AGENDA-AT-A-GLANCE

7:15am-8:00am

8:00am-8:10am

8:10am-9:00am

9:00am-9:10am

9:10am-10:00am

10:00am-10:10am

10:10am-11:00am

11:00am-11:10am

11:10am-12:00pm

12:00pm-1:00pm

1:00pm-1:50pm

1:50pm-2:00pm

2:00pm-2:50pm

2:50pm-3:00pm

3:00pm-3:50pm

3:50pm-4:00pm

4:00pm-5:15pm

5:15pm-5:25pm

Check-In | Breakfast | Sponsor & Exhibitor Time

Welcome | Announcements

Retirement Planning with Reverse Mortgages
Harlan Accola, Fairway Independent Mortgage Corporation (1.0 hour CFP)

Break | Sponsor & Exhibitor Time

Extended IRA and Non-Qualified Annuity Strategies
Steve Hamilton, Jefferson National (1.0 hour CFP & INS)

Break | Sponsor & Exhibitor Time

2018 Investment Update
Bob Doll, Nuveen Asset Management (1.0 hour CFP)

Break | Sponsor & Exhibitor Time

Business Succession Planning
David Grau, FTP Transitions

Networking Lunch | Sponsor & Exhibitor Time

Estate Planning Update | Panel Session (1.0 hour CFP and INS)

Break | Sponsor & Exhibitor Time

Small Business Owner Retirement Strategies
Mary Read, Carolina Asset Management (1.0 hour CFP)

Break | Sponsor & Exhibitor Time

Investing with a Different Perspective
John Stamas, Defender Capital (1.0 hour CFP)

Break | Sponsor & Exhibitor Time

Income Tax Planning Panel Discussion
Pesta Finnie

Closing Remarks