Testimonials
"It's crazy to think that you can sit at one client's table after the next, unable to answer the questions that are circling in their minds. Then all of a sudden you not only have the answer, but you have the ability to truly take care of them without referring them out. It was so exciting to finally be able to say, 'You know, I can help you with that." With a little practice and help from our new back-office we can now deliver full blown estate plans and become our client's trusted advisor. This in turn, allows us to help them with their financial portfolios." -Rebecca Schriver
"For over 37 years in the insurance and financial services industry, being able to offer my clients an estate plan is the most financially rewarding program I've ever been associated with. There is total support, from beginning to end. My advice for new advisors is don't try to re-invent the wheel. Just follow this system to the letter and you will be successful." -Sheldon Novack
"I've long-been a legacy advocate, but as a new insurance agent, I was trying to get noticed with me-too products in a crowded space. Being able to offer a revocable living trust worked to fill the events I was scheduling. That the trust was customized with an attorney in days - not months, for a flat fee I could disclose in the workshop - now that was a differentiator! I can't say enough about Stacy Pearson's dedication to serving others. She is a true professional and exemplifies what the world needs more of right now. -Caleb Kidd Coy
EVENT DETAILS
Here are a few important details you need to know to have the best possible experience at UNLOCKING THE MAGIC
All Central Time Zone
Thursday Oct 22nd
9:00 am - 6:00 pm Central
The Magic of Full Asset Disclosure
Mini Law School
Wills & Probate vs Trusts
Client Acquisition
Our Revocable Living Trust Package
Meet & Greet Social Event
And More...
Friday Oct 23rd
8:00 am - 5:00 pm Central
BONUS Session "The Magic & Beyond"
Niche Markets:
Special Needs, Nonprofits, Qualified Plans, Wealth Preservation
Artificial Intelligence & Wealth Services
Accelerator Breakouts
And More...
MEET YOUR HOST & TRAINER
Stacy Pearson
Creator, Universal Guardian Trust
President, Protected Families
Tulsa, Oklahoma
Stacy teaches financial advisors throughout the US
how to expand and stimulate their practices through the use of technology-assisted estate planning.Â
The sister of a brother with Special Needs, Stacy traveled home to help her parents with him while they were both battling medical problems. Without their input, she was suddenly thrust into a frightening situation not knowing his food allergies or the combination to the medicine safe.Â
Having worked at every level of government, both state and national, including speaking at the United Nations, advocating for those without a voice, Stacy knew she was not alone. To solve the problem, she turned to the Steve Jobs of technology-assisted estate planning, Gary Loftsgard, CEO of Integrated Trust Systems, and developed the Universal Guardian Trust & caregiver’s guide. Now families with minor children, especially those with disabilities, can easily and affordably transfer their assets and caregiver instructions unhindered while also preserving SSI income qualification.
Stacy and her team of specialists including attorneys, paralegals and industry experts have a mission to help families probate-proof their estates. Learn why advisors nation-wide are experiencing the magic of developing stronger client relationships, building better financial plans and bridging generational relationships with their clients when first protecting their estates from loss to probate.Â
Key Presenters
Jennifer Surmacz, J.D.
Chief Counsel, eStatePlan
Owner, Estate Lawyers USA
St. Louis, Missouri
Attorney Jennifer Surmacz is passionate about helping clients and financial advisors understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer travels throughout the US training financial advisors and their clients about the value of estate planning and promotes the technology-assisted eStatePlan. She is the author of the eBook "10 Estate Planning Tips to Avoid Fracturing of Families."
Jennifer has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. She served as a Special Public Defender for Juveniles and is a member of the Gene Slay's Boys and Girls Club. Jennifer is a member of the American Bar Association, the National Association of Professional Women and Lawyers Fighting Hunger. She served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association.
Jennifer was born into a military family and lived in several states. As evidence that military discipline was ingrained in her Jennifer graduated from High School as Valedictorian and a National Merit Scholar, going on to earn her Juris Doctor at Oklahoma City University School of Law. She is also a black belt and National Champion in Tae Kwon Do.
Andrew Auchincloss Victor
Vice President
CSI Financial Group
Phoenix, Arizona
Andrew has been in the financial services industry for over 22 years, providing counsel in the areas of Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business Succession, and Insurance Planning to high-net worth clients.
Andrew works with advisors using a consultative approach to explain complex and comprehensive solutions to their clients, attorneys, and accountants using virtual meeting tools. This approach allows advisors to remain in control of their client relationship while benefiting from Andrew's expertise for comprehensive client solutions.
Andrew graduated from Harvard in 1993 with a Bachelor's degree in Government with a focus on Economics. Andrew and his wife Sarah have two sons, Jacob and Jack. He enjoys playing golf and tennis.
Ronald J Harvey, J.D.
President, President of Harvey & Companies
Registered Investment Advisor
St Petersburg, Florida
Ron is a well-known speaker in the State of Florida and a coach to investors nationwide. His Registered Investment Advisor firm serves the investment needs of his corporate plan sponsors, specializing in the design and administration of qualified retirement plans, i.e., Pension Plans, Profit Sharing and 401(k) plans. In addition, Ron's "Investor Education Series" is aimed at helping pre-retirees and retirees to avoid common mistakes.
Ron works with La Jolla Economics, Inc. of La Jolla, California and Matrix Advisors of Cincinnati, Ohio in developing allocation strategies that utilize a passive management style.
Ron is a graduate of Indiana University School of Law. He has enjoyed a variety of positions including his own private law practice, the legal department of an actuarial firm. As a legal consultant for a mid-west firm, he set up and operated their west coast office in Florida.
Ron is married and resides in St. Petersburg, Florida.
Abby Vick
Owner, Paradigm Money Management
Registered Investment Advisor
Phoenix, Arizona
Abby is a leading expert in empowering women to awaken to their financial potential. As the author of "Your Dream Retirement" and the creator of multiple financial programs for women, including "Your Dream Retirement" and "The Freedom Shift," Abby is passionate about helping women be financially literate in order to have options and freedom in their lives. Her insights have been featured multiple times in Insurance News Net, one of the most highly regarded industry publications.
With a degree in Social Work and a decade of experience working to empower women to accomplish their financial goals and dreams, Abby is widely regarded as a guide and mentor to women seeking a better financial future for themselves. Her work history includes working in the Active Trader Group at Charles Schwab, where she was one of only two women helping investors make smart financial decisions. Having built over $200 million in retirement income plans, Abby is an expert in setting her clients up for long term financial success.
As a financial advisor Abby can help any woman seeking to take control of her finances, to chart a course for financial freedom and empowerment through her proprietary Dream Planning method.
Brand New Stoney Creek Hotel & Convention Center
COVID-19 Update
In times of uncertainty surrounding travel, the safety of our guests, our staff, and our families is our top priority.
As a Hospitality Company operating in five states, we are actively monitoring the Coronavirus (COVID-19) and taking measures on a daily basis to ensure that we meet the latest guidelines on cleaning, sanitation, and hygiene practices provided by the Centers for Disease Control and Prevention (CDC) as well as the World Health Organization (WHO). See additional COVID-19 information below.