Please join us for our Annual Symposium, Tuesday November 8th, 2011.

Sheraton Hotel: 1800- 50th Street, West Des Moines Iowa 50266.

This year we will offer:
11 CFP CE Credits and 7 Insurance CE Credits!

Schedule for the day:

7:45 a.m. - 8:10 a.m.        
Registration
Breakfast Refreshments provided by Morningstar.

8:15 a.m. – 8:30 a.m.        
Welcome & Introductions

8:30 a.m. – 9:30 a.m.        

Breakout #1: MetLife. Speaker Andrew Rinn.
"Estate Freeze."
CFP & Insurance CE will be offered.

Breakout #2: Genworth. Speaker Jeff Waddington.
"Optimizing Your Business Practice."

9:35 a.m. – 10:35 a.m.      

Breakout #3: Principal Funds. Speaker Ben Totel.
“What Clients May Not Know About Social Security, And What It Could Cost Them.”
CFP & Insurance CE will be offered.

Breakout #4: Mutual of Omaha. Speaker Ron Lee.
"Transferring Small Businesses to Insiders."
CFP & Insurance CE will be offered.

10:35 a.m. – 10:45 a.m.   
Break - Visit Exhibitors. 

10:45 a.m. – 11:45 a.m.    

Breakout #5: Eagle Life. Speaker Kirk Andersen.
"Addressing Safety and Longevity in a Volatile Market"
CFP & Insurance CE will be offered.

Breakout #6:Community Foundation of Greater Des Moines.
Speakers Sheila Kinman & Ashley Shafer.
"Helping Create Lasting Legacies Through the Transfer of Wealth."
CFP CE will be offered.

11:45 a.m. – 12:00 p.m.    
Break - Visit Exhibitors.

12:00 p.m. – 12:15 p.m.    
Introductions and Lunch Served.

12:15 p.m. – 1:15 p.m.       
Keynote Speaker: State of Iowa. Speaker: State Auditor, David Vaudt.
"Budgeting - Iowa's Future"
CFP CE will be offered.

1:20 p.m. – 2:20 p.m.         

Breakout #7: Aviva. Speaker John Lovejoy.
"Index Universal Life Insurance- Understanding the Product"
CFP & Insurance CE will be offered.

Breakout #8: Pension Plan Services. Speaker Kristine Creighton.
"Retirement Plan Fee Disclosure Regulations and Legislative Update"
CFP CE will be offered.

2:25 p.m. – 2:35 p.m.        
Break - Visit Exhibitors.

2:35 p.m. – 3:35 p.m.        

Ethics Hour 1. Speaker Dan Candura.
Nationwide will be sponsoring Hour 1 of Ehics.
CFP & Insurance CE will be offered.

Breakout #9: Curian Capital. Speaker Aaron Jones.
"YOU."

3:40 p.m. - 4:40 p.m.         

Ethics Hour 2. Speaker Dan Candura.
CFP & Insurance CE will be offered.

Breakout #10: Transition Point Business Advisors. Speaker Johnne Syverson.
“Multi-Generational Planning - Preserving Family Unity Across Generations”
CFP CE will be offered.

4:45 p.m.
Networking Reception