September 21, 2012

Red Lion on the River, Portland Oregon

Agenda

7:30 - 8:10 am          Registration, Continental Breakfast, Networking, Vendor Booths

8:10 - 8:20 am          Welcome & Introductory Remarks

8:20 – 9:10 am          Succession Planning: Who Do You Trust?  Donald A. McLaughlin, CLU, ChFC, MSM, Principal Financial Group

9:10 - 10:00 am         Reverse Mortgages: The Research Is In!  John R. Salter, PhD, CFP®, AIFA® , Professor, Personal Financial Planning at Texas Tech University

10:00 - 10:20 am      Break - Networking, Vendor Booths

10:20 - 11:10 am      The Road Ahead-Health Insurance in Uncharted Territory, Lisa Lettenmaier, Health Source NW, NAIFA Oregon President

11:10 - 12:00 pm       Asset Conservation – Money In…Money Out? - Preventing the Whirlpool Effect!  Thomas R. Petersen, MBA, RHU, Peterson International Underwriter, Lloyds of London

12:00 - 1:00 pm        Lunch, Announcements from Ben Gilbert, CFP®, FPA President and Ben Davis, NAIFA 
                                  Portland/NW Oregon Chapter President

1:00 – 1:10 pm         Break - Networking, Vendor Booths

1:10- 2:00 pm            GMIB/GMWB Annuity Riders – The Debate,  panel, Moderated by John Lenz, CFP®, ChFC, CLU, Lenz Financial Group

2:00 - 2:50 pm           Insights to Action: Delivering Effective Personal Risk Management, Brandon Stewart, Chubb Personal Insurance

2:50 – 3:10 pm          Break - Networking, Vendor Booths

3:10 - 4:00 pm           NAIFA and FPA Legislative Update, Roger Beyer, NAIFA- Oregon

4:00 - 4:50 pm           Final Announcements, Winner of the Vote for Your Favorite Sales Idea, Door prize for booth ballots, Networking Reception 

Exhibit booths are available! Cost is $500. Click HERE for an exhibitor form.