Agenda

Thursday, April 18

8:00 - 8:45a

Registration, Meet the Experts and Networking with Exhibitors

8:45 - 9:00a

Welcome, Announcements, Advocacy Update

9:00 - 10:00a

Opening Keynote: Gen Z in the Insurance Profession: How the Next Generation will Transform the Insurance Profession, Jonah Stillman

10:00-10:30a

Coffee with Exhibitors

10:30 - 11:25a

Breakout Sessions

  • HSA Legislation - Todd Berkley
  • Charitable Planning for the Middle Class - Jim Silbernagel
  • How to Create the Best Workforce Talent Selection Strategy for YOUR Organization, Valerie Oldre

11:35 - 12:30p

Breakout Sessions

  • Estate and Disability Planning Ideas for Elderly Clients: The Three Step Planning Process, Stuart Bear
  • Qualified Small Employer Health Reimbursement Arrangements, Mike Smith
  • Life Insurance Planning for Businesses, Jordan Walker

12:30 - 1:30p

Lunch Stations in Exhibit Hall

1:30 - 2:30p

Breakout Sessions

  • Advanced Tax Issues and Strategies, Waldean Wall
  • Health Insurance Update, Tim Wilkin
  • Minnesota Residency Law Update: How to Leave Minnesota for Warmer Climates and Lower Taxes.

2:30 - 3:00p

Dessert with Exhibitors

3:00p - 4:00p

Closing Keynote: Longevity: Real Life Challenges During Retirement, Robert, Pokorski

4:00p

Conference Adjourns


Following the conclusion of the event, we invite you to stay for a networking social hour at 4:15 pm in the hotel lounge.

Speakers