suite Open House
8pm - 10pm
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Thursday | Sept 24th
Breakfast7:30am - 8:15am
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Advisor Nation Leadership Opening Remarks
8:20am - 8:40am
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Will Rising Rates Put Stress on your Balanced Portfolio? [Allianz]
8:45am - 9:05am
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Live! Members Only Roundtable
9:10am - 9:50am
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Protecting your Legacy [Jackson]
9:55am - 10:15am
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Break
10:15am - 10:30am
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RPS Power Session
10:35am - 11:15am
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Young Advisor Showcase
11:25am - 11:45am
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Lunch
11:45am - 12:20pm
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Practice Spotlight
12:25pm - 12:50pm
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Better Financial Outcomes for your Clients & Business [Allianz]
12:55pm - 1:15pm
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Purposed Based Planning [AssetMark]
1:20pm - 1:40pm
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Opportunities in an Uncertain World [PIMCO]
1:50pm - 2:10pm
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Cocktail Break
2:10pm - 2:30pm
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Leveraging First Trust Platform to Grow your Business [First Trust]
2:35pm - 2:55pm
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Presidents Panel
3pm - 3:30pm
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Closing Remarks
3:35pm - 4pm
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Member Dinner
5:30pm - 8:30pm
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Room Number: 248
Presidents Suite Open House9pm - 11pm
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Friday | Sept 25th
Donuts & Mimosa Reception | The Pointe8am - 9am
Farewell reception and CE Credit Registration. Bottomless Mimosas!
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Booze and CE Cruise #1
9am - 11am
Meet at the Boat
555 Port-O-Call Way
Naples, FL 34102
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Booze and CE Cruise #2
11:30am - 1:30pm
Meet at the Boat
555 Port-O-Call Way
Naples, FL 34102
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Resort Check Out
12pm*More details to be announced - will provide late checkout or bag storage for members joining us for our morning cruises.
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12:00 PM
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Travel Information
The nearest major airport to Naples Bay Resort is the Southwest Florida International Airport in Fort Meyers Florida. The resort is a 35 min drive away, advisors generally will rent a car or take an Uber from the airport. If you have an questions about travel to and from the resort, reach out the concierge at the Naples Bay Resort at (866) 605-1199
Thanks to Our great Sponsors
Special Thanks to
Title Sponsor
Confirm your Stay at
Naples Bay Resort
- Date & Time
- September 23-25, 2020 EDT
- Location
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Naples Bay Resort
1500 5th Ave S.
Naples, FL 34102
We have reserved the entire property for a weekend of exciting speakers, advisor driven events and networking opportunities.
Hotel Booking
Once you have RSVP'd for the event, please make sure to use the link below to complete your hotel reservation at the Naples Bay Resort. **Please note the booking link does not work with Internet Explorer. Use a different browser (Microsoft EDGE, Chrome, iPhone, Etc.)
- Deadline Aug 29th
- Discount Room Cost: $149 Per Conference Night ( Sept 23rd & 24th)
- *Event Policies Listed at the Bottom of this Page
Cruise Booking
To Book Additional Nights
Contact Reservations Manager:
Nicole Rosario
P: 239-530-5124
Naples Bay Resort
Situated along the Southwest Florida Gulf Coast, Naples Bay Resort
blends a destination resort experience with a personalized residential
lifestyle.
Naples Bay Resort, the very best of Naples’ resorts, presents the ideal destination that unites exclusivity and personalized service with an unparalleled waterfront lifestyle. Truly the best that Naples hotels have to offer, luxurious suites and guest rooms boast expansive one- and two-bedroom suites with full kitchens overlooking the waters of Naples Bay.
RSVP
Event Policies
Cancelation Period
Advisor Nation Academy registration ends August 29th. Reservations are eligible for free cancelation until August 22nd. Once the free cancelation period has ended, you will be responsible for the cost of the room ($149.00 per night) for the two nights booked at the Naples Bay Resort in Naples, Florida.
Waitlist
Registration for Advisor Nation Academy is limited. Once the event is fully booked, any RSVP will be placed on the waitlist. In the event of a cancelation, wait listed reservations will be honored on a first come, first served basis.
Guests & Support Staff
In order to maximize space available for Advisor Nation members, we are unable to accommodate guests or support staff at conference functions at this time.
Inquiries
If you have any questions regarding event policies, please contact our event manager:
Kaitlyn Minor – p. 309-699-8888