FORUM PROGRAM

GENERAL SESSION

BREAK OUT #1

BREAK OUT #2

BREAK OUT #3

REGISTRATION /

LIGHT BREAKFAST

7:00am- 7:45am

OPENING REMARKS

7:45am- 8:00am

FINANCIAL PLANNING - TODAY AND TOMORROW, BOB VERES

8:00am- 9:40am

LISA GRAY

10:10am- 11:50am

LUNCH

11:50am-  1:10pm

Charitable Giving,

Larry Malecky

1:10pm- 2:00pm

Indexology - Understanding Commonly Used Benchmarks,

Tom Conners, Lazard

Social Security and Disability,

Shawn Cavanaugh

Essential Portfolio Theory - Dave Reilly, Rydex

2:10pm- 3:00pm

Benefits of Funding Trusts with Annuities

Matt Wolf

CFP Ethics,

David Lynch,

NY Life

3:30pm- 5:10pm

LTC Partnership,

Ray Perkins,

John Hancock

RECEPTION

5:30pm- 6:30pm

REGISTRATION /

LIGHT BREAKFAST

7:00am-8:00am

KINDER LIFE PLANNING, PHIL DYER

8:00 am- 9:40am

Behavioral Finance,

JP Morgan

10:10am-  11:00am

Financial Issues of Divorce, Rob Fergusson

11:10am- 12:00pm

Business Succession Planning, Ben English, Hirschler, Fleischer

Trusts as IRA Beneficiaries, Michael Kitces

1:10pm- 2:00pm

Tax Traps of Life Insurance,

Doug Cronkright,

NY Life

Additional Topic,

Michael Kitces

2:10pm- 3:00pm

Alternative Investments,

Jay Schmidt,

Hatteras

P & C Risk Management, Angie Hart,

VA Farm Bureau

THE YALE ENDOWMENT: A CASE STUDY IN INVESTMENT POLICY, JOHN NERSESIAN

3:20pm- 4:10pm

Special Needs Trust, Shawn Majette

Taxes,

Larry McCoy,

Goodman and Company

HSAs and High Deductible Health Insurance Plans,

Roy Ramthun

CLOSING GENERAL SESSION

4:10pm- 5:05pm

DINNER

AND

CAPITOL STEPS PERFORMANCE

6:30pm- 9:00pm

GENERAL SESSION

BREAK OUT #1

BREAK OUT #2

BREAK OUT #3

Taxes, cont.,

Larry McCoy,

Goodman and Company

LUNCH

12:00pm- 1:10pm

MAY 8TH

MAY 9TH

Working with Seniors,

Bureau of Insurance