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Day 3 – Closing & Send-Off

Advisor Summit – Day 3 Schedule

Early Morning

  • 7:00 AM – 7:30 AM — Sound Check / AV / Slides Setup

  • 7:00 AM – 4:00 PM — Sponsor Exhibit Area Open

  • 7:00 AM – 8:00 AM — Breakfast

Morning Programming

  • 8:00 AM – 8:15 AM — Worship & Devotional

  • 8:15 AM – 8:30 AM — Emcee Introduction & Overview of the Day

  • 8:30 AM – 9:20 AM — Session 7: Presentation
    Potential session topics include:

    • Life Cycle Partner presentation

    • Maclellan Foundation / SWGP

    • Advisor Voice

  • 9:20 AM – 9:30 AM — Break

  • 9:30 AM – 10:20 AM — Session 8: Group Discussion

    • What do you think you need?

    • Identifying core needs, priorities, and roadmap for this stage of the advisor life cycle

  • 10:20 AM – 10:30 AM — Break

  • 10:30 AM – 11:00 AM — Sponsor Block

    • Praxis

    • Eventide

  • 11:00 AM – 11:45 AM — Networking

  • 11:45 AM – 12:00 PM — Transition to Lunch

Closing Event

  • 12:00 PM – 1:15 PM — Closing Lunch

    • Formal summit close

    • Thank you to attendees and sponsors

    • Announcement of next year’s venue

    • Final challenge and send-off

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June 25

Day 2 – Summit Sessions