Agenda

AT-A-GLANCE

*CE credit information listed here is what has been applied for.  As of 7.27.17 we have received full approval for all CIMA credits.  Will update the site as we get approval for the others.  In addition, each attendee will receive a voucher for additional online CE opportunities. 

START TIME

SESSION TYPE

SESSION TITLE

SPEAKER

7:30am

Regular Check-In and Breakfast

   

8:00am

Welcome

   

8:05am

General Session

5 Big Mistakes that Have Small Business Retirement Plans in Hot Water

CE: 1.5 hour for CFP, CPA, INS, CIMA

Kelsey Mayo

9:20am

Break/Sponsor Time

   

9:30am

General Session

Global/US/Market/Economic Update

CE: 1 hour for CFP, CPA, CIMA

David Kelly

10:20am

Break/Sponsor Time

   

10:40am

General Session

Cyber Security Attacks

CE: 1 hour for CFP, CPA, INS, CIMA

Dr. Andrew Besner

11:30am

Break/Sponsor Time

   

11:45am

General Session

LTC Industry Trends for Today and the Future

CE: 1 hour for CFP, CPA, INS, CIMA

Stephen Perkins

12:35pm

Lunch – Winthrop TY

   

1:20pm

General Session

How to Succeed at Life

Bob McKillop

2:10 PM

Break/Sponsor Time

   

2:25pm

General Session

Divorce Planning Pitfalls, Lessons and Advisor Protocol

CE: 1 hour for CFP, CPA, INS, CIMA

Diane Willis

3:15 PM

Break/Sponsor Time

   

3:30 PM

General Session

Advanced Giving Using ILIT

CE: 1 hour for CFP, CPA, INS, CIMA

Jim Hardin

4:20 PM

Break/Sponsor Time

   

4:35 PM

General Session

Tax Planning for 2017 and Beyond

CE: 1 hour for CFP, CPA, INS, CIMA

John Nersesian

5:25 PM

Dismiss