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. 


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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