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^*
   Doug Ewing, John Hancock
   How to make sense for your clients and create opportunities for yourself out of the complex rules governing retirement plan distributions
3. Investor Mindset
   Mark Halloran, ING
   A practical look at how 'behavioral finance" impacts your client's mindset and how you can use that knowledge to become a truly trusted advisor

3:30 — 4:30

Concurrent Topic Sessions (Repeat of sessions 1 - 3)

4:40 — 5:40

General Session, Economic Environment Overview:
Dr. Richard Marston, Wharton School of Business / Lincoln

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. What is Legacy
   Sara Stadtherr, Allianz Life Financial Services
   Learn how to go beyond retirement to facilitate discussion with clients about legacy and inheritance transfer

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
Supernetworking
Michael Salmon, Lincoln Financial

1:00

"Getaway" Lunch

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