2017 Advanced Sales Forum Agenda
Monday, August 7, 2017
7:45 a.m. - 6:00 p.m. - REGISTRATION
7:45 a.m. - 8:45 a.m. - BREAKFAST
9:00 a.m. - 10:00 a.m. - GS 1 - Changing the Conversation
Cypress Dogwood
10:00 a.m. - 10:30 a.m. - BREAK
10:30 a.m. - 11:30 a.m. - GS 2 - Understanding the Economy and Navigating the Market
Cypress Dogwood
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: Current Trends and Topics
Jenkins - King Charles
2. Life Insurance Panel - Consumers Are Demanding More! How Are Life Companies Responding?
Cypress Dogwood
2:00 p.m. - 2:30 p.m. - BREAK
2:30 p.m. - 3:30 p.m.: CONCURRENT SESSIONS
3. Social Security Planning: It's Not Just For Your Parents
Cypress Dogwood
4. Planning for Stranger Things - Booze, Guns, Dead Poets, Dogs, Art, Social Media, LLCS and Purple Rain
Jenkins - King Charles
3:30 p.m. - 4:00 p.m. - BREAK
4:00 p.m. - 5:00 p.m. - GS 3 - Washington Update
Cypress Dogwood
5:00 p.m. - 5:30 p.m. - BREAK
5:00 p.m. - 6:30 p.m. - WELCOME RECEPTION
Tuesday, August 8, 2017
7:00 a.m. - 5:30 p.m. - REGISTRATION
7:00 a.m. - 8:00 p.m. - BREAKFAST
8:00 a.m. - 9:00 a.m. - GS 4 - Tax Reform: Where Are We Going and What Are We Going to Do When We Get There?
Cypress Dogwood
9:00 a.m. - 9:15 a.m. - BREAK
9:15 a.m. - 10:15 a.m.: CONCURRENT SESSIONS
5. Exploring Techniques of Tax Diversification
Cypress Dogwood
6. The Changing Face of Philanthropy in America
Jenkins - King Charles
10:15 a.m. - 10:30 a.m. - BREAK
10:30 a.m. - 11:30 a.m. - GS 5 - What's Hot and What's Not
Cypress Dogwood
11:45 a.m. - 12:45 p.m. - LUNCH
12:45 p.m. - 1:45 p.m. - GS 6 - Rollover Conversations Are Changing: The Latest Developments On The DOL Fiduciary Rule
Cypress Dogwood
2:00 p.m. - 3:00 p.m.: CONCURRENT SESSIONS
7. Building Bridges: Whose Expectations Are We Managing?
Cypress Dogwood
8. Executive Benefits - Now and Into the Future
Jenkins - King Charles
3:00 p.m. - 3:15 p.m. - BREAK
3:15 p.m. - 4:15 p.m. - GS 7 - Implementation of the DOL Fiduciary Rule...So Now What?
Cypress Dogwood
4:15 p.m. - 4:30 p.m. - BREAK
4:30 p.m. - 5:30 p.m.: CONCURRENT SESSIONS
9. Using Advanced Technology in Advanced Sales Departments
Cypress Dogwood
10. The Unique Challenges Inherent in Supporting Advisors Working with Families of Dependents with Special Needs
Jenkins - King Charles
5:30 p.m. - 6:00 p.m. - BREAK AND EXHIBITOR RAFFLE DRAWING
Wednesday, August 9, 2017
7:30 a.m. - 8:30 a.m. - BREAKFAST
8:30 a.m. - 9:30 a.m.: CONCURRENT SESSIONS
11. IRA Beneficiary Trusts - What Carriers, Advisors and Advanced Sales Professionals Need to Know
Jenkins - King Charles
12. Modern Trusts - New Design, New Conversation
Cypress Dogwood
9:30 a.m. - 10:00 a.m. - BREAK AND GRAND PRIZE DRAWING
10:00 a.m. - 11:00 a.m. - GS 8 - Engaging the Debate of Advanced Sales
Cypress Dogwood