2018 Summit LANDVIEW ONLY

THE SUMMIT 2019

Summer of 2019 in Park City, Utah

June 12, 2019 – June 15, 2019

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The Ultimate Event For Independent Advisors

The Summit for Prosperity Economics Advisors is definitely not a “typical” industry event. The Summit has been designed specifically for financial advisors and whole life agents who embrace the idea that true wealth and financial independence can be achieved outside the confines and directives of Wall Street, Big Banks and the echo-chamber of media personalities. The Summit is guided by The Principles of Prosperity and has spawned a growing community of like-minded financial professionals excited to reshape the conversation around saving money, investing, building assets and living an abundant life. Are you ready to tap into the people and resources to help grow your practice as part of a movement that can no longer be ignored? Join us in Park City, Utah!
People Love Our Events

One of the Best I have ever experienced…

The 2017 Summit was an amazing program…one of the best I have ever experienced during my 38 years in the Insurance business. The topics and presenters were all 1st class, but the chemistry in the room between presenter and audience, and the audience with vendors, and especially attendees with attendees was unprecedented in our Financial Services Industry. – Lenny Martin, Advisor To Life Insurance Companies.

Event Agenda

This is a work in progress and subject to change!

04:00 – 06:00

Registration

06:00 – 07:00

Reception- Drinks (White Pine Patio)

07:00 – 07:30

Welcome- Kim, Todd and Patrick

07:30 – 08:45

Event Opening Session- Trent Fortner

07:30 – 08:30

Breakfast – White Pine Patio

08:30 – 09:00

Registration

09:00 – 09:45

Opening Session- Kim, Todd and Patrick

10:00 – 10:45

Garrett Gunderson- Investor DNA

11:00 – 11:15

Kim Butler- Introduce Roundtable Breakout Sessions

11:15

Breakout Sessions begin

11:00 – 11:45

Sherrie Wehner and Synthia Donohoe- Supporting Spouses (main room)

12:30 – 01:35

Lunch

01:45 -04:45

Breakout Sessions

05:00 – 06:00

Kim, Todd and Patrick- Sharing and Wrap up

06:30 – 08:30

Drinks, Dinner and Networking- White Pine Patio

07:30 – 08:30

Breakfast – White Pine Patio

09:00 – 09:45

Morning Session- – Kim, Todd and Patrick

10:00 – 10:20

Rick Randall with NNEPA- Charitable Remainder Trusts

10:30 – 11:10

Todd Langford- Asset Flow Calculator and CRT

11:10 – 11:20

Break

11:20 – 12:00

Todd Langford- Asset Flow Calculator and CRT

12:00 – 01:20

Lunch

01:30 – 01:50

Kim and Patrick introduce PEM Collaboratives and Profile for Case Studies

02:00 – 02:30

Ben Curtis- Paradigm Platform

02:40 – 03:20

Walter Hartford- RIA’s and Series 65

03:20 – 03:50

Kim, Todd and Patrick- The Prosperity Economics Movement

04:00 –04:30

Kim and Patrick- Case Study

04:30 –05:00

TBD

06:00 – 08:00

“Date” Night. Go out and enjoy the company and conversation of spouses, partners, colleagues and other advisors

07:00 – 07:45

Breakfast – White Pine Patio

08:00 – 08:20

Kim, Todd and Patrick- Positive Focus

08:20 – 08:50

Patrick Donohoe – What Change Now?

09:00 – 10:30

Vince D’Addona- “Neurolinguistics And the Art of the Deal”

10:40 – 11:30

Tammi Brannan – Taking Action!

11:30 – 1:00

Lunch

1:00 – 3:00

Kim, Todd and Patrick- Wrap Up and Commitments

3:00

Event completion

05:00 -09:00

TRANSFORM- Special Session and Dinner

 

Main Stage Speakers

Todd Langford

Todd Langford

CEO and Developer, Truth Concepts software, Industry Trainer/Leader, Co-founder The Prosperity Economics Movement.

 
Kim Butler

Kim Butler

CEO/President of Partners for Prosperity, Co-founder of The Prosperity Economics Movement, Author

 
Patrick Donohoe

Patrick Donohoe

President and CEO of Paradigm Life, The Prosperity Economics Movement

 
Garrett Gunderson

Garrett Gunderson

Founder and CWA at Wealth Factory, New York Times Bestselling Author

 
Vince D’Addona

Vince D’Addona

Strategies for Wealth

 
Rick Randall

Rick Randall

Chairman and CEO of National Network of Estate Planning Attorneys

 
Tammi Brannan

Tammi Brannan

Instinctive Life, Personal development expert and coach

 
 Trent Fortner

Trent Fortner

Founder, The Game Time Coaching Program

 
Walter Hartford

Walter Hartford

Partners for Prosperity

Ben Curtis

Ben Curtis

Marketing Director, Paradigm Life

Sherrie Wehner Synthia Donohoe

Sherrie Wehner Synthia Donohoe

Executive Strategist, Wehner Marketing and Paradigm Life

 

Breakout Sessions Hosts

Jim Small

Jim Small

SANTÉ Realty Investments

 
Brittnay Wittnebel

Brittnay Wittnebel

Director of Legal and Loan Specialist, Kensington Financial Associates

Kevin Nichols

Kevin Nichols

Penumbra Life Settlement Fund

 
Tim Wright

Tim Wright

ASR Alternative Investments

 
Jeff Huston

Jeff Huston

3D Money, LLC

Kate Phillips

Kate Phillips

Total Wealth Coaching and Content 4 Clients

 
Jason Rink

Jason Rink

Videographer and Marketer, Foundation Media, filmmaker of Nullification

 
Patrick Lindemeyer

Patrick Lindemeyer

American Alternative Investments

 
Spencer Shaw

Spencer Shaw

PodKick Media

Matt Yonke

Matt Yonke

Strategic Coach

 
Stephen Ziadie

Stephen Ziadie

ASR Alternative Investments

 
Terra Paley

Terra Paley

Social Media Expert

 

Register Today and Save!

The Summit for Prosperity Economics Advisors is THE event where you will be able to access business building resources you will not find anywhere else. This event is about YOU and other like-minded advisors who recognize that financial planning has failed and there are much better alternatives to handing our clients’ financial futures over to Wall Street and the government.

EARLY BIRD PRICE

$2,497

$1,597

 36% OFF thru April 12th

DEEP DISCOUNT PRICE

$2,497

$1,797

 Extended until Midnight, June 6th!

DISCOUNT PRICE

$2,497

$1,997

20% OFF June 7th thru June 30th 

Want your free ticket but not a member of Transform?

 

Event Sponsors

We are incredibly grateful for the fine companies who sponsor the Summit! Not only do they help The Prosperity Economics Movement 501(c)(3) put this highly anticipated event on, their contribution also provides scholarships to assist advisors who may not yet have the resources, to attend and grow as a part of this community!
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Goes beyond any regular conference…

At the end of the Summit there are three key experiences which are invaluable…

  1. We all walk away with new ideas and resources to grow our business.
  2. The relationships built and the community of advisors goes beyond any regular conference.
  3. The sharing among advisors is priceless…  many advisors feel like they are alone on an island and the Summit allows us to come together share, learn, and grow…

-Bryan Repple, G.A. Repple & Company

FAQ

Find the answers you need
What if I want to bring my spouse or a friend?
No problem, you’ll be booking your own room and of course we encourage you to bring a friend or family member! You can opt for the “Significant Other” upgrade for $895 if you want them to join you for the meals and sessions. Look for this option when you register for your ticketThis upgrade is not available for producing agents or advisors
What’s the best way to get to Hyatt Centric Park City?
Salt Lake International is 35 miles (about 40 minutes) from the Hyatt Centric Park City. Using UBER can be a convenient way to get to the hotel. Transportation may also be arranged through Snow Country Limousine. Please contact our Concierge or call Snow Country Limousine for details, schedules and reservations at 435 714 0159. Should you choose to drive, here’s some basic directions from the airport: Follow I-80 E to UT-224 S in Summit County. Take exit 145 from I-80 E Follow UT-224 S and Canyons Resort Dr to N Escala Ct. The hotel is the Hyatt Centric Park City, 3551 N Escala Ct, Park City, UT 84098
What if I need a roommate?
Let us know and we can check if anyone else is also looking for a roommate.
Can special dietary requests be accommodated?
The Hyatt Centric Park City culinary team is wonderful, and is super flexible. They have gluten-free, vegan, and low-sugar menus… to name a few. Please let our event planners know if you have any special dietary needs by contacting them at Events@RedElephantInc.com (Attn: The SUMMIT).
Why did you start this event?
If like-minded advisors can help each other, we all win. Rather than competing against each other or focusing on which life insurance company is “the best,” The Summit was created so we can help each other to help more clients.
Is this event similar to a Truth Training?
Although Todd Langford will be speaking and hosting, The SUMMIT is not a “Truth Concepts” event. You will get the full value of this event regardless of what software system you use. If you have attended Truth Training you’ll definitely enjoy The SUMMIT, but there will be extremely little overlap in content.
I’m just getting started in my financial practice, is The SUMMIT a good fit for me?
If you apply what you learn at the event, it could be one of the fastest ways for you to take a giant step forward in your business and shave years off of your learning curve! You’ll get to meet top producers and hear what they’re doing, and mastermind with like-minded advisors about your specific challenges. Regardless of how new you are in the business, The SUMMIT is designed to help you SHORTCUT your way to success by learning from others and benefiting from the wisdom and support of others.
Tell me more about "Prosperity Economics."
Prosperity Economics is the term we use for the alternative to “typical” financial planning. Prosperity Economics uses time-tested wealth-building principles, strategies, and products, such as whole life insurance, also real estate and business ownership, as opposed to stocks and qualified plans. For more, see our books or ProsperityPeaks.com, the online home of the Prosperity Economics Movement. See your opportunity as an advisor in The Prosperity Economics Movement at ProsperityEconomicsAdvisors.com
Is there a money-back guarantee?
YES! If after the last session on our first full day, Friday July 27, you aren’t convinced that you are in exactly the right place, with the right community and resources to elevate your business to make the impact that you desire, then let us know and we will cheerfully refund your ticket price!
What if I have additional questions?
No problem, contact us at support@pem.email, we’re happy to help.

HYATT CENTRIC PARK CITY

3551 North Escala Court Park City, Utah, USA, 84098 United States Phone: (435) 940-1234 Hotel Reservations

HYATT CENTRIC PARK CITY

3551 North Escala Court Park City, Utah, USA, 84098 Phone: 435 940 1234

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