See you again in 2024!

GET READY TO BUILD YOUR MOMENTUM

THE EVENT FOR INVESTMENT AND MARKETING MASTERY

We are excited for you to join us and enjoy the fusion of business and pleasure while taking in the unmatched views of the panoramic Las Vegas Strip. Acquire a deeper understanding of the Marketing Systems, Technology tools and Investment Manager strategies offered through Wealth Watch Advisors. We’re confident you will leave fully equipped for explosive growth in your business!

EVENT SCHEDULE

HAPPY HOUR- Wednesday 23rd

August 23rd from 6:00 PM-8:00 PM
Eat, drink, and connect with us at our happy hour event on Wednesday. You are invited to join us and have a relaxing evening with our brilliant team members, sponsors, stellar marketing pros, entertainment and live music.

Main Conference- Thursday 24th

August 24th from 8:00 AM-3:30 PM
Welcome to Momentum! Make the most of your experience by engaging with our network of carriers and sponsors. Visit with carriers and professionals, attend inspiring sessions, and be sure to visit our sponsors booths.

Main Conference- Friday 25th

August 25th from 8:00 AM-12:00 PM
The event continues! Take advantage of our networking meetings, visit our partners' booths, and take part in educational presentations.

EVENT HIGHLIGHTS FOR 2023

Our goal is to equip you with all the tools you need to expand your business. Check out a few of our featured speakers attending this year!
BRIAN GALLARY
Senior Vice President and Head of Strategy and Consulting, First Trust


Brian Gallary is the most requested Practice Management speaker at First Trust. His mastery of Behavioral Psychology and his simple approach to gathering assets allowed him to build two firms, totaling over $2 Billion in AUM. We are honored to have him speak at our annual Vegas event this August. Brian will be sharing the secrets to his brilliant strategy that you can immediately implement in your own practice.

Brian’s methodology is even more effective today and does not require thousands of dollars in marketing expenses. Forget fancy dinner seminars, radio, or even social media campaigns. Every advisor can use Brian’s approach to dramatically increase their AUM right away. Don’t miss this incredible opportunity to learn from an industry icon.


AL CAICEDO
CEO, Virtual Apex

AARON DOMINO
President & Chief Search Strategist, OnimodGlobal Digital Marketing


Al Caicedo and Aaron Domino have truly cracked the code on Virtual Marketing and how to build a Digital Practice.

Results speak for themselves - $33 Million in 2020! Al and Aaron have spent the time and money to consistently get Bigger Cases for less Investment Dollars. Best of all, advisors who work the program are not confined to their local market, rather they can work anywhere, and with clients nationwide. Believe us, there is no one in our industry that has figured out the secrets to Digital Online Selling like they have.

DAN BECK
CEO, Co-founder, 401GO


401GO has truly revolutionized the 401k space for small to mid-sized businesses through automation that greatly simplifies the implementation process, and ongoing company servicing, and participant interaction.

Dan Beck, CEO of 401GO will share how his company has been a major disruptor in the industry. 401GO’s pricing, offerings, and service are unparalleled. For any advisor who is working with 401(k)s, or solo 401(k)s, this service is a must.

Additionally, each advisor in attendance will leave the event with proven phone scripts and a list of all of the 401(k)s within a 30 mile radius of their office provided by Howard Capital Management. 

MICHAEL RATAY
VP Structured Notes, First Trust


The S&P 500 is up around 3% over the past 24 months. Clients have seen tremendous volatility and are looking for a safe haven that will give solid growth potential with minimal downside risk. What are you doing to smooth out the ride for your clients?

If you haven't looked at Structured Notes, you may be missing out on a huge opportunity to give your them consistent, reliable returns and/or income with minimal risk. Learn from Michael Ratay, VP of Structured Products at First Trust, how simple it can be to implement this valuable solution as part of a client's retirement portfolio.  
MOMENTUM 2023 AGENDA
We are preparing for the biggest Momentum Event yet!
You will be educated, equipped and inspired while soaking in all of the amenities at the newest Resort/Casino on the Las Vegas Strip – Resorts World.

Acquire a deeper understanding of the Marketing Systems, Technology tools and Investment Manager strategies offered through Wealth Watch Advisors. 

COUNTDOWN TO MOMENTUM 2024

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BOOK YOUR LUXURIOUS CONRAD ROOM

This year, Wealth Watch Advisors is going big with highly discounted rates on luxurious and upgraded Conrad rooms. Book yours today, before these offers are gone!
Experience a unique blend of luxury and technology that the Resorts World has to offer. During your stay, enjoy unmatched views of the panoramic Las Vegas Strip through the hotel's gorgeous floor-to ceiling windows and spacious outdoor terrace. Savor a variety of award-winning foods and beverages ranging from fine-dining to quick-service venues that include prime steaks, Asian fusion and homemade pastas.

Reservation information coming 2024

Further information for 2024 will be added later.
We give our agents & advisors access to...
Wealth Watch is an RIA designed for Advisors who want to experience explosive growth in their individual practice while being connected to a larger, nationwide team of professionals and support staff.

Our Advisors have a focus on providing superior solutions for their clients, and have access to our proven marketing systems designed to affordably put them in front of qualified prospects on a consistent basis. Through simple but powerful technology platforms, Wealth Watch Advisors allows you to spend more time with clients, and not on back-office tasks.

Visit wealthwatchadvisors.com for more information

Visit wealthwatchadvisors.com for more info

GUEST SPEAKERS FOR 2023

Hear from some of the top names in the business. Additional speakers coming soon.
DAVID SHIELDS
CEO- Wealth Watch Advisors
BILL GASTL
COO- Wealth Watch Advisors
CASEY RYDER
Director of Operations-
Wealth Watch Advisors
MIRIAM SCHAFER
Investment Advisory Operations Specialist- Wealth Watch Advisors
JAMES JURICA
Director of Advisor Development-
Wealth Watch Advisors
PHIL KOSMALA
CFA & Co-Founder-
Taiber Kosmala
BRIAN GALLARY
SVP, Head of Strategy & Consulting- First Trust
MATT PARKER
First Trust
MIKE PUCK
ZEGA Financial
JAMES MARKOE
Regional Sales Director-
Legacy Marketing
RYAN BORER
President- Fusion Capital Management
MICHAEL RATAY
VP Structured Notes - 
First Trust
AARON DOMINO
President & Chief Search Strategist- Onimod Global
AL CAICEDO
CEO- Virtual Apex Advisors
DAN HORNBAKER
Regional Vice President- Howard Capital Management
RQ SWANN
Regional Wholesaler - Howard Capital Management
DAN BECK
CEO, Co-founder- 401GO
CASEY ABBOTT
Regional Vice President, Nationwide
KEVIN UNTERBRINK
Divisional President, Nationwide
MIKE WALLIN
President - LifeArc
JOSEPH FRIEDMAN
CFP 529 Specialist- Principal Scholar’s Edge
RICK MCCLANAHAN
CEO, FFE - Foundation for Fiduciary Education

RERVATION INFORMATION

COMING IN 2024


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