Agenda - Monday September 18, 2023


*BREAKOUT # 1 FROM 2:15 PM - 3:15 PM in Florentine C/D (Main meeting room)*


Exploring The Impact Of Living Benefits On Your Client's Financial Security - Presented by Rob Watson & Perry Wong CPA, CA, Combined Insurance
In this presentation, advisors will be introduced to the proactive strategy of integrating living benefits and supplemental insurance into their clients' portfolios, revealing the numerous ways these additional can enhance their clients financial security.
Mr. Robert Watson	Mr. Perry Wong

BREAKOUT # 2 FROM 2:15 PM - 3:15 PM in Florentine B (Room behind stage)


Glenn Freeland

*BREAKOUT # 3 FROM 3:15 PM - 4:15 PM in Florentine C/D (Main meeting room)*


10 Steps to Become A Philanthropic Entrepreneurial Advisor - Presented by Mark Halpern, CFP, TEP, MFA-P, President WEALTHinsurance.com
Mark will share 10 key steps you can incorporate into your professional practice right now to build your brand, attract new clients, and more referrals from professionals. Create abundant new charitable dollars for causes you care about in your community. will learn how to go from Success to Significance and share this knowledge with your business clients too!
Mark Halpern CFP, TEP, MFA-P

BREAKOUT # 4 FROM 3:15 PM - 4:15 PM in Florentine B Room � Behind Main Meeting Room