Unfortunately, the 2020 SSG Conference, scheduled for April 22 – 24 at the Hilton La Jolla Torrey Pines, has been cancelled due to the Novel Coronavirus 2019 (COVID-19). We appreciate your patience as we worked through this challenging decision.

Since its inception, our conference has been a tremendous gathering of advisors, sponsors, speakers, and the entire team at SSG. In many respects, the SSG Conference is a reunion of great friendships that are celebrated in the work that we do together. No doubt that we will all miss being together and will look forward to the 2021 SSG Conference.

Hotel reservations made through the SSG Conference registration website will be automatically cancelled with a full refund from the Hilton La Jolla Torrey Pines. Please monitor your credit card activity and speak with the hotel if you don’t notice a refund within the next couple of weeks. If you made your room reservation outside of our website, you must cancel directly with the hotel.

Several of the speakers and sponsors have contacted us about conducting virtual sessions in lieu of a live in-person conference. We are exploring several options and we’ll keep you informed.

We truly appreciate your support and we’re here to support you as well. We wish you and your loved ones the best of health and safety in these uncertain times.

While the conference has been canceled, we are still providing information that would have been taking place with our Virtual Conference Series. This service is provided for our Clients and RIA’s only!

Learn More Here!

2020 Schedule

Conference registration begins at 1:00 p.m. on Wednesday, April 22nd, with the first session at 2:00 p.m.

The conference concludes 11:45 a.m. on Friday, April 24th.

Wednesday, April 22, 2020

  • 2:00 – 3:00 p.m. – Concurrent Breakout/Training/Technology Demo Sessions
    • “A Technology Case Study,”; Bridge Technology, Scripps Ballroom 1
    • SSG Training Session for RIAs New to SSG, Scripps Ballroom 2
    • Vender Technology Demo Sessions
      • Two TBD
      • Two TBD
  • 3:15 – 4:15 p.m. – Concurrent Breakout/Training/Technology Demo Sessions
    • “Got Roth? Why & How 2020 is the Year for Roth!,”; Tara Weisinger – CPA, Director of Tax Services, Rowling & Associates, CFP CE Eligible, Scripps Ballroom 1
    • SSG Training Session for RIAs New to SSG (Repeat of 2:00 p.m. Session), Scripps Ballroom 2
    • Vender Technology Demo Sessions
      • Two TBD
      • Two TBD
  • 4:30 – 5:30 p.m. – Keynote Session, Ballroom CDE
    • Mark Eibel – Director, Investment Strategies for Russell Investment
  • 5:30 – 7:30 p.m. – Opening Night Reception in the Exhibit Areas

Thursday, April 23, 2020

  • 7:00 – 8:00 a.m. – Breakfast in the Exhibit Areas
  • 7:00 – 7:50 a.m. – Early Morning Session
    • “Bonds Over Breakfast: The State of Fixed Income,”; Venk Reddy – CEO, Zeo Capital Advisors, CFP CE Eligible, Scripps Ballroom 1
  • 8:00 – 8:30 a.m. – SSG Opening Session with Dan Skiles, President of SSG, Ballroom CDE
  • 8:30 – 9:30 a.m. – Panel Session, Ballroom CDE
    • Moderated by Dan Skiles – President of Shareholders Service Group
    • Evelyn Zohlen, CFP® – 2020 Financial Planning Association (FPA) Chair, and Founder, Inspired Financial LLC
    • Dave O’Brien, CFP® – 2020 Chair at National Association of Personal Financial Advisors (NAPFA), and Co-Founder, EVOAdvisors
  • 9:30 – 10:00 a.m. –Morning Refreshment Break in Exhibit Areas
  • 10:00 – 11:00 a.m. – Concurrent Breakout Sessions
    • Session 1: “(Re) Modeling the Cost of Retirement,”; David M. Blanchett – Ph.D., CFA, CFP® Head of Retirement Research for Morningstar Investment Management LLC., Scripps Ballroom 1
    • Session 2: “How to Build an Ops Team,” Stacey McKinnon – Chief Operating Officer, Morton Capital, with Manju George, Client Operations, Griffin Black, Scripps Ballroom 2
    • Technology Demo Sessions, Canyon Room
      • Two TBD
      • Two TBD
    • “Ask the Experts,” SSG Associates to Answer Your Questions, La Jolla Cove Room
  • 11:15 – 12:15 p.m. – Keynote Presentation, Ballroom CDE
    • Jeff Mortimer – Director of Investment Strategy, BNY Mellon Wealth Management
  • 12:15 – 1:40 p.m. – Lunch Buffet Outside on the Patio
  • 1:45 – 2:45 p.m. – “All Connections Matter – Marketing and the Client Experience”; Panel Session, Ballroom CDE
    • Moderated by Tina Powell – CEO, C-Suite Social Media
    • Greg Friedman – CFP® Founder & CEO, Private Ocean
    • Deborah Fox – Founder, AdvisorTouch
    • Judith Seid – CFP® Partner & Founder, Blue Summit Wealth Management
  • 3:00 – 4:00 p.m. – Concurrent Breakout Sessions
    • Session 1: “Art of Clean Up”: Quantitative due diligence to help streamline your asset managers; Michael Kubik – Vice President of T. Rowe Price Investment Services, Scripps Ballroom 1
    • Session 2: “Is Cybersecurity Part of Your Value Proposition?,”; Wes Stillman – CEO, RightSize Solutions, Scripps Ballroom 2
    • Technology Demo Sessions
      • Two TBD
      • Two TBD
    • “Ask the Experts,”; SSG Associates to Answer Your Questions, La Jolla Cove Room
  • 4:00 – 4:30 p.m. – Afternoon Refreshment Break in the Exhibit Areas
  • 4:30 p.m. – National Anthem performed by Kyle Hildebrand
  • 4:35 – 5:30 p.m. – “Leadership and Navigating the World’s Affairs”; Keynote Presentation, Ballroom CDE
    • Captain Jon-Paul R. LaBruzzo – United States Navy, and Director of Operations for Tactical Training Group Pacific (TTGP)
  • 5:30 – 7:30 p.m. – Thursday Evening Reception in the Exhibit Areas
    • 6:30 p.m. – Concert by Kyle Hildebrand

Friday, April 24, 2020

  • 7:00 – 8:00 a.m. – Breakfast in the Exhibit Areas
  • 8:00 – 8:15 a.m. – StoneCastle Speaker TBD, Ballroom CDE
  • 8:15 – 9:15 a.m. – Keynote Presentation, Ballroom CDE
    • “Fiduciary Marketing,”; Bob Veres – Publisher, Inside Information
  • 9:15 – 9:45 a.m. – Morning Refreshment Break in Exhibit Areas
  • 9:45 – 11:45 p.m. – Ethics Session, Scripps Ballroom 1
    • “Ethics in 2020’s World,”; Peggy Doviak – Ph.D., CFP, founder, D.M. Wealth Management, Inc.
      • A two-hour interactive seminar that fulfills the CFP Board of Standard’s Ethics requirement
  • 9:45 – 11:15 a.m. – Technology Session, Scripps Ballroom 2
    • “Ensure the Accuracy of your Tax Projections in eMoney Advisor”; Brandon Held – eMoney Advisor, CFP CE Eligible