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!

STEP #1

Event Ended

RSVPs are no longer available.

Step #2


Naples Bay Resort Booking Information

Date & Time
September 20-22, 2023 EDT
Location
Naples Florida
1500 5th Ave S
Naples, FL 34102

The booking link will allow you to reserve the for the nights of the 20th - 22nd at our group rate. Contact the number below if you would like to book additional nights before or after the conference. Or if you have questions. Let them know you are with Advisor Nation. See our event policy section below for cancelation deadlines. 

To Book Additional Nights

Contact Reservations Manager:

Nicole Rosario

P: 239-530-5130

E. [email protected]

Southwest Florida International Airport

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

Featuring

  • <p "="">Marc Minor</p> <p "="">President & CEO</p>

    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.

  • <p "="">Matt Bednarz</p> <p "="">Principal</p>

    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.

  • <p>Nick Knapp</p> <p>Senior Partner</p>

    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.

Made Possible by our Great Sponsors

Academy Schedule

  • Wednesday | Sept 20th

    Resort Check-In

    4pm

  • Cocktail Hour at Presidential Suite

    5:30pm - 7:30pm

  • Member Dinner Catered in Suite

    6:30pm - 7:30pm

  • Pool Party & The Pointe

    8pm - 10pm

    *Suite Number to be Announced

  • Thursday | Sept 21st

    Breakfast

    7:30am - 8:15am

    The Pointe Conference Center

  • Advisor Nation Leadership Opening Remarks

    8:20am - 8:30am

  • Sales & Marketing Idea | Presented by First Trust

    8:35am - 9am

  • Live! Members Only Roundtable

    9:05 - 9:45am

  • Sales and Marketing Idea | Midland Life

    9:50am - 10:15am

  • Break

    10:15 - 10:25am

  • Sales and Marketing Idea | Prudential

    10:30am - 10:55am

    Joined by Marc Minor

  • Sales and Marketing Idea | Advisors Resource

    11:05am - 11:30am

  • Sales & Marketing Idea | Proteus/Princeton Funds

    11:35am - 12pm

  • Lunch

    12:05pm - 12:35PM

  • Practice Spotlight

    12:40pm - 1:05pm

  • Sales & Marketing Idea | Corebridge

    1:10pm - 1:35pm

  • Sales & Marketing Idea | Alliance Bernstien

    1:40pm - 2:05pm

  • Cocktail Break

    2:10pm - 2:35pm

  • Sales & Marketing Idea | T Rowe Price

    2:40pm - 3:05pm

  • Sales & Marketing Idea | APEG & Ashar

    3:10pm - 3:35pm

  • Woodbury Leadership Panel

    3:40pm - 4:05pm

  • Closing Remarks

    4:05pm - 4:30pm

  • Member Dinner

    6:30pm - 8:30pm

    Pinchers Restaurant 

    1200 Fifth Ave S
    Naples, FL 34102
    United States

  • Presidents Suite Open House

    9pm - 10pm

    322 - #7896* located at the Pointe 

  • Friday | Sept 22nd

  • Resort Check Out

    12pm

  • 9am - 12pm

    Beach Day - Flip Flop Beach Grill

    2 Sprinter vans start running from the front of the hotel. Starting 9am and continually rotating 

    Flip Flop Beach Grill

    Gulf Shore Boulevard North, Naples, FL, USA

View on Google Maps →

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.

VISIT RESORT WEBSITE

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 ($195.00 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 formal conference functions at this time. Guests are welcome to join you on the trip however and enjoy the many resort amenities. 

Inquiries

If you have any questions regarding event policies, please contact our event manager: 

Kaitlyn Minor – p. 309-699-8888

e. [email protected]