• Tuesday, 13 February 2024

1847Financial Nashville is LEAPING into Success in 2024

On January 23rd and 24th, 1847Financial - Nashville hosted an incredible event, the Nashville Kick-Off Summit, setting the stage for an exceptional year ahead. With an impressive lineup of speakers and exciting activities, attendees were in for a treat. Guided by our mission of Making Lives Better Because We Care, the summit aimed to educate, inspire, and foster community and support among financial professionals.

Let's take a look at the highlights of this two-day extravaganza:

Dynamic Speakers

The summit boasted an impressive roster of speakers, each bringing unique insights and expertise. From industry leaders to innovators, the lineup and topics included:

>> Tom Harris, President of Penn Mutual Life Insurance and Annuities
      Penn Mutual & Industry Update

>> Aaron Gordon, President of HTK, and Robert Riggs, Practice Solutions Director, Envestnet
      Creating Scale for Your Fee-Based Investment Practice

>> Bill Bell, JD, President of Advanced Sales
      Meet the New Penn Mutual Advanced Sales Team, A True Differentiator

>> Jon Ernst, Life Product Wholesaler, Penn Mutual
      Client Solutions We All Can Deliver in 2024!

>> Joe Brunello, Director of Training and Development at Leap® Systems
      Leap Ahead in 2024!

>> Michael Siebecker, Annuity Wholesaler, Penn Mutual
      Penn Mutual Annuities: More Ways to Guarantee Your Income!

>> Steffani Crawley, Practice Development and Julie Mullarkey, Director of Marketing
      Driving Growth in Your Business

>> Dave Mozeika, CEO of Currence
      Cash Flow Under Management

>> Bob Castiglione, Creator of Leap
      Economic Concepts of LEAP – Meet Bob!

>> Trent Fortner, Founder, The Game Time Coaching Program
      How to Guarantee Your Success in 2024!

>> Dewane Lewis, Managing Principal 1847Financial - Nashville
      Closing Comments

These speakers covered various topics, from financial strategies to business innovation, providing attendees with valuable knowledge and inspiration to propel their success in 2024.

One of the event's highlights was the time the group spent with Bob Castiglione, the Creator of Leap®.  Being able to learn from an industry legend was an invaluable experience for all of the participants.  Bob's knowledge and insights with the group have already tremendously impacted their businesses.

Team-Building and Fun at Top Golf

In addition to the enriching sessions, the summit offered a chance for attendees to unwind and connect with colleagues during a fun-filled outing at Top Golf. From friendly competition on the driving range to networking over delicious food and drinks, this event fostered camaraderie and team spirit among participants.

Celebrating Success

With the number of attendees at an all-time high, the 1847Financial - Nashville Kick-Off Summit took the time to honor the 2023 top financial professionals, recognizing their outstanding achievements and contributions to the field.

Looking Ahead

As attendees departed, they left with renewed energy, fresh perspectives, and a clear roadmap for success in the year ahead. Armed with insights from industry experts and fueled by the camaraderie built during the event, they are ready to leap into action and make 2024 a truly extraordinary year.

The 1847Financial - Nashville Kick-Off Summit was a resounding success, providing attendees with the knowledge, inspiration, and connections needed to thrive and grow their businesses. 

Stay tuned for more updates and insights from 1847Financial - Nashville as we continue our journey toward Making Lives Better Because We Care in 2024 and beyond.


AP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS&G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.



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