2024 Advanced Sales Forum Agenda
Monday, August 12, 2024
6:45 a.m. - 6:00 p.m. - Registration Desk
7:45 a.m. - 8:45 a.m. - Breakfast
8:45 a.m. - 9:00 a.m. - Welcome Message
9:00 a.m. - 10:00 a.m. - GS1 — Best Planning Ideas for the Twilight of the Higher Exemptions
10:00 a.m. - 10:30 a.m. - Refreshment Break
10:30 a.m. - 11:30 a.m. - GS2 — Finseca’s Washington Update: Regulations, Taxes, and Elections
11:45 a.m. - 1:00 p.m. - Lunch
1:00 p.m. - 2:00 p.m.: Breakout Sessions
Breakout 1 — Taxes, Titling, and Trusts: What You Don’t Know Can Hurt You
Breakout 2 — Riding Unicorns Through Changing Tides
2:30 p.m. - 3:30 p.m.: Breakout Sessions
Breakout 3 — Navigating Hazardous Buy-Sell Seas: Transfer-For-Value, Connelly Case, and More
Breakout 4 — Social Security/ Medicare Update 2024
2:30 p.m. - 12:00 a.m. - Refreshment Break
3:30 p.m. - 4:00 p.m. - Refreshment Break
4:00 p.m. - 5:00 p.m. - GS3 — Possibility Thinking: The Slight Edge
5:00 p.m. - 6:30 p.m. - LIMRA Reception
Tuesday, August 13, 2024
7:00 a.m. - 5:30 p.m. - Registration Desk
7:00 a.m. - 8:00 a.m. - Breakfast
8:00 a.m. - 9:00 a.m. - GS4 — Got Fiduciary? Selling Annuities in a Post-DOL World
9:00 a.m. - 9:15 a.m. - Break
9:15 a.m. - 10:15 a.m. - GS5 — Separating Fact from Fiction: The Biggest Misconceptions About AI
10:15 a.m. - 10:30 a.m. - Break
10:30 a.m. - 11:30 a.m. - GS6 — Ebb & Flow of Estate Tax Planning; Helping the Mass Affluent After Sunset
11:30 a.m. - 11:40 a.m. - Announcement
11:40 a.m. - 12:30 p.m. - Lunch
12:30 p.m. - 1:30 p.m. - GS7 — Practice Management Networking: Sharing Tools for Success
1:30 p.m. - 1:45 p.m. - Break
1:45 p.m. - 2:45 p.m.: Breakout Sessions
Breakout 5 — Sailing Into Secure 2.0: A Year and a Half Later
Breakout 6 — Cultivating Estate Planning for Farmers and Ranchers
2:45 p.m. - 3:00 p.m. - Break
3:00 p.m. - 4:00 p.m.: Breakout Sessions
Breakout 7 — Wicked Good Benefits for Wicked Good Employees
Breakout 8 — The Art of Giving: Strategies for Effective Charitable Planning