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MONDAY SESSIONS
- Jack Surgent - Cutting Edge Tax Developments
- Joel Weiner - Ethics of Selling Variable Annuities (Approved for MN & WI insurance ethics, CFP ethics, CPE ethics, CIMA ethics, CLE standard)
- Frederick Jiang - China - Myths, Facts, and Investment Implications
MONDAY BREAKOUTS
- Joel Weiner - Code of Ethics 2011 (Approved for MN & WI insurance ethics, CFP ethics, CPE ethics, CIMA ethics, CLE standard)
- Panel - Mastering Media Interviews
- Bio - Mike Westling
- Bio - Mike Zipko, Goff Public PR Firm
- Bio - Kara McGuire, Star Tribune
- Presentation (18 KB, will not be on the screen)
- Karen Hansen - Estate Planning: What's change and why it matters
- Panel - Succession Planning: Selecting Your Next CEO
- Bio - Paul Bennett
- Bio - Shawn Jacobson
- Bio - Joanmarie McDermott
- Bio - Ben Wacek
- Presentation (51 KB, will not be on the screen)
- Kristin Kopp - Aging Wisely - Hot Topics to Prepare You and Your Clients for Those "Golden" Years
- Panel - Marketing for Success
- Bio - Bob Klosterman
- Bio - Melissa Machlitt
- Bio - Jon Meyer
- Presentation (285 KB, will not be on the screen)
TUESDAY SESSIONS
- Bill Bachrach - High Impact Financial Planning in Tough Economic Times
- Craig Israelsen - Building a Better Core Portfolio
- Liz Ann Sonders - Economic and Market Outlook
- Amy Florian - Prepare to Meet Thy Boom - Dealing with Clients in Transition
- Panel - What's Your Plan? - Financial Essentials for Students and New Planners
- Bio - Jessie Pritchard
- Bio - Jeanna Sabers
- Bio - Damian Winther
- Bio - Molly Sullivan
- Economist Panel
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