Pre-Conference CE Sessions
Note: You MUST be a full-conference attendee to be eligible to register for CE.
View the 2010 sessions
Pre-Conference Sessions Total – 3.5 hours
Conference Sessions Total – 1 hour
To view session descriptions and speakers, click on the session’s title.
| Time | Session Details | |
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| 8:00 AM – 9:30 AM |
Paychecks and Playchecks  In this session, Tom Hegna CLU, ChFC, CASL will teach you the Magic Words to Retirement Income Security. He will use mathematical, scientific and economic facts to deliver a powerful presentation on how to help your clients retire worry free. In the last year and a half, Tom has presented on the Main Platform at MDRT, Top of the Table, NAIFA and Society of Financial Professionals. You will not want to miss this session.Speaker
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| 9:30 AM – 10:30 AM |
Simple Sales Ideas Create Confident Advisors Tom will continue with more simple sales ideas for the retirement market. He will aslo include some Life Insurance and LTCi ideas as well. Additionally, Tom will be up close and personal – Bring your questions and objections that you are having trouble overcoming and watch how every objection disappears – like magic!Speaker
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| 10:30 AM – 10:45 AM |
Break |
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| 10:45 AM – 12:30 PM |
Thriving Beyond Midlife: Going BEYOND the Money!  This session is designed to inform financial professionals about the challenges their clients face as they contemplate and pursue their retirement plans. Thriving Beyond Midlife is grounded in the notion that the goal of retirement planning should be to support people in living the rest of their lives as fully as possible, so that they may become richly old instead of merely old and rich. Thriving Beyond Midlife is a concept and a way of looking at the thing we call retirement that goes beyond the money.This introduction to Thriving Beyond Midlife will enhance the preparation for – and experience of – living from midlife through dying. Attendees will be introduced to a unique Triptik of Aging that provides a new way of understanding the 30+ years that follow “retirement,” and enables seeing retirement in its full scope and potential. The session ends with a discussion and exercise around “Where will you live?” assessing the living opportunities that face us as we make the transition from active to quiet living. Speakers
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| 12:30 PM – 1:30 PM |
Boxed Lunch |
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| 1:30 PM – 3:15 PM |
Retirement Income Distribution Planning – Yesterday, Today and Tomorrow  Retirement Income Distribution Planning Yesterday, Today and Tomorrow positions the baby boomer market as it exists today and will delve into the evolving role that the advisor has to play in this market. This presentation will review several current “religions” of the retirement income planning environment and explore new advisor centric ideas that will help structure sustainable retirement funding options in the post 2008 world of market volatility and turmoil.Speakers
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