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Welcome
About
Committee
Contact Us
Sponsors
Agenda
Speakers
Sessions
Register
Venue
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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