International Financial Conference
November 8-11, 2017 Scottsdale, Arizona

Wednesday, November 08, 2017 – Day 01

  • 1:00 pm – 1:10 pm
  • Welcome of All Guest and Speakers
  • Nick Lowery
  • 1:10 pm – 2:30 pm
  • Update on SFAA
  • Jonathan Miller
  • 2:30pm – 3:30pm
  • Branding Your Athlete Client
    Protecting Your Athlete Clients’ Brand
  • Athena Constantinou
    APC Consulting
  • 3:30 pm – 5:00 pm
  • Marketing UpdateCreating a Client Base of Professional Athletes
  • The Panelist
    Lauryn Williams
    Holly Brauer
    Tashari Berry Shay Fox

Thursday, November 9, 2017 – Day 02

  • 8:00am – 8:30am
  • Breakfast and Welcome
  • Nick Lowery MC
  • 8:30 am – 9:30 am
  • Charitable StrategiesCharitable structures for public figures and high-net-worth clients
  • Discussion Leaders Jay Loyd, CPA, CFP ®
  • 9:30am – 11:00am
  • Life Insurance new rules Update
  • Discussion Leader Sean Burke
  • 11:00am – 12:00pm
  • Lunch Break and Networking
  • 12:00 pm – 1:00 pm
  • Transition from Athlete to Former AthleteThe Athlete Perspective
  • Discussion Leader John Skelton
  • 1:00 pm – 2:30pm
  • Protecting Your Clients Rights When Investing and Financing
  • Discussion Leaders Adam Nach, ESQ
  • 2:30 pm – 3:30pm
  • The Coaching Conversation: Addressing the Unique Needs of the Athlete
  • Discussion Leaders Debra Russell
  • 3:30pm – 5:00pm
  • Psychology of Professional Athletics
  • Discussion Leaders Brad Conn, PhD Dr. Greg Bohall, Debra Russell
  • 5:00 – 7:00
  • Happy Hour at the Saguaro
  • SPONSORED BY AXA Investments

Thursday, November 10, 2017 – Day 03

  • 8:00 am – 8:30 am
  • Breakfast and Mingle
  • 8:30am – 10:00am
  • Aggressive Tax Planning and Tax Deferral Strategies
  • Discussion Leader Jonathan Miller
  • 10:00am – 11:00pm
  • Financial Perception and Obligation of the Professional Athlete
  • Discussion Leader Brian Barton, Former MLB Player
  • 11:00pm – 11:30pm
  • Break and Networking
  • All Members
  • 11:30pm – 1:00pm
  • Closing Remarks and Final Thoughts
  • Jonathan Miller

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