Agenda


All times are listed in Eastern Time

Schedule subject to change

Saturday, January 29

4:00 p.m. – 6:00 p.m.
Registration Open

4:00 p.m.  5:00 p.m. 
First Time Attendee Reception
*Invitation Only

5:00 p.m.  6:00 p.m.
Welcome Reception

Sunday, January 30

7:30 a.m. – 5:00 p.m. 
Registration Open

7:30 a.m. – 8:00 a.m.
Breakfast

8:00 a.m. – 8:10 a.m.
Welcome & Morning Remarks

8:10 a.m. – 8:40 a.m.
What Makes You Happy in the Second Half?
Curtis Cloke, CLTC, LUTCF, RICP

8:40 a.m. – 9:10 a.m.
Forum MAX Best of the Best Presentation: “Fully Insured Financial Infrastructure” ™ for Business Exit
Jason Giorgio, MBA, CFP, CLU

9:10 a.m. – 10:00 a.m. 
General Session

10:00 a.m.   10:30 a.m.
Networking Break in the Industry Partner Space

11:30 a.m. – 11:20 a.m.
General Session

11:20 a.m.   11:40 a.m.
Sunday Breakout Session Introductions 

11:40 a.m.  – 12:10 p.m.
Session details coming soon!

12:10 p.m. – 1:00 p.m. 
Lunch

1:00 p.m. – 1:45 p.m. 
Breakout Sessions

  • Attractive Alternatives to Stretch IRA
    Mike Owens, CLU, ChFC, RFC
  • Business Sale to Key Employee Group Who Has No Money
    Jeff Palmer, ChFC
  • Three shortened presentations on the topic of marketing:
    • How to Create a Whiteboard Video in Less Than 1 Hour
      Jamie Farmer, CLU, ChFC
    • Marketing 101 for Any Practice
      Brian Byars
    • Simple Marketing
      Bobby Trotenberg, CLU, CLTC

2:00 p.m. – 2:45 p.m. 
Breakout Sessions

  • How to Lower Client's Taxes to Under 10% in Retirement
    Jim Farmer, CLU, ChFC, LUTCF
  • Maximizing Life Settlement Value to Clients
    Jon Mendelsohn
  • How Affluent and Ultra-Affluent Clients Are Planning for Long Term Care Using Life Insurance
    Kim Natovitz

2:45 p.m.  3:15 p.m. 
Networking Break in the Industry Partner Space

3:15 p.m. – 3:50 p.m. 
Collaboration Partner Session

3:50 p.m. – 4:20 p.m. 
Session details coming soon!

4:50 p.m.  5:30 p.m.
Un-Meetings

5:30 p.m.  6:30 p.m.
Beers with Peers in the Industry Partner Space

Monday, January 31

7:30 a.m. – 6:00 p.m. 
Registration Opens

7:30 a.m. – 8:00 a.m. 
Breakfast

8:00 a.m. – 8:20 a.m. 
Morning Remarks & Awards

8:20 a.m. – 9:30 a.m. 
The Next Generation of Life Insurance Product
Bobby Samuelson, Executive Director for The Life Product Review

9:30 a.m.  10:00 a.m. 
Exclusive interview with Bobby Samuelson
Facilitated by Larry Rybka, JD, CFP

10:00 a.m. – 10:30 a.m. 
Networking Break in the Industry Partner Space

10:30 a.m. – 11:00 a.m. 
Collaboration Partner Session

11:00 a.m. – 11:50 a.m. 
General Session (split)

  • PPLI Demystified
    Ben Rainey
  • PPLI vs. Individual COLI
    Jamie Farmer, CLU, ChFC

11:50 a.m. – 12:10 p.m. 
Monday Breakout Session Introductions

12:10 p.m. – 1:00 p.m. 
Lunch

1:00 p.m.  1:45 p.m. 
Breakout Sessions

  • Using Content and Story to Scale Your Practice
    Mark Leyden, CLU
  • The Fiduciary Review
    Ben Rainey
  • The Decade of the ESOPportunity Zone
    Dan Zugel, CLU, ChFC, LUTCF

2:00 p.m. – 2:45 p.m. 
Breakout Sessions

  • Moneyball for Business
    Angela Kennedy-Robinson, CFP, CRC

*additional breakout sessions to be announced soon!

2:45 p.m. – 3:30 p.m. 
Un-Meetings

3:30 p.m. – 4:00 p.m.
Networking Break in the Industry Partner Space

4:00 p.m.  5:00 p.m. 
2022 Fast & Furious: What's Your Sales Idea?

5:00 p.m.  6:00 p.m. 
Annual Business Meeting
*Forum 400 Members Only

6:15 p.m.  7:00 p.m. 
President's Reception
Sponsored by Guardian Life

Tuesday, February 1

7:30 a.m. – 8:00 a.m. 
Breakfast

8:00 a.m. – 8:20 a.m. 
Fast & Furious Winner Selection

8:20 a.m. – 9:00 a.m. 
The Conversation Before the Conversation
Eleanor Johnson, CPA, CLU, CGMA

9:00 a.m.  10:00 a.m. 
Estate Planning Panel
Ken Samuelson, Jr., CLU, ChFC

Panelists: Frank Hirsch, JD; Tony Martin, MBA, MTax, CFP; and Charles Feldman, CLU, ChFC

10:00 a.m. – 10:30 a.m. 
Networking Break in the Industry Partner Space

10:30 a.m. – 11:00 a.m. 
General Session

11:00 a.m. – 11:30 a.m. 
General Session

11:30 a.m. – 11:40 a.m. 
Closing Remarks