Testimonials from Previous Mortgage Planner Summit Attendees
"A must for any loan officer!"
Abby Green, Santa Ana CA
 
"This has been the best mortgage seminar I have ever attended."
Carolyn Walker, Goodyear AZ
 
"The most important event of my life, both personally and professionally. I believe this is the turning point in my career - from good business to great."
Charlie Christensen, Sausalito CA
 
"What an excellent opportunity and experience. Amazing presenters and very powerful material and content. I would strongly suggest every loan officer serious about clients and their own futures attend this event."
Cheyenne Renfro, Fair Oaks CA
 
"The most incredible, awesome, unique experience. It pushes you to a whole new level of attitude in the mortgage industry."
Christine Michelotti, Greensboro NC
 
"A high-energy, value driven event, which provides actionable, concrete steps to increase business, income and life balance."
Chris Sheridan, Upland CA
 
"Freaking Amazing! Can't wait till next year. A necessity to advance by leaps & bounds.”
David Espinosa, San Diego CA
 
"Awesome! Sets a new benchmark for Mortgage Seminars!"
David Russell, Lake Havasu City AZ
 
"Over the top - the total experience."
David Meserve, West Gardiner ME
 
"It was the place to be if you are a loan officer."
Deric Schoof, Portland OR
 
"Awesome! Incredible! Must attend! Best event I have been to, ever!"
Donald Petty
 
"The most phenomenal growth experience and "ah ha" I have received from a seminar. Unforgettable!"
Evangeline Scott, Folsom CA
 
"Very high level. Be prepared mentally & physically!"
Harlan Accola, Marshfield WI
 
"Life changing, you will never be the same person professionally and personally!"
Janet Kostner, Richmond BC
 
"I wish I could have done this 4 years ago when I started in the business."
Michael Gallagher, Roseville CA
 
"This event is not an option, it’s a must!"
Paul McIntyre
 
"Unlike anything else in the industry you've ever attended."
Ron Fossum
 
"Unique, words could not describe. You must attend in order to grasp and understand how wonderful it was for me."
Maabi Munoz, Portland OR
 
"If you miss this event, you are walking away from the opportunity of a lifetime."
Mark Honnell, Hayden ID
 
"Life Altering. This event has given me the tools, opportunity, and motivation to change my career. More importantly, my clients will benefit the most."
Justin Pfeiffer, Harrisburg SD
 
"This event reconnected me with the "why" of being in the loan business- the difference I can make in a client's life, family, and success. It has been nothing less than career saving and career changing!"
Kathleen Kramer
 
"Truly amazing ! The very best investment of time & money if you plan on successfully making a difference in people's lives."
Katie Pisciotta, Long beach CA
 
"Life changing, if you commit to change and excellence."
Al Cabrera, Whittier CA
 
"Excellent guest speakers with lots of great ideas."
Alan Dierickx, Port OR
 
"Intense, inspiring opportunity to be the cutting edge of the mortgage business."
Alex Sykes, Northridge CA
 
"An eye opening, inspirational, learning experience."
Andrea Williams
 
"A must if you want to take the next step in the mortgage business."
Andrew Tackitt, Charleston SC
 
"Life altering,  career changing, incredibly motivating - a breathe of fresh air! An outstanding value for your investment!"
Angela Timp, Ankeny IA
 
"An event that every loan officer should attend. You'll learn how to give value to your clients."
B.J. Ocampo
 
"Awesome! Inspiring with practical content and applicable strategies. Not a ''fluff'' event."
Barry Varshay, Bellevue WA
 
"Unbelievable, a must attend."
Barzel McKinney, Stafford VA
 
"A must attend. Cutting edge info to take you to the next level of success and do it with balance."
Brad Sorsabal, Palmdale CA
 
"Great! The gift that keeps giving!"
Brian Riley, West Bay WI
 
"An event that can be attended at any experience level. The earlier in ones career, the better to understand how to begin to balance personal life and business"
Brian Jacenko, Scottsdale AZ
 
"A must if you base your business around strategic equity."
Kristie Powell, Calabasas CA
 
"Fantastic meeting of the mortgage super stars."
Bryan Pettit, South Jordan UT
 
"Lots of nuggets and ideas."
Carl Rettinger, Folsom CA
 
"Value exceeded expectations. Fun, entertaining, great speakers, financial mastery event."
Carrie Guarrero, Burnsville MN
 
"Wonderful, inspirational, clever, creative. The entertainment was great and allowed us to concentrate during the session."
Cheryl Woods, Napa CA
 
"Almost indescribable. Life changing!"
Chik Quintans
 
"A must for expanding knowledge & business."
Christine Nadeau, Hercules CA
 
"Very informative, very uplifting.  It brings the best points to you."
Christopher Krikorian, Cranston RI
 
"Really amazing, do not miss it. It will change your life."
Claudio Minones
 
"An event that has given me the ability to transform my life."
Craig Steen, Minneola TX
 
"Outstanding - lots of heart.  Motivating and unbelievable content."
D. Lewis
 
"You must go!"
Dan Mack
 
"Great.  Awesome.  Can't miss one more."
Dan Bundt, Bloomington MN
 
"A religious experience."
Dan McGetrick, Temecula CA
 
"A must do. All I had hoped for and more!"
Dan Rivas
 
"Spectacular, there was so much information.  I'm excited and ready to put these ideas & strategies to work"
Darlene Calderon
 
"It will put your business into overdrive."
Dave Ballstadt, Las Vegas NV
 
"An opportunity to get motivated to achieve potential that all mortgage professionals need to be involved in, to raise the bar for this industry."
David Sider, San Diego
 
"Excellent.  Will change your life if you make the commitment to yourself."
David Schulman, Falls Church VA
 
"The best investment of your time and money!"
David Daniel, Oakland CA
 
"Great.  I would do it again - in fact I am."
David Walden, Pleasanton CA
 
"Informative, well rounded & well worth it."
David Schmidt, Westlake CA
 
"Awesome cutting edge material."
David Brown
 
"Life changing. A career changing opportunity if you make the decision. "
Deborah Still, Kirkland WA
 
"Not for the timid.  A powerful event – you must be willing to play big."
Denise Matthis, San Diego CA
 
"Necessary for self improvement & mandatory for success."
Dennis Goode
 
"Awesome, very motivating"
Diana Chapman, Apple Valley CA
 
"Great balance of content & motivation!"
Doug Haldeman, St Louis MO
 
"Invaluable, something you need to attend, a must!"
Douglas Petsco, Dewey AZ
 
"Full of valuable information. To be a successful mortgage planner, you must attend. Implementation strategies, speakers, tools for success are all at the summit"
Dwayne Story, Visalia CA
 
"Must see if you are a professional."
Earl Swayne, Las Vegas NV
 
"Unforgettable, must attend event!"
Edward Parcaut, Modesto CA
 
"A lot of fun, impactful, insightful. Action packed, heartfelt, exciting. Value added."
Eric Zanotelli, St. Hunter OR
 
"Fantastic. A lot of incredible information that can propel my business to the next level!"
Greg Matthews, Seattle WA
 
"Incredible information & detail!"
Gerry Gillan
 
"Excellent - a must to do!"
Jack Emkes, Cedar Falls IA
 
"It was a high energy learning experience. The exchange of information was dynamic. It was an exceptional value!"
John Schiavo, Phoenix AZ
 
"Motivational - inspiring, confirming, fun, heartfelt. A true reminder of who I am meant to be, limitless possibilities. A must!"
Janet French, Huntington Beach CA
 
"Fun! Educational, motivational -showing you an action plan to take yourself to the next level."
Janet Walford
 
"Career changing! something you must experience!"
Jansen Tanaka, Honolulu HI
 
"You should have been here!"
Jason Herner
 
"An absolute must if you want to call yourself a mortgage planner. "
Jason Herzberger, Owings Mills MD
 
"An absolute must for any mortgage professional who wants to not only serve their clients better but also want to differentiate themselves!"
Jason Taylor
 
"Exciting; will expand your mind set, a life changing event!"
Jason Wood
 
"If the plan is to be in business in 10 years, you need to plan to attend this event!"
Jay Hicks, La Quinta CA
 
"Can't afford to miss it. Need to attend! Very, very valuable"
Jeff Sosnicki
 
"Extremely valuable. So many industry pros in one condensed meeting."
Jeff Low, Bellevue WA
 
"Great ! Motivational, educational, you need to be practicing the techniques they're teaching."
Jennifer Eckert
 
"Great Speakers, Great Energy"
Jerry Borough, Shoreview MN
 
"One word, "Awesome!"
Jim Cotter
 
"If you want to go to the next level of becoming a mortgage planner, this seminar is a requirement."
Jim Ceyte, Birmingham AL
 
"Should be required if you desire to elevate your level of knowledge and expertise within the mortgage industry."
Jim Hinsdale, Charlotte NC
 
"This is the direction of the industry and was a life changing 3-days!"
John Todaro, Scottsdale AZ
 
"Unbelievable - a can't miss"
John Zerwin, GreenWood Valley CO
 
"Life changing. Thank you!"
John Riley, Palo Alto CA
 
"Motivational with real world practical ideas and strategies to take your business to whatever level you choose."
John Murphy
 
"There is so much value and power backing this event that you are certain to get something out of it."
Jon Palmer
 
"Awesome.  One of a kind.  Very informative, something I can't miss."
Juanita Tejada, Long Beach CA
 
"Above anything I could have imagined. "
Judy Hadam, LasVegas NV
 
"Great. It was exciting and full of energy. Lots of info - you need to go."
Justin Sorsabal, Palmdale CA
 
"Very beneficial, interesting to hear from all the mortgage pros."
Karen Shipley
 
"It was life altering, moving and emotional."
Katherine Romer, Concord NH
 
"Awesome! Every Loan Officer needs to experience this."
Katie Howe, Irvine CA
 
"For a loan originator, it is a must."
Lance Powell
 
"Amazing and awesome - educational, valuable, inspiring."
Lani Kish, Gig Harbor WA
 
"Knowledge plus experience from other loan officer professionals."
Larry Goldman, Tucson AZ
 
"Overall it was amazing. The content was great as an intro to the next three events. I can't wait!"
Leandro Hernandez, Palantine IL
 
"A new idea on how to give the loan business steroids."
Lee Camblin, Sandy UT
 
"Super event -- where the mortgage industry is going."
Lee Ann Bezek, Las Vegas NV
 
"The best investment you can give yourself."
Leean Ozanich, Las Vegas NV
 
"You can't afford to miss it!"
Les Berman, Beverly Hills CA
 
"Not about originating mortgages, about helping yourself by helping others. It brings out the "professor" in all of us. It's lending from the heart."
Lon E. Stroschein
 
"Great! Invest in this!"
Lorena Oseguera, Rancho Cucamonga CA
 
"Uplifting, overwhelming. The best information I ever saw. Tools, concepts, and materials blew me away. Thank you!"
Lorraine Doodakian, Lockport IL
 
"Best choreographed meeting ever attended. Awesome content. Best ideas for revising business plan."
Lynn Price, Las Vegas NV
 
"Something happened to me at this event. I made a decision to live 1st class and to be a 1st class person."
Mark Emter, Woodland WA
 
"Phenomenal, life changing, a unique experience I'll never forget!"
Marla Barch, Chicago IL
 
"Awesome – a must go if you are serious about your business. Cutting edge material"
Matt Lynch, HI
 
"Super.  A must ''go to.''   There are so many tools to use and they start you on the right path."
Matt Marks, Santa Clara CA
 
"Informative & packed with useful information."
Matt Hughes, Colorado
 
"Steven is over the top with added value!"
Michael Palmer
 
"Better than you can imagine. A chance to have a positive impact on your career - the best!"
Michael Shipp
 
"Not to be missed"
Michael Jameson, Lacey WA
 
"Lots of content - excellent, great speakers, great venue"
Michael Scialabba, Henderson NV
 
"Motivating and a must for all serious individuals in the mortgage industry."
Mike Wolle, Plymouth MN
 
"It was an awesome show that you should not miss next year!"
Mike Biroschak
 
"An event you will never forget!"
Miriam Ochoa
 
"Every Mortgage Planner needs the energy, passion, & education of this event."
Nancy Lloyd
 
"The opportunity to decommoditize the mortgage  & help your clients transform their lives & build a financially secure future for you ( the L.O.)."
Nick Williams
 
"High energy and very informative in the best event I have every attended!"
Nina Tarazi, Santa Rosa CA
 
"A high-energy power-packed event that will not only provide tangible ''get business now'' strategies, but also provide clarity about what's really important in life. If you totally engage, you will change your life."
Timothy P. Murnane,  Long Beach CA
 
"If you are committed to your profession you must attend."
Paul Bertell, Miami FL
 
"This is a "can't miss" event if your serious about being a mortgage planner."
Paul Johnson
 
"Unbelievable! An event I'll never forget!"
Pia Haynes, Fairfield CA
 
"The best thing I have done, it was an amazing experience."
R.C. Keefer, Redding CA
 
"An eye opener – it shows there is more to life then what you’re currently going through."
Reggie Smith, Damascus MD
 
"Wow! Wow! Wow!"
Rich Linn, Bountiful UT
 
"I enjoyed it far more than I expected. I did not get much Black jack & Texas hold em in because the seminar far exceeded my expectations."
Robert Fishbein, Woodmere NY
 
"The greatest event that I have ever been a part of."
Roger Perris, Desert Hot Springs CA
 
"Life changing, a rock concert for originators with content that is relevant to all mortgage originators!"
S. John Murray, Beverly MA
 
"Energetic, Fun & Enlightening. If you are serious about transforming your mortgage planning practice it is a must!"
Scott Rudolph, Doylestown PA
 
"This is a must if you plan on making your career in the mortgage industry."
Scott Miller, Maple Grove MN
 
"A must if you want to be successful."
Sean McManamon, Clearwater FL
 
"Outstanding! Perfect for me in my 6th year."
Serena Greening, San Francisco CA
 
"Awesome, overwhelming, creative, it was an event I won't forget!"
R. Shane Bowlby, Mesa AZ
 
"Phenomenal experience that I will never will forget!"
Solomon Schweitzer, Redding CA
 
"Excellent, high energy, great value."
Susan Conger
 
"An unique experience you will never forget."
Terry Williams, Los Angeles CA
 
"It's a must attend event!"
Terry Draine, Las Vegas NV
 
"This is the direction the mortgage industry has needed to move in for years. This event is very important for anyone who wants to truly separate themselves from the rest of the industry."
Tim Storm, Irvine CA
 
"You can't afford not to be here!"
Todd Bowman
 
"An unmissable event!"
Thomas O'Connor, EngleWood CO
 
"Exciting, action-packed, educational experience "
Trevor Hammond, Tigard OR
 
"This is a must attend event if you are serious about this business!"
Tyson Underwood
 
"Best investment I've made in a long time!"
Violet Krikorian, Cranston RI
 
"Best event I have attended in 19 years of the mortgage industry (and I intentionally said "event" versus seminar)!"
Wendy Cutrufelli, Concord CA
 


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WHAT OTHERS ARE SAYING

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HURRY! EARLY BIRD SPECIAL
GENERAL ADMISSION
$699 - LIMITED TIME $499

VIP INCLUDES CERTIFIED MORTGAGE PLANNER CONFERENCE*
$1299 - LIMITED TIME $999
* June 3-4 (an additional $1399 value FREE).
Limited to first 500 attendees.

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GET CERTIFIED FOR FREE!*
Come to Vegas a day early and earn
your CMP® designation.
This exclusive course is taught by leading experts
from both the mortgage industry and the
financial planning industry. Attendees earn their
Certified Mortgage Planner® designation.
*FREE WITH VIP REGISTRATION (Limited to first 500 attendees.)

BOOK YOUR HOTEL ROOM

Get a Venetian Suite for a Special Early Bird rate here. Hurry! Limited rooms available.

JOIN US IN LAS VEGAS FOR AN
UNFORGETTABLE EVENT

Steven Marshall
CEO
Mortgage Planner Magazine
Over 3,500 of the mortgage industry’s top producers converged on Vegas last June for the Premier Industry Event of the Year. My team and I are busy developing an even better event for 2008 with an impressive line up of speakers that will ensure you are able to take home real life strategies to help grow your business. This will truly be an event NOT TO MISS. I look forward to seeing you in Vegas.

Steven Marshall

FREE BONUS EVENTS FOR 2008

If you want to know how you and your clients can save thousands of dollars in taxes this year, don't miss this exclusive session with Sandy Botkin. Sandy is a CPA, tax attorney, author of several bestselling books on taxes, and the exclusive Strategic Tax Coach for Mortgage Planners. Sandy spent five years as the chief counsel for the IRS and he has taugh more than 50,000 taxpayers how to save over $300 million in taxes. Learn more.


Come early and attend the pre-event Mortgage Coach Summit as a FREE bonus, Wednesday June 4 from 10am-12:30pm. This is an advanced session for dedicated mortgage planners. Come prepared to learn detailed strategies on how to create a customized mortgage plan for your clients that moves them to action. You will also learn how to market yourself as a true mortgage planner and separate yourself from the competition. This session filled to capacity last year, please be early to ensure you get a seat. Learn more.

Take charge of your life, business and income immediately! New markets call for new strategies! Are you ready to re-invent your business? Join Doug Andrews, author of the financial bestseller "Missed Fortune", in this exclusive session. Doug will teach you his wildly successful system for creating new loans by teaching homeowners to successfully manage their home equity. Doug Andrew is one of the pioneers and leaders in the equity management movement.Listen closely and you will be able to replicate Doug's success in your market. Learn more.

Invite your best real estate agent referral partners to attend the event with you and rejuvenate your relationship. Special break out sessions with the top real estate industry trainers and thought leaders will be specifically dedicated to real estate agents. The real estate track includes sessions with Matt Ferry, Joe Stumpf, Terri Murphy, James Smith, Sandy Botkin, and more! Your Realtors are welcome to attend the rest of the event as well, including keynotes Magic Johnson, Jack Canfield and all other sessions. Your Realtor will thank you for bringing them, and you are sure to get immediate referrals when you return home. Learn more.

Invite your favorite financial planner referral partners to attend the event with you too! Special break out sessions with the top financial planning industry trainers and thought leaders will be specifically dedicated to financial planners. The financial planning track includes sessions with Ric Edelman, Dan Sullivan, Doug Andrew, Todd Ballenger, and more! Your financial planners are welcome to attend the rest of the event as well, including Magic Johnson, Jack Canfield and all other sessions. Your financial planner will thank you for bringing them, and you are sure to take your relationship to the next level as they experience the power of mortgage planning. Learn more.