Conference Agenda
| Sunday, January 26 | |
| 5:00–6:00 pm | Program Registration Reception |
| 6:00–7:30 pm | Dinner and Welcome |
| Monday, January 27 | |
| 7:15 am | Registration and Continental Breakfast |
| 7:45 am | CE and Housekeeping |
| 8:00–10:50 am | The New Frontier of Estate Planning – David Boekeloo, CLU ChFC, CFP |
| 11:00 a.m. | Coordinating Insurance Planning with the New Portability Laws – Vicki R. Wilcox, JD, LL.M. |
| 12:00 noon | Sit Down Lunch |
| 1:00–2:50 pm | Vicki Wilcox (cont'd.) |
| 3:15–5:00 pm | Industry Issues Competition |
| 5:00–6:00 pm | Reception |
| 6:00–7:30 pm | Q&A with Boekeloo and Wilcox |
| Tuesday, January 28 | |
| 7:15 am | Continental Breakfast |
| 7:45 am | Housekeeping |
| 8:00–10:50 am | State of the Industry: Long Term Care – Debra Newman, CLU, ChFC, LTCP |
| 11:00–11:50 am | Nontraditional Retirement Account Investing Using Self-Directed IRAs – Warren Baker, JD, LL.M. |
| 12:00 noon | Sit Down Lunch |
| 1:00–2:50 pm | Warren Baker (cont'd.) |
| 5:00–6:00 pm | Reception |
| 6:30–7:30 pm | Q&A with Newman and Baker |
| Wednesday, January 29 | |
| 7:15 am | Continental Breakfast |
| 7:45 am | Housekeeping |
| 8:00–10:00 am | Estate Planning for Digital Assets – Gerry Beyer, JD, LL.M., JSD |
| 10:00–11:30am | TOLI Vault © Tracking Of Life Insurance: The Software System Which Sets a New Standard for Life Insurance Management – Michael Pepe, CLU |
| 12:00 noon | Free Time |
| 5:00 pm | Group Dinner |
| Thursday, January 30 | |
| 7:15 am | Continental Breakfast |
| 8:00–11:00 am | Retirement and Government Benefits: Social Security, Medicare and Medicaid Jim Schomburg, JD, LL.M. |
Program Concludes