Conference Agenda
**Times subject to change**

Tuesday Oct 9th

8:00am - 9:00am Continental Breakfast

9:00am - 9:45am
The Ultra-Affluent
Richard J. Flynn - Rothstein Kass
This session will provide a detailed overview of the ultra-affluent (net worth of $20 million or more; investable assets of $5 million or more). Their key concerns and buying preferences will be discussed.

9:45am - 10:30am The Nature of Elite Wealth Management
Russ Alan Prince - Prince and Associates
An explanation of the various components of elite wealth management and the appropriate support services. The various business models for delivering these services will be described.

10:30am - 10:45am Break

10:45am - 11:45am Managing Personal Liability
David Spencer, Ace Private Risk Services
Spencer Houldin, Ericson Insurance Advisors
John J. McDonough, Cozen O'Connor

What are the strategies and products that are most effective in mitigating personal risks? The experts will provide key issues to consider in dealing with this matter.

11:45am - 1:00pm Lunch
The Role of Concierge Medicine in an Elite Wealth Management Practice
Dan Carlin - WorldClinic
An explanation of the various types of concierge healthcare providers coupled with a way to evaluate which ones are best for which clients.

 1:00pm - 1:45pm The Importance of Technology
Technology provides the backbone infrastructure to a high-caliber elite wealth management practice. This session will address critical issues for a successful practice.

1:45pm - 2:00pm Break

2:00pm - 3:15pm  
Advanced Planning and Life Insurance
Michael Mingolelli, Jr - Pinnacle Financial Group
Kenneth J. Masters
- Pinnacle Financial Group
Frank Seneco - Seneco & Associates
Edward Renn - Withers Bergman

This session will address how life insurance is used by the ultra-affluent from defined benefit plans to paying estate taxes. The focus will be on the use of life insurance in conjunction with the latest advanced planning strategies.

3:15pm - 4:00pm 
Developing an Integrated Service Model
Russ Alan Prince - Prince and Associates
An overview of the methodologies to holistically bring the various services and products together. The pricing models that work in the different scenarios will be detailed.

4:00pm - 5:00pm Cocktails and Networking


Wednesday Oct 10th

8:00am - 9:00am Breakfast

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