2021 Advanced Sales Forum Agenda
All times listed are in Eastern Daylight Time (EDT).
Monday, August 2, 2021
9:45 a.m. - 10:20 a.m. -
Meet and Greet
10:20 a.m. - 10:30 a.m. - Platform Orientation
10:30 a.m. - 10:45 a.m. -
Welcome & Opening Remarks
10:45 a.m. - 11:35 a.m. - General Session
Managing Capital Gains in 2021 and Beyond
11:35 a.m. - 11:45 a.m. - Break
11:45 a.m. - 12:35 p.m. -
Washington Update
12:35 p.m. - 1:30 p.m. - Lunch Break
1:30 p.m. - 2:20 p.m.: Breakout Sessions
1.1 Financial Planning for Foreign Nationals: Pitfalls and Solutions
1.2 Life Insurance in a Post-COVID World
2:20 p.m. - 2:30 p.m. - Break
2:30 p.m. - 3:20 p.m.: Breakout Sessions
2.1 Opportunities with Irrevocable Trusts in this Brave New World
2.2 Section 7702 Was Changed. Now What?
3:20 p.m. - 3:30 p.m. - Break
3:30 p.m. - 4:20 p.m. - Life Insurance and Annuities in Asset Protection Planning
4:20 p.m. - 5:00 p.m. - Announcements and Networking Reception (BYOB)
Tuesday, August 3, 2021
10:00 a.m. - 10:40 a.m. -
Meet and Greet
10:45 a.m. - 11:00 a.m. -
Welcome & Opening Remarks
11:00 a.m. - 11:50 a.m. - How to Sell More Insurance in 2021: Practical Tips Based on Technical Estate Planning Strategies
11:50 a.m. - 12:00 p.m. - Break
12:00 p.m. - 12:50 p.m. -
The US Economic Outlook: Preparing for Liftoff and What Comes After
12:50 p.m. - 2:00 p.m. - Lunch Break
2:00 p.m. - 2:50 p.m.: Breakout Sessions
3.1 Annuities 2021 and Beyond
3.2 Required Minimum Distributions in a Post-SECURE Act World