2023 Kovack InTouch National Conference
Thank you, to those Representatives and staff members that attended the Kovack's National Conference.
If you were not able to attend or need a refresher, the powerpoint presentations are available below:
Monday
"A Penny Saved is Tuppence Clear"
By Matt Forester, Chief Investment Officer, BNY Mellon Advisors, Inc.
"What Aren't Your Clients Telling You? Unspoken Biases that are Derailing Your Sales"
By Brian Kunkel, Vice President, Product and Advanced Strategies, TruChoice Financial
Tuesday
"Assessing Your Business to Drive Efficiencies and Enhance Value"
By Thomas Ryan, Vice President, Business Consultant, AssetMark
Breakout Sessions
"Fixed Income: Products, Services & Market"
By Michelle Rogers, Director of Fixed Income Trading, Kovack Securities, Inc. and James Molinari, Vice President, South Florida and Puerto Rico, First Trust
"Strategies to Help Your Clients Navigate Risk in a Volatile Market"
By Rich Antonucci, Regional V. P., South Florida, Prudential Annuities
"Finding Certainty in Uncertain Markets"
By Brian Elliott, Senior V.P., Director of Institutional Division, Genter Capital
"Institutional Opportunities for Today's Clients"
By Robert Scheuch, Vice President, Private Wealth Partners, CIM Group
"The Advice Business is Changing: Cutting through the Noise with a Message from Orion"
By Patrick Ferrer, Regional Vice President, Orion Portfolio Solutions
"Nationwide Defender Annuity: A RILA Making it easier to customize an Accumulation Strategy"
By Sal Scudiero, Regional Vice President, Nationwide
"Prospect Capital Convertible Preferred Stock"
By Tyler Bergman, Regional Vice President (FL, PR, SC), Preferred Capital Securities
By Joel Vause, Regional Consultant, AssetMark
"Planning for the Surviving Spouse"
By Kelly Chapple, Divisional Sales Manager, Eagle Life
"The Simplicity of Life Settlements"
By Rob Haynie, Managing Director/Owner, Life Insurance Settlements
By Ken Deane, Senior Vice President, Advisors Capital Management
Wednesday
Personal Security Insights-Proven Strategies to Help Safeguard Your Wealth and Family"
By Gary Rossi, Vice President Security Services, Fidelity Investments
By Naomi Win, PsyD, Behavioral Finance Analyst, Orion Advisor Solutions
"Serious Shift: Shifting from Advisor to Advocate"
By Dennis Moseley-Williams, Sponsored by Athene
Save the Date for the 2024 Kovack
October 14-16, 2024
Ritz Carlton Grande Lakes
Orlando, Florida