paving the trail to

an exclusive event in the heart of bourbon country

2 0 1 6 a d v i s o r s y m p o s i u m

Retirement Success

2 0 1 6 a d v i s o r s y m p o s i u m

aboutThe Conference

May 16th-18thThe Seelbach HiltonLouisville, Kentucky

The purpose of the Unified Trust Advisor Symposium is to equip you to deliver a new value proposition to your clients. Our goal at Unified Trust is to work with advisors who want to focus on participant outcomes and to provide them with the education to get there.

The 2016 Advisor Symposium will also feature a pre-conference Advisor Marketing Workshop with Rebecca Hourihan of 401(k) Marketing on the afternoon of Monday, May 16th.

In addition to nearly a dozen education sessions, the 2016 Symposium also features an exclusive evening at the world famous Jim Beam Distillery! Experience the bourbon making process, take in the beautiful surrounding landscapes and enjoy an after-tour tasting of Kentucky bourbon plus a delicious southern inspired dinner.

To register for the Unified Trust Advisor Symposium visit https://advisorsymposium2016.eventbrite.com.

Hotel informationAttendees are responsible for the booking and payment of their hotel stay.

The Seelbach Hilton Louisville500 South Fourth Street, Louisville, KY 40202Telephone: (502) 585-3200

To book your hotel rooms please visit http://www.hilton.com/en/hi/groups/personalized/S/SDFSHHF-UTC-20160516/index.jhtml?WT.mc_id=POG. This will take you directly to the Advisor Symposium Reservation Site. Symposium attendees will receive a discounted standard room rate of $159. To take advantage of this special rate, rooms must be reserved by April 16th, 2016.

Please note: The system will default you to a check in date of Monday, May 16th. If you are planning to attend the pre-conference workshop and are unable to travel in the morning of the workshop you may need to arrive on Sunday, May 15th.

airline transportationAttendees are responsible for the booking and payment of their air transportation.

Louisville International Airport (SDF) is located in Louisville and is approximately 15 minutes from The Seelbach Hilton.

Bluegrass Airport (LEX) is located in Lexington and is approximately 75 miles from Louisville.

Cincinnati/Northern Kentucky International Airport (CVG) is approximately 95 miles from Louisville.

Ground transportation The Seelbach Hilton offers a complimentary airport shuttle to and from the Louisville International Airport. To best utilize the hotel shuttle, please communicate your arrival and departure times to the Seelbach Hilton.

Rental cars are recommended if not flying into the Louisville International Airport as shuttle service is not available from outlying airports. Please note that the Seelbach Hilton does charge a $22 self-parking fee per day or $26 valet-parking fee per day.

attireAll sessions during the Advisor Symposium are business casual. Please note the hotel conference rooms tend to be cold, so you might want to pack a sweater or light jacket.

Event Information

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The Pre-Conference Advisor Marketing Seminar features:

rebecca Hourihan401(k) Marketing

The 2016 Unified Trust Advisor Symposium is proud to present the following speakers:

David meadKeynote, Simon Sinek Team

Blaine aikinKeynote, fi360

Dr. Greg KastenUnified Trust Company

Joe anthonyGregory FCA

Jeff HallRather & Kittrell

al CurnowHigh Performing Culture

Jason GrantzUnified Trust Company

Joe reeseUnified Trust Company

Justin morganUnified Trust Company

Diana JordanUnified Trust Company

Speaker Lineup

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Continuing EducationThe agenda for the Unified Trust Advisor Symposium is designed with Continuing Education in mind. We work diligently to make sure that the content is relevant to the industry, taught by subject matter experts and each session is at least 60 minutes in length. Most CE programs do not pre-approve sessions meaning that Unified Trust cannot submit them to governing organizations to see if they will be pre approved for CE credits. Rather the majority of CE programs in the industry are self-report, requiring the individual applying for CE to ensure that the session meets the criteria set forth by the organization for which they are applying for CE credit. To assist with this process, Unified Trust keeps a record of all attendees at the event. We will also provide all attendees with a copy of the presentations and a certificate of course completion.

The only CE credits that are pre-approved for 2016 are for the following designations:

» Certified Financial Planner (CFP®): Nine (9) CE Credits Approved » C(k)P Designation: Eight (8) CE Credits Approved

Please note to receive CE credit for the CFP designation, attendees must provide Unified Trust with their CFP number, last four digits of SSN, and sign in and out of the conference.

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Monday, May 16th

advisor marketing workshop

12:00—1:00 Lunch

1:00—2:30 Pre- Conference Workshop- Part 1Rebecca Hourihan, 401K Marketing

2:30—2:45 Break

2:45—4:00 Pre- Conference Workshop- Part 1Rebecca Hourihan, 401K Marketing

The 2016 Advisor Symposium will feature pre-conference Advisor Marketing Workshop with Rebecca Hourihan of 401(k) Marketing on the afternoon of Monday, May 16th.

Be the retirement Plan leader in Your CommunityHow many retirement plans are in a 50-mile radius of your office? How many participants are in those plans? What if all the plans and participants knew your name and unique value? During this special marketing workshop, you will learn how to leverage your retirement plan knowledge through referral networking and content marketing. You will learn how to boost existing relationships to gain an introduction to new retirement plan clients. You will also hear nine content easy and low-cost marketing tips to implement within your practice. Together, this workshop will arm you with the success principles needed to brand, prospect, and market within the modern retirement plan marketplace. At the end of this three-hour session, you will have a customized marketing template that your office can implement plus the tools and knowledge necessary to be the retirement plan leader in your community

Marketing Workshop

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Conference Agenda

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Conference Day One: Tuesday, May 17th

7:30—8:00 Registration & Breakfast

8:00—8:15 Welcome & IntroductionLee Topley, Unified Trust

8:15—9:30 Keynote: Start with WhyDavid Mead, Simon Sinek Team

9:30—10:45 Why Industry Benchmarks Fall ShortDr. Greg Kasten, Unified Trust

10:45—11:00 Break

11:00—12:00 Today’s Media Landscape & How It Impacts Your Retirement Plan BusinessJoe Anthony, Gregory FCA

12:00—1:00 Lunch

1:00—2:00 Cashing in on Cash BalanceJason Grantz, Unified Trust

2:00—3:00 How to Score a Touchdown (and extra point) with your Retirement Plan BusinessJeff Hall, Rather & Kittrell

3:00—3:15 Day One Closing Remarks

4:00 Bus Leaves for Jim Beam Distillery

Monday, May 16th

6:30—8:30 Opening Reception & Dinner

Conference Agenda

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Conference Day Two: Wednesday, May 18th

7:30—8:00 Breakfast

8:00—8:15 Opening RemarksLee Topley, Unified Trust

8:15—9:30 Keynote: The State of the IndustryBlaine Aikin, fi360

9:30—10:30 Build a High Performing Culture to Grow Your PracticeAl Curnow, High Performing Culture

10:30—11:00 Break

11:00—12:00 What you need to know about 3(16) ServicesJoe Reese & Justin Morgan, Unified Trust

12:00—1:00 Working Lunch: How to Achieve that ‘Aha Moment’ with ParticipantsDiana Jordan,Unified Trust

1:00—1:15 Closing StatementLee Topley, Unified Trust

2 0 1 6 a d v i s o r s y m p o s i u m

on the topic of bourbon

all Bourbon is Whiskey but not all Whiskey is Bourbon

the law of Bourbon

an evening atJim Beam Distillery

The 2016 Unified Trust Advisor Symposium will be held in Lousiville, Kentucky, the heart of Bourbon Country!

The Scots have their Scotch. Italians, their wine. Russians, their Vodka. In America, we’ve got our Bourbon. Known as “America’s Native Spirit,” bourbon whiskey is the only alcohol that is a distinctive product of the United States.

In Kentucky, we take pride in that, especially considering 95 percent of this corn-based, caramel colored smooth-sipping icon is distilled, aged and bottled right here in the state’s Bourbon Country. It’s big business for the Bluegrass State. But more than industry, Bourbon is a culture, a history and heritage built by generations of Kentuckians from as early as the late 18th century.

Today, we honor this heritage with the legendary Kentucky Bourbon Trail®. The 2016 Advisor Symposium will give you opportunity to experience a piece of the Kentucky Bourbon Trail with an exclusive evening at the world famous Jim Beam Distillery! Experience the bourbon making process, take in the beautiful surrounding landscapes and enjoy an after-tour tasting of Kentucky bourbon plus a delicious southern inspired dinner.

Bourbon is kind of like whiskey’s “sweet spot.” Because corn is a sweet grain, the more corn, the sweeter the whiskey—and bourbon needs to be

at least 51% corn.

Bourbon, by law, must be aged in a brand-new, charred white oak barrel to be called straight

bourbon whiskey. In fact, Bourbon has the most regulated spirits production process in the world.

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it has to be pure

Bourbonis all american

there are more barrels of Bourbon than there are people in Kentucky

Bourbon is the only product in the world

which you cannot legally add color or additives to. Only

water, wheat, corn, rye, malt and the

colorization of the barrel are allowed

to influence the consistency of the golden beverage.

In 1964, Congress declared bourbon “America’s Native Spirit.” That means to be called bourbon, it must be made in the U.S.A.

It can’t say “bourbon” on the label if it’s not distilled and aged in the United States. It can’t be “Kentucky Straight Bourbon” unless it’s distilled and aged in Kentucky for at least 2 years.

Total Bourbon inventory topped 5.6 million barrels in 2014, the highest it’s been since 1975.

That means there are one million more barrels of Bourbon aging in Kentucky than there are people.

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95% is made in kentucky

the name is everything

It technically doesn’t have to be made in Kentucky, although 95% comes from the Bluegrass State.

The 2016 Unified Trust Advisor Sympoisum is proudly sponsored by:

Sponsors

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2353 Alexandria Drive, Suite 100, Lexington, KY 40504 (866) 296-6682 (859) 296-0880 fax

www.unifiedtrust.com