Client One

Sales Summit

July 16-18, 2018

Every year, Client One gathers to rekindle relationships, explore new opportunities and collaborate among industry advisors and our industry partners. It’s a centralized event for advisors to learn about the latest offerings, technology and resources that can help them in their quest to guide clients and in turn, help them save and retire responsibly.

During this two-day conference, you will hear from prominent industry speakers proven to motivate and educate you on how to take your business to the next level. The Client One Sales Summit is your opportunity to network and share ideas with top advisors like yourself.

We believe our advisors are more than a number. The passion they bring to their clients is what moves us every day.

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About the Sales Summit

What’s in It for You?
In addition to networking with today’s top advisors and sharing ideas, this year’s attendee package includes the following at no cost to you:

  • Accommodations for two nights at The Westin Kansas City at Crown Center (room & tax only).
  • Full access to the exhibit hall, featured speakers and all educational sessions.
  • Welcome reception.
  • Breakfast and lunch.
  • Off-site group dinner.

Flight and transportation are not included in the attendee package and are at your own expense and arrangement.

You have several choices for transportation to and from the airport and hotel. Call 800.808.1131, or visit www.kctg.com for options and pricing. There are multiple car-rental kiosks located within the airport terminal if you choose to rent a car.

Agenda

Monday, July 16

Registration

Afternoon

Exhibit Hall Grand Opening

Don’t miss the excitement of the exhibit hall grand opening! This welcome event will kick things off as you take advantage of valuable networking opportunities while enjoying cocktails and food. Reconnect with fellow advisors and mingle with exhibitors to kick-start your Sales Summit experience.

Happy Hour

Formal Welcome/Awards Ceremony

Group Dinner

Tuesday, July 17

Networking Breakfast

Begin the day with a full breakfast buffet while networking with fellow advisors and exhibitors as you ramp up for a full day of inspiring educational sessions.

Educational Breakout Sessions

Plan your day around educational sessions that match your interests.

Networking Lunch

Refuel after your morning of educational sessions as you swap tips and ideas with fellow advisors. This is an opportunity to ask exhibitors about the products and services they have to help you succeed to the next level.

Off-Site Private Group Dinner

Plan for an off-site, private dinner at one of Kansas City’s most unique dining destinations.

Wednesday, July 18

Networking Breakfast

Replenish and rejuvenate with a full breakfast buffet while enjoying the company of fellow advisors and exhibitors.

Educational Sessions

You won’t want to miss a beat of the final half-day of educational sessions and the closing ceremony.

*Dates and times are subject to change. Client One Securities reserves the right to terminate, amend or modify this schedule at any time.

Venue

Join Us in the Heart of Downtown Kansas City

The 2018 Client One Sales Summit will be held at The Westin Kansas City at Crown Center, superbly situated in the heart of downtown Kansas City. The Westin Kansas City at Crown Center offers hotel guests an impeccable location from which to experience this thriving Midwestern metropolis, and offers direct access to Crown Center, which features 85 acres of shops, restaurants and local attractions.

When you register for the Sales Summit, a room reservation will be made in your name at The Westin Kansas City at Crown Center for July 16-18, 2018 (unless you indicate you will not need a room on your registration). Please do not contact the hotel for reservations.

For more information, visit The Westin Kansas City at Crown Center.

Getting to The Westin Kansas City at Crown Center

You have several choices for transportation to and from the airport and hotel. Call 800.808.1131, or visit www.kctg.com for options and pricing. There are multiple car-rental kiosks located within the airport terminal if you choose to rent a car.

The Westin Kansas City at Crown Center
1 East Pershing Road
Kansas City, MO 64108
Get Directions

FAQ

What are the criteria to attend the Client One Sales Summit?
You must be an advisor through Client One Securities or receive a special invitation to attend the Sales Summit.
What sessions must I attend to receive CE credits?
Client One advisors must attend specific sessions to receive their annual firm element and earn continuing education.
What do I need to know to make my travel arrangements?
Please refer to the schedule of events for the Sales Summit start and end times to determine a timeline for your flight. The airport code for Kansas City is MCI.
How do I get from the airport to the hotel and back?
You have several choices for transportation to and from the airport and hotel. Call 800.808.1131, or go to www.kctg.com for options and pricing. There are also many car-rental kiosks in the airport terminals.
Is there a cost to attend?
There is no cost to attend all sessions and functions, as per the agenda. Flight costs and transportation are not included and are the sole responsibility of the attendee.
How do I reserve a room at The Westin Kansas City at Crown Center?
By registering, you will automatically be added to a rooming list, securing a room in your name, for July 16-18, 2018. There is no need to call the hotel for reservations. Room type is based upon availability at check-in. For more information, visit The Westin Kansas City at Crown Center. Click here and register now.
Will I be required to provide a credit card upon check-in at The Westin Kansas City at Crown Center?
Yes, you will be required to provide a credit card for incidentals. Client One will pick up the cost of room and tax for two nights, July 16-18, 2018.
What is appropriate attire for the Sales Summit?
The attire for the Sales Summit is business casual.

Contact

We look forward to seeing you at this year’s Sales Summit. We are available to answer questions you may have about our event. Please call 888.909.9399 or email [email protected] and we’ll get back to you!

Member FINRA/SIPC and an Investment Advisor
© 2018 Client One Securities, LLC.

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