Page 2 - 2016 Winter Conference

Schedule Of Events

8:00 AM - 9:00 AM Conference Keynote Speaker

Registration & Continental Breakfast
Keith DeGreen, J.D. CFP
DeGreen Capital Management LLC
9:00 AM - 9:15 AM

Welcome & Conference Overview
Named one of the top 100 Investment Advi-
sors in the U.S., Keith founded DeGreen Cap-
9:15 AM - 10:05 AM ital Management in 2009 after flunking retire-
General Session & Keynote Address ment. In 2006 Keith sold DeGreen Wealth

Management, an investment advisory firm
10:10 AM - 11:00 AM in Scottsdale, Arizona, with $640,000,000 of

Breakout Session I assets under management. Keith was host of
Arizona’s most popular investment show for
more than 25 years, on NewsTalk 550 KFYI.
11:05 AM - 11:55 AM Keith was Arizona’s Republican candidate for

Breakout Session II U.S. Senate in 1988. He was a candidate for
Governor in 2005 but withdrew due to a fami-
ly illness. Keith has been a Certified Financial
12:00 PM - 1:00 PM Planner since 1987. He earned his law degree

Lunch at The University of Cincinnati School of Law

approximately 100 years ago (or so it seems),
1:00 PM - 1:50 PM and earned his undergraduate degree at Mi-
Breakout Session III ami University of Ohio. He is a member of the
State Bar of Arizona. Keith served in Vietnam

1:50 PM - 2:05 PM with the United States Marine Corps. He re-
ceived the Purple Heart and earned the rank of
Break Sergeant. After living full-time in Arizona for

nearly 30 years, in 2007, Keith, his wife Lynn,
2:10 PM - 3:00 PM and their two youngest sons, relocated to “the

Breakout Session IV financial capital of the world”, Chagrin Falls,
Ohio (pop. 5000). The family also has a home
3:00 PM in Scottsdale. Keith regularly commutes be-

Adjournment tween Ohio and Phoenix. He is the proud fa-
ther of five children and four grandchildren.
His children range in age from 44 to 17. Keith
is obviously a financial-, not a family, planner.