AGENDA

MONDAY, JUNE 15 | Registration & Welcome Reception

 

   

5:00 pm - 7:00 pm

Badge Pickup

Location: Hilton Cleveland Downtown - Registration Desk on
3rd Level Lakeside Foyer

8:00 pm - 10:00 pm

Sweet & Greet Welcome Reception

Tonight, we raise the curtain on the Prosperity Collegium 2026 as we kick off with the perfect mix of drinks and desserts. Take this chance to prepare, align, and set the stage for meaningful growth in the days ahead.

Location: 3rd Level Lakeside Foyer

TUESDAY, JUNE 16 | Programming: Keynotes, Breakouts & Roundtables

 

   

7:00 am - 8:15 am

Morning Wellness | Breakthrough Breathwork: Guided transformational breathing to release pain/trauma, reset your nervous system, and energize your cells


Sachin Patel will guide you through a series of invigorating breathing practices to revitalize the body, activate your emotions, and release old energy. Many describe this experience as one of their most life-changing moments. Come and discover the power of your breath!

 

*Please note this session is optional. Yoga mats and all items needed for this Breathwork session will be provided.

Location: Hope Ballroom C

8:00 am - 8:50 am

Breakfast

Location: Hope Ballroom E

9:00 am - 12:30 pm

Morning Programming featuring:

  • Opening Remarks
     
  • Top 5 Round Tables: Cue the AI - Fast Takes on Real-World Advisor Applications
     
  • Breakout Sessions Act I:  Elevate
    • Who, Not How, For Life Insurance
    • Living Light: How to simplify your wellness approach and multiply your results by regulating your nervous system and decoding your DNA

Location: Hope Ballroom D

12:30 pm - 1:30 pm

Lunch

Location: Hope Ballroom E

1:30 pm - 5:30 pm

Afternoon Programming featuring: 

  • Keynote: Setting the Stage for What’s Next in the Global Economy - Sponsored by Schwab
     
  • Top Advisor Showcase: Where Financial Plans Actually Break
     
  • Breakout Sessions Act II: Accelerate
    • Leveraging the Prosperity Platform
    • Half-Ass Your Health and Win: A Realistic System for High Achievers
       
  • Keynote: Nerves of Steel - Sponsored by Lincoln Financial

Location: Hope Ballroom D

6:00 pm

Transportation to Dinner Night Out

Transportation to the Cleveland Museum of Natural History will begin loading at 6:00 pm at the group shuttle pickup and drop-off location at the hotel’s west side entrance off of Ontario Street. Transportation will depart promptly at 6:10 pm.

6:30 pm - 9:00 pm

Dinner Night Out | Cleveland Museum of Natural History - Sponsored by Allianz

Step into an evening of discovery at the Cleveland Museum of Natural History. Surrounded by exhibits that tell the story of evolution, innovation, and possibility, this experience invites you to reflect on your own role in shaping the future. Connect with peers in a setting that inspires curiosity and perspective – because setting the stage for growth starts with seeing what’s possible.

9:15 pm

Night Cap

Close out a day of thoughtful connection and inspiring discussion at this informal Night Cap. The first round is on us as you continue the day’s conversations, or spark a new one!

Location: Eliot's Bar at the Hilton Cleveland Downtown

WEDNESDAY, JUNE 17 | Programming: Growth Training

 

   

7:15 am - 8:00 am

Morning Wellness - Yoga (Optional)

Start your morning with a refreshing yoga session designed to help you recharge, refocus, and prepare for the day ahead. This session will include mindful movement, gentle stretching, and breathing techniques suitable for all experience levels. Whether you’re new to yoga or a regular practitioner, it’s the perfect way to begin the day feeling energized and balanced.

*Yoga mats will be provided.

Location: Center Street D

8:00 am - 8:50 am

Breakfast

Location: Hope Ballroom E

8:00 am - 8:50 am

A Woman's Clarity Breakfast - Sponsored by MassMutual Ascend

Exclusively for the ladies of the Prosperity Collegium, this Woman's Clarity Breakfast fosters an environment that supports growth, authenticity, and the collective success of women in the industry. Registered invitees will receive an RSVP closer to the event. 

Location: Center Street A

9:00 am - 3:00 pm

Stop Auditioning for Clients: Control Access, Filter Prospects, and Seize Client Relationships Like a Top Producer 

Most advisors don’t realize it, but they’re still auditioning for their clients. They take too many meetings, say “yes” too often, and spend valuable time trying to prove their value to people who were never the right fit to begin with.

That’s not a growth strategy. That’s a lack of control.

Top producers operate differently. They set the stage, control the room, and build their business only working with the right client relationships – not just more opportunities.

In this session, Tommy Schaff will show you how to:

  • Stop auditioning for prospects and position yourself as the one worth gaining access to
  • Cast the right relationships using the Hollywood Squares joint work model
  • Control the script with messaging (S.T.O.R.I.E.S.) that removes competition before it begins
  • Disqualify quickly and confidently so your time is spent only where it matters
  • Create referral momentum through experiences that naturally multiply introductions
  • Open doors to affluent clients without chasing, pitching, or hoping

This session is not about getting more clients. It’s about becoming someone who is no longer available to everyone.

 

Location: Hope Ballroom D

12:30 pm - 1:30 pm

Lunch

Location: Hope Ballroom E

3:00 pm

Conclusion

*Agenda subject to change