Educational Sessions

For a detailed description of the program content and speaker's bio, click on the .

Monday, January 27, 2014

Course Title   Speakers
8:00 am–10:50 am
The New Frontier of Estate Planning David Boekeloo, CLU, ChFC, CFP
11:00 am–11:50 pm
Coordinating Insurance Planning with the
New Portability Laws
Vickie R. Wilcox, JD, LL.M
1:00 pm–2:50 pm
Coordinating Insurance Planning with the
New Portability Laws
(continued)
Vickie R. Wilcox, JD, LL.M

Tuesday, January 28, 2014

8:00 am–10:50 am
State of the Industry: Long-Term Care Debra Newman, CLU, ChFC, LTCP
11:00 am–11:50 am
Nontraditional Retirement Account Investing
Using Self-Directed IRAs
Warren L. Baker, JD, LL.M.
1:00 pm–2:50 pm
Nontraditional Retirement Account Investing
Using Self-Directed IRAs
(continued)
Warren L. Baker, JD, LL.M.

Wednesday, January 29, 2014

8:00 am–10:00 am
Estate Planning for Digital Assets Gerry Beyer, PhD, JD, LL.M.
10:00–11:30 am
TOLI Vault™ Tracking of Life Insurance:
The Software System Which Sets a
New Standard for Life Insurance Management
Michael Pepe, CLU

Thursday, January 30, 2014

8:00 am–11:00 am
Retirement and Government Benefits:
Social Security, Medicare and Medicaid
James B. Schomburg, JD, LLM, MSFS, CLU, ChFC, CRC