ROUNDTABLE INTENSIVE
DAY 1 March 13

Pacific Time Zone

9:00 a.m. John Bowen Welcome & What to Expect
9:10 a.m. John Bowen & George Walper The Entrepreneurial Edge: Financial Foresight for Business Trailblazers
(Access the Play to Win Report here, Access the video and Play to Win Report on the Portal here)
9:45 a.m. Coach Facilitated Breakout
10:15 a.m. Break
10:25 a.m. David Karow & Pamila Brar Revolutionizing Health and Wealth: Longevity Strategies for Advisors and Clients
(Access membership information, here)
10:50 a.m. Coach Facilitated Breakout
11:00 a.m. Break
11:15 a.m. Kevin Donnelly Navigating the 2025 Exemption Shift: Proactive Insurance Strategies for Wealth Preservation
11:45 a.m. Coach Facilitated Breakout
12:00 p.m. Break
12:10 p.m. Paul Lofties & Michael Yoder Advanced Planning Academy
(To access the program details, go here)

1:00 p.m. Close of Day 1

ROUNDTABLE INTENSIVE
DAY 2 March 14

Pacific Time Zone

9:00 a.m. Paul Lofties Welcome to Day 2
9:10 a.m. Joey Coleman Transforming Talent Management (Text First100 to 66866 for bonuses)
10:40 a.m. Break
10:50 a.m. Paul Lofties & Cathy McBreen Tech-Savvy Wealth: Embracing Digital Innovation in Finance
(Access the Play to Win Report here, Access the video and Play to Win Report on the Portal here, Access and subscribe to our Podcast here)
11:25 a.m. Coach Facilitated Breakout
11:40 a.m. Break
12:00 p.m. John Bowen Building Bridges to Entrepreneurial Wealth: A Strategic Approach
John Bowen Building Bridges to Entrepreneurial Wealth: A Strategic Approach
(Access the Play to Win Report here, Access the workbook in word format here, Access the PowerPoint here)
12:30 p.m. Coach Facilitated Breakout
12:45 p.m. John Bowen Next Steps from Intensive (Access the evaluation here)
1:00 p.m. Close of Day 2