Agenda


 

All session presentations and handouts are linked below each session title. These materials are available for Forum 400 members. All non-members must access these resources via the Forum 400 2019 Annual Meeting mobile app. Presentations and recordings are now available. Click the link under each session to view the session materials and recordings.

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7:00 a.m. - 2:00 p.m. Plan to arrive at the Grand Hyatt San Antonio hotel
2:00 p.m. - 6:00 p.m. Registration Open
2:30 p.m. - 3:15 p.m.

Tax Cuts and Jobs Act Opportunities for Qualified Money
Mary Read
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3:15 p.m. - 3:45 p.m. Networking Break in the Collaboration Zone
3:45 p.m. - 4:30 p.m. Advanced: It's One Year After Tax Reform, Now What? 5 1/2 Ideas to Share With Your Clients
Michael Amoia, JD, LLM, CLU, ChFC
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4:45 p.m. - 5:45 p.m. First-Time Attendee Cocktail Reception
5:30 p.m. - 7:00 p.m. Welcome Party

7:00 a.m. - 4:30 p.m. Registration Open
7:00 a.m. - 8:00 a.m.  Breakfast
8:00 a.m. - 8:10 a.m. Announcements
8:10 a.m. - 9:00 a.m.

Keynote Presentation: Work, Laugh, Repeat
Greg Schwem, Business Humorist, Corporate Emcee, and Syndicated Humor Columnist

9:00 a.m. - 9:45 a.m. How Not to Blow the $100 Million Case
Dennis Bartos, Bill Beynon
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9:45 a.m. - 10:15 a.m. Networking Break in the Collaboration Zone
10:15 a.m. - 11:00 a.m.

Clarify Your Message So Customers Will Listen: How the Power of Story Can Grow Your Business
Tim Arnold
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11:00 a.m. - 11:50 a.m.

NED Talks

Getting to the Heart of the Matter, Curtis Cloke, CLTC, LUTCF, RICP
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Math Behind Aging and How it Can Grow Your Practice, Brian Byars
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Growing Your Firm in a Crowded Market, Chris Baker, Chuck Van Devander
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12:00 p.m. - 1:00 p.m. Lunch
1:00 p.m. - 1:25 p.m. The Presentation TrapTM: The Number One Roadblock Keeping You From Growing Your Life Insurance Advisory Business Faster and with Less Effort
Chuck Hollander
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1:25 p.m. - 1:45 p.m. Never Be Benched Again
Todd Fithian
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1:45 p.m. - 3:00 p.m.

NED Talks

Whole Life - Unlocking Higher Income Withdrawal Rates on Other Assets, Dean Harder
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Words Matter: Let's Change the Way We Speak to Clients, Prospects and Advisors. Let's Change the Result. , Mark Leyden, CLU
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Accountantneze: A Marketing Method for Those Who Are Terrible Prospectors, Robert Cohen, CLU, ChFC, QPA, AIF
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Business Opportunities in an Unstable Market, Scott Conley, Jon Whitacre, Dan Danese, CFP, CLU, RICP, Mike Owens, CLU, ChFC, RFC
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3:00 p.m. - 3:45 p.m. Networking Break in the Collaboration Zone
3:45 p.m. - 4:30 p.m.

Interactive Deep Dives and Breakout Sessions

Making Millions Using a Little-Known Law That Allows Tax-Free Money for Long-Term Care, Don Quante, CLTC
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Goals vs. Desires: Who's Really in Control?, Randy Marshall
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You Don't Have to Have a Multi-Millionare to Do Your Next Successful Charitable Case, Dwain Owens, Mike Owens, CLU, ChFC, RFC
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How To Avoid The Presentation TrapTM: Overcoming The Presentation Trap With Three Critical Sales Conversations That Correlate to Success, Chuck Hollander
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4:30 p.m. - 5:30 p.m. Beers with Peers in the Collaboration Zone
5:30 p.m. - 6:30 p.m.

Un-Meetings & Breakout Session (Un-Meetings are member-only sessions.)

Un-Meeting: Life Settlements - How Agents Are Being Disintermediated and How To Stay Engaged, Jon Mendelsohn
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Un-Meeting: Sales Practices on the Fringes, Vince D'Addona, CLU, ChFC, MSFS, AEP, RICP
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Un-Meeting: Technology...Unplugged, Brian Sak, CFP, CLU, ChFC
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Breakout Session: Amplifying Your Brand in this Force Fed World of Collaboration and Commoditization, Todd Fithian
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7:30 a.m. - 4:30 p.m. Registration Open
7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 8:35 a.m. Announcements
8:35 a.m. - 9:15 a.m.

High-Tech/High-Touch: LinkedIn & Social Selling for Huge Sales and Referrals Success
Kevin Knebl, CMEC
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9:15 a.m. - 10:25 a.m.

NED Talks

Best of the Best from Forum MAX: How Do You Do That?, Jim Farmer, CLU, ChFC, LUTCF
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How the Changing Economic Environment Impacts Your Business
, Dave O'Malley, Eamon Walsh
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Out-of-the-Box Thinking: Life Insurance Sales Ideas
, James Silbernagel, LUTCF, CFP
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Advancements in Medicine and the Impact on Your Business
, Dr. John Greene, Gonzalo Garcia, CLU
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10:25 a.m. - 11:00 a.m. Networking Break in the Collaboration Zone
11:00 a.m. - 11:40 a.m. Family Wealth Continuity: The Role of a Trusted Advisor
Otis Baskin
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11:40 a.m. - 12:50 p.m.

NED Talks

De-Risking Retirement Using Permanent Life Insurance, Gonzalo Garcia, CLU
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Plan Designs for Today and Tomorrow, Harvey Strait, John Nau, Marshall Nau
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Hedging Market Volatility in Retirement Planning, John Wheeler, Jr., CFP, CLU, ChFC, CRPC, LUTCF
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Know Your Story®, Tim McFarland, Tim Young
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12:50 p.m. - 1:00 p.m. Pick-up Lunch (All Attendees)
1:00 p.m. - 2:00 p.m. Lunch and Annual Business Meeting (Members Only)
2:15 p.m. - 3:00 p.m.

Breakout Sessions

Seeking Wealth Preservation Through Planning With Private Placement, Ann Marie Liotta, CPA
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Advanced Captive Insurance Strategies for Successful Business Owners, Wesley Sierk
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Advisor Succession Planning Panel, Panelists: Angela Kennedy Robinson, CRC; John Gilliam, PhD, MBA, CFP, ChFC, CLU; Jim Kennedy, CRC, CMFC, LUTCF; Tony Ashton, CLU, RFC; Cary Stamp, CFP, CDFA, AIF, CAP, AEP; Daniel Zeplain; Moderator: Anthony Bird
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Cutting-Edge Trends in Executive Compensation, Jim Hebets, Jamie Hebets
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3:00 p.m. - 3:45 p.m. Networking Break in the Collaboration Zone
3:45 p.m. - 4:30 p.m.

Breakout Sessions

Rudimentary Analytics/Things That Always Worked When I Did, Scotty Brennan
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The Super 401(k): Tax Planning Utilizing Pension Aggregated Benefits via IRC 401(h) & PreCola, Jonathan Barrera
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How to Multiply Yourself as the Rainmaker of Your Financial Services Practice, Jason Smith, CEP, CLTC
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4:30 p.m. - 4:45 p.m. IRC 199A Final Regulation: Highlights, Challenges, and Complexity
Carolyn Smith, CPA, AEP, CAP
4:45 p.m. - 5:00 p.m. Forum 400 Awards Presentation
5:00 p.m. - 5:45 p.m. Fast & Furious: What's Your Best Sales Idea?
Judges: Devang Patel, Howard Sharfman, Julie Bird; Moderator: Brian Sak, CFP, CLU, ChFC
5:45 p.m. - 7:00 p.m. President's Reception

7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 8:50 a.m. Fast & Furious Voting
8:50 a.m. - 9:15 a.m. How to Get Paid for Managing Life Insurance Policies Like a Stock or a Bond, Michael O'Donnel
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9:20 a.m. - 10:00 a.m. Premium Financing in Two Un-tapped Markets: Life Insurance for Retirement Planning (LIRP) and Premium Financing for the Foreign National Market
Michael S. Seltzer, CLU, ChFC
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10:00 a.m. - 10:30 a.m. Networking Break in the Collaboration Zone
10:30 a.m. - 11:15 a.m. Life Insurance 10X
Larry Rybka, JD, CFP
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11:15 a.m. - 11:45 a.m. Developing Your Practice for Tomorrow
Mark Hug
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11:45 a.m. - 12:00 p.m. Closing Remarks

Schedule is subject to change.