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Investors Conference featuring Steve Alford


  A conversation with Steve Alford, moderated by Jeff Shelton, exploring topics like Personal Discipline, Success, Leadership, and of course some thoughts around Indiana’s great basketball history and tradition.

RSVP by calling 260-436-7006 or email susancarey@sheltonfinancial.net

Our upcoming Investors Conference is starting to take shape, so we can share a few details.  All programs for the day will take place at the Allen County Memorial Coliseum Conference Center on Monday, October 18, 2021.  Portions of the event will look similar to prior conferences, and we’ve added some new twists.In the morning and afternoon, we will offer 45-minute, topic specific workshops based on client suggestions (list enclosed).  It is important that you register for any of the break-out sessions that you plan to attend.  The information provided at the break-out sessions is intended for people ages 55 and older, or 5 years or less away from retirement.  Please invite as many guests as you want, who fit this demographic, to attend with you.

Lunch will be provided to everyone who attends either the morning or afternoon workshops.  Reservations are required for the meal.  Steve Alford will address lunch participants following the meal.

We would encourage you to invite guests to attend the workshops and lunch with you.  We just need for you to register them with our office.  As mentioned earlier, our hope is that you would invite someone age 55 and older, or 5 years or less away from retirement to attend with you.  We are confident your guests will find the presentations to be educational, the lunch to be yummy, and the comments from Steve Alford to be entertaining. 

The doors for our MAIN EVENT will open at 7:00 PM.  Light refreshments will be provided prior to the program, which will begin at 7:30 PM in the large banquet room. RESERVATIONS ARE REQUIRED.

Vendor tables will be located in the exhibition hall to provide information and answer questions about their products and services.  The exhibition hall will be open from 10:00 AM – 5:00 PM and again from 6:30 PM – 9:00 PM.  We would encourage you to plan some extra time in your day to visit the many vendor exhibits. 

General Agenda for the Day

 9:30 AM – 10:30 AM                Breakout sessions 1 & 2

10:30 AM – 11:30 AM               Breakout sessions 3-9

11:30 AM – 12:30 PM               Buffet Lunch

1:00 PM                                    Steve Alford, guest speaker

 2:30 PM – 3:30 PM                  Breakout sessions 10 & 11

 3:30 PM – 4:30 PM                  Breakout sessions 12-18

 7:30 PM                                   THE MAIN EVENT: STEVE ALFORD – LIVE!

  In the past, we’ve allowed clients to bring guests to many of our events.  The same is true for this program.  You and your guests are welcome to attend any of the breakout sessions and the lunch. We just ask that guests be age 55 and older, or 5 years or less away from retirement.  We purposely elected not to offer a dinner so that we could allow the maximum number of guests to attend the evening MAIN EVENT.  Perhaps you can take your guests to dinner and then bring them to an entertaining conversation with Steve Alford.  Maybe it’s easier to just meet them at the venue.  However it works best for you, just let us know how many seats you’d like for us to reserve for your group.

There are capacity maximums at the venue, so I’d encourage you to call 260-436-7006 or email susancarey@sheltonfinancial.net ASAP and reserve seats for you and your guests.  We expect this to be a “sold out show”!

Investors Conference Break-Out Sessions

Session One                                          Horizon Investment Models                                                             9:30 AM 

Josh Bartholomew and Austin Fitch will travel from North Carolina to provide insight into the Horizon family of investment models.  Their presentation will also include an overview of their opinion on market performance year to date and going forward.

 Session Two                                          Market Update with Goldman Sachs                                              9:30 AM – 10:30 AM

Dan Cohen will be traveling from Dallas, Texas to give us some insight into Goldman’s outlook on the markets, the economy and other investment considerations.  He will also discuss the broad offering of investment models offered on their platform.

Session Three                                       Faith Based Investing (BRI and DAF)                                               10:30 AM – 11:30 AM

Join Nathan Shelton and Piercen Harnish as they moderate a workshop that looks at issues that are important to people of faith.  What is Biblically Responsible Investing (BRI), how does it work, and what investment solutions allow you to align your investments with Biblical principles?  How can you benefit from a Donor Advised Fund?  Mike Stetzel from the National Christian Foundation will be a part of the panel discussion.

Session Four                                         Buffered ETF                                                                                         10:30 AM – 11:30 AM

Aaron Anspach from First Trust Investments will provide information on the growing use of buffered ETF products.

Session Five                                          Income Products                                                                                  10:30 AM – 11:30 AM        

Join Al Lindsten as he moderates a panel discussion on various methods of generating income.  The focus will be on Franklin Square’s Real Estate Investment Trust products and annuity income riders. This workshop will provide information on ways you can use annuities to create guaranteed retirement income.  Many retirees are looking for opportunities to use their retirement nest egg to push out a consistent guaranteed income stream.

Session Six                                            Long-Term Care Insurance                                                                  10:30 AM – 11:30 AM

Brian Nieuwlandt will moderate a discussion with a representative from One America regarding a variety of long-term care insurance products.  Attend to learn more about the changes happening in these products and the people most likely to need them.

Session Seven                                      Retirement issues (Medicare / Social Security)                                    10:30 AM – 11:30 AM

Join Matt Fry as he moderates a panel discussion on Medicare Supplement Insurance & Social Security benefit options and tax considerations that affect many retirees.

Session Eight                                        Wills / Trusts / POA                                                                            10:30 AM – 11:30 AM        

Join Dan Easley as he moderates a conversation with Collin Andrews and David Crell from the law firm of Andrews & Crell.  They will cover topics like “Who needs a trust?”, “What is a power of attorney and health care representative?”, and “How much does a good estate plan cost?”.

Session Nine                                         Taxes                                                                                                      10:30 AM – 11:30 AM

Join Jason White as he moderates a conversation with a local tax preparer.  Learn about changes to the tax code that are likely to affect your tax situation. 

Session Ten & Eleven                         (same as 1 & 2 above)                                                                             2:30 PM – 3:30 PM

 Session Twelve – Eighteen                (same as 3-9 above)                                                                                3:30 PM – 4:30 PM

Session Nineteen                                Indiana State Teachers Retirement                                                       4:30 PM – 5:30 PM

Join Piercen Harnish as he moderates a conversation built specifically for teachers to address the unique (and complicated) retirement planning considerations that they face. 

We would like to extend additional thanks to our paid sponsors Horizon Investments, Goldman Sachs, Timothy Plan, First Trust, FS Investments, Lincoln Financial Group, One America, Yoder Insurance, Epco Accounting and Tax Services, and Axos Advisor Services.