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Income Under Management® Summit

SUMMIT AGENDA

The IUM Summit starts July 19th at 5pm and ends July 21st at 4:30pm.

Sunday, July 19th

Brought to you by Madan+

Kick things off at one of 6th and Peabody, meeting other producers, thought leaders, and future partners for some drinks and light eats. 

About Madan+:
At M+, we solve for what others can’t see, overcoming complexity with clarity.
Every M+ client arrives with wealth in place. They’ve worked with advisors, built structures, but each has reached a level of complexity that requires something more. Often, they come to us when traditional models fall short—or when their full financial picture has become too fragmented to track alone.

Monday, July 20th

Brought to you by OneDegree Coaching

About OneDegree Coaching:
The concept is simple: you don’t need to overhaul your life overnight. A single degree of change in direction, compounded daily, produces a completely different destination. Paul built 1° Coaching on this principle — not as a motivational tagline, but as a measurable, repeatable operating system for growth.

Speaker: David Mozeika

What separates the most trusted financial professionals from everyone else in the industry is not their products, their projections, or the thickness of the plan they leave behind. It is the way they think about what a client actually wants — and the courage to deliver it. In this opening keynote, Currence Founder David Mozeika introduces the philosophy that underlies everything you will learn at this summit — and reframes the most fundamental question in financial advice in a way that will change how you think about every client relationship you have ever had.

Speaker: Paul Mellela Jr.

AI is getting smarter. Platforms are getting faster. And the average financial advisor is already replaceable. The question isn’t whether the industry is changing – it’s whether you are.
 
In this high-impact session, Coach Paul Melella Jr. – Grand Master, performance coach, and co-author of The Freedom Equation – challenges advisors to stop competing on information and start leading with identity. Because the future of this profession won’t be won by the advisor with the most data. It will be won by the advisor with the strongest mission, the highest standards, and the most human presence.
Attendees will leave with three tools that can immediately elevate their practice: a Worthy Ideal that drives decisions beyond production goals, an identity standard that their business can actually grow into, and one non-negotiable commitment they refuse to break any longer.
 
This is not a motivational talk. It’s a standard-setting experience. You don’t leave with ten ideas. You leave with a new identity.

Thank you to our sponsors

Speaker: David Mozeika

Most advisors walk into a client meeting with a solution looking for a problem. The Currence advisor walks in with something far more powerful — a framework that helps the client see their own financial reality clearly, perhaps for the very first time.
 
This session introduces the Currence Curriculum, the proprietary educational arc that transforms the way clients think about their money before a single recommendation is ever made. You will learn not only what to teach, but how to teach it — in a way that is logical, compelling, and deeply personal to every client sitting across from you.

Speaker: Vince D'Addona

Most advisors were trained to sell products. Currence strategists are trained to put principles first. This session establishes the immutable economic truths that every recommendation, every conversation, and every client outcome is built upon.

Brought to you by SPG Life & Annuity

About SPG Life & Annuity:
SPG Life & Annuity is the premier, nationally licensed wholesale distribution platform trusted by leading Advisors in all 50 states. We combine advanced planning, Risk Differentiation Underwriting, and innovative technology with a boutique service approach and an unwavering commitment to doing business the right way. We enable Advisors to deliver exceptional outcomes for their clients.

Speaker: Mando Sallavanti

Many advisors are brought into this industry being told how to sell but they’re never told how to retain and build something of actual value. In this session you will learn how Mando has created a high-touch, high-value service that prioritizes client retention while still growing 75% year over year for three years in a row.

Speaker: Brock Fortner

Enrollment in the Currence philosophy is not a sales event — it is a logical conclusion. This session teaches advisors a structured cash flow exercise that begins with where a client’s money currently flows and ends with the client making a fully owned decision to change it and choosing you as their strategist.

Thank you to our sponsors

Speaker: David Mozeika

This session introduces two powerful client-facing exercises designed to guide every client through the two essential life insurance decisions with clarity, conviction, and complete ownership of the outcome. Not a needs analysis handed down from a calculator. Not a recommendation dressed up as a conversation. A genuine, guided discovery process that leads every client to their own ideal life insurance position — because they chose it themselves.

Panelists: Sean Platt and Caleb DeLon

Your next prospect will start deciding whether they trust you before you ever say a word. They’ll do it based on what they’ve already found, already heard, and already believe about you. Most advisors leave that process to chance. The best advisors don’t. They build authority that walks into the room ahead of them, so the first meeting starts on trust instead of skepticism.
 
In this candid conversation, David Mozeika, founder of Currence and creator of the Income Under Management approach, sits down with Sean Platt (a writer and IP strategist who has built content businesses across publishing and entertainment) and Caleb DeLon (COO for Paperback Expert, a book creation and publishing firm for small business owners), to unpack the three ways advisors build that kind of credibility.
 
You can write the book yourself. You can hire someone to write it for you. Or you can choose a third path that most advisors have never even been offered. Each approach works. Each demands a different investment of time, money, and energy. We’ll pull back the curtain on all three, talk honestly about the tradeoffs, and help you determine which path fits your practice, your goals, and the way you want to show up in the market. Because when prospects feel like they already know you, trust you, and understand what makes you different, the first meeting stops being an audition. It becomes a conversation.

Tuesday, July 21st

Thank you to our sponsors

Speaker: Bill Cates

Are you using Currence as a way to communicate your differentiation in a way that attracts right-fit clients and generates referrals?
 
In this highly interactive, hands-on session, you will discover how to:
  • Communicate your use of Currence as a magnet to gain more ideal clients.
  • Employ The Differentiation Gap Formula that will grab your prospects’ attention.
  • Use transformational experiences to create advocates who introduce you to others

Speaker: Aashay Shah

In this session, Currence Head of Product Aashay Shah pulls back the curtain on what is being built, what is coming next, and what it means for every financial professional in this room.

Thank you to our sponsors

Speaker: Daniel Salazar

This session trains advisors on how to facilitate a structured, purposeful meeting designed to help every client discover — and articulate — the investment philosophy that already lives within them. Not a philosophy handed down from a home office. Not a risk tolerance questionnaire dressed up as strategy. A genuine, personal set of investment beliefs that the client owns, understands, and will return to every time the world tries to pull them off course.

Brought to you by Matson Money

About Matson Money:
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. Offering wealth management and advisor coaching, we serve over 500 independent advisors across North America and Puerto Rico, helping alter the investing experience for families. Our mission is to help protect your hard-earned money from speculating and gambling through education and training.

Speaker: Kristin Niedermeyer

In most advisory practices, the annual or quarterly review is the most dreaded meeting on the calendar. Advisors brace for questions about performance. Clients arrive anxious about what the market has done to their future. The conversation is reactive, defensive, and anchored in the rearview mirror. When it is over, neither party feels meaningfully better about what comes next. Currence advisors do not run review meetings. They run Calibration Sessions. The distinction is not semantic. It is philosophical, structural, and experiential. The Calibration Session is built on a foundational Currence belief: that every client has an ideal financial position, and that the role of the advisor is not to report on the past but to continuously navigate toward that position with precision and intention.
 
In this session, you will discover exactly how to run a Calibration Session from opening to close: the agenda, the language, the worksheets, and the mindset that makes this meeting one of the most valued experiences a client has in their financial life.

Speaker: Vince D'Addona

In this session, Vince will take a deep dive into Page 3 of the Enrollment Workbook and the importance of helping clients build and optimize their cash flow engines. Too often, advisors overlook this critical conversation, missing an opportunity to create deeper engagement and long-term value for their clients.
 
Together, we’ll explore why this page is foundational to the Income Under Management process, how it strengthens the advisor-client relationship, and why establishing effective cash flow engines is essential for helping clients achieve their financial goals, both today and in the future.

Thank you to our sponsors

The best financial plans aren’t built in a single meeting; they are strengthened through consistent calibration over time. In this interactive bonus session, come up to the mic and together we’ll walk through real-world case studies that demonstrate how ongoing adjustments, intentional decision-making, and proactive cash flow management can dramatically impact long-term financial outcomes.

MEET OUR SPEAKERS

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Bill Cates

Creator of the Cates System™

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Paul Melella

Founder of 1 Degree Coaching™

Mando Current Headshot

Mando Sallavanti

Founder of Freedom Path Wealth

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Brock Fortner

Founder of StoneCentury Financial

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Kristin Niedermeyer

Financial Advisor

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David Mozeika

Founder and CEO, Currence

Vince Matson Pic

Vince D'Addona

Head of Distribution, Currence

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Aashay Shah

Head of Product, Currence

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Disclosures:
EARLYBIRD2026 Promotion by Currence, Inc. (“Currence”) and its affiliates is valid 8/02/2025-12/31/2025 23:59:59 EST and is limited to those who buy a single standard pass for Currence Income Under Management Conference. Promotion provides $500 off the Currence IUM 2026 Conference Standard pass. Currence, Inc. reserves the right to modify or cancel the offer at any time. Individuals are limited to use of one EARLYBIRD2026 coupon per account. See Currence’s full Terms of Service here. 

IUMSALE26 Promotion by Currence, Inc. (“Currence”) and its affiliates is valid 1/1/2026-3/31/2026 23:59:59 EST and is limited to those who (i) buy a single standard pass for Currence Income Under Management (IUM) Conference 2026. Promotion provides $300 off one Currence IUM 2026 Conference Standard pass, pricing it at $1,395. Promotion expires 3/31/2026 23:59:59 EST. Offer cannot be combined with other IUM 2026 offers. Currence, Inc. reserves the right to modify or cancel the offer at any time. See Currence’s full Terms of Service here.

IUM10026 Promotion by Currence, Inc. (“Currence””) and its affiliates is valid 4/1/2026-5/31/2026 23:59:59 EST and is limited to those who (i) buy a single standard pass for Currence Income Under Management (IUM) Conference 2026. Promotion provides $100 off one Currence IUM 2026 Conference Standard pass, pricing it at $1,595. Promotion expires 5/31/2026 23:59:59 EST. Offer cannot be combined with other IUM 2026 offers. Currence, Inc. reserves the right to modify or cancel the offer at any time. See Currence’s full Terms of Service here.

IUMEARLY2026 Promotion by Currence, Inc. (“Currence”) and its affiliates is valid 4/6/2026-4/10/2026 23:59:59 EST and is limited to those who buy a single standard pass for Currence Income Under Management Conference during the promotional period. Promotion provides $500 off the Currence IUM 2026 Conference Standard pass. This promotional pricing cannot be refunded to previous IUM Summit purchases. Currence, Inc. reserves the right to modify or cancel the offer at any time. Individuals are limited to use of one IUMEARLY2026 coupon per account. See Currence’s full Terms of Service here.

IUMBOGO75 Promotion by Currence, Inc. (“Currence”) and its affiliates is valid 8/4/2025-6/30/2026 23:59:59 EST and is limited to those who (i) buy a single standard pass for Currence Income Under Management (IUM) Conference 2026, and (ii) buy an additional 2026 pass at 75% off. Promotion provides 75% off one the Currence IUM 2026 Conference Standard passes when purchased in a bundle. Promotion expires 6/30/2026 23:59:59 EST. Offer cannot be combined with other IUM 2026 offers. Currence, Inc. reserves the right to modify or cancel the offer at any time. See Currence’s full Terms of Service here.

IUMCYBER25 Promotion by Currence, Inc. (“Currence”) and its affiliates is valid 11/28/2025-12/1/2025 23:59:59 EST and is limited to those who (i) buy a single standard pass for Currence Income Under Management (IUM) Conference 2026. Promotion provides 40% off 0ne the Currence IUM 2026 Conference Standard passes. Promotion expires 12/1/2025 23:59:59 EST. Offer cannot be combined with other IUM 2026 offers. Currence, Inc. reserves the right to modify or cancel the offer at any time. See Currence’s full Terms of Service here.

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