There are now even more reasons to head to Miami this March. The CWA Annual Meeting keynotes, and breakout speakers are announced – and it’s going to be two days that you don’t want to miss. If that wasn’t enough, there is a guest suite upgrade drawing taking place soon. Clients who are registered for the annual meeting by Dec. 15th are automatically entered to win one of three room upgrades at the Eden Roc Resort.
What Makes the Great Team Great presented by Mr. Don Yaeger
The Great Teams Understand “The Why.” They are connected to a Greater purpose. Learn how to constantly remind your players and employees of who they are in service of while being acutely aware of downstream beneficiaries. In this captivating session, Mr. Yaeger shares his findings from interviews with Olympic Gold Medal winning coaches, NBA and NFL players and CEOs.
You On Your Best Day presented by Mr. Michael Allosso
Mr. Allosso’s You On Your Best Day “performance” offers an entertaining perspective on dynamic and effective leadership. Participants will enhance and upgrade communication skills to maximize efficacy in diverse situations: from the office to home and family life. Mr. Allosso not only speaks, but he makes the audience act, all the while observing and sharing his candid observations through a unique blend of role-playing, anecdotes, passion and experience.
Life Transition Seminar: Retire Only When You Are Ready presented by Mr. Brian Bortz
You’ve made it! Decades of hard work and saving have finally allowed you to accumulate the wealth you need to retire. So, now what? Are you prepared for one of the biggest transitions of your lifetime? In this interactive session, Mr. Bortz will speak candidly about the worries you will face as you adjust to your new normal. It will educate on financial aspects, but also cover the commonly ignored psychological impact of retirement.
Investment Update Breakout Session presented by CWA’s Partners and Financial Planners
The investment breakout sessions at the annual meeting are designed to allow you to meet and interact with money managers that are currently utilized within CWA investment programs. The manager presentations as well as the question and answer sessions give clients the ability to further understand each managers’ process, mindset and risk management practice, as well as what differentiates them from the average active money manager.
Moneyball for CEO’s presented by Mr. Michael Hall
Finding, assembling, retaining and motivating top-tier talent is no easy task. To compete at the highest levels, how do you know whether you have the right team surrounding you? Mr. Hall utilizes a simple 4-6 minute survey that uses the participant’s organizational data, then provides analytical and statistical feedback for real-time discussions on each company. With a gloves-off and straightforward approach, Mr. Hall engages active participation from each member to ensure they leave with actionable take-away items to implement in their office.
Upgrade your room for free* – 3 winners announced in December!
Clients that are registered for the annual meeting by December 15th will automatically be entered in a drawing to win a free guest suite upgrade at the Eden Roc Resort. Three winners will be announced following the drawing on Monday, December 18th. If you are not yet registered, make sure you do by December 15th to be eligible to win. If you are already registered, no further action is needed, everyone will automatically be entered into the drawing. See below for terms and conditions.
We hope to see you there. Click here to register.
*Free guest suite upgrade drawing applies to guest rooms at the Eden Roc Resort only. Upgrade will be applied to guests’ stay for three nights; Thursday, Friday, Saturday. Winners will be notified by phone on December 19th. All clients registered by December 15, 11:59PM CST will automatically be entered into the drawing. Winners will receive a room upgrade at no additional cost for three nights at the Eden Roc Resort in Miami, Florida. Only the suite upgrade cost is complimentary, winners are solely responsible for the negotiated room rate of $329. Questions contact Kristen Clynch at firstname.lastname@example.org