Join us for an informative & tasty evening at the newly expanded KI Convention Center. You'll hear nationally sought after speakers from some of the investment industry's most trusted firms.
Registration for this event is now closed.
Agenda
4:00 PM - REGISTRATION
Registration will begin at 4:00 PM in the 2nd floor Lobby.
4:30-5:20 PM - 1ST BREAKOUT SESSION
Attend one of the following sessions:
Capital Markets Outlook - AllianceBernstein
Family Love Letter - Neuberger Berman
Long Term Care Planning & Estate Recovery Issues - Attorney Dan Walsh
Five Key Risks of Retirement - Fidelity
Social Security - 5 Things You Need to Know - Putnam Investments
Your Estate Planning Questions Answered - Attorney Jeff Martinson
5:30 PM - DINNER
Please choose one entree & one dessert:
Entrees
Pork Tenderloin - Pan seared and topped with mushroom vermouth sauce, served with herb baked baby red potatoes
Door County Chicken - Parmesan encrusted chicken breast with a Door County cherry sauce and duchess potatoes
Vegetable Kabob - Skewered and grilled with a wild rice medley
Desserts
Chocolate Decadence Cake
Tiramisu
Caramel Apple Pie
6:00 PM - KEYNOTE PRESENTATION
Media Replay - Hartford Funds
6:45-7:35 PM - 2ND BREAKOUT SESSION
Attend one of the following sessions:
Donor Advised Funds - Giving Simplified - Raymond James Trust
Funding Alternatives for Long Term Care - Eileen Dunn
Long Term Care Planning & Estate Recovery Issues - Attorney Dan Walsh
Market Intelligence - John Hancock Mutual Funds
Maximizing the Uses of 529 - Voya Investment Management
Your Estate Planning Questions Answered - Attorney Jeff Martinson
7:45-8:35 PM - 3RD BREAKOUT SESSION
Attend one of the following sessions:
2016 Asset Allocation Outlook - Raymond James AMS
Cyber Security - Mike Macco
Family Love Letter - Neuberger Berman
Shift Into Gear - Principal Funds
Social Security - 5 Things You Need to Know - Putnam Investments
The Art of Touring in Style - Insight Vacations
8:45 PM - PRIZE RAFFLE
Various prizes will be drawn for attendees.