2009 Fall Summit Agenda - San Diego, CA
Thursday, October 8, 2009 - 1st Global Sessions
| 8:00 - 9:00 am | Academy Success Stories Speaker: Al Prentice |
| 9:00 - 9:45 am | Sustainable Income Solutions Speaker: Devin Reid, 1st Global Annuity and Insurance Planning Group |
| 9:45 - 10:00 am | BREAK |
| 10:00 - 11:00 am | Surviving Volatility and Thriving In Recovery: A Study of 1st Global's Asset Allocation Models Speaker: Al Prentice |
| 11:00 - Noon | Life Insurance as an Asset Class: Efficiently Funding Trusts Speaker: Bob Petcoff |
Thursday, October 8, 2009 - Main Sessions
| 1:00 - 2:00 pm | Welcome and Introductions Speakers: Robert Armstrong and Sanford M. Fisch |
| 2:00 - 3:15 pm | State of the Academy Speakers: Robert Armstrong and Sanford M. Fisch |
| 3:15 - 3:30 pm | BREAK |
| 3:30 - 5:30 pm | Younger Next Year: A Guide to Living Like 50 Until You're 80 and Beyond |
| 6:30 - 9:00 pm | Dinner and Cocktail Reception Sponsored By: Legacy Safeguard |
Friday, October 9, 2009
| MAIN SESSIONS | BREAKOUT SESSIONS | |
| 8:00 - 9:45 am | Online Marketing - Preserve the Core |
Attend Main Room Marketing Session |
| 9:45 - 10:00 am | BREAK | |
| 10:00 - Noon | Asset Protection Strategies |
WOW Marketing Roundtable |
| Noon - 1:30 pm | LUNCH BREAK | |
| 1:30 - 2:45 pm | How to Make the Funeral Trust a Part of Your Everyday Practice
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Most Common QuickBooks Mistakes
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| 2:45 - 3:00 pm | BREAK | |
| 3:00 - 4:30 pm | Blueprint to Success in a Niche Market: A Step by Step Process |
Attend Main Room Marketing Session |
| 6:30 - 9:30 pm | Social Event - $0 per ticket San Diego has so much to offer in terms of social activities but we want to focus on making YOUR business successful this year, so we're scrapping the typical social event and having a hands-on session. We're keeping the cost low so you and your entire staff can attend this one of a kind event. We'll focus on Niche Marketing and you'll brainstorm in groups based on the Niche. We want to be sure your creative juices are flowing so we'll have coffee and desserts to power you through the evening. All attendees should not miss this! |
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Saturday, October 10, 2009
| MAIN SESSIONS | BREAKOUT SESSIONS | |
| 6:45 - 8:00 am | EDUCATION ADVISORY BOARD BREAKFAST | |
| 8:00 - 9:30 am | Success Stories Facilitator: Robert Armstrong |
Attend Main Room Marketing Session |
| 9:30 - 10:00 am | Maximizing Your Marketing Bang from DocuBank Speaker: Randi Siegel |
9:30 - 10:30 am |
| 10:00 - 10:15 am | BREAK | |
| 10:15 - 11:30 am | eLawyering: What Is It, Why Does it Matter and What Do You Do Now? Speaker: Richard Granat |
10:30 - 11:30 am |
| 11:30 - 1:30 pm | LUNCH BREAK Board of Governors Board Meeting DocuBank New Member Lunch |
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| 1:30 - 3:00 pm | Bombproofing Your Trust: How to Make Sure You Do It Right! Speaker: Bruce Ross |
Hands on Workshop - Bring Your 2009 and 2010 Marketing Calendars!
Speakers: Member Services |
| 3:00 - 3:15 pm | BREAK | |
| 3:15 -5:00 pm | Recent Developments Plus Select Topics
Speaker: Steve Hartnett |
Website Traffic Reports and "Webenue"
Speakers: Dustin Smith |
| 5:00 - 5:30 pm | BREAK | |
| 5:30 - 6:30 pm |
You MUST submit the STAFFING AND SALARY SURVEY by September 14th to attend this session. For details and to take the survey Click here. |
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Sunday, October 11, 2009 - Main Sessions
| 8:00 - 10:00 am | Continued Education Program: Probate and Trust Administration - What Every Financial Advisor Needs to Know Speaker: Dennis Sandoval |
| 10:00 - 10:15 am | BREAK |
| 10:15 - Noon | Mastering 1st Consultations - Controlling the Economy in Your Conference Room Speaker: Sanford M. Fisch |
| END OF 2009 FALL SUMMIT | |
Sunday, October 11, 2009 - Optional Training - $825 Per Seat
Sunday 1:00 - 6:00 pm |
In the Trenches: Veterans Administration Benefits Aid & Attendance Income Workshop When you leave this workshop you will be able to:
For this course to qualify for the mandatory 3 hour CLE, the attendees must have applied through the VA for accreditation and must have received their approval notice from the VA prior to taking the course. The application for accreditation is at: http://www.va.gov/vaforms/va/pdf/VA21a.pdf The instructions on where to send the form are in the first paragraph on the first page Speaker: Victoria Collier Please note: The speaker and the topic have been made possible based on a specific number of members participating at the price offered. Rather than offering this training as a 'nonrefundable session' cancellations of this advanced training will result in a $325 cancellation fee |
Monday, October 12, 2009 - Optional Training - $825 Per Seat
Monday 8:00 - 5:00 pm |
Please note: The speaker and the topic have been made possible based on a specific number of members participating at the price offered. Rather than offering this training as a 'nonrefundable session' cancellations of this advanced training will result in a $325 cancellation fee |
| END OF OPTIONAL TRAINING | |
2009 Fall Summit Sponsors
Cocktail Party Sponsor![]() Premier Planning and NGL |
New Member Lunch and Social Event Sponsor ![]() DocuBank |


