Tentative Agenda Wednesday, June 11, 2014 Speakers Thursday

Tentative Agenda Wednesday, June 11, 2014 All Day

Arrivals

6:00 pm – 9:00 pm

Welcome Reception

Speakers

Thursday, June 12, 2014 6:00 am – 7:00 am

Breakfast

7:00 am – 7:30 am

Registration

7:30 am – 8:00 am

Welcome and Introductions

Bill Kauffman

8:00 am – 9:45 am

How to avoid the six common mistakes that can destroy a business

John Gephart

9:45am – 10:00 am

Break

10:00 am – 10:45 am

Accelerated Benefits – the Care4Life Rider

11:00 am

Group Departure to SMS

11:30 am – 1:00 pm

Lunch sponsored by United of Omaha

1:15 pm

Group Departure to Hilton

2:00 pm – 2:30 pm

Breakout Session – 1  Traditional LTCi vs. Asset-Based or Hybrid LTC  Final Expense: Postseason Game Plan  Annuity: Legacy Optimization

2:35 pm – 3:05 pm

Jill Davis

Tony Stratidis Skip Liddell Allen Pauley Bryan Adams Chris McDonald

Breakout Session - 2  Worksite LTC  Final Expense: Legacy Safeguard  Life: The Retirement Trap

Tony Stratidis Skip Liddell Allen Pauley Bryan Adams Jill Davis

Thursday, June 12, 2014 (continued) 3:10 pm – 3:40 pm

Speakers

Breakout Session 3  LTCi for the Wealthy Client  Annuity: Protection, Accumulation, Income and Legacy  Optimizing Final Expense

3:40 pm – 4:00 pm

Break

4:00 pm – 5:00 pm

Final Thoughts and Call to Action

5:30 pm – 6:30 pm

Cocktail Hour

6:30 pm – 9:00 pm

Dinner sponsored by Ameritas

Tony Stratidis Skip Liddell Chris McDonald Todd Davis

Durr Sexton

Friday, June 13, 2014 6:00 am – 7:15 am

Breakfast

7:30 am – 8:00 am

Expectations and Opportunities

Bill Kauffman

8:00 am – 9:15 am

Consequences of Insuring an Extended Care Event

Tony Stratidis

9:15 am – 9:30 am

Break

9:30 am – 10:30 am

Social Security Planning I

Joe Elsasser

10:30 am – 11:30 am

Social Security Planning II

Joe Elsasser

11:30 am – 12:00 pm

Final Thoughts and Call to Action

12:00 pm – 1:00 pm

Boxed Lunches

1:00 pm

Departures

Bill Kauffman