Sales & Networking 2025
April 28th - May 1st
We are excited to welcome you to Sales & Networking 2025, an exclusive event designed to inspire, educate, and connect financial professionals.
Taking place from April 28 – May 1, 2025, in the vibrant city of Cincinnati, Ohio, this year’s forum promises dynamic discussions, impactful networking opportunities, and valuable industry insights. Sales & Networking 2025 offers a sophisticated and engaging atmosphere where advisors can gain new strategies, share best practices, and build lasting relationships.
What to Expect:
- Kick off the event with an evening Welcome Reception.
- Two full days of insightful sessions, expert speakers, and engaging discussions.
- (Special Add-On) A ½ day session exclusively for Madison Avenue Securities Registered Reps.
Your 2025 Featured Speakers
Seb Terry
Sebastian "Seb" Terry, bestselling author and globally recognized speaker, is set to inspire at our upcoming Sales and Networking event as our keynote speaker.
Renowned for his journey of pursuing 100 life goals, Seb has spent over 15 years empowering individuals and organizations to harness passion as a catalyst for transformation. His keynote, Passion and Peak Performance, blends powerful storytelling with humor, delivering actionable strategies to create inspired work environments, drive sustainable success, and merge performance, culture, and mindset.
With a focus on unlocking limitless potential, Seb will challenge us not just to adapt to change, but to create it—fueling growth, connection, and peak productivity. Don’t miss this opportunity to learn how passion and purpose can elevate both personal and professional success.
Houston Owens
Houston Owens is a dedicated financial advisor who has mastered the art of educating clients on securing their financial future.
Through his unwavering commitment to refining his Legacy Protection Seminar, Houston has not only elevated his presentation skills but also achieved an impressive 36% increase in premium.
Join Houston as he shares his proven strategies for delivering impactful presentations that drive engagement, build trust, and ultimately lead to greater success in financial planning. Whether you're looking to enhance your own client interactions or gain valuable insights into legacy protection, this session is a must-attend.
Two-Day Training Agenda
11:00 AM - 4:00 PM
Arrivals & Registration
6:00 PM - 9:30 PM
Asset’s Welcome Reception
Meet in the lobby at 5:45 PM for bus departure.
The American Sign Museum in Cincinnati is the largest public museum in the US dedicated to signs, showcasing over 100 years of American sign history, including vintage signs, neon displays, and sign-making tools, with a focus on preservation and education.
7:00 AM - 8:00 AM
Breakfast
8:00 AM - 8:15 AM
My Journey to Purpose and Impact in the Financial Services Industry
(Jennifer Schendel - President & CEO, Asset)
8:15 AM - 8:30 AM
Advisor Speaker: The Path to Excellence
(Rob Richey, President & CEO, SRSWM)
8:30 AM - 9:45 AM
Keynote Speaker: Passion and Peak Performance
(Seb Terry, Keynote Speaker & Author)
9:45 AM - 10:15 AM
Break
10:15 AM - 11:15 AM
Advisor Panel: Ask Me About - Strategies That Drive Real Results
(Rayna Beaty - Director, Marketing & Creative Services, Asset)
11:15 AM - 11:30 AM
Advisor Speaker: Unlock Your Full Potential
(Brian Akers - President & Founder, Wealth Advisor, Akers Financial)
11:30 AM - 12:30 PM
Lunch
12:30 PM - 12:45 PM
"Ho'opa'a i nā hōkū" (Reach for the Stars)
(Sam Payne - SVP Business Consultant, Asset)
12:45 PM - 1:00 PM
EquiTrust
1:00 PM - 2:00 PM
Advisor Panel: Guided by Integrity - Delivering the Right Solutions for Every Client
(Josh VerHoeve - VP, Annuity & Life Distribution, Asset)
2:00 PM - 2:30 PM
Break
2:30 PM - 2:45 PM
Advisor Speaker: New Beginnings: Turning Setbacks into Success
(Mike Gilman - Managing Member, GRIP Financial)
2:45 PM - 2:50 PM
Networking Session Overview
(Dee Costa - SVP, Business Consultant, Asset)
2:50 PM - 3:00 PM
Passing Break
3:00 PM - 4:00 PM
Networking Session: Cultivating a Culture of Collaboration
4:00 PM - 4:10 PM
Passing Break
4:10 PM - 4:30 PM
Day 1 Wrap-Up: Celebrating Wins & Exciting Giveaways!
(Kurt Metcalfe - SVP, Annuity Sales Consultant)
6:00 PM - 9:30 PM
Networking Mixer
Meet in the lobby at 5:45 PM for bus departure.
TQL Stadium, the home of FC Cincinnati, is a soccer-specific stadium in Cincinnati's West End neighborhood, seating approximately 26,000 spectators, and features a 360-degree canopy roof and a natural Bermuda grass surface.
7:00 AM - 8:00 AM
Breakfast
8:00 AM - 8:30 AM
Stronger Together: Key Takeaways from Peer Networking
(Bruce Beaty, Dee Costa, Sam Payne - SVP, Business Consultants, Asset
& Chris Wood - VP, Business Consultant, Asset)
8:30 AM - 9:30 AM
The Power of Business Planning: Blueprint for Success
(Bruce Beaty, Dee Costa, Sam Payne - SVP, Business Consultants)
9:30 AM - 9:45 AM
Advisor Speaker: Making an Impact - The Power of Giving Back
(Daniel NeSmith - President & CEO, Security First Asset Management)
9:45 AM - 10:15 AM
Break
10:15 AM - 11:30 AM
Advisor Speaker: Protecting Your Legacy - Securing What Matters Most
(Houston Owens - President, Wealth Advisor, Legacy Planner, Growth & Wealth Financial)
11:30 AM - 12:30 PM
Lunch
12:30 PM - 1:30 PM
Breakout #1
Marketing Solutions: Data Mining and Prospecting Tools
(Chloe Schmidt, Abi Jaramillo - Marketing Consultants, Asset)
Life Insurance Uncovered: Understanding Products & Niches
(Josh VerHoeve - VP, Annuity & Life Distribution, Asset)
Your Roadmap to Success: An Interactive Journey to Achieving Goals
(Bruce Beaty - SVP, Business Consultant, Asset, & Chris Wood - VP, Business Consultant, Asset)
1:30 PM - 1:40 PM
Passing Break
1:40 PM - 2:40 PM
Breakout #2
The Life Insurance Playbook: Strategies for Success
(Marty Willenborg - SVP, Training & Advanced Life Sales, Asset)
Building Your 'Why' Story: A Powerful Foundation for Life and Business Success
(Dee Costa - SVP, Business Consultant, Asset)
Product Solutions: Finding the Right Fit for Every Need
(Kurt Metcalfe - SVP, Annuity Sales Consultant, Asset)
2:40 PM - 2:50 PM
Passing Break
2:50 PM - 3:50 PM
Breakout #3
Marketing Solutions: Keys to Seminar Success
(Chloe Schmidt, Abi Jaramillo - Marketing Consultants, Asset)
Product Solutions: Finding the Right Fit for Every Need
(Kurt Metcalfe - SVP, Annuity Sales Consultant, Asset)
Navigating AI Platforms with Confidence
(Sam Payne - SVP, Business Consultant, Asset)
3:50 PM - 4:00 PM
Passing Break
4:00 PM - 4:30 PM
Grand Finale: Celebrating Together with Gratitude & Giveaways!
(Jennifer Schendel - President & CEO, Asset, Bruce Beaty, Dee Costa, Sam Payne - SVP, Business Consultants, Asset, Chris Wood - VP, Business Consultant, Asset, & Rayna Beaty - Director, Marketing & Creative, Asset)
6:00 PM - 9:30 PM
Sendoff Supper
Meet in the lobby at 5:30 PM for bus departure.
Cincinnati Distilling, located in Milford, Ohio, is a brewery, cidery, and distillery that produces handcrafted spirits, including bourbon, whiskey, vodka, and rum, with a focus on both traditional and experimental flavors.
MAS Registered Reps - 1/2 Day Training
7:00 AM - 8:00 AM
Breakfast
8:00 AM - 8:30 AM
Welcome & Company Update
(Marty McNees - President, MAS)
8:30 AM - 9:00 AM
The U.S. Economy and Market Update
(Bob Seawright - Chief Investment & Information Officer, MAS)
9:00 AM – 9:30 AM
Product Updates & Discussion
(Mike Olsen - Due Diligence Analyst, MAS)
9:30 AM – 10:00 AM
Business Owner M&A Discussion – Advisor Opportunities
(Special Guest Speaker)
10:00 AM – 10:30 AM
Break
10:30 AM – 11:00 AM
Annual Compliance Meeting
(Gail Jensen - Chief Compliance Officer, MAS)
11:00 AM – 11:30 AM
Madison Technology Updates
(Villy Fixsen - Chief Operating Officer, MAS)
11:30 AM – 12:00 PM
Product Discussion
(Marty McNees - President, MAS)
12:00 PM
Boxed Lunch and Departures
* Daily schedule subject to change
** Only for MAS Registered Reps
Thank You To Our Premier Sponsors
About the Event Venue
Hyatt Regency Cincinnati
Due to a blown transformer at our old venue, Sales & Networking is now at the beautiful Hyatt Regency Cincinnati!
If you’re already registered for Sales & Networking, your room booking will automatically be transferred to the Hyatt Regency Cincinnati – no action is needed on your part.
If you still need to register, you can book your room at our contracted rate using the link below:
The Hyatt Regency Cincinnati, located in the city’s vibrant downtown, is a premier venue that offers modern accommodations and excellent amenities. With spacious meeting spaces and easy access to the airport, the Hyatt Regency Cincinnati ensures a top-tier experience for all attendees.
Hyatt Regency Cincinnati
151 West Fifth Street
Cincinnati OH 45202
Tel: +1 513 579 1234
Fax: +1 513 354 4299
Travel Information
The Cincinnati/Northern Kentucky International Airport (CVG) is about 13 miles from the Hyatt Regency Cincinnati. Please plan your transportation accordingly.
Receptions & Off-site Events
Frequently Asked Questions
We have events scheduled for the entire week of April 27th.
Sales & Networking begins the evening of Monday, April 28th, through Wednesday, April 30th ending at 5:00 PM, with additional ½ day add-on meeting for Madison Avenue Securities Registered Reps.*
* Madison Avenue Securities is hosting a specialized half-day session on Thursday, May 1st, for eligible participants.
** If you are a main stage speaker, please work with the events team to have your travel approved prior to booking to allow for adequate rehearsal time.
Please contact your Business Consultant for details on how to access the registration site.
IMPORTANT REMINDER: Please be sure to request your rooms through the registration site to take advantage of the block rate and amenities we have secured on your behalf with The Hyatt Regency Cincinnati.
To qualify for Sales & Networking 2025, attendees must have achieved $500,000 in production with Asset within the last 12 months. Exceptions may be made at the discretion of your Business Consultant for those who are newer to Asset or are part of a qualified agency. In this case, sessions, receptions, off-sites, as well as breakfasts and lunches during the event will be covered by Asset.
Attendees who do not meet the $500,000 production requirement may still attend the event by paying a fee of $500.
Important Note: You will be responsible for arranging airfare to and from Cincinnati, along with airport transfers to and from the hotel. You will also need to provide a credit card at the time of hotel check-in for your hotel stay.
Access to all presentations and training sessions over the event duration (limited to Asset Advisors)
- Welcome Reception | Monday, April 28
- Asset hosted Breakfast and Lunch | Tuesday, April 29 & Wednesday, April 30
- Asset hosted Off-Site Mixer | Tuesday, April 29
- Asset hosted Off-Site Mixer for those staying until Thursday | Wednesday, April 30
Yes! If your guest will be sharing a room with you, then please indicate that on the registration site.
Here are the fee breakdowns for guests and those sharing rooms:
- Spouse/Staff/Guest rate: $400
- Licensed Advisors must register as an Asset Advisor on the registration site
We will try to accommodate as best as possible, however, due to availability we cannot guarantee a change will be possible.
If you have questions about any pre- or post-meetings scheduled with your BC, please reach to them directly.
All General Sessions, Breakouts, & Study Groups
Business Casual
- For men that would include nice slacks, crisp button-down shirts, nice shoes, with the option of wearing a sport coat.
- For women: nice pants, skirt, blouse, dress.
Note: Conference ballrooms tend to be chilly so please bring a blazer or a sweater.
Welcome Reception & Off-Site Events/Mixers
Smart Casual
(Neat and comfortable; anything smarter than a tracksuit, but less formal than a suit)
- For men that would include a nice shirt paired with denim jeans, khakis, or trousers. Sport coats are optional.
- For women: That means a blouse paired with denim, trousers, skirt, or a casual dress.
Tip: Wear layers and comfortable shoes
We are excited to host you in the vibrant city of Cincinnati! This year, we'll be at The Hyatt Regency Cincinnati, located in the heart of downtown Cincinnati.
The Hyatt Regency Cincinnati
151 W 5th St
Cincinnati, OH 45202
Tel: 513-579-1234
You can learn more about the hotel on their website by clicking here.
Requests for pre- and/or post stays are based on availability. Space is limited and will be on a first-come, first-served basis. All hotel room costs will be at the attendee's own expense.
The negotiated room rate is $189 per night, not including taxes. You will be required to present a personal credit card for payment upon check-in. This room rate is not guaranteed for pre- and post-dates.
Travelers wishing to extend their stay will receive a confirmation email once the hotel confirms availability. Please do not book your air until additional nights have been confirmed.
All accommodations include either one King or two Queens. Your specific request will be noted, but cannot be guaranteed.
UBER, Lyft, taxis, and car rentals are all available. The Hyatt Regency's Concierge would be delighted to assist you with your travel plans and are local experts who would love to help make your trip to the Cincinnati area even better.
If driving, please note: Self-parking is available as well as valet.
Hotel Overnight Self-Parking is is complimentary. Valet is $46 per day.
The average weather in Cincinnati is expected to range from highs in the upper 60s to lows in the 40s. Rain is not out of the question.
Planner Tip: Check the local forecast before packing for your trip.
There is an opportunity to indicate special dietary restrictions during the registration process. We will do our very best to accommodate your requests.
There are both a hospital and urgent care facility located within close proximity of the hotel.
Please note: You should discuss any existing medical issues/concerns with your healthcare provider prior to participating in this program and alert them to your dates of travel.



