2027 Heckmann Training Live Event
Build, Scale, and Grow Your Wealth Planning Firm
May 5-7, 2027 | The Intercontinental Magnificent Mile | Chicago, IL
- 00Days
- 00Hours
- 00Minutes
- 00Seconds
Conference Agenda
Choose Your Breakout Session - Attend Lessons from Either Track Throughout the Event
Track One
Track Two
Teach Under-5 Joint Work Reps how to Help You Close Cases.
Steal Business from Other Advisors with Compelling Visuals and Relatable Language.
4:00pm – Conference Kickoff with Matt Heckmann
4:15pm – Live Q&A with Heckmann Financial Advisors and Back Office
6:00pm – Welcome Reception
8:00am – Breakfast
8:30am – Keynote One
9:30am Break
9:45am – Breakout Session One
- Help Your Joint Workers Position Themselves as an Advocate.
- Make Other Advisors Look Bad by Teaching in Plain English.
10:45am – Break
11:00am – Breakout Session Two
- Help Your Joint Workers Tee Up Prospects and Clients for Intro Meetings.
- De-Mystify Tax-Smart Planning Like no Other Advisor Can.
12:00pm – Lunch
1:00pm – Keynote Two
1:50pm – Break
2:00pm – Breakout Session Three
- Help Your Joint Workers Master Debrief Calls During the Planning Experience.
- Eliminate the Stress Other Advisors Cause with Cash Flow Planning.
2:50pm – Break
3:00pm – Breakout Session Four
- Help Your Joint Workers Encourage Wise Decisions.
- Differentiate and Communicate Your Philosophies.
4:00pm – Break
6:00pm – Reception
8:00am – Breakfast
8:30am – Keynote Three
9:45am – Break
10:00am – Matt Heckmann Keynote
11:00am – Conference Dismissal
Heckmann Training Live 2025 Highlights
Keynote Speakers - Additional Speakers to be Announced Soon
Matt Heckmann
Founder and CEO of Heckmann Financial. The original creator of the Time Weighted Asset Allocation Methodology.
Nick Murray
With over 50 years in financial services, Nick is renowned for his books for financial advisors and his influential monthly newsletter.
What Past Attendees Are Saying
