LIVE conference for Elite Advisors

July 31st – August 2nd

Why attend?

Join us, for a powerful event that will enable you to substantially elevate your business’ success as we move into a new world that offers exceptional opportunities. This 2-day Summit will provide the precise strategies and insights you need not just to make 2022 your best year ever, but to set the stage for significant growth in the years to come.

In many ways, the future will be different, radically different. The business of financial advice has changed continually over the past 40 years, but never more so than it has in just the past 2. By attending the summit, you will learn from some of today’s thought leaders about client acquisition, retirement portfolio advice, business management as well as a bevy of ideas and opportunities in a Post-Pandemic world. 

In the highly regulated business of finance, where we all provide a similar cookie-cutter service, we need to ask ourselves, what am I doing to stand out from the crowd? By attending the 2022 Advisors Summit, you will not only find out how to stand out from the crowd, but become the single advisor of choice.

Plus, if you qualify, we will pay for your stay! 

Why attend?

Join us, for a powerful event that will enable you to substantially elevate your business’ success as we move into a new world that offers exceptional opportunities. This 2-day Summit will provide the precise strategies and insights you need not just to make 2022 your best year ever, but to set the stage for significant growth in the years to come.

In many ways, the future will be different, radically different. The business of financial advice has changed continually over the past 40 years, but never more so than it has in just the past 2. By attending the summit, you will learn from some of today’s thought leaders about client acquisition, retirement portfolio advice, business management as well as a bevy of ideas and opportunities in a Post-Pandemic world. 

In the highly regulated business of finance, where we all provide a similar cookie-cutter service, we need to ask ourselves, what am I doing to stand out from the crowd? By attending the 2022 Advisors Summit, you will not only find out how to stand out from the crowd, but become the single advisor of choice.

Plus, if you qualify, we will pay for your stay! 

Speaker Spotlight

Learn from the best in the field

Barry Bulakites

President and CEO of Table Bay Financial Network.

Mr. Bulakites is the President of Table Bay Financial and responsible for all of the company’s operations. Prior to joining Table Bay he was the Executive Vice President of Sales Development and Marketing at Jackson National Life. He is the founder and visionary of America’s Tax Solutions® and the CPA Advantage Edge Programs. As one of the nation’s leading experts on IRA Distribution Planning he is considered a leading trainer in the financial services industry. He works with advisors and CPAs throughout America and does hundreds of speaking engagements annually.

Denise Appleby

MJ, CISP, CRC, CRPS, APA, CEO Appleby Consulting

Appleby Retirement Consulting Inc. provides IRA tools and resources for financial and tax professionals. Denise has over 23 years of experience in the retirement plans field. Because of her wealth of knowledge on retirement plans Denise has made appearances on CNBC, FOX Business Network and numerous radio shows. Denise is also CEO of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts, rules and regulations.

Mark Zinder

CEO Mark Zinder and Associates

Mark Zinder is a futurist and leading trend forecaster specializing in the areas of finance and economics. As a seasoned keynote speaker, he has traveled the globe delivering more than 2,000 presentations to hundreds of thousands of people around the world. He is also a regular guest on Fox Business and CNBC, sharing his expertise and positive outlook while tackling tough questions on the future of the global economy. Mark's extensive background spans 37 years and includes being the National Spokesman for Franklin Templeton. During that time, he worked side-by-side with Sir John Templeton, Dr. Mark Mobius, and Mr. Michael Price to hone his ability to spot trends before they become obvious.

Speaker Spotlight

Learn from the best in the field

Barry Bulakites

President and CEO of Table Bay Financial Network.

Mr. Bulakites is the President of Table Bay Financial and responsible for all of the company’s operations. Prior to joining Table Bay he was the Executive Vice President of Sales Development and Marketing at Jackson National Life. He is the founder and visionary of America’s Tax Solutions® and the CPA Advantage Edge Programs. As one of the nation’s leading experts on IRA Distribution Planning he is considered a leading trainer in the financial services industry. He works with advisors and CPAs throughout America and does hundreds of speaking engagements annually.

Denise Appleby

MJ, CISP, CRC, CRPS, APA, CEO Appleby Consulting

Appleby Retirement Consulting Inc. provides IRA tools and resources for financial and tax professionals. Denise has over 23 years of experience in the retirement plans field. Because of her wealth of knowledge on retirement plans Denise has made appearances on CNBC, FOX Business Network and numerous radio shows. Denise is also CEO of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts, rules and regulations.

Mark Zinder

CEO Mark Zinder and Associates

Mark Zinder is a futurist and leading trend forecaster specializing in the areas of finance and economics. As a seasoned keynote speaker, he has traveled the globe delivering more than 2,000 presentations to hundreds of thousands of people around the world. He is also a regular guest on Fox Business and CNBC, sharing his expertise and positive outlook while tackling tough questions on the future of the global economy. Mark's extensive background spans 37 years and includes being the National Spokesman for Franklin Templeton. During that time, he worked side-by-side with Sir John Templeton, Dr. Mark Mobius, and Mr. Michael Price to hone his ability to spot trends before they become obvious.

Attend and you will discover how to:

  • Increase your IUL and Annuity Sales by learning the hottest new strategies and tools, that the most successful and elite advisors are implementing this year.
  • Implement the most impactful techniques to increase the effectiveness, and generate the most impact out of your client appointments.
  • Deploy new revenue streams while increasing the value you bring to your clients and prospects, by taking advantage of one of the strongest independent RIA platforms available.
  • End YOUR prospecting forever through the use of our exclusive opportunity, to work with our network of CPAs.
  • Utilize the new tax bill that works for you and your clients now, and for years to come.

Attend and you will discover how to:

  • Increase your IUL and Annuity Sales by learning the hottest new strategies and tools, that the most successful and elite advisors are implementing this year.

  • Implement the most impactful techniques to increase the effectiveness, and generate the most impact out of your client appointments.

  • Deploy new revenue streams while increasing the value you bring to your clients and prospects, by taking advantage of one of the strongest independent RIA platforms available.

  • End YOUR prospecting forever through the use of our exclusive opportunity, to work with our network of CPAs.
  • Utilize the new tax bill that works for you and your clients now, and for years to come.

All attendees will be staying at the fabulous
Venetian All-Suite Resort & Casino

A lavish, Italian-themed, all-suite casino hotel. Plush, classical suites feature flat-screens, WiFi, minibars and Egyptian linens. In addition to its buzzy casino, the hotel has shops and artificial canals with gondola rides. There are also 20 restaurants (some run by celebrity chefs), bars, a nightclub, a theater and a wax museum. The hotel also houses an upscale spa, fitness facilities, meeting space and 3 pools. Parking (including valet) is free. 

Space is limited! Register today!
Want it paid on us? Find out more

All Attendees will be staying at the fabulous Venetian All-Suite Resort & Casino

A lavish, Italian-themed, all-suite casino hotel. Plush, classical suites feature flat-screens, WiFi, minibars and Egyptian linens. In addition to its buzzy casino, the hotel has shops and artificial canals with gondola rides. 

There are also 20 restaurants (some run by celebrity chefs), bars, a nightclub, a theater and a wax museum. The hotel also houses an upscale spa, fitness facilities, meeting space and 3 pool. Parking (including valet) is free.

Space is limited! Register today!
Want it paid on us? Find out more

All Attendees will be staying at the fabulous Venetian All-Suite Resort & Casino

A lavish, Italian-themed, all-suite casino hotel. Plush, classical suites feature flat-screens, WiFi, minibars and Egyptian linens. In addition to its buzzy casino, the hotel has shops and artificial canals with gondola rides. 

There are also 20 restaurants (some run by celebrity chefs), bars, a nightclub, a theater and a wax museum. The hotel also houses an upscale spa, fitness facilities, meeting space and 3 pools. Parking (including valet) is free. 

Space is limited! Register today!
Want it paid on us? Find out more

The Venetian All-Suite Resort, Las Vegas

We are now accepting hotel reservations exclusively for this upcoming event, for registered attendees. Through this website you can register to save a spot! We look forward to seeing you in Las Vegas! Have any issues or questions call us @ 866.225.1786.

You Could Get Your Hotel Paid For

Call now to see how you can qualify to get your hotel room nights paid by us! 
Call 866.225.1786 ext 308 for more details.

The Venetian All-Suite Resort, Las Vegas

We are now accepting hotel reservations exclusively for this upcoming event, for registered attendees. Through this website you can register to save a spot! We look forward to seeing you in Las Vegas! Have any issues or questions call us @ 866.225.1786.

You Could Get Your Hotel Paid For

Register below or call now to see how you can qualify to get your hotel room nights paid by us! 
Call 866.225.1786 ext 308 for more details.

The Venetian Resort, Las Vegas

We are now accepting hotel reservations exclusively for this upcoming event, for registered attendees. Through this website you can register to save a spot! We look forward to seeing you in Las Vegas! Have any issues or questions call us @ 866.225.1786.

You Could Get Your Hotel Paid For

Register below to see how you can qualify to get your hotel room nights paid by us! 
Call 866.225.1786 ext 308 for more details.

Register Now!

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