Agenda

7:00 AM ‐ 7:50 AM

Breakfast

7:50 AM ‐ 8:00 AM

Welcome and Introductions

8:00 AM ‐ 8:50 AM

Is Your Portfolio Upside Down?

Mark Peterson, Blackrock

8:50 AM ‐ 9:00 AM

Break

9:00 AM ‐ 10:30 AM

The REAL Reasons Clients Seek Advice

Moira Somers

10:40 AM ‐ 10:50 AM

Break

10:50 AM ‐ 11:40 AM

Advising Corporate Executives: Assessing Equity Compensation Risk

Bill Dillhoefer

Bill Summers

11:45 AM ‐ 1:00 PM

Lunch

1:00 PM ‐ 1:50 PM

Large dollar Student Loans and the early career Physician

Michael Clancy

1:50 PM ‐ 2:00 PM

Break

2:00 PM ‐ 2:50 PM

Advising the Sandwich Generation on Aging Parents

Quentara Costa

2:50 PM ‐ 3:00 PM

Final Thoughts and Wrap Up