Agenda


 

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This page will be continually updated. Please check back for the latest details.


1:00 p.m. Plan to arrive at the Four Seasons Hotel
1:00 p.m. - 5:00 p.m. Registration Open
2:00 p.m. - 3:00 p.m.

Life Insurance in Clients' Best Interest - Prospering under NY Reg 187
Larry Rybka, JD, CFP
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3:00 p.m. - 3:15 p.m. Networking Break in the Collaboration Zone
3:15 p.m. - 4:15 p.m. How to Motivate a Client to Take Action. Hint, It's Not an Illustration
Howard Sharfman
4:30 p.m. - 5:30 p.m. First-Time Attendee Reception
5:30 p.m. - 6:30 p.m. Welcome Reception

6:30 a.m. - 6:00 p.m. Registration Open
6:30 a.m. - 7:30 a.m. Breakfast
7:30 a.m. - 7:50 a.m. Welcome
7:50 a.m. - 8:50 a.m.

Executing Your Greatness Through Story
Bo Eason
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8:50 a.m. - 9:35 a.m. Reaching for the Stars - How to Close the Ultra-High-Net Worth Client
Julian Movsesian
9:35 a.m. - 10:20 a.m. Networking Break in the Collaboration Zone and Technology Pavilion
10:20 a.m. - 11:20 a.m. Split Dollar: Why You Should Use It, and When You Shouldn't
Josh Husbands
11:20 a.m. - 11:50 a.m.

Out of the Estate but Not Out of Reach – Flexible Trust Funding Techniques Providing Indirect Future Access
Michael Fontanini and Stephen Miles

12:00 p.m. - 1:00 p.m. Lunch
1:00 p.m. - 1:15 p.m. NED Talk: Challenging the Wisdom of Convention: An Overview of How the Financial Services Industry Gets It Wrong
Rebecca Walser
1:15 p.m. - 1:45 p.m. Banks and Credit Card Unions - A Market Opportunity You Shouldn't Be Missing
Bill Crane and Scott Richardson
1:45 p.m. - 2:15 p.m. Working Together to Solve a Complex Business Succession Need
Caroline McKay and Mark Leyden, CLU
2:15 p.m. - 2:45 p.m. Gift·ology
John Ruhlin
2:45 p.m. - 3:30 p.m.

Networking Break in the Collaboration Zone and Technology Pavilion

3:30 p.m. - 4:30 p.m. Working with Corporate Clients Can Bring Tremendous Revenue and Diversification to Your Practice When the Big Case Estate Tax Sale is On Hold
Dana Mikstay, CLU
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The Looming Crisis of Long Term Care: What Every Advisor Needs to Know
Margie Barrie
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Deep Dive: Stepping Into the Power of Your Story
Bo Eason
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Parent and Grandparent Life Insurance Gifting: Unique Uses of this Tax-Advantaged Property
Howard Edelstein, CLU, AEP
4:30 p.m. - 5:30 p.m. Beers With Peers in the Collaboration Zone and Technology Pavilion
5:30 p.m. - 6:30 p.m.

Control Your Taxes, Maximize Your Wealth
Rebecca Walser
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ESOP 101: Who, What and Why an ESOP Over Other Exit Planning Options
Rick Jaye, AIF, CRC
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Deep Dive: Referrals Without Asking
John Ruhlin

Making the Complex Simple
Brian Sak


7:00 a.m. - 6:00 p.m. Registration Open
6:45 a.m. - 7:45 a.m. Annual Business Meeting and Breakfast (Members Only)
7:00 a.m. - 7:45 a.m. Breakfast for All Other Guests
7:45 a.m. - 8:00 a.m. Morning Remarks
8:00 a.m. - 9:00 a.m. The Return of the Economist
Anirban Basu
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9:05 a.m. - 9:25 a.m.

Speaking Made Simple: How to Open and Close Your Message to Create Connection and Maximum Impact
Joel Weldon
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9:30 a.m. - 9:50 a.m. NED Talk: The Tax Management Journey
Dave Alison, CFP, EA
9:55 a.m. - 10:25 a.m.

How the Changing Economic Environment Impacts Your Business
Dave O'Malley and Eamon Walsh

10:30 a.m. - 11:00 a.m. Networking Break in the Collaboration Zone and Technology Pavilion
11:00 a.m. - 12:00 p.m. Don't Get Capsized by the Blue Wave: Opportunities for Wealth Planning in the Face of Proposed Democratic Tax Po
Ed Renn, JD
12:00 p.m. - 1:00 p.m.

Lunch

1:00 p.m. - 1:30 p.m. The 7 C's: How a Main Stage Presentation This Morning Was Created and Then Improved
Joel Weldon
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1:45 p.m. - 2:45 p.m.

Step Back and Take Your Life Insurance IQ
Mark Milbrod, CLU, CLTC

Create Clients for Life
Mayur T. Dalal, MBA

Deep Dive: Five Steps to Create or Improve Any Message: How to Use Speaking to Grow Your Practice and Position Yourself as an Expert and Results Leader
Joel Weldon
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2:45 p.m. - 3:30 p.m.

Networking Break in the Collaboration Zone and Technology Pavilion

3:30 p.m. - 4:00 p.m. Lincoln LifeComp® Business Life Insurance Plan Administration
Jordan V. Walker
4:00 p.m. - 4:30 p.m. The Intersection of Tax Savings and Life Insurance: Uncle Sam Provides Premium Dollars for Liquidity Planning
Connie Seay and Tim McFarland
4:30 p.m. - 5:00 p.m. Awards Presentation
5:00 p.m. - 6:00 p.m. Fast & Furious: What's Your Sales Idea
6:00 p.m. - 7:00 p.m. President's Reception

7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 9:00 a.m. Fast & Furious Voting & Winner Selection
9:00 a.m. - 9:45 a.m.

The Power of Insurance in the Retirement Discussion
Curtis V. Cloke, CLTC, LUTCF, RICP

9:50 a.m. - 10:10 a.m. Top Rated Presentation from Forum MAX: Business Owner Exit and Retirement Strategy
John W. Wheeler, Jr., CFP, CLU, ChFC, CRPC, LUTCF, LACP
10:10 a.m. - 10:30 a.m. Networking Break in the Collaboration Zone
10:30 a.m. - 11:15 a.m. Not Your Average Business Succession Plan: What I Have Learned from Working with a Family for Three Years on Their Buy-Sell Planning
Michael Amoia, J.D., LL.M., CLU, ChFC
11:15 a.m. - 11:30 a.m. Closing Remarks

Schedule is subject to change.