Agenda

All sessions listed below are in Central Time (CT). Note: The simulcast in Indianapolis will be in the Eastern Standard Time Zone (EST).

3:00 PM - 3:45 PM

Registration / Networking

3:45 PM - 4:00 PM

Welcome and Opening Remarks

4:00 PM - 6:00 PM

2023 CFP Board of Ethics Course

Bonnie Kirchner, CFP®, MST

6:30 PM - 8:30 PM

Dinner / Networking

7:30 AM - 8:00 AM

Breakfast / Networking

8:00 AM - 9:00 AM

How the Secure Act Changes Retirement (and other) Planning

Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF

9:15 AM - 10:15 AM

Maximixing Social Security

Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF

10:30 AM - 11:30 AM

Common Scenarios in Celebrity Estates

Brian Seigel, JD, AEP®

11:30 AM - 12:30 PM

Lunch

12:30 PM - 1:30 PM

How and Why to Add College Planning to Your Practice

Ann Garcia, CFP®

1:30 PM - 2:00 PM

Afternoon Break/Networking

2:00 PM - 3:00 PM

Life Insurance Reviews - Case Studies

Brant Steck, CFP®

3:00 PM - 3:30 PM

Closing Remarks