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THANK YOU TO OUR SPONSORS:

Fidelity, National Financial Services Sierra Mutual Funds Midland National

Allianz LifeGoheen Companies

Jackson National Life Insurance Company Franklin Templeton Investments

Cantor Fitzgerald

September 2018

16Saturday

Welcome to theLaSalle St. Securities

2018 Leaders’ Conference

Welcome to theLaSalle St. Securities

2018 Leaders’ Conferencein

H o s t e d B y K i a w a h I s l a n d G o l f R e s o r t

WELCOME TO CHARLESTON!Thank you for attending the 2018 LaSalle St. Securities Leaders’ Conference!

Congratulations on all of your success! We are looking forward to celebrating your achievements in the amazing city of Charleston, South Carolina.

We hope you find everything to your liking at Kiawah Island Golf Resort!

To access an interactive map of the resort property please visit: www.kiawahresort.com/interactive-map

For additional conference information please visit our 2018 Leaders’ Conference webpage: www.lasallest.com/2018-leaders-conference

In this packet, you will find:

• The 2018 LaSalle St. Securities Leaders’ Conference Agenda• Resort check-in instructions and transportation info• Golf, dining & relaxation recommendations while at Kiawah Island Golf Resort• Bar/restaurant suggestions & “Must-See” locations in Charleston & Kiawah Island• Your name tag and a name tag for your guest(s)• Your sponsor stamp card

IMPORTANT INFO:

• Everybody will be staying in Resort Villas, see next page for check-in information • Relax! Dress code is resort casual for dinners and business casual for meetings • Wear your name tag at all conference events • Complete your stamp card to enter our raffle. On Friday, visit the sponsor booths and get your card stamped each time. Turn in your fully-completed card on Saturday morning for a chance to win! • Contact Zak Sandeman (708-828-0050) or Lola McDermott with any questions or concerns during the conference

2018 LEADERS’ CONFERENCE

Checking-in to Kiawah Island Golf ResortThere will be no organized transportation to Kiawah Island Golf Resort.

An Uber/Lyft from Charleston International Airport to KIGR costs roughly $35 - $50.

If driving yourself, enter the below address into your navigation system or phone.There will be free parking at the resort.

1) As you approach Kiawah Island Golf Resort, you will be greeted by staff at the main security gate.

2) Tell the security agents that you are arriving for the LaSalle St. Securities Leaders’ Conference, and they will give you a gate pass and allow you to enter the property.

3) Next, you will want to head directly to the Villa check-in desk located in East Beach Village on the corner of Sea Forest Drive and Town Center Rd.

4) Security will provide directions to the Villa check-in desk. Feel free to ask them any additional questions you may have as well!

Kiawah Island Golf ResortOne Sanctuary Beach Drive, Kiawah Island, SC 29455

The Villa check-in desk will allow guests to move into Villas beginning at 4:30 pm on Thursday.

However, should you arrive early, feel free to ask the desk for an early check-in.

At the very least, the Villa check-in desk can hold your bags while you go and explore the property until your Villa is ready for you!

2018 LEADERS’ CONFERENCE AGENDA

Thursday, September 13, 20184:00 pm

4:00 pm - 6:00 pm

6:00 pm - 8:00 pm

Check into Kiawah Island Resort Villas

Sponsor Booth Setup

Welcome to the LaSalle St. Family Reunion! Casual Cocktail Reception & Opening Remarks

Resort Villa Check-In DeskNear #21 on map, staff will direct you upon arrival

Turtle Point Clubhouse, 2nd floor#12 on map

Mingo PointMarked on map

7:00 am - 8:00 am

8:00 am - 8:10 am

8:10 am - 9:00 am

Breakfast Buffet All Friday events taking place at:

Turtle Point Clubhouse, 2nd floor#12 on map

9:00 am - 9:10 am

9:25 am - 9:45 am

Opening Comments & Conference Agenda ReviewMark ConteyChief Business Development OfficerLaSalle St. Securities

Market LandscapeMike Hickey, Fidelity Investments

The Case for Fixed Index AnnuitiesJustin Rafferty, Midland National Life Insurance Company

Premium Financed Life Insurance & How it WorksPatti Nelson & Shawn Goheen, Goheen Companies

The State of LaSalle St.Jack McDermottPresidentLaSalle St. Securities

9:45 am - 10:05 am

Institutionalizing the OfferingSteve Williams, Cantor Fitzgerald Capital

10:20 am - 11:00 am

Friday, September 14, 2018

10:05 am - 10:20 am Break

11:20 am - 11:40 am

LaSalle St. Technology Initiative UpdateeMoney, Performance Reporting, UAO

Relax and Explore Charleston / Kiawah Island

9:10 am - 9:25 am Break

Muting the Sounds of Intellectual NoiseJeff Johnson, Sierra Mutual Funds

11:00 am - 11:20 am

Saturday, September 15, 2018

7:30 am - 8:30 am

8:30 am - 8:40 am

11:15 am - 11:35 am

Breakfast Buffet

Planning for Life’s Big MomentsJoe Byron, Fidelity Investments

LaSalle St. Securities Rep PanelVarious discussion topics

Prize DrawingTurn in your sponsor visit stampcards!Two random winners will be selected!

Saturday KickoffMark ConteyChief Business Development OfficerLaSalle St. Securities

8:40 am - 9:30 am

9:50 am - 10:10 am Retirement Income Planning IdeasTim Fee & Mark Williams, Allianz Life Insurance Company

11:35 am - 12:00 pm

6:30 pm - 7:30 pm Cocktails on the 18th Green

LaSalle St. Securities Leaders’ Conference Celebration Dinner

7:30 pm - 9:30 pm

Relax and Explore Charleston / Kiawah Island

Sunday, September 16, 2018

11:00 am Check-out of Kiawah Island Resort Villas

Thank you so much for attending the 2018 LaSalle St. Securities Leaders’ Conference!

Travel Safely!

What Franklin Templeton Thinks...A Market UpdateBen Schlueter, Franklin Templeton Investments

10:30 am - 11:15 am

The Ocean Course ClubhouseNear #9 / #10 on map (check back of map)

All events during the day on Saturday taking place at:

Turtle Point Clubhouse, 2nd floor#12 on map

Kiawah Island Golf Resort RegistrationNear #21 on map

10:10 am - 10:30 am Break

9:30 am - 9:50 am Retire On PurposeZarif Karwandyar, JACKSON National Life Insurance Company

2018 LEADERS’ CONFERENCE

Things to do at the Resort

Night Heron Grill at Night Heron Park#1 on map / ext. 82012

Relaxing poolside bar and grill, a perfect lunch spot with refreshing drinks and delicious wraps, burgers

and salads. Ask your server about “The Cup”

The Loggerhead Grill at The Sanctuary#2 on map / ext. 86287

A tropical oceanfront cafe with a Caribbean inspired menu. Enjoy a frozen drink or cocktail while

overlooking the Sanctuary’s pools.

Jasmine Porch at The Sanctuary#3 on map / (843) 768-6253

Get a taste of the lowcountry: Nightly dinner showcases classic interpretations of Charleston Shrimp & Grits and

She Crab Biscuits. (Reservations recommended)

Places to Eat Things to Do

Below, you’ll find some food/drink recommendations as well as some suggested activities to partake in while relaxing at the Kiawah Island Golf Resort.

For more recommendations, refer to your resort guidebook or visit our Leaders’ Conference web-page at: www.lasallest.com/2018-leaders-conference

ENJOY!

Night Heron Park / Nature Center#26 on map

Here you will find: East Beach Fitness Center, Turtles’ Nest Art Studio, swimming pools, bike

rentals, disc golf, basketball, playground

See your map and resort guidebook for information on all other restaurants featured at Kiawah Island Golf Resort.

Also check out:Beaches & CreamThe Ryder Cup BarTomassoTurtle Point Bar & Grille

Osprey Point Cherrywood BBQ & Ale HouseTown Center MarketWest Beach Cantina

The Atlantic Room

The Shops at The Sanctuary#22 on map

Roy Barth Tennis Center#17 on map

Night Heron Park Pools#18 on map

West Beach Family Pool#19 on map

The Ocean Course / (843) 266-46705 Star course, Host of the 2021 PGA Championship,

Golf Magazine’s #3 course in the USA

Cougar Point Golf Club / (843) 266-4020Renovated in 2017, 4.5 Stars in Golf Digest’s Best Places to Play”

Turtle Point Golf Club / (843) 266-40504.5 Stars in Golf Digest’s “Best Places to Play”

Osprey Point Golf Club / (843) 266-46404.5 Stars in Golf Digest’s “Best Places to Play”

Oak Point Golf Club / (843) 266-41004.5 Stars in Golf Digest’s “Best Places to Play”

2018 LEADERS’ CONFERENCE

KIGR - Golf Options & PricingThe Ocean Course(843) 266-4670

• $349.00 per round• 5 Star course• Host of the 2012 PGA Championship• Host of the upcoming 2021 PGA Championship• Golf Magazine’s #3 course in the USA

Cougar Point Golf Club(843) 266-4020

• $203.00 per round• Renovated in 2017• 4.5 Stars in Golf Digest’s Best Places to Play”

Turtle Point Golf Club (843) 266-4050

• $203.00 per round• 4.5 Stars in Golf Digest’s “Best Places to Play”

Osprey Point Golf Club(843) 266-4640

• $203.00 per round• 4.5 Stars in Golf Digest’s “Best Places to Play”

Oak Point Golf Club (843) 266-4100

• $203.00 per round• 4.5 Stars in Golf Digest’s “Best Places to Play”

The above per-player rates include greens fees, golf cart & range balls and are subject to 5% sales tax. Caddies are provided at no additional fee, KIGR suggests a $100.00 gratuity.

2018 LEADERS’ CONFERENCE

Kiawah Island To - Do List

Forty Eight - A Wine Bar547 Freshfields Drive / (843) 768-2245

www.fortyeightwinebar.com

Lokal SeabarBohicket Marina, John’s Island / (843) 764-9027

www.lokalseabar.com

Fat Hen3140 Mybank Highway, John’s Island / (843) 559-9090

www.thefathen.com

Red’s Ice House1882 Andell Bluff Blvd. / (843) 518-5515

www.redsicehouse.com

Lost Dog Cafe106 W Huron Ave, Folly Beach / (843) 588-9669

www.lostdogfollybeach.com

More great places to eat:Tripadvisor - Kiawah Island Restaurants

Freshfields Village149 Village Green Dr / (843) 768-6491

“A quaint blend of local shops and restaurants in a timeless and peaceful setting designes to evoke an era

gone by.”

Seabrook Island Equestrian Center2313 Seabrook Island Rd / (843) 768-7541

“Enjoy a calming beach horseback ride along the East Coast or through one of South Carolina’s adventurous

trails. Open to riders of all skill levels from 8:00am - 4:00 pm, Monday - Saturday.”

Kiawah Beachwalker Park8 Beachwalker Dr / (843) 762-9964

“Offering the only public beach access on the west end of Kiawah Island, very calm and perfect for walking, operated by the Charleston County Park District.”

Places to Eat Places to Visit

The Kiawah Island Golf Resort offers a myriad of options for dining, relaxation and excitement...

However, you may find yourself wishing to journey away from the property and further into the island!

Below, you will find a list of highly recommended restaurants and places to visit on Kiawah Island.

ENJOY!

2018 LEADERS’ CONFERENCE

Charleston To - Do ListThe Belmont

511 King Street / (760) 213-7356

Recovery Room Tavern685 King Street / (843) 727-0999

Closed for Business453 King Street / (843) 853-8466

King Street Public House549 King Street / (843) 793-3465

The Cocktail Club479 King Street / (843) 724-9411

Roof Top at the Vendue Inn19 Vendue Range / (843) 845-7900

Charleston Strolls Daily Walking TourGhost and Graveyard Tour

The Darkside of Charleston TourCharleston Jail History TourUpper King Street Pub Tour

Savor the Flavors of Charleston Tour+ More

Bulldog Tours / 18 Anson Street / (843) 722-8687www.bulldogtours.com

Charleston Harbor Tours(843) 722-1112

www.charlestonharbortours.com

Charleston Culinary Tours(843) 259-2966

www.charlestonculinarytours.com

Wild Olive2867 Maybank Hwy / (843) 737-4177

Bowens Island Restaurant1870 Bowens Island Rd / (843) 795-2757

Charleston Grill224 King Street / (843) 577-4522

Gaulart & Maliclet / Fast & French98 Broad Street / (843) 577-9797

Le Farfelle15 Beaufain Street / (843) 212-0920

Top RestaurantsFIG

232 Meeting Street / (843) 805-5900

McCrady’s2 Unity Aly / (843) 577-0025

167 Raw (Oyster Bar)289 E Bay Street / www.167raw.com/charleston

Zero Restaurant + Bar0 George St / (843) 817-7900

Hall’s Chophouse434 King St / (843) 727-0090

Public Houses Tours