Honolulu

December 3, 2019

Ruth Chris Waterfront Plaza
500 Ala Moana Blvd
Honolulu, HI 96813

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11:00 a.m.

Welcome & Market Movement Strategies (MMS) Client Conversation

David Lurie, Regional Vice President, Orion Portfolio Solution

– Learn about a process to help manage expectations and differentiate yourself from the competition
– Overview of our new MMS Advised models- Total turnkey with fees built inside

11:30 a.m.

Main Management – Tactical Investment Strategist

Luke King

– Market and Economic Overview
– Main Management Overview
– Practice Management- Service Level Agreement & Setting expectation

12:15 p.m.

New Initiatives

David Lurie, Regional Vice President, Orion Portfolio Solutions

– Learn about our Affiliation with Orion, Rebrand, New Elite Advisor Program, Multi Custodial Options, and New Technology Roll Out– Creation of the “Best in Class” Open Architecture TAMP

12:45 p.m.

Toews Corp, Inc – Diversifier Strategist

Ryan Connelly

– Behavioral Finance and Coaching Program
– Toews Overview

1:30 p.m.

Wrap up and Adjourn