| |
Section Info-Bytes
These 60-minute sessions for Professional Interest Section members let you share ideas and learn about recent developments and pertinent issues in your practice area. Presentations also include a brief overview of Sections online resources. Section Info-Bytes run concurrently on Saturday, October 9, from 8:30 to 9:30 a.m. and are led by the Section chair and/or editor.
| Section |
Topic |
Speaker |
| Business & Compensation Planning |
Déjà vu 2011? |
Steve Libby, CLU, ChFC, REBC, RHU |
| Estate Planning |
Déjà vu 2011? |
Terri Getman, JD, CLU, ChFC |
| Employee Benefits |
An Update on the New DOL Retirement Plan Regulations |
Lee Bethel, CLU, ChFC, RHU, REBC |
| Qualified Plans |
3 out of 20 people will DIE before age 65. 100% will die thereafter. Business Owners Die Too. |
Mary Read, CPC, QPA |
| Financial Planning |
The Emerging Business Model for the Advice Driven Financial Product Sales Person |
Ben Baldwin Jr., CLU, ChFC, CFP, MSFS, MSM |
| Investment Management |
Finding a Bull in the Bear Market Using Relative Strength |
Keith Burck, CLU, ChFC, CFP |
| Retirement Counseling |
Social Security MAX — Helping Your Clients Optimize Their Options |
Stephanie Curry, CLU, ChFC, CFP, FLMI |
| Risk Management |
Emerging Issues in Risk Management |
Bill Rives, PhD, CLU, ChFC, RHU |
| Leadership & Management |
Leadership Wisdom…Secrets for Sustainable Success |
Paul Vignone |
|
|