The Fi360 Conference is the industry’s premier professional development conference. Founded in 2004, the Fi360 Conference was originally designed to deliver designees with the practical, fiduciary based content they desired to advance their practice. In just a few short years, the agenda grew to boast over 35 unique, education sessions taught by some of the most sought-after industry leaders. As a result, financial services professionals from all over the world asked to participate in the event.
The Fi360 Conference hosts over 750 investment professionals who are looking to grow their fiduciary knowledge base by participating in insightful learning sessions, innovative workshops and thought-provoking discussions.
The Financial Decisions team utilized this great opportunity to earn CE credit that can be applied to many different industry credentials including the AIF, AIFA, CFP, CIMA, CFA, and more. They were given the opportunity to complete their yearly CE requirements for their Fi360 designations and earn over 10 hours of CE for other industry credentials at this one event.
Tolen Teigan and Kevin Mahoney from Financial Decisions were featured speakers.
|9:45 AM – 10:45 AM|
Winning on Paper: Losing in the Finals
Indigo Ballroom D
Your proposal is stellar and you are the leader going into the finals. What got you to the finals? What makes you different? Are you really as good as you look on paper? You don’t want to lose the plan because of your presentation.
Learn how to showcase your expertise and services and make your presentation reinforce your written proposal, and come out on top!
This session is eligible for 1 hour of CE credit for: Fi360 and NASBA.
Click here to download the presentation.
Tolen is a Principle and co-owner of Financial Decisions, Inc. and serves as the Chief Investment Officer and Chief Compliance Officer. In his current role, Tolen is responsible for overseeing the investment portfolios for individual and institutional clients and specializes in retirement planning, estate planning, and tax minimization strategies. In addition to these areas of expertise, he also oversees the firm’s compliance mandates.
Prior to Financial Decisions, Inc., Tolen maintained a private financial planning practice and subsequently worked in the financial planning department of a large, national independent broker/dealer with the primary focus of supporting its advisors with complex case design involving retirement and estate planning strategies.
During his 6.5 year tenure with the broker/dealer, Tolen was the lead speaker for the financial planning department and presented sessions at all of their conferences and advisor training sessions across the country totaling more than 60 sessions. Tolen holds the following designations: Certified Financial Planner, Chartered Financial Analyst, Accredited Estate Planner, Accredited Investment Fiduciary, Chartered Advisor for Senior Living, Chartered Financial Consultant, and Certified 401 (k) Professional.
Kevin is a part owner of Financial Decisions, Inc. and serves as the Business Development Officer. His duties consist of new client development, client relationship management, and developing strategies to create successful retirement programs for plan sponsor clients of Financial Decisions, Inc. Kevin started his career with Financial Decisions in 1993.
Over the last 24 years, Kevin has built a client list of more than 400 retirement plans and has worked in plan administration, sales, management and consulting. Kevin knows and understands the complexities of both plan design and client needs and is an expert in presenting to clients and winning business.
Kevin has six designations including Qualified Pension Administrator, Qualified 401 (k) Administrator, and Qualified Plan Financial Consultant through the American Society of Pension Professionals and Actuaries. He also is an Accredited Investment Fiduciary, Certified 401 (k) Professional, and an Enrollment Retirement Plan Agent.