Recently, Mid Atlantic held its 2017 National Partner Conference at the beautiful and elegant Arizona Biltmore Resort in Phoenix, Arizona. In the process, attendees were taken on a trip back in time with a 1930s art deco theme! The three day event provided something for everyone, including Bruce Johnstone, Fidelity Investments Managing Director, treating audiences once again to his unique and entertaining perspective on present day economic and market conditions.
Also, Dr. Ben Sorenson of T. Rowe Price delivered a riveting session on how to gather information about clients and prospects through “tells” and develop the skills for response. Meanwhile, David Levine and George Sepsakos of the Groom Law Group tackled the current in-flux state of affairs regarding the DOL fiduciary rule. Additionally, attendees were able to participate in one-on-one training sessions and demonstrations of some of the industry’s top technology platforms by leading third party providers.
As always, many thanks go out to all our terrific speakers, sponsors, and business partners for their involvement in helping us make this year’s annual conference so successful and well-received!
Last month, Mid Atlantic, in conjunction with loyal business partner Derek Fiorenza and his non-profit organization Fiorenza’s Food For Friends (F4), hosted its 2nd Annual non-perishable food drive to help alleviate hunger in the nearby community. Over the course of seven business days, the Pittsburgh office was organized into three separate teams as staff enthusiastically came together in the spirit of service, teamwork, and competitive fun to donate items such as canned tuna, canned fruit, beans, grains, pasta, and personal hygiene products.
We are thrilled to report that employees raised over 2,800 items overall, which more than doubled last year’s tally! These donations were promptly picked up by the Oakland CHS Food Pantry for distribution to local area residents in need. We are truly grateful to everyone involved for making the Mid Atlantic Pittsburgh Office’s 2nd Annual Food Drive its most successful yet!
Recently, Mid Atlantic held its 2016 National Partner Conference at the elegant, award-winning Château Élan Winery & Resort in Braselton, Georgia. In addition, Mid Atlantic went “pedal to the metal” by undertaking a race car theme to help make this year’s conference a truly high octane event for all attendees!
Among this year’s featured presenters was Bruce Johnstone, Managing Director of Fidelity Investments. Bruce literally illustrated his take on current economic and market conditions by intertwining it with his famous cartoon drawings which proved to be quite a crowd pleaser! Meanwhile, Dr. Daniel Crosby, Executive Director of The Center of Outcomes, coached the audience on some of the finer points of behavioral finance, including how financial professionals can effectively communicate and fine tune their message so that it is easily recalled and stands out from competitors.
Many thanks to Bruce, Daniel, and all of our valued speakers, sponsors, and business partners for helping produce another successful Mid Atlantic annual conference. We hope to see everyone again next year!
Derek Fiorenza is a Mid Atlantic business partner and retirement plan advisor with plans on the MATC platform. Last month, Mid Atlantic was proud to collaborate with Derek’s non-profit organization Fiorenza’s Food For Friends (F4) and the Community Human Services (CHS) food pantry in Pittsburgh to work toward stemming hunger in our nearby communities. In an effort to help offset the large decrease in donations that local pantries typically experience after the holiday season, the Pittsburgh office hosted its first ever Annual Food Drive.
To foster a friendly, competitive spirit and produce the most bountiful collection of food possible, the Pittsburgh office staff was organized into three separate teams and encouraged to donate non-perishable food items, such as canned goods, peanut butter, individual snacks, juice boxes, and more.
The food drive contest took place during the course of a five-day work week and employees enthusiastically came together to demonstrate the philanthropy, generosity, team work, and competitive fun of one office as a whole. Altogether, over 1,300 food items were collected and then delivered the following week to assist hungry local residents in need.
We are sincerely thankful for everyone involved in making the Mid Atlantic 1st Annual Food Drive an outstanding success! We would also like to thank Derek Fiorenza for not only being a dedicated Mid Atlantic partner with the plan business he provides us, but also for his tireless efforts in the fight against hunger throughout the nation.
If you are interested in organizing a food drive for your firm or community, please contact F4 at (267) 433-1050 or visit their website at www.f4service.org.
The 2015 Mid Atlantic National Partner Conference was held at the beautiful, award winning Ojai Valley Inn and Spa, Ojai, California. John Evans, Executive Director of Janus Labs, “Ignited” conference attendees with his dynamic presentation, “WOW 2.0 Igniting Your Business and Your Life”. In our second keynote, Dr. Ben Sorensen of Optimum Associates taught us how to increase our energy endurance both for the task at hand and for our entire career journey. Many thanks to John, Ben, and all of our other speakers and sponsors, and thanks to our attendees, as always, for making it another great event. See you next year!
Mid Atlantic will be hosting its annual National Partner Conference this year at the beautiful Ojai Valley Inn and Spa in Ojai, California from May 18-20. We are excited to once again be presenting a full slate of valuable educational sessions and networking opportunities for our attendees.
Please click here for more information, or contact us at 1-800-693-7800 regarding attendance, sponsorship, and speaking engagements.
The Hyatt Regency Coconut Point in Bonita Springs Florida was a beautiful location for our 2014 National Conference. Matt Stover, former NFL place kicker and two-time Super Bowl Champion, “kicked off” the conference with his motivational presentation, “Success On & Off the Field”. In our second keynote, Dave Nelsen of Dialog Consulting, Vistage International’s #1 rated speaker, talked to us about transforming monologue into dialog through social media for business. Kudos to Matt, Dave, and all our other speakers and sponsors, and thanks to our attendees, as always, for making it a great event. See you next year!
Dave Down has been a dedicated employee of Mid Atlantic Capital Group for 26 years and currently serves as President and High Net Worth Services Group CEO. Despite a demanding work schedule, Dave volunteers much of his personal time to the Boy Scouts of America along with being very active in his church.
Dave was recently bestowed with the St. Joan of Arc Award which recognizes those individuals who significantly promote the spiritual aspects of the Girl Scout and Boy Scout programs. This award was established in honor of John Cardinal Wright for his efforts and accomplishments in enhancing the scouting programs while Bishop of Pittsburgh. Nominations are initiated by a member of the Catholic Committee on Scouting.
This is just one of the many reasons MACG is proud to have Dave as a leader of our team!
Our 2013 National Conference was held May 19-21 at the fabulous Tamaya Resort in New Mexico. Keynote speakers were renowned investment strategist Bruce Johnstone and motivational speaker Andy Hill. They informed, inspired, and entertained! We thank our 250+ attendees, presenters and sponsors for making it an educational and enjoyable experience for all.
This year’s conference was our best yet! Held at the beautiful, historic Hotel Don CeSar at St. Pete Beach, it was two days of great presentations, networking, and fun in the sun. We would like to thank all those who participated in this event.