2021 Advanced Sales Forum Agenda
All times listed are in Eastern Daylight Time (EDT).
Monday, August 2, 2021
9:45 am - 10:20 am -
Meet and Greet
10:20 am - 10:30 am - Platform Orientation
10:30 am - 10:45 am -
Welcome & Opening Remarks
10:45 am - 11:35 am - General Session
Managing Capital Gains in 2021 and Beyond
11:35 am - 11:45 am - Break
11:45 am - 12:35 pm -
Washington Update
12:35 pm - 1:30 pm - Lunch Break
1:30 pm - 2:20 pm: Breakout Sessions
1.1 Financial Planning for Foreign Nationals: Pitfalls and Solutions
1.2 Life Insurance in a Post-COVID World
2:20 pm - 2:30 pm - Break
2:30 pm - 3:20 pm: Breakout Sessions
2.1 Opportunities with Irrevocable Trusts in this Brave New World
2.2 Section 7702 Was Changed. Now What?
3:20 pm - 3:30 pm - Break
3:30 pm - 4:20 pm - Life Insurance and Annuities in Asset Protection Planning
4:20 pm - 5:00 pm - Announcements and Networking Reception (BYOB)
Tuesday, August 3, 2021
10:00 am - 10:40 am -
Meet and Greet
10:45 am - 11:00 am -
Welcome & Opening Remarks
11:00 am - 11:50 am - How to Sell More Insurance in 2021: Practical Tips Based on Technical Estate Planning Strategies
11:50 am - 12:00 pm - Break
12:00 pm - 12:50 pm -
The US Economic Outlook: Preparing for Liftoff and What Comes After
12:50 pm - 2:00 pm - Lunch Break
2:00 pm - 2:50 pm: Breakout Sessions
3.1 Annuities 2021 and Beyond
3.2 Required Minimum Distributions in a Post-SECURE Act World