Madan - Eden Rock - Miami Beach

5:00 PM – 5:30 PM Registration opens Attendee arrivals, VIP check-in, gift bags. Prepare: badges plus swag bags.
5:30 PM – 6:30 PM General Reception — Leveling Up the Industry, and You Kuldeep Madan Spa Terrace Remarks by Kuldeep Madan; Networking & premium hospitality
6:30 PM – 9:00 PM Dinner at the Hotel Spa Terrace

7:00 AM – 9:00 AM Breakfast Spa Garden
9:00 AM – 9:30 AM General Session — Introducing the Problem Kuldeep Madan Pompeii Ballroom Topic: Introducing the Problem
9:30 AM – 10:30 AM General Session — Powerful Communication: Speaking the Language of Wealth Vince D'Addona Pompeii Ballroom Topic: Powerful Communication: Speaking the Language of Wealth
10:30 AM – 10:45 AM Snack break
10:45 AM – 11:45 AM General Session — Tech for the Modern Advisor Abhishek Joshi Pompeii Ballroom Topic: Tech for the Modern Advisor
11:45 AM – 12:45 PM General Session — The Presentation of Self: Marketing for the Modern Advisor Mando Sallavanti III Pompeii Ballroom Topic: The Presentation of Self: Marketing for the Modern Advisor
12:45 PM – 2:00 PM Lunch Spa Garden Networking, no content
2:00 PM – 5:30 PM Workshop 2 — Estate Planning for Business Owners Michael Amoia Pompeii Ballroom Shifting the business out of the estate before it becomes a tax problem
2:00 PM – 5:30 PM Workshop 1 — Starting a Fee Based Planning Business Rick Hu Pompeii Ballroom The fee conversation — how to have it, frame it, and workshop the pitch
5:30 PM – 8:00 PM Dinner Mirabella (off-site) All attendees

7:30 AM – 8:30 AM Breakfast Spa Garden
8:30 AM – 11:35 AM Workshop 1 — Non-Qualified Planning Aubrey Vaughn Pompeii Ballroom Not all assets are created equal — building smarter, tax-efficient strategies for non-qualified planning.
8:30 AM – 11:35 AM Workshop 2 — Exit Planning + M&A Process Adam Stormoen + Jonathan Bushnell + Sahand Elmtalab Pompeii Ballroom Putting exit planning and M&A options on the table so you're ready for that conversation.
11:35 AM – 12:00 PM Break TBD
12:00 PM – 1:30 PM Keynote — Unreasonable Hospitality Will Guidara Pompeii Ballroom Topic: Unreasonable Hospitality
1:30 PM – 2:30 PM Lunch Spa Garden
2:30 PM – 5:00 PM Final Exams — Group Presentation + Scores Pompeii Ballroom Collaborators present their case study solutions live, with real-time scoring and feedback from the experts.

Agenda