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West-Central OhioGame Plan for Financial Success
Who Should Attend This Event?
The West-Central Ohio Game Plan for Financial Success will provide an educational platform for any experience/interest level when it comes to retirement planning. Whether you are a novice or have years of experience with retirement planning, this financial summit will provide you with essential information to help make informed decisions about retirement planning. The only way you won’t learn from this event is if you don’t attend.
Featuring Legendary Coach
Game Plan for Financial Success
Lou Holtz has established himself as one of the most successful college football coaches of all time.
Holtz served as a college football studio analyst on ESPN from 2004-2015. He appeared on ESPNEWS', ESPN College GameDay programs, SportsCenter as well as an on-site analyst for college football games.
For many years Holtz has been considered among the greatest speaking legends in America today. He speaks on overcoming seemingly impossible challenges by setting your own goals and working to achieve them. He has built a reputation as a motivator, a demanding disciplinarian and someone who relishes challenges and hard work.
Coach Holtz will share how to:
- How to make the proper adjustments for optimal success
- How to see the entire playing field to make successful decisions
- How focusing on people drives success
This event is presented and sponsored by a proud Ohio business.
John Eikenberry has more than 42 years of financial service experience and is licensed in Ohio for Health and Life Insurance. Investment Advisory services offered through Brookstone Capital Management LLC, a SEC Registered Investment Advisor.
John is a member of the Million Dollar Round Table (MDRT) Top of the Table, the Lima Ohio Chapter of the National Association of Insurance & Financial Advisors (NAIFA), and the Shelby County Chamber of Commerce. He has been an expert source quoted in articles in U.S. News & World Report, Investment Business Daily, Investments Business Weekly, Health Watch and Yahoo Finance. His office is an Accredited Business with the Better Business Bureau.
Nick Boeckman, CFP®
Nick Boeckman joined Eikenberry Retirement Planning in 2012 and is instrumental in the company’s continuity plan along with managing the daily activities of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events.
Nick was awarded his CERTIFIED FINANCIAL PLANNER™ certification in 2016. The CFP® identifies individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. Nick holds insurance licenses for life, health/accident and annuities in Ohio. He also is an Investment Advisor Representative.
Trusted. Personalized. Experienced.
West Central Ohio Game Plan for Financial Success includes top financial thought-leaders in the country
Knowledge is Empowering
The event includes a session featuring industry leaders and money managers who will provide insight on current market conditions and market environments.
Dean Zayed, JD, LLM, CFP®, CEO
Brookstone Capital Management
Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Advisor Representatives (IARs). BCM, through its network of IARs, provides comprehensive financial planning including asset allocation, retirement planning, education planning and portfolio management and is committed to offering a one-source solution for the management, growth, and preservation of its clients’ wealth. Brookstone has ranked in the Top 50 Fastest-Growing RIAs in Financial Advisor magazine’s Top RIA list for the past three years.
Jim Pritchard, Partner
Jim Pritchard, Partner with W.E. Donoghue, has been in the investment industry for 34 years, since he received his Economics degree from Columbia University in 1982. Jim became an investment consultant with Smith Barney before starting his own investment management firm in 1986. He created one of the first separately managed accounts using index funds and ETFs which was ranked by Nelson’s in the World’s Best Money Managers listing. Jim has appeared in Fortune Magazine, Plan Sponsor Magazine and Bloomberg's Wealth Manager. Additionally, he has appeared on CNBC and has been an expert guest speaker at numerous institutional investment conferences for more than 25 years.
Thomas L. Hardin, CEO
Canterbury Investment Management
As Chief Investment Officer, he oversees all portfolio management and investment activity. His career encompasses more than 28 years of diverse investment management experience and 25 years in personal wealth management and personal financial coaching.
Phil Graham, CSO
Financial Independence Group
As the current Chief Sales Officer for Financial Independence Group, Phil Graham has over 18 years of insurance industry success. Phil works with financial professionals nationwide to build and develop proper fixed income, conservative and insurance portions of client portfolios to develop future income for retirement.
Mike Scarborough, President and CEO
Retirement Management Systems (RMS)
Mike Scarborough, the President and CEO of Retirement Management Systems(RMS) has been working in the finance industry for over three decades. Mike earned a Bachelor of Science in Finance at Salisbury University and earned his MBA in Finance from Baldwin-Wallace College. In 2005, he was awarded an Honorary Doctorate for Public Service from Salisbury University. Mike is known for inventing the industry of managing monies for individuals in qualified plans while having built one of the largest grossing RIA firms in the Nation. In 2008 Mike separated his RIA, Scarborough Capital Management(SCM) from the asset management function of the company, and created what is now known as Retirement Management Systems(RMS). While Mike sold SCM at over 1.3 billion dollars in assets under management, he continues to operate RMS as a leading professional in the 401(k) industry.
The Premier Financial Educational Event of the Year in Ohio!
Remember, you should attend this event if:
- You want to be educated on retirement planning at any level
- You want to know how to make informed decisions about retirement planning
- You have questions about retirement planning
- You want to be inspired by Coach Lou Holtz
West-Central OhioGame Plan for Financial Success
- Event Details
- Where: Sidney High School
- When: April 27, 2017
- Doors open at 5:30 p.m.
- Program Begins: 6:30 p.m.
- Early Bird Pricing: $25/person
- Early Bird Pricing Ends Feb. 28, 2017!
Limited Seating and Registration for this Event