2022 Forbes | SHOOK On The Road Regional Event

Four Seasons Washington • Washington D.C. - March 8, 2022

Four Seasons Washington
800 Pennsylvania Ave NW, Washington, DC 20007
March 8, 2022

Business Attire
12pm Lunch
1-5pm Sessions
Cocktails

Exclusively for Top Advisors, RIAs & Teams


Sample Sessions

CE Credits Available

  • Connecting with Clients
  • SHOOK Ones- Best Ideas from Top Advisors
  • Optimizing Your Portfolios
  • The Future of Our Practices
  • The New Age of Growth
  • Enhancing Your Business
Shook Research

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Tuesday,
March 8, 2022

TIME

SESSION & SPEAKER

12:00pm

Lunch

1:00-1:10pm

Opening Remarks

  • R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor

1:10-1:15pm

Invesco’s Total CX

  • George Sweeney, Sr. Vice President, National Sales Director, Invesco

1:15-1:50pm

Answering the Key Questions You are Getting from Clients

  • Brian Levitt, Global Market Strategist, Invesco

1:50-2:30pm

Income Investing in a Tightening Cycle

  • Todd Schomberg, Sr. Portfolio Manager, Invesco
  • Taylor Watts, Sr. Client Portfolio Manager, Invesco Global Senior Loans
  • Moderator: Brian Levitt, Global Market Strategist, Invesco

2:30-3:00pm

Portfolio Implementation Ideas

  • Ryan Sprowls, Wells Fargo Advisors
  • Rod von Lipsey, UBS Wealth Management
  • Moderator: Rick Rath, Market Leader, VP & Sr. Advisor Consultant, Invesco

3:00-3:10pm

Break

3:10-4:10pm

Changing the Guard

  • Lisa Kueng, Managing Director of Business Development, Invesco Global Consulting

4:10-4:45pm

Leading Change

  • Jeff Grinspoon, VWG Wealth Management
  • Stacee Crittenden, Merrill Lynch Wealth Management
  • Moderator: Dave Thomas, Executive Consultant, Invesco

4:45-4:50pm

SHOOK Ones – My Best Idea

4:50-5:00pm

Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research

5:00-6:00pm

Cocktails

 
Speakers:

R.J. Shook

Co-Founder, President, SHOOK Research, Senior Forbes Contributor

Lisa Kueng

Managing Director of Business Development,
Invesco Global Consulting

Todd Schomberg

Senior Portfolio Manager,
Invesco

Taylor Watts

Senior Client Portfolio Manager,
Invesco Global Senior Loans

Brian Levitt

Global Market Strategist,
Invesco

...plus the highest rated Advisors and RIAs sharing best practices.

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

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