Agenda


Thursday, July 25

7:00 a.m. – 8:00 a.m. Registration 

7:00 a.m. – 8:00 a.m. Breakfast

8:00 a.m. – 12:00 p.m. Group Presentations 

12:00 p.m. – 1:30 p.m. Lunch 

1:30 p.m. – 3:30 p.m. Group Presentations 

3:30 p.m.  4:00 p.m. Break

4:00 p.m. – 5:00 p.m. General Session      

6:00 p.m. Cocktail Reception 

7:00 p.m.  9:00 p.m. Dinner on Your Own

Friday, July 26

7:00 a.m. – 8:00 a.m. Breakfast 

8:00 a.m. – 8:45 a.m. General Session 

8:45 a.m. – 10:00 a.m. Best of the Best Presentations from Thursday 

10:00 a.m. – 10:15 a.m. Break

10:15 a.m. – 11:30 a.m. Membership Update and Forum MAX Debrief 

11:30 a.m. Closing Remarks 


Group Leaders

Succession Panel Speakers (6).png MAX group leaders.png MAX group leaders (1).png

Angela Kennedy Robinson, CRC,

Kennedy Financial Services

Jim Farmer, CLU, ChFC, LUTCF,

FSG

Dean Harder,

The OYRI Group

Please note this schedule is subject to change