Sunday, October 11

8:15 AM - 9:30 AM

The Missing Piece of Financial Planning: Personal Property & Casualty

Brian P. Boak, CLU, LUTCF

The Ultra High Net Worth client has more exposures based on who they are, what they do and what they own. Personal Property and Casualty Planning has long been the stepchild of the Financial Planning Process. Make sure your client is protected before a claim happens. Learn how to properly conduct a risk audit of your clients' personal property and casualty insurance. Discussion and case studies.
     Career Stage: All
     Competency: Technical Knowledge
     CFP Topic List: Insurance Planning and Risk Management
     CFP Board CE credit: 1.5
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11:00 AM - 12:00 PM

Life Settlements as a Financial Planning Tool

Bryan Freeman

This session will provide attendees with an understanding of life insurance settlements and how they can be used in the financial planning process. Bryan Freeman is a 4 term past president of the Life Insurance Settlement Association and is recognized as the top spokesperson for the industry. Bryan has led the fight to regulate settlements and is a co-author of the model legislation endorsed by the National Conference of Insurance Legislators.
     Career Stage: All
     Competency: Technical Knowledge
     CFP Topic List: Insurance Planning and Risk Management
     CFP Board CE credit: 1.0
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Monday, October 12

8:15 AM - 9:30 AM

Retirement Income Planning

Herbert K. Daroff, JD, CFP®

How to safely restore the value you lost and increase the net after tax retirement income for clients, spouses, and heirs. Tools like dollar-cost-averaging that can be helpful during accumulation can be disastrous during distribution. Asset ALLOCATION theory has some flaws, as we have all learned. One glaring weakness has been the lack of focus on the income tax consequences of re-balancing of taxable portfolios. Learn how asset LOCATION is an essential part of maximizing retirement and survivor income planning.
     Career Stage: All
     Competency: Technical Knowledge
     CFP Topic List: Insurance Planning and Risk Management, Income Tax Planning, Retirement Planning
     CFP Board CE credit: 1.5
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10:00 AM - 11:45 AM

Applications of Life Expectancy Analysis in Financial Planning

T. Mark Pace, CLU, RHU, ChFC

This presentation will demonstrate a variety of applications for actuarial life expectancy data in retirement income planning, insurance and annuity product selection, long term care management decisions and more.
     Career Stage: All
     Competency: Business and Practice management, Technical Knowledge
     CFP Topic List: Insurance Planning and Risk Management, Retirement Planning, Estate Planning
     CFP Board CE credit: 2.0
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Tuesday, October 13

8:45 AM - 10:15 AM

Annuities: Waging War On The Risks

Michael J. Zmistowski, RFC

Hidden in the complex contracts of Fixed Interest, Fixed Indexed and Variable annuities are new weapons that may be used to rescue the clients' objectives or, with a lack of understanding, devastate the opportunities of financial planning. Learn to apply these contractual provisions on your clients' behalf to wage war on the four risks of Longevity, Inflation, Healthcare Expense and Market Volatility. Learn to compare costs that clients' pay to insure winning their lifestyle battles. Learn plan positioning in Asset Allocation and Stochastic modeling including illustrative, practical case studies. Participants gain understanding of a balanced approach to retirement income planning that gives equal weight to the critical issues of risk avoidance and risk tolerance while prioritizing client goals.
     Career Stage: All
     Competency:
     CFP Topic List:
     CFP Board CE credit: 1.5
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