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Welcome
About
Committee
Contact Us
Sponsors
Agenda
Speakers
Sessions
Register
Venue
|
Day 1
04 Oct 2018
7:15 am-8:00 am
Check-In and Continental Breakfast
8:00 am-8:10 am
Welcome | Announcements
Harlan Accola
Retirement Planning with Reverse Mortgages
8:10 am-9:00 am
Harlan Accola
9:00 am-9:10 am
Break | Sponsor & Exhibitor Time
Steve Hamilton, JD, CLU®, ChFC®
Extended IRA and Non-Qualified Annuity Strategies
9:10 am-10:00 am
Steve Hamilton, JD, CLU®, ChFC®
10:00 am-10:10 am
Break | Sponsor & Exhibitor Time
Bob Doll
2018 Investment Update
10:10 am-11:00 am
Bob Doll
11:00 am-11:10 am
Break | Sponsor & Exhibitor Time
David Grau, Sr., J.D.
Creating Your Legacy by Partnering with the Next Generation
11:10 am-12:00 pm
David Grau, Sr., J.D.
12:00 pm-1:00 pm
Lunch
Fiduciary Law Update
1:00 pm-1:50 pm
Heidi Royal
Stephanie Daniel
Jim Hickmon
1:50 pm-2:00 pm
Break | Sponsor & Exhibitor Time
Mary Read
Small Business Owner Retirement Strategies
2:00 pm-2:50 pm
Mary Read
2:50 pm-3:00 pm
Break | Sponsor & Exhibitor Time
John Stamas
Investing with a Different Perspective
3:00 pm-3:50 pm
John Stamas
3:50 pm-4:00 pm
Break | Sponsor & Exhibitor Time
David R. Finnie, CPA
Income Tax Planning Panel Discussion
4:00 pm-5:15 pm
David R. Finnie, CPA
Lance Pritchett
James M. McMahon, CPA
Donald R. Pesta, Jr., CPA
5:15 pm-5:25 pm
Closing