2023 Advanced Sales Forum Agenda
Sunday, August 6, 2023
3:00 p.m. - 7:00 p.m. - REGISTRATION OPENS
Monday, August 7, 2023
6:45 a.m. - 6:00 p.m. - REGISTRATION DESK
7:45 a.m. - 8:40 a.m. - BREAKFAST
8:40 a.m. - 9:00 a.m. - WELCOME MESSAGE AND TRIBUTE
9:00 a.m. - 10:00 a.m. - GENERAL SESSION
The Best Tax Planning Ideas in 2023
10:00 a.m. - 10:30 a.m. - REFRESHMENT BREAK
10:30 a.m. - 11:30 a.m. - GENERAL SESSION
Break Through: Advancing in Today’s Distracted, Hybrid World
11:45 a.m. - 1:00 p.m. - LUNCH SPONSORED BY ASHAR GROUP
1:00 p.m. - 2:00 p.m.: CONCURRENT SESSIONS
1. Annuities and SECURE Act 2.0 Sales Opportunities
2. Create a Positive Impact Using Life Insurance Valuation
2:00 p.m. - 2:30 p.m. - REFRESHMENT BREAK
2:30 p.m. - 3:30 p.m.: CONCURRENT SESSIONS
3. How to Start the Conversation on Social Security
4. What a Difference a Year Makes — Let’s Revisit What’s Going on in the Premium Financing Space
3:30 p.m. - 4:00 p.m. - REFRESHMENT BREAK
4:00 p.m. - 5:00 p.m. - GENERAL SESSION
Elder Law and Special Needs Planning
5:00 p.m. - 6:30 p.m. - LIMRA RECEPTION
Tuesday, August 8, 2023
7:00 a.m. - 5:30 p.m. - REGISTRATION
7:00 a.m. - 8:00 a.m. - BREAKFAST
8:00 a.m. - 9:00 a.m. - GENERAL SESSION
Update on Fiduciary and Best Interest Rules: Where are we? How did we get here? Where are we going?
9:00 a.m. - 9:15 a.m. - REFRESHMENT BREAK
9:15 a.m. - 10:15 a.m. - GENERAL SESSION
Washington Update
10:15 a.m. - 10:30 a.m. - BREAK
10:30 a.m. - 11:30 a.m. - GENERAL SESSION
The Retirement Income “Stress” Test
11:40 a.m. - 12:30 p.m. - LUNCH
12:30 p.m. - 1:30 p.m. - GENERAL SESSION
Asset Location Planning for Businesses: Accumulation, Retention and Succession
1:30 p.m. - 1:45 p.m. - BREAK
1:45 p.m. - 2:45 p.m.: CONCURRENT SESSION
5. LTC State Mandates; Which Domino is Next?
6. Breached: A Guide to Understanding, Protecting & Defending Identity Theft
2:45 p.m. - 3:00 p.m. - BREAK
3:00 p.m. - 4:00 p.m.: CONCURRENT SESSION
7. Beneficiary Do’s and Don’ts
8. Collaboration is the Key to Success!
4:00 p.m. - 4:15 p.m. - BREAK
4:15 p.m. - 5:15 p.m. - GENERAL SESSION
Seeing the Horizon Clearly Through Economic Uncertainty
5:15 p.m. - 6:00 p.m. - REFRESHMENTS AND DRAWING
Wednesday, August 9, 2023
7:30 a.m. - 10:30 a.m. - REGISTRATION
7:30 a.m. - 8:30 a.m. - BREAKFAST
8:30 a.m. - 9:30 a.m. - GENERAL SESSION
The Evolution of DEI as a Business Enabler — Diversity 5.0
9:30 a.m. - 9:45 a.m. - NETWORKING BREAK
9:45 a.m. - 10:00 a.m. - GRAND PRIZE DRAWING
10:00 a.m. - 11:00 a.m. - GENERAL SESSION
Life in Another World: Inbound Foreigners and Outbound Americans