Virtual Live Conference
Session 6 with Adrian Young
Live Streamed November 18, 2020 at 4:00pm EST.
Aligning Like-Minded Professionals to Capture Opportunity: Tax and Estate Planning Concepts to Grow on
- Adrian Young will review several concepts and strategies to help advisors build credibility and opportunity with other professionals who specialize in different but related services, particularly tax and estate planning.
About Adrian Young
Adrian serves as a trusted resource for advisors, clients and other professionals throughout the country. An attorney and CFP, Adrian serves as Ambassador Advisor’s Chief Compliance Officer and leader of Ambassador’s planning department, where he spends much of his time helping the team at Ambassador develop and implement estate, charitable and other strategies for clients. Adrian relishes the opportunity to employ cutting-edge techniques and, when needed, anticipating change and improvising to create new client solutions. Adrian’s law firm, Aevitas Law, serves as an emissary for advisors building relationships with other attorneys, as well as an implementation arm for clients that don’t already have strong legal representation.
Adrian is a big proponent of Aligning Professionals to deliver the best solutions to clients, and he regularly works with other legal and tax experts to help advisors maximize the value they bring to the community. After graduating with honors in International Business and Management from Dickinson College, Adrian went on to complete his Juris Doctor and Masters in Business Administration at Temple University. Adrian is a Chartered Advisor in Philanthropy®, a Certified Financial Planner™, and just recently finished the course work and passed the exam necessary to become a Certified Kingdom Advisor.
Session 5 with Brent Owens
Live Streamed on October 21, 2020 at 4:00 pm EST.
Are you equally yoked with your Broker/Dealer? –
- Aligning your practice with God’s vision
- The ability to invest with your convictions
- Financial Planning from a Biblical standpoint
About Brent Owens
Brent literally grew up in the financial planning business having started working while a senior in high school. After graduating from Indiana Wesleyan University in 1992, he joined the CFD Companies full-time. His responsibilities include being the President and Operations Manager for two national companies, cfd Investments, Inc. and Creative Financial Designs, Inc. Brent has continued his education by completing the requirements for the FINRA General Securities Principal as well as the Financial and Operations Principal licenses. He also received his CCFC Designation (Certified Christian Financial Consultant) through the National Association of Christian Financial Consultants and has passed the first two sections of the CFP® certification process.
Brent and his wife Brandi have been blessed with six children. They are Maria (24), Erin (22), Lydia (22), Tyler (20), Bailey (20), and Mitchell (15). He has spent his entire life in the Howard County area, graduating from Taylor High School in 1988. He was involved with Kokomo’s local Semi-Pro Baseball team, the cfd Saints, from 1989 – 2002 and continues his involvement in the community by being the Varsity Baseball Coach at Taylor High School during the spring and summer. He has also been a member of Morning Star Church since 1988.
Brent is dedicated to serving his 200+ clients and believes that all clients should have a financial plan.
Session 4 with John Parrott
Live Streaming on September 16, 2020 at 4:00 pm EST.
Called to Serve / Aligning Your Business with Service –
Examining, from a biblical perspective, why it’s important that we answer God’s call of service in life and specifically in our field of work. Motivating and encouraging you to seek out the direction from which God is calling, and to where he is directing you, and how to implement that as a form of ministry. Using God’s calling as a visible demonstration of the love and hope found in our faith.
About John Parrott
John Parrott serves as the Executive Pastor for Discovery Church in Orlando, Florida. Prior to his current role at Discovery, John served as the Campus and Worship Arts Pastor. As a professional musician, John still utilizes his musical gifts to lead worship when called upon. John has a passion for teaching God’s Word within the context of its cultural origin, and applying the timeless Truth’s to today’s world. John has spent time, over the past 4 years, studying the Bible in Israel and Turkey to be better equipped for his current pastoral roles. He and his wife, Colleen, have been married for 22 years. Together, they have 4 children and one grandchild.
Session 3 with Zachary Covert
Recorded Live on August 19, 2020 at 4:00 pm EST.
Aligning Biblical communication principles with your business to grow influence and demonstrate hope and compassion –
- Defining Biblical communication principles
- Biblical communication to empower your practice
- Translating Biblical communication into pop culture to grow influence
- Breaking down barriers of communication to change the narrative and empower your clients
Session 2 with Jeff Cave
Recorded Live on July 15, 2020 at 4:00 pm EST.
Growing your practice through engagement – The events of this year have led us into a new world in which we’re all doing business. Jeff Cave will share some practical advice about how to build engagement with current and prospective clients through conversations around values.
About Jeff Cave
Jeff Cave serves as Director of Institutional Markets for Eventide. He is responsible for institutional sales and client service.
Prior to joining Eventide in 2015, Mr. Cave was with Merrill Lynch for almost 23 years, most recently as Director, Ultra High Net Worth Wealth Management Specialist for the Private Banking and Investment Group at Merrill Lynch, based in New York City. Mr. Cave holds the Certified Investment Management Analyst certification, administered by Investment Management Consultants Association and taught in conjunction with the Wharton School at the University of Pennsylvania. He is a Certified Kingdom Advisor and member of the Board of Kingdom Advisors and the Board of Managers for the Ron Blue Institute for Financial Planning.
He holds an MBA from the University of Minnesota and a BBA in Management and Marketing from Loyola University.
Session 1 with Alan Ross
Recorded Live on June 17th at 4:00pm EST.
Business Building –
- How this conference series will help Financial Consultants utilize their practices to glorify God and experience growth, both personally and professionally
- Why this is the best time to grow your business
- How to use secular disaster for your Godly Purpose
About Alan M. Ross
Founder and CEO of Kingdom Companies
Alan Ross is the founder and CEO of Kingdom Companies, a non-profit company committed to equipping and encouraging Christian business leaders to use their professional positions or business ownership as a platform for their own ministry. Kingdom Companies is committed to transforming Christ-centered organizations and leaders who are committed to excellence, impact and success –God’s way.
Currently he is engaged in providing senior leadership and direction to Good Place Holdings, an Ohio Kingdom Company, serves as the President of the Electric Power Reliability Alliance EPRA, Editor in Chief of Transformer Technology Community, serves on the board as Vice Chairman of the Timothy Fund, and is a board or CEO advisor to several ministry and for-profit companies.
As President and CEO of FCCI, a faith-based CEO development organization, Ross developed the successful Master’s Institute, revolutionizing the principles of Unconditional Leadership Excellence and Kingdom transformations, which are now being modeled in hundreds of companies throughout North America.
He is the author of three books: Beyond World Class, Unconditional Excellence and Kingdom Path and has authored numerous articles and technical papers and he also presents at numerous faith-based or reliability technical conferences.
He is committed to the love of his life for over 43 years Sara and their sons Patrick, Senior Vice President of Digital Marketing at Music Ally in London, UK and Michael, co-founder and Producer at Untold Creative in Los Angeles.
Here’s what NACFC members have to say about last years conference:
blessed to have participated in the conference. So grateful for God’s leading and wisdom. I prayerfully request that God equip me that I will be able to lead my family, my friends, and my business clients to Christ.
There is a renewed passion to encourage fellow advisers to challenge their clients to think and act Biblically.
I want to encourage everyone that is or will be involved in the NACFC. You will see such a wonderful organization that is focused on God’s Word and work.
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