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January 22-26, 2012
Hilton Squaw Peak, Phoenix, AZ

***ALERT*** THE CUT-OFF DATE FOR HOTEL RESERVATIONS EXPIRED JANUARY 8, 2012. YOU CAN STILL MAKE YOUR HOTEL RESERVATION BY CALLING 1-800-HILTONS. NOTE THAT YOU WILL BE CHARGED THE HOTEL'S CURRENT RATE.

"This is the best exposure to life insurance planning in the industry"
—Roger Hubley, CLU, ChFC, MSFS, MSM

"This continues to be the premier study group in the country for advanced planning"
—Joe Moore, CLU, ChFC, RFC
THE TOPIC:
Advanced Planning Strategies in Estate, Tax, Retirement, and Financial Planning

THE PURPOSE:

  • To take an active role in your professional development
  • To meet with and listen to leaders in financial services
  • To expand your network of cross-industry contacts
  • To take home practical knowledge for immediate use

With a maximum of 115 attendees, the Institute is more of a study group than a conference, creating opportunities to meet and talk one-on-one with speakers and fellow practitioners. Given the high caliber of attendees, this is an extremely desirable element of the program.

Download our Group Rate flyer.

THE SPEAKERS:

David Ackert
The Ackert Advisory

John H. Brown, JD
Business Enterprise Institute, Inc.

John R. Capasso, CPA, PFS
Captive Planning Associates, LLC

David Henderson, CPA, JD, LLM
Duggan Bertsch, LLC

 Dale M. Krause, JD, LLM, CEO
Krause Financial Services

John A. Oliver, CLU, ChFC
Transamerica Life Insurance Company

Howard L. Sanger, JD, LLM
Sanger and Manes, LLP

Terence B. Stanaland, JD, ChFC, CPA
Teague, Rotenstreich, Stanaland, Fox & Holt, PLLC

Earn up to 18 CE credits.

Reserve your place today! 800-392-6900