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APRIL 1 - APRIL 2, 2022


Welcome to Dreammakers 2022!

Here you will find all Dreammakers resources, in one place. Please check back for the most up-to-date Conference Agenda, Headshot Schedules, and Meeting Materials!

Conference Details


Hosted valet parking at the hotel will be available for program attendees. Please let them know you are attending the Trilogy event.


Friday: Dreammakers program is Business Casual
Saturday: Awards Gala is Cocktail Attire

Conference Agenda

Friday, April 1

10:00AM - 10:15 AM


10:15AM - 11:00AM

Establishing a Brand

Tech Update
Presenters: Eric Perkins in discussion with F2 Strategy

11:00AM - 11:15AM


11:15AM - 11:45AM

Establishing a Brand

Service Team Update
Presenter: Eric Perkins

11:45AM - 12:15PM

Sustaining a Legacy

Leadership Program
Presenters: Mike Broker and Ginger Silverman
Wealth Advisor Level Up Committee
Presenter: Mike Fibiger

12:15PM - 1:45PM


1:45PM - 2:30PM

Increasing Capacity

Presenters: Jeff Seuferling in discussion with Scott Naiman

2:30PM - 2:45PM


2:45PM - 4:15PM

State of the Union

4:15PM - 4:30PM


Saturday, April 2

6:00PM - 12:00AM

Awards Celebration



Ginger Silverman is a nationally known marketer and expert in the field of marketing and corporate communications. For over 30 years, she has been a senior marketing executive for several leading Fortune 1000 corporations including Ember Education, Behr Paint Company, Pizza Hut, Taco Bell, HomeBase, Prudential Real Estate, Ogilvy & Mather Advertising, and Lindora Medical Weight Control. Her experience crosses many industries – higher education, consumer goods, cosmeceuticals, medical weight loss and medical devices. Her experience as a senior leader for large, established companies and small, entrepreneurial ventures has prepared her well for leading her venture, Aha! Unlimited Consulting, Inc., where she has worked with Jenny Craig and CalorieKing, the world’s largest nutritional database. Ginger is a member of the Trilogy Board of Directors and considers herself to be the company’s biggest cheerleader. In addition, she is an adjunct professor at the University of Massachusetts Global (formerly Brandman University) where she has taught in the undergraduate and graduate Marketing, Business, and Organizational Leadership disciplines for 13 years.

trilogy financial SPEAKERS

jeff seuferling

Jeff Seuferling, CFP®

Chief Quality Officer

mike broker

Mike Broker, CFP®

Chief Strategy Officer

jeff motske

Jeff Motske, CFP®

President & CEO
Huntington Beach

Michael Fibiger

Vice President of Wealth Management

eric perkins

Eric Perkins

Chief of Services
Huntington Beach

Share your photos with us!

Send your pictures to for the possibility of being featured on Trilogy’s social media pages!


Please acknowledge by attending this year's Dreammakers events - conference & gala - you and your guests have consented to waive your rights for exposure.


Please understand that by attending this year's Dreammakers events - conference & gala - you are waiving your rights and agreeing to have your photo taken and used for marketing purposes by both Trilogy Financial and the Pasea Hotel.

Call Us To Get Started. (844) 356-4934