Sessions

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Day 1

05 Oct 2017

7:30 am-4:30 pm

Sponsor Expo

7:30 am-8:00 am

Check-In and Continental Breakfast

Kelsey Mayo

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

8:05 am-9:20 am

Richardson Ballroom A

9:20 am-9:30 am

Break

David Kelly

Economic Update

9:30 am-10:20 am

Richardson Ballroom

10:25 am-10:35 am

Break

Andrew Besner

Cyber Security Attacks

10:35 am-11:35 am

Richardson Ballroom

11:35 am-11:45 am

Break

Stephen Perkins

LTC Planning for Clients – Where Do We Go From Here

11:45 am-12:35 pm

Richardson Ballroom

Stephen Perkins

12:35 pm-1:20 pm

Lunch

Bob McKillop

How to Succeed at Life

1:20 pm-2:10 pm

Richardson Ballroom

2:10 pm-2:25 pm

Break

Diane Willis

Divorce FPA Style

2:25 pm-3:15 pm

Richardson Ballroom A

3:15 pm-3:30 pm

Break

Jim Hardin

Mapping the Estate Plan Using ILITS

3:30 pm-4:20 pm

Richardson Ballroom

4:20 pm-4:35 pm

Break

John Nersesian

Tax Planning for 2017 and Beyond

4:35 pm-5:25 pm

Richardson Ballroom

5:25 pm-5:30 pm

Closing