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.
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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Special Thanks to our Title Sponsor:
STEP #1
Naples Bay Resort Booking Information
- Date & Time
- October 14-16, 2026 EDT
- Location
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Naples Bay Resort
1500 5th Avenue South
Naples, FL 34102
Use the booking link to reserve your room during the conference dates. If you would like to arrive early or stay late please use the number below to book additional nights. Let them know you are with Advisor Nation to get our group rate. See our event policy section below for cancelation deadlines.
To Book or Reserve Additional Nights:
Contact Reservations Manager:
Nicole Rosario
P: 239-530-5130
Academy Schedule
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Wednesday | Oct 14th
Resort Check-In4pm
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Cocktail Hour & Dinner at The Pointe
5:30pm - 7:30pm
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Presidential Suite Open House
8pm - 10pm
*Suite Number to be Announced After Check-In.
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Thursday | Oct 15th
Breakfast8:00am
The Pointe Conference Center
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Advisor Nation Leadership Opening Remarks
8:30am - 8:45am
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Live! Members Only Roundtable
8:50am - 9:25am
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Roundtable | First Trust - Drew Kempe
9:30am - 9:55am
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Roundtable | Midland Life - Kevin Dempsey
10:00am - 10:25am
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Break
10:25am - 10:35am
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History of Structured Products | Insperex - Chris Savage
10:35am - 11:00am
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Preston Schnoor | Head of Pricing & Product Development - Corebridge
11:05am - 11:55am
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Lunch
12:00pm - 12:30PM
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GReminders AI | Chris Gonzales
12:35pmm - 1:00pm
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Roundtable | Equitable - Ryan Brost
1:05pm - 1:30pm
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Profiling Clients for Life Settlement | Ashar Group - Jamie Mendelsohn
1:35pm - 2:00pm
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Cocktail Break
2:05pm - 2:30pm
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Opportunities in Non-Reducing Annuity DB | Lincoln - Paul Manning & Nick Knapp
2:35pm - 3:00pm
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Leverging OBB [One Big Beautiful Bill] to Gain Clients | APEG - Jeff Hoenle
3:05pm - 3:20pm
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OSAIC Leadership Roundtable, Pain Points & Relief! | Marc Sweda
3:25pm - 4:00pm
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Closing Remarks
4:05pm - 4:15pm
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Member Dinner - Pinchers Dock Side
6:30pm - 8:30pm
Pinchers at Tin City
1200 Fifth Ave S
Naples, FL 34102
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Presidents Suite Open House
9pm - 11pm
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Friday | Oct 16th
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Resort Check Out
12pm -
9am - 12pm
Beach Day! A shuttle will take you from the hotel to the beach at Flip Flop Beach Grill 5 mins away. Address below. More details will be sent by text.
1301 Gulf Shore Blvd N, Naples, FL 34102
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12:00 PM
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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.
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
Event Policies
Cancelation Period
Advisor Nation Academy registration ends TBD. Reservations are eligible for free cancelation until TBD. 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