A² Advantage Series with Jeff Rattiner
Sponsored by:
Registration and Pricing
A² Advantage Series is for Financial Advisors who are looking to gain knowledge and become the expert in their community. Seating is limited. Registration and Pricing information is listed below.
  • Registration: 3 Ways to register
  • EMAIL Bradford Hancock at bhancock@optivisehq.com ​
  • CALL 615-236-2220
  • TEXT 615-236-2220 - If texting, please reference "a2adv" in your message
  • Pricing Plans:
  • $299.99 - Single day access to March 21 A² Advantage Series installment (includes morning and afternoon sessions with Jeff Rattiner, breakfast, lunch, TopGolf, collateral including handouts, work sheets and digital resources
  • $999.99 - Includes access to all four A² Advantage Series installments in 2025 (includes morning and afternoon sessions with Jeff Rattiner, breakfast, lunch, collateral including handouts, work sheets and digital resources
  • Note: Discounts available for Optivise affiliated advisors and pricing is per individual attendee.
Announcing the A² Advantage Series "Monetizing Your Financial Planning Services"
  • Known as the "Adviser to Adviser" guru, Jeff Rattiner, CFP®, CPA and MBA has partnered with Optivise Advisory Services to deliver his expertise in Nashville on the evolving landscape of financial planning in a relaxed and exclusive setting.
  • The initial installment will focus on on a popular topic for all advisers - Monetizing Your Financial Planning. Jeff will provide hands on CE training and you will gain turnkey strategies to enhance your practice.
A² Advantage Series: Friday, March 21, 9AM to 5PM CST at Top Golf
Address:
  • Top Golf Nashville
  • 500 Cowan St, Nashville, TN 37067
  • (615) 777-3007
Event Highlights:
  • In-person access to industry expert
  • CE Credits
  • Materials - handouts, worksheets, digital
Schedule:
  • 9AM - 12PM
  • Continental Breakfast
  • A² morning session
  • 12PM - 2PM
  • Buffett lunch
  • Golf
  • 2 PM - 5PM
  • A² afternoon session
  • Closing Remarks
  • Sneak Peak of future topics
A² Advantage Series: Why You Should Attend
Exclusive Access
  • With our select class size, you have access to THE trusted industry expert
  • get your questions answered in person
Continuing Education
  • Earn up to 6 CFP board CE credits
  • Earn Continuing Education up to 24 annually
Become the "go to" adviser for your community and clients
  • Relevant, impactful training that will set you apart from others in your community.
Colleterial Materials
  • Handouts
  • Worksheets
  • Digital Resources access through Optivise
Education Series for Advisers
  • Quarterly in person sessions for 2025
  • Stay current with industry trends
Registration and Pricing
A² Advantage Series is for Financial Advisors who are looking to gain knowledge and become the expert in their community. Seating is limited. Registration and Pricing information is listed below.
  • Registration: 3 Ways to register
  • EMAIL bhancock@optivisehq.com ​
  • CALL 615-236-2220
  • TEXT 615-236-2220 - If texting, please reference "a2adv" in your message
  • Pricing Plans:
  • $299.99 - Single day access to March 21 A² Advantage Series installment (includes morning and afternoon sessions with Jeff Rattiner, breakfast, lunch, TopGolf, collateral including handouts, work sheets and digital resources
  • $999.99 - Includes access to all four A² Advantage Series installments in 2025 (includes morning and afternoon sessions with Jeff Rattiner, breakfast, lunch, collateral including handouts, work sheets and digital resources
  • Note: Discounts available for Optivise affiliated advisors and pricing is per individual attendee.
About Jeff Rattiner
With a background in accounting and extensive experience as a CPA, Jeff Rattiner's journey into financial planning began when he recognized a need among clients for proactive, holistic financial guidance rather than just after-the-fact tax compliance. Transitioning into financial planning, he trained with industry leaders and now combines his expertise as a Certified Financial Planner (CFP®) and CPA to help clients define and achieve long-term financial goals. Through JR Financial Group, Inc., he is dedicated to inspiring clients with practical insights and strategies to enhance their financial well-being.
Jeff is not only the author of eight books about financial planning, but also a seasoned educator and speaker, known for his engaging, often humorous approach that brings financial topics to life. Whether in live or virtual formats, he helps audiences understand complex issues and offers immediate, actionable solutions.
In his practice, Jeff has guided clients through various life stages, from early careers to retirement, celebrating their achievements along the way. A dedicated family man, Jeff also values personal balance and brings this perspective into his work. Passionate about building strong relationships, he’s honored to be part of clients’ journeys as they reach their financial and life goals. For speaking inquiries or financial guidance, contact Jeff to learn more.