Agenda


 

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12:00 p.m. - 6:00 p.m. Registration Open
7:00 a.m. - 12:00 p.m.   Plan to arrive at The Roosevelt New Orleans hotel
1:00 p.m. - 4:30 p.m.

Saturday Super Session
Business Succession Planning for Clients

Speakers: Vince D'Addona, CLU, ChFC, CExP, RICP, Strategies for Wealth
John Brown, Business Enterprise Institute
Chuck Baldwin, MBA, CLU, ChFC, The Baldwin & Clarke Companies
Rick Jaye, Business Transition Advisors

4:45 p.m. - 5:15 p.m. First Time Attendee Orientation
5:30 p.m. - 6:30 p.m. Keynote Presentation
Living a Life of Significance

Speaker: Joe Jordan, Inspirational Speaker & Best Selling Author
Click here to see Joe's introduction video.
6:30 p.m. - 8:00 p.m.   

Welcome Party

Sponsored by: PL_Anniversary_Logo_vertical_color.jpg 

Book Signing: Living a Life of Significance, Joe Jordan
Sponsored by: HCF-Logo.gif


7:00 a.m. - 4:30 p.m. Registration Open
7:00 a.m. - 8:00 a.m.  Breakfast in the Expo Lounge
8:00 a.m. - 9:00 a.m.

Keynote Presentation
The Art of Meaningful Conversation

Speaker: Andrew Horn, CEO and Co-founder, Tribute and Dreams for Kids DC
Click here to see Andrew's introduction video.

9:00 a.m. - 10:30 a.m.

NED Talks

Per Stirpes or Per Capita
Speaker: Bruce Udell, CLU, ChFC, MCEP, RFC, Udell Associates

Vanderbilt vs. Rothschild
Speaker: Devang Patel, Sr., CFP, CLU, ChFC, LUTCF, Patel Financial Group

Life Settlements Make a Comeback!
Speaker: Jon Mendelsohn, Ashar Group, LLC
Click here to see Jon's introduction video.

Leveraging PR for Business Growth
Speaker: Brian Byars, Advanced Retirement Planning. LLC

10:30 a.m. - 11:00 a.m. Break in Expo Lounge
11:00 a.m. - 12:00 p.m. Mainstage General Session
The Future (of Life Insurance) Ain't What it Used to Be

Speaker: Bobby Samuelson, Indaba Solutions
12:00 p.m. - 1:15 p.m. Lunch Session
Marketing Opportunities Under the Tax Act
Speaker: Marvin Blum, The Blum Firm
1:30 p.m. - 2:30 p.m. Interactive Deep Dives and Breakout Sessions

The Future (of Life Insurance) Ain't What it Used to Be - Q & A

Speaker: Bobby Samuelson, Indaba Solutions

Back-Loaded CLATs: A Shark's Fin or A Fabulous Gift?
Speakers: Robert Stuchiner, CLU, ChFC, Synergy Life Brokerage Group, LLC
Mark Teitelbaum, AXA

Private Placement Life Insurance - The Tax Efficient Investment Solution

Speaker: Ken Foley, Lombard International
2:30 p.m. - 3:30 p.m. Break in Expo Lounge
3:30 p.m. - 4:30 p.m.

Interactive Deep Dives and Breakout Sessions

Planning Beyond the Basics When Working With Large Real Estate Clients

Speaker: Michael Amoia, JD, LLM, CLU, ChFC, Crump Life Insurance Services


Panel Discussion: Life Settlements Make a Comeback!

Speakers: Jon Mendelsohn, Ashar Group, LLC
Andrew Plevin, BroadRiver
William Ketterer, Lifeline Capital Management
Kunal Sachdeva, PhD Candidate, Columbia Business School
Click here to see Jon's introduction video.

Deep Dive: Business Succession Planning for Clients - Q & A
Speakers: Vince D'Addona, CLU, ChFC, CExP, RICP, Strategies for Wealth
John Brown, Business Enterprise Institute
Chuck Baldwin, MBA, CLU, ChFC, The Baldwin & Clarke Companies
Rick Jaye, Business Transition Advisors

4:30 p.m. - 6:30 p.m. Football Playoff Party with Industry Partners
Sponsored by:
5:00 p.m. - 5:45 p.m. My Shadow Ran Fast
Speaker: Scott Brennan, The Brennan Group LLC
Past President - Forum 400

7:00 a.m. - 4:30 p.m. Registration Open
7:00 a.m. - 8:00 a.m. Breakfast in the Expo Lounge
8:00 a.m. - 9:00 a.m. Mainstage General Session
Improving (Risk-Adjusted) Returns in a Portfolio Using Life Insurance

Speaker: Chris Kaplan, CFA, AXA Distributors
9:00 a.m. - 9:50 a.m. NED Talks

Don't Waste the Basis

Speaker: Curtis Cloke, CLTC, LUTCF, RICP, Financial Life Planner
Click here to see Curtis' introduction video.

Intergenerational Split-Dollar Planning; The Morrissette Case - A Taxpayer Victory

Speaker: Jim McNair, JD, Reed Smith
9:50 a.m. - 10:30 a.m. Break in Expo Lounge
10:30 a.m. - 11:00 a.m.

NED Talk

Time to Replace Your Flip Phone
Speaker: Roger Brooks, CLU, ChFC, NFP Insurance Solutions

11:00 a.m. - 12:00 p.m. Mainstage General Session
The Resurgence of Whole Life Insurance

Speaker: Jim Farka, Lenox Advisors
12:00 p.m. - 1:00 p.m. Lunch in Expo Lounge
1:00 p.m. - 2:00 p.m. Annual Business Meeting (Members Only)
2:15 p.m. - 3:15 p.m.

Interactive Deep Dives and Breakout Sessions

A Case for Variable Life Revisited

Speaker: Larry Rybka, JD, CFP, ValMark Financial Group

Deep Dive: Intergenerational Split-Dollar Planning; The Morrissette Case - A Taxpayer Victory
Speaker: Jim NcNair, JD, Reed Smith


Deep Dive: Don't Waste the Basis

Speaker: Curtis Cloke, CLTC, LUTCF, RICP, Financial Life Planner
Click here to see Curtis' introduction video.

The Tough Questions for Business Exit Strategy Planning
Speaker: Wayne Minich, CLU, ChFC, Applied Financial Concepts, Inc.

3:15 p.m. - 4:15 p.m. Break in Expo Lounge
4:15 p.m. - 4:30 p.m. AALU Update
4:30 p.m. - 5:30 p.m. Fast and Furious Sales Ideas
6:00 p.m. - 7:30 p.m.     President's Reception
Sponsored by:

7:00 a.m. - 8:00 a.m.     Breakfast in the Expo Lounge
8:00 a.m. - 9:00 a.m.    

Mainstage General Session
Change, the Tax Law and the Little Things That Make Forum 400 Members Successful
Speaker: Howard Sharfman, NFP Insurance Solutions
Past President - Forum 400

9:00 a.m. - 10:00 a.m.    

Mainstage General Session
Need More Clients? Change Your Words and Change Your Life!
Speaker: Simon Singer, CFP, CAP, RFC, The Advisor Consulting Group
Past President - Forum 400

10:15 a.m. - 11:15 a.m.

Closing Mainstage General Session (Forum 400 Members Only)
Making Choices for Life

Speaker: Colin Devine

After 12:00 p.m.  Plan to depart