Retirement Strategies

Agenda Times subject to change
APRIL 28
	Presentation Slides
8:30 am – 9:00 am	Breakfast and Registration
9:00 am – 9:30 am	Introduction and Overview
9:30 am – 10:20 am	Key Characteristics of Self-Made Multimillionaire Business Owners • What distinguishes them from other types of clients? • Where are the opportunities for professionals? Accepted for 1 CE Credit towards the CIMA®, CIMC® and CPWA® certifications
10:20 am – 11:10 am	The Art of Legally Paying Less Income Taxes A major concern of self-made multimillionaire business owners is paying fewer income taxes. • Defined benefit plans are the preferred solution for the majority of these business owners. Accepted for 1 CFP Board CE Credit and 1 CE Hour towards the CIMA®, CIMC® and CPWA® certifications
11:10 am – 11:30 am	Networking And Coffee Break
11:30 am – 12:20 pm	Comparing Sophisticated Defined Benefit Plans – Case Studies • From the benefit-focused plan to the cash balance plan, how to decide which defined benefit plan is best. • How do financial advisors implement these plans? Accepted for 1 CFP Board CE Credit and 1 CE Hour towards the CIMA®, CIMC® and CPWA® certifications
12:20 pm – 1:10 pm	At the Cutting Edge: Private Placement Life Insurance and Private Placement Variable Annuities • Why are these products gaining appeal with self-made multimillionaire business owners? • How can advisors deliver these products while managing money? Accepted for 1 CFP Board CE Credit and 1 CE Hour towards the CIMA®, CIMC® and CPWA® certifications
1:10 pm – 2:00 pm	Luncheon Address
2:00 pm – 2:10 pm	Cell Phone Break
2:10 pm – 3:00 pm	Capturing Additional Business • How can advisors increase discretionary money management accounts by addressing retirement concerns with self-made multimillionaire business owners? • What additional product opportunities are usually available to financial advisors? Accepted for 1 CE Credit towards the CIMA®, CIMC® and CPWA® certifications
3:00 pm – 3:50 pm	Sourcing New Self-Made Multimillionaire Business Owners • What are the most effective ways to access new, self-made multimillionaire business owners? • How can financial advisors create a steady stream of new clients? Accepted for 1 CE Credit towards the CIMA®, CIMC® and CPWA® certifications
3:50 pm – 4:15 pm	Summary and Questions
4:15 pm	Workshop Adjourns

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