Track: Finance & Insurance
Finance & Insurance Track Sponsored By:
The FINANCE and INSURANCE program track will feature sessions that appeal both to professionals working in the finance/insurance industries and to all professionals seeking a broader understanding of these topics in order to understand what impact they can have on senior clients.
Tuesday, August 27, 2024, 10:05 am - 11:05 am
Working with Clients Confronting Diminished Capacity
Tuesday, August 27, 2024, 11:15 am - 11:45 am
Should You Recommend Roth Conversions?
Tuesday, August 27, 2024, 12:45 pm - 1:45 pm
Medicare in 2024: Promises vs. Reality
Tuesday, August 27, 2024, 1:55 pm - 2:55 pm
SPONSORED SESSION: Economics, Demographics and Politics Impacting the NEW Retirement
Tuesday, August 27, 2024, 1:55 pm - 2:55 pm
SPONSORED SESSION: Winning in Retirement | How $12 Trillion is Being Utilized to Improve Retirement in America
Tuesday, August 27, 2024, 3:20 pm - 4:20 pm
Process with Purpose - Increasing your Quality of Life by Becoming a Better Advisor
Tuesday, August 27, 2024, 4:30 pm - 5:30 pm
The Unaddressed Aging Chasm: When Does Retirement Planning End & Senior Care Planning Begin?
Wednesday, August 28, 2024, 10:15 am - 11:15 am
SPONSORED SESSION: Mom Fell Again™ - Financial Survival for Families in the Grip of Dementia
Wednesday, August 28, 2024, 12:50 pm - 1:50 pm
Working with Senior Caregiving Trusts and Trustees
Wednesday, August 28, 2024, 2:00 pm - 3:00 pm
The Secondary Market for Life Insurance: Current Trends, New Applications
