The 2018 McGehee Group Annual Advisor Conference is quickly approaching!
Welcome to our conference landing page, your central location for all event details and speakers.
As always, we’ve assembled the best and brightest throughout the financial services industry to bring you a group of speakers and presentation topics to help take your business to new heights.
All attendees will be staying at the beautiful VDARA Resort & Spa. A block from the Strip, this all-suite, gaming-free hotel is tucked behind the Bellagio and Cosmopolitan and is a 5-minute walk from CityCenter.
McGehee Group XIV Annual Advisors Conference
The 2018 McGehee Group Annual Advisors Conference is quickly approaching. Welcome to our conference landing page which can serve as your central location for all event details and speakers. See you in October!
Why Attend the McGehee Group Annual Advisors Conference?
The Annual Advisors Conference is a long standing tradition for The McGehee Study Group. The inaugural McGehee Group Advisors Conference was held in 2004, and was the first meeting of its kind in the industry to bring together members and their respective referral sources to showcase their cumulative strength as a professional study group, as well as to build their individual advisor relationships.
Our World Class Speakers
Jordon Katz | 2018-2019 Vice President, The McGehee Group, Inc.
Simon Winchester | Award-Winning Author of The Perfectionists
David W. Berson, Ph.D, | Senior Vice President & Chief Economist, Nationwide
Marvin E. Blum, J.D., C.P.A. | Founder and Managing Partner, The Blum Firm, P.C.
Jamie Mendelsohn | Executive Vice President,
The Ashar Group
Ken Kies | Managing Director, Federal Policy Group, LLC
Robert S. Keebler | CPA/PFS, MST, AEP (Distinguished), CGMA, Keebler & Associates, LLP
Open Forum – Question & Answers
Moderated by Eamon Walsh | McGehee Group Member
Guest Advisors to Be Named…
Number of participants is limited!
Don't miss your seat. Join the experience in Las Vegas this Year!
Vdara Hotel & Spa | Las Vegas, Nevada
Vdara Hotel & Spa | Las Vegas, Nevada
Vinoly Grand Ballroom, Vdara Hotel & Spa | Las Vegas, Nevada
Hotel Accommodations2600 W Harmon Ave, Las Vegas, NV 89158
Modern, upscale suites all have WiFi, media hubs, and flat screen TVs plus living and dining areas, soaking tubs and kitchenettes. Larger suites have full kitchens, washer/dryer and/or additional bedrooms and bathrooms.
Hotel PerksPhone: (866) 745-7767
Perks include a luxe spa, a fitness center, an outdoor pool with cabanas, and a dog park. Dining options include a casual market café, a poolside lounge, and a sophisticated bar serving small plates.
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The McGehee Group Profile
Formed in 2005, The Frank McGehee Group, Inc. (more commonly referred to as The McGehee Group – said Ma-Gee) is a professional study group comprised mainly of key principals from 29 of Partner Financial’s largest life insurance producing firms. PartnersFinancial is a subsidiary of National Financial Partners. These 29 firms are responsible for a substantial percentage of the total production for Partners Financial. This study group provides a forum for each member to share best practices, cutting-edge insurance and financial strategies and ideas for practice management.
The study group meets three times a year. They typically have two members-only meetings, one in the spring and one mid-year. Outside speakers and fellow members are engaged to brief the membership on new products, strategies, tax laws and financing options, as well as a myriad of other topics.
Each year in the fall, The McGehee Group holds its largest meeting, the Advisors Conference in Las Vegas, a long standing tradition for The McGehee Study Group. The inaugural McGehee Group Advisors Conference was held in 2004, and was the first meeting of its kind in the industry to bring together members and their respective referral sources to showcase their cumulative strength as a professional study group, as well as to build their individual advisor relationships. This three-day interactive meeting allows members and their most important advisors, primarily CPA’s, Estate Planning Attorneys and Trust Officers, the opportunity to strengthen their relationships and to explore and learn about new opportunities for working together, better serving their clients and improving their practices.
All The McGehee Group meetings are funded by member dues and outside sponsorships.