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Conference registration open from 7:00 a.m. - 12:00 p.m. |
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7:45 - 9:30 a.m. |
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Induction into The American College Alumni Hall of Fame
Susan D. Waring, CLU®, ChFC®
State Farm Life Insurance Company |
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9:45 -10:45 a.m. |
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“Everything You Need to Know About ESOPs and MSOPs in Business Succession” (Submitted for CE Credit)
Click here to check if this class is approved in your state. |
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Dickson Buxton, CLU®, ChFC®
President,
Private Capital Corporation
Biography |
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Ralph W. Christie, Jr.
Chairman, President,
and CEO
Merrick & Company
Biography |
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Ronald J. Gilbert, MSFS, ChFC®, CLU®
President,
ESOP Services, Inc.
Biography |
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10:45 -11:45 a.m. |
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The Engle Economic Security Lecture - II |
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“Economic Turbulence and Long-Term Investing: What to do Now?”
Peter Lynch
Legendary Fidelity Investments Investor and Market Analyst
Biography |
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12:00 - 1:30 p.m. |
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Luncheon Lecture and Presentation
“Executive Compensation in a Turbulent Economic Environment” |
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Albert J. (Bud) Schiff, CLU®
Chief Executive Officer,
NYLEX Benefits
Biography |
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David A. Littell, JD, ChFC®, CFP®
Joseph E. Boettner Chair in Research
and Professor of Taxation,
The American College
Biography |
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1:45 - 3:45 p.m. |
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CE Workshop - Case Study (Submitted for CE Credit)
Click here to check if this class is approved in your state. |
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“A Case Study in Financial Planning: What Would You Do?”
Craig W. Lemoine, CFP®
Assistant Professor of Financial Planning,
The American College
Biography |
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6:00 p.m. |
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Dates, times, and session topics subject to change. |
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