CONFERENCE AGENDA AT-A-GLANCE
 

PRE-CONFERENCE SESSIONS

FEBRUARY 7–8, 2012
Two day CLTC Class with Harley Gordon, Best Selling Author and Founder of the Certiied in Long-Term Care (CLTC) Program. For more information and to register, please call CLTC at 877-771-2582 or click here.

FEBRUARY 8, 2012
Prior registration required for the following sessions:
•  Training on the Retirement Analysis Kit (TRAK) Workshop with Edward Dressel, Trust Builders, Inc.
•  403(b) and 457(b) Certiied Workshop with Keith Young, LSW: Member Of The National Life Group
•  GWN Securities, Inc. Workshop. For more information and to register, please call 561.472.2706 or email taskin@gwnsecurities.com.
•  Security Beneit Workshop
•  Workshop for VALIC Independent Distribution Agents with Greg Garvin, John Malcolm and Kathryn Smith from VALIC (closed session by invitation only)

Discounts on conference registration and membership packages are available to pre-conference attendees.

CONFERENCE BEGINS!

WEDNESDAY, FEBRUARY 8, 2012

5:00 p.m. – 6:00 p.m.
General Session 1: REAL Communication: Body Language
Bill Acheson, Nonverbal Communication Expert

6:00 p.m. – 8:00 p.m. 
Welcome Reception and Exhibit Hall Grand Opening

THURSDAY, FEBRUARY 9, 2011

7:00 a.m. – 7:45 a.m. 
Breakfast in the Exhibit Hall: Table Talk with Peers

7:45pm – 8:30 a.m. 
General Session 2: Welcome and Awards Presentation
Scott A. Hayes, ISC Group, Inc., Lewisville, TX

8:30 a.m. – 9:30 a.m.
General Session 3: Washington/Regulatory Update
Brian H. Graff, Esq., APM, ASPPA, Arlington, VA

10:00am – 11:15am
General Session 4: Expanding Your Core Business Profitably
Harley Gordon, Best Selling Author and Founder of the Certified in Long-Term Care (CLTC) Program

11:15am – 12:15pm
General Session 5: Redefining Yourself Within Your Marketplace
Hear from Paul Dyer and George Weber how advisors are finding new clients within their market and gathering more assets using different approaches to retain their presence in the 403(b) marketplace.

12:15 p.m. – 1:15 p.m. 
Buffet Lunch in the Exhibit Hall

1:15 p.m. – 2:30 p.m.
Workshop 1: How To Be Profitable in a Not-For-Profit World
Workshop 2: Making the Long Term Care Sale
Workshop 3: Social Security for Married Couples

3:00 p.m. – 4:15 p.m.
Workshop 4: In The Office or On The Road—Using Technology To Increase Productivity
Workshop 5: College Planning: The Easiest Relationship Builder in Financial Services
Workshop 6: Audits and Defect Corrections

4:30 p.m. – 5:45 p.m.
Workshop 7: Mining for Assets by Mastering a Tax Return
Workshop 8: Market Trends – Guaranteed Living Annuity Benefits
Workshop 9: 403(b) and 457(b): Know the Similarities and Distinctions That Will Set You Apart and Help Increase Your Bottom Line

FRIDAY, FEBRUARY 10, 2012

7:30 a.m. – 8:15 a.m. 
Breakfast in the Exhibit Hall: Table Talk with Vendors

8:15 a.m. – 9:30 a.m.
General Session 6: Ask the Experts
Ellie A. Lowder,TGPC, TSA Consulting and Training, Tucson, AZ
David W. Powell, Groom Law Group, Washington, DC
Robert J. Toth, Law Office of Robert J. Toth, Jr., Fort Wayne, IN

9:30 a.m. – 10:30 a.m.
General Session 7: Market Outlook / Delivering Value in a Changing Landscape
Christopher M. DeGrassi, Security Benefit, Topeka, KS
James K. Ogdon, OFG Financial Services, Inc., Topeka, KS
Amy L. Simonson, Verity Asset Management, Durham, NC
Moderated by Brian H. Graff, Esq., APM, ASPPA, Arlington, VA

11:00am – 12:15pm
Workshop 10: Utilizing Technology To Market Your Business
Workshop 11: Knowledge is Power—Church and ERISA 403(b) Plans
Workshop 12: Early Retirement Incentive Programs

12:15 p.m. – 1:15 p.m. 
Lunch in the Exhibit Hall

1:15 p.m. – 2:30 p.m.
Workshop 13: Let’s Get Paid … But, How and When?
Workshop 14: Be Objective; Be the Professional – with Quality Partners
Workshop 15: 403(b) and 457 Sales Panel

3:00 p.m. - 4:15 p.m.
Workshop 16: The Role of Fixed Annuities in Retirement Savings
Workshop 17: Increasing Employee Participation - Everyone Wins!
Workshop 18: Retirement Income Planning Process

4:30 p.m. – 5:30 p.m.
General Session 8: The Emerging Role Of The TPA, And Record-Keepers, And the Impact On The Responsibilities and Objectives of the Advisor
Suzanne Baldino-Jones, ADMIN Partners LLC, Haddonfield, NJ
J. Wesley Compton, MidAmerica Administrative & Retirement Solutions, Inc., Lakeland, FL
Susan D. Diehl, PenServ Plan Services, Inc., Horsham, PA
Walter McBay, GWN Securities, Inc., Palm Beach Gardens, FL
Joseph E. Rollins, TSA Consulting Group, Inc., For t Walton Beach, FL

5:30 p.m. – 5:45 p.m. 
Closing Remarks and Conference Adjourns
________________________________________________________________________________

CONTINUING EDUCATION INFORMATION

The NTSAA 403(b) Advisor Summit is designed to comply with various types of CPE credit.  For more information or to request a specific type of credit, including CLE, CFP, CPE or state insurance credit, please contact the conferences staff at conferences@asppa.org at least 45 days prior to the conference. We will apply for advance approval of the program if the application process and filing fees are not prohibitive.

Please check back periodically for updates. We will post pending and approved credit information as it becomes available.