Applied for a 2 1-hour courses: NC CIE, NC CPE, NC CFP, and NC CLE.
7:30 am Door Open
7:45 am Announcements
8:00 am Presentation- Tax Planning Tools in Investment Execution
9:00 am Presentation- Practical Strategies to Enhance Client Service and Strengthen Relationships
Tax Planning Tools in Investment Execution with Legendary Capital- Information Coming Soon!
Practical Strategies to Enhance Client Service and Strengthen Relationships with Gregg Schlaudecker and Leigh Ann Houston
Gregg Schlaudecker
Gregg Schlaudecker is a seasoned executive and financial services leader based in Jamestown, North Carolina. As Chief Operating Officer at AdaptFirst Tax and Investments, Gregg drives operational excellence and strategic direction for a mid-sized CPA firm. His career includes influential roles such as Executive Director for The Financial Service Advisors Council and Director at the Society of Financial Service Professionals, where he led regional chapters and advanced the profession through innovative leadership and collaboration.
Gregg’s expertise spans financial planning, risk management, and education—evidenced by his founding of Smart College Funding, helping families strategize college affordability. He has managed comprehensive financial planning operations and led large insurance sales departments, leveraging knowledge gained from diverse roles including military service as a U.S. Navy Captain. Known for his technology savvy and commitment to professional development, Gregg also enjoys cycling, bird watching, boating, and mentoring others in finance and technology both inside and outside the office.
Leigh Ann Houston
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Leigh Ann Houston is a seasoned leader with extensive experience in event planning, operations management, and community engagement. She has built a career on creating seamless, high-impact experiences that foster connection and professional growth. A proud alumna of the University of Iowa, she holds a Bachelor’s degree in Education, as well as a Master of Education from the University of North Florida. Alongside her current leadership role, Leigh Ann has founded and grown a wellness business, Thrive Tribe Essentials, managed successful real estate ventures, and dedicated much of her professional journey to education and mentoring.
A mother of four, Leigh Ann is equally dedicated to her family and community. She serves in leadership roles at her children’s school, runs a large parish Bible study, and is an active voice in volunteer and service initiatives. When not coordinating programs or fostering professional networks, she can almost always be found by the water, recharging at the beach with family and friends.
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