Educational Sessions

Course Title

Speakers

9:45 a.m. – 11:45 a.m.

CE 101

A World-Wide View: U.S. Gift and Estate Planning for the Affluent Noncitizen

John Oliver, CLU, ChFC

CE 102

Is Your Cheese on the Move? Fiduciary Issues and Life Insurance Company Product Management

Ben Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP, AEP
Ben Baldwin III, CFP, ChFC

CE 103

Creative Executive Benefit
Techniques

James Soressi, Esq., AEP, MSFS

CE 104

Investing Qualified Plan
Money

Lawrence Wiener, CLU, ChFC

PD 105

Leveraging Your Employee Benefit Client Relationship

Richard Bell, CLU, ChFC, CFP, MSFS, RHU, REBC: Moderator
Beth Ashmore
Andrew Torelli, CLU, ChFC, MSFS

10:15 a.m. – 11:45 a.m.

PD 106

Braving the New World of
Financial Underwriting

Phil Chuba, CLU, FALU, FLMI, ACS

1:30 p.m. – 3:30 p.m.

CE 201

Estate Planning in Special
Situations: A Discussion of
Intergenerational Problems
and Practical Solutions

Terry Stanaland, JD, ChFC, CPA

CE 202

Constructing a Sensible Investment Portfolio in the Current Financial and Economic Environment

Hugh Johnson, MA

CE 203

Ethics Course

Tracy Oishi, CLU, ChFC, LUTCF

CE 204

Life Settlements and SOLI:
Are They Right for Your
Clients?

Jordana Balsam

PD 205

Boom-Generation Women:
The 21st Century Tsunami
Catalyst for Effective
Intergenerational Financial
Planning

PD 206

Special Needs Planning

Diedre Wachbrit, Esq.

Course Title

Speakers

9:45 a.m. – 11:45 a.m

CE 301

Asset Protection for Financial
Clients

Jay D. Adkisson, JD

CE 302

Defined Benefit Plans for the
Small Closely Held Business
Owner

Ernest Guerriero, CLU, ChFC,CEBS, CPCU, CPC, CMS

CE 303

The Mythologies of Risk and
Retirement Income Planning

John Olsen, CLU, ChFC, AEP

CE 304

Advanced Estate and Asset
Protection Planning with Tax-
Qualified Dollars

Robert Alexander, JD, LLM, AEP, EPLS

CE 305

Just Take the Money: The
Importance of Extracting Ego,
Identity, and Wealth from the
Business and How to Do It

Terry Stanaland, JD, ChFC, CPA
Ben Baldwin, Jr., MSFS, MSM, CLU, ChFC, CFP, AEP

PD 306

It’s Not Cheaper by the Dozen:
Twelve Common Life Insurance
Mistakes

Terri Getman, JD, CLU, ChFC, AEP

2:00 p.m.– 4:00 p.m.

CE 401

Using FLPs and FLLCs: Great Financial Tools If Used with Caution

Stan Miller, Esq.
Carl Waldman, Esq.

CE 402

Business Valuations for Gift & Estate Tax Planning: What Financial Planning Professionals Need to Know after the Pension Protection Act of 2006

Sam Torolopoulos, CPA-ABV, ASA

CE 403

The Risks and Rewards of Long Term Care as an Employee Benefit

Michael Batsell, MBA, CLU, CSA, FLMI, CASL

CE 404

Managing Stock Market Risk:
Should You Play Offense or
Defense?

Keith Burck, CLU, ChFC, CFP

PD 405

High Tech Tools and Tips to
Enhance Business Productivity
and Your Bottom Line

Richard M. Weber, MBA, CLU

PD 406

Succession Planning for the
Financial Service Professional:
Understanding the Value of
Your Practice

Daniel L. Hughes, CLU, ChFC, CFP, CMFC

Course Title

Speakers

7:30 a.m. – 9:30 a.m.

CE 501

Income Tax Traps: Demystifying
the AMT, Kiddie Tax, and Other
Income Tax Liabilities

Thomas M. Brinker, Jr., LLM,
CPA, ChFC, AEP

CE 502

Planning for and Protecting the
Elderly

Nancy Rice, Esq., CELA

CE 503

Charitable Legacy Planning:
Family Foundations, Donor-
Advised Funds, and Other
Planning Techniques

Michael Babikian, JD, LLM,
MBA

CE 504

Top Ten Retirement Distribution
Planning Mistakes

April Caudill, JD, CLU, ChFC

PD 505

How to Grow Your Practice
Working with Allied Professionals:
Avoiding the 10 Most Common
Mistakes

Jonathan Mintz, JD

9:45 a.m. – 12:00 p.m.

Case Study

Panelists

“It’s Not Personal, Sonny,
It’s Strictly Business” :
When the Family Business
Passes from One Generation
to the Next

Richard Weber, MBA, CLU,
Moderator
Robert Alexander, JD, LLM,
AEP, EPLS
Sam Torolopoulos, CPA-ABV,
ASA
Dennis Axman, CLU, ChFC,
AEP, CFP
Margaret May Damen, CFP,
CLU, ChFC, CDFA