HOSTED IN PART BY: CYNTHIA SCHAEFER

OF Raymond James Financial

CLICK ON TOPIC TO ACCESS PRESENTATIONS

(AVAILABLE ONE WEEK PRIOR TO SEMINAR)

8:30AM - 9:20AM - LIFE INSURANCE AUDIT

Erick Sherman, John Hancock Financial

9:20AM - 10:10AM - PRUDENT PRACTICE FOR INVESTMENT FIDUCIARIES

Craig Chuang and Stacy Bliss,

Heritage Investment Group

 10:25AM - 11:15AM - OVERVIEW OF CURRENT MARKET CONDITIONS

Brendan Jonland, Invesco

 11:15AM - 12:05PM -ALTERNATIVE SOLUTIONS FOR LONG TERM CARE

Erika Williams, Lincoln Financial
 

 12:25PM - 1:15PM - CLOUD COMPUTING

Travis Ramsey, BizTech

 1:15PM - 3:10 PM - IRS CONTROVERSIES

Raul Serrano CPA.

3:10PM - 4:00PM - REVERSE MORTGAGES

Mil-Jean Bennet, Metlife