DON CONNELLY
Presentations​
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Don’t Listen to the Short Term Noise
A reassuring look at how investors can maintain confidence, clarity, and peace of mind during periods of market uncertainty by focusing on long-term goals rather than short-term headlines. This presentation provides practical perspective that help reduce emotional decision-making and reinforce disciplined investing.
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The Litany of Disaster
A review of the many crises, setbacks, and headlines that have challenged investors throughout history—and why markets have continued to move forward. Through stories, perspective, and historical context, participants will gain confidence in the value of staying invested and focused on long-term objectives.
MATT JOHNSON
Presentations​
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You Have the Power to Feel Your Best
An energizing and practical keynote built around the proven REST EAT MOVE framework. In a world filled with stress, burnout, and health confusion, this presentation cuts through the noise and brings audiences back to the foundational habits that drive energy, clarity, and performance. Through engaging stories, humor, and real-life application, attendees learn how small, intentional daily actions can create powerful change — both personally and professionally. Participants leave feeling motivated, empowered, and equipped with simple tools they can immediately apply to improve how they feel, think, and perform every day.
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Decoding Your Health
A fun, engaging, and educational deep dive designed to help you better understand what may be holding you back from feeling your best. Many people today are overworked, sleep-deprived, undernourished, and overmedicated — often without truly understanding why. In this session, you’ll learn how to listen to what your body is telling you, understand the key health numbers that matter most, and — more importantly — how to begin improving them. You’ll also gain clarity on how to have more productive conversations with your healthcare professionals so you can become an active participant in your health journey. Don’t miss the opportunity to invest in your greatest asset — your health.
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​Expanding Human Capacity in an AI World
​As AI accelerates and competition continues to grow, the real differentiator isn’t more technology — it’s stronger human capacity. The people who will thrive in the future are those who protect and strengthen their foundation so they can think clearly, make better decisions, and show up with confidence and purpose. This message centers on a simple truth: how you rest, eat, and move directly shapes your focus, energy, and drive. In a world where attention is stretched stress is constant, these foundational habits are what allow you to stay grounded, resilient, and fully present in your work and life. This keynote shows individuals how to expand their human capacity, elevate performance, and use modern tools more effectively — without losing the human qualities that no algorithm can replace.
CRAIG KIRKPATRICK
Presentations​
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How to Use AI in Your Everyday Life
An introduction to the practical ways artificial intelligence can simplify daily tasks, improve productivity, and save time. Participants will explore real-world applications and easy-to-use tools that can help with communication, organization, research, and everyday decision-making.
JEFF LANZA
Presentations​
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Simple Safeguards: How to Stay Safe From Cyber Crime and Identity Theft
A practical look at the most common digital threats facing advisors and their clients, with straightforward, high-impact protections you can implement immediately to reduce risk and build trust.
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Protecting the Generations: How to Keep Your Family Safe from Fraud
This program helps financial advisors understand evolving fraud risks affecting every generation—from children to aging parents—and provides actionable strategies families can use to stay vigilant, reduce exposure, and protect long-term financial security.
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Protecting Clients From Today’s Fastest-Growing Scams: How Financial Advisors Can Recognize Fraud, Protect Clients, and Strengthen Trust
Today’s criminals use artificial intelligence, social engineering, romance scams, investment fraud, and sophisticated impersonation schemes to manipulate even intelligent, financially successful people. Financial advisors are often the last line of defense—and are uniquely positioned to recognize the warning signs before clients become victims.​
BRIAN SULLIVAN
Presentations​
How Top Financial Advisors Win New Clients
From attracting new clients to strengthening existing relationships, this program explores six proven strategies for growing your client base. Participants will leave with practical tools, clear direction for putting these strategies into action, and a focused 90-day implementation plan.​
