Join the Pee Dee Chapter for New York Life’s 2022 Advisor Symposium in Florence
2022 Advisor Symposium
Wednesday, November 9, 2022
Lunch at 12:00, Program 1:00 – 4:30 pm in Florence
Must complete registration prior to attendance for lunch location and must attend the entire event for CPE Credit. Limited to the first 30 registrants.
Agenda
Moderator: Heather Davis Smith, JD, CLU®, ChFC®, CAP®
| Program Times (EST) | Presenter | Title |
| 1:00-1:30 pm | Greg Holmgren | Fiduciary Responsibility for Existing Policies |
| 1:30-1:55 pm | Robert Keebler | The SECURE Act Regulations |
| 1:55-2:20 pm | Christopher Hoyt | Planning for Inherited Retirement Accounts |
| 2:20-2:35 pm | Break | |
| 2:35-3:00 pm | Robert Keebler | Clawback: Planning for the “Double Exemption” Sunset |
| 3:00-3:25 pm | Matt Pate | Unlocking the Mysteries of Split-Dollar Life Insurance Planning |
| 3:25-3:40 pm | Break | |
| 3:40-4:05 pm | Christopher Hoyt | Using Tax-Exempt CRTs to “Stretch” an Inherited IRA |
| 4:05-4:30 pm | Greg Holmgren | Using Life Insurance to Accomplish Estate Objectives |
| 4:30 pm | Adjourn |
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