April 16-17, 2026
To DOWNLOAD the FULL Vegas agenda, click on the following link:
www.uploadedimages.net/content/PDFs/Vegas.Seminar.Full.Agenda.2026.pdf
Sign Up Right Now To Attend!
If you know you want to attend, click on the following to use an online sign-up form:
www.advisorshare.com/las-vegas-signup-2026
5-Pillar Asset Protection
I always start seminars with a bit on Asset Protection (AP). It is my #1 tool to help me onboard NEW affluent clients. This book may motivate you to attend the Vegas seminar. To read it for FREE (or you can buy it on Amazon for $24.95), click on the following:
www.advisorshare.com/5-pillar-ap
What’s on the Vegas Agenda?
This year’s seminar is heavier on marketing platforms, which I think will appeal to attendees.
Some of the topics at the Vegas seminar (not an exhaustive list):
1) Asset Protection—the #1 wedge topic advisors can use to pick up new/more affluent clients is AP. I will personally teach this session and show how you can use asset protection to “take clients from your competition.”
2) Roth IRA Conversions—this is the hottest topic in the industry today. I will dive deep into the math of conversions to help attendees understand when they work and when they don’t.
3) Roth Sherpa™—we will debut our NEW Roth IRA conversion marketing platform.
4) New CPA Marketing Platform—nearly 1,500 CPAs have signed up to attend continuing educational webinars on Roth IRA conversions in just the last two weeks, and several hundred want help for themselves (let alone their clients). This program is already exceeding expectations!
5) ABCs of Medicare Planning—besides going over the basics of Medicare planning, the author of the Medicare Blueprint™ will cover the 3 ways advisors can generate more revenue with Medicare clients.
6) In-Person Seminar Systems that Actually Work!—our speaker does not just sell $10-$15 million a year in FIAs personally; he’s created a selling system where he personally teaches advisors how to use it and get results. He’ll be covering his Social Security selling system as well as touching on his estate planning seminar (these are NOT dinner seminars).
7) Your Sales Mentor—Jonathan Camarda CFA®, CAIA®, CMT®, CIMA®, CFTe®, CHP®, CPWA®, CFP®, ChFC®, CLU®, CFS®, CPEP®, CIBA®, will teach advisors how to close more clients. Additionally, he will explain how advisors can have him on calls to close clients for them.
8) Making Your Advisor Growth Predictable— Joe Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM just published his new marketing book, and in Vegas he will discuss his real-world experiences in helping multiple RIAs aggressively grow their AUM in a short period of time.
9) Investment Portfolio Construction— Joe Maas will be covering structured notes, multi-manager portfolio construction, his new crypto investment strategy, and he’ll be covering portfolio construction using FIAs.
10) OnPointe Software Suite—OnPointe is the “best” point of sale tool in the industry today, and I’ll demo our industry-best Risk Analyzer, the OnPointe Retirement Planner, and its new IRMAA and Roth IRA conversion apps).
11) Are you an IAR under someone else’s RIA? If so, this is a must-attend seminar. Learn about an RIA platform that has better portfolios, better marketing tools, allows advisors to use Alts (DSTs, opportunity zones, REITs, etc.), AND is an OWNERSHIP model for IARs.
12) Advisor Launchpad—a platform that allows insurance agents to start gathering AUM BEFORE getting a 65 license.
Shaping Your Vision for the Next 12 Months and Beyond
If you are looking to help shape your vision for how you can grow what you do, generate more revenue, and give better advice to clients in the process, this is a seminar for you!
