Here’s a first look at what’s taking shape in San Diego:
- Mainstage moments designed to challenge how you think about growth, leadership, and longevity
- Advisor-led conversations grounded in real strategies and real results
- Partner insights that connect directly to how you scale your business
- Wellness experiences built to elevate your performance—not just your schedule
Each day is intentionally structured to build momentum:
April 20th: Welcome Reception & Dinner – 6:00 pm
April 21st: Bigger — By Design
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- 8:00 am – 11:30 am General Session
- Designing What’s Next: Building Bigger Opportunities for Advisors, AD David, President & CEO ESI
- Bigger. Better. Bolder. – Together: The National Life Perspective, Mehran Assadi, President & CEO National Life
- Advisor Panel – Bigger by Design: Building Without Losing What Matters Most, Spencer Bateman, Chuck Creighton, Tyler Degeneffe, and Michelle Lawrence, moderated by Lauren Finney
- Investing in Turbulent Times, Paul Ma, VP & Lead Portfolio Strategist, Fidelity Institutional
- 8:00 am – 11:30 am General Session
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- 5:00 pm – Awards Reception & Dinner
April 22nd: Better — By Design
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- 8:00 am – 12:00 pm General Session
- Advisor Voice: An EFAC Update, Paul Sortino, EFAC Chair and President, Sortino Financial Group
- The Bigger Picture: How ESI’s Leadership is Designing the Future, Greg Teese, Brian Nelson, Rob Franklin, Rich Whalen and moderated by AD David
- View From the Hill, Jillian Enoch, Director, Public Policy & Government Relations, Fidelity
- Advisor Panel – Better by Design: The Business Runs Better When You Do, Scott Maitland, Dan Wolodkiewicz, Tim Dunneback, moderated by Lauren Finney
- You Have the Power to Feel Your Best: Expanding Human Capacity, Matt Johnson, On Target Living
- 8:00 am – 12:00 pm General Session
- 1:30 pm – Restore – An optional 45-minute restorative session, Matt Johnson, On Target Living
- 5:45 pm – Dine Arounds hosted by ESI’s Strategic Partners
April 23rd: Bolder — By Design
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- 6:00 am – Get Up & Move, an optional sweat session led by Matt Johnson, On Target Livie
- 8:00 am – 10:30 am – General Session
- Ownership in Action: A Bolder Conversation, Rebecca Dunne, EVP Affiliated Distribution, National Life & AD David, President, ESI, moderated by Brian Nelson, Head of ESI Growth Strategy
- Symposium Keynote – Stay Tuned!
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- 5:00 pm – Final Night Celebration
This isn’t just an agenda.
It’s a blueprint for what’s next.
More details to come—but for now, know this:
Every session, every moment, every experience is being built with purpose.
We can’t wait to share more.