Morning

10:00 — 11:00

Registration

11:00 — 12:00

Opening General Session
Introduction and Program Interview
Bob Grieb, BISA

Keynote Presentation:
Building a Power Culture
Doug Buce, Wells Real Estate

Afternoon

Noon — 12:45

Lunch

12:45 — 2:00

Peer Group Discussion Sessions
"Red Team"
"Yellow Team"
"Blue Team"
"Green Team"
"Orange Team"

2:15 — 3:15

Concurrent Topic Sessions (Select 1)

1. Twelve Traits of the Top 1%
   Peter Stahl, The Hartford/PLANCO
   A comprehensive discussion of how top Advisors have cracked the code to truly grow their business
2. IRA Mistakes and Opportunities^*
   Jen Gugliotti, John Hancock
   How to make sense for your clients and create opportunities for yourself out of the complex rules governing retirement plan distributions
3. Turning Sales Into Relationships
   Bob Cobb, Ultimate Bank Advisor / ING
   Learn a straightforward process to make the sale a starting point in building a truly profitable relationship rather than the end goal before you move on to the next referral

3:30 — 4:30

Concurrent Topic Sessions (Repeat of sessions 1 - 3)

4:40 — 5:40

General Session, Economic Overview:
Jeffrey Rosensweig, Associate Professor of Finance, Goizueta Business School of Emory University

Evening

6:00 — 7:00

Networking Reception

7:00

Dinner

Morning

8:00 — 8:30

Breakfast

8:30 — 9:30

Concurrent Topic Sessions (Select 1)

4. Working with Your Teams
   Denny Taylor, Symetra Financial
   Coaching, mentoring and managing in your small group or across the institution
5. Retiree Medical Costs and Coverages
   Marlene Lund, Speaking of Aging / AXA
   The Reality, The Impact and The Opportunity associated with the complexities of real retiree medical costs, what is covered by government plans and how to identify and fill the gaps
6. Buried Treasure
   Doug Brisco, Lincoln Financial
   Turning 13 common annuity and life insurance planning mistakes into planning jewelsn

9:45 — 10:45

Concurrent Topic Sessions (Repeat of sessions 4, 5 and 6)

11:00 — 11:45

Peer Group Discussion Sessions
"Red Team"
"Yellow Team"
"Blue Team"
"Green Team"
"Orange Team"

Afternoon

12:00 — 1:00

Closing Keynote Speaker
Becoming a Life Advisor
Richard Capalbo, Richard Capalbo Enterprises / Allianz

1:00

"Getaway" Lunch

^*Session is eligible for one hour CPA and CFP Continuing Education credit as well as most state insurance.