Sales Congress 2007

Wednesday, October 17th
World Forestry Center - Portland

Helping Boomers "Ease" into Retirement

7:30 am - Registration & Breakfast

8:00 am - 12:00 pm - General Session

Bill Driver w/John Hancock Annuities
Dispelling the Myths -Income for Life

Economist - John Mitchell
Economic Forecast & The Boomers

Alan Edwards - Social Security Administration
Social Security - "Boomer or Bust"

Donald McLaughlin w/Principal Financial Group
Succession Planning - "Who do you trust?"

12:00pm - 1:30 pm - Lunch

Special Presentation
Just Yell Fire

Afternoon Sessions

1:30pm - 3:20pm
Lon Dufek w/Providence Health
Innovative Charitable Planning Strategies

3:40pm - 4:30pm
Ron & Pam Carter w/New York Life
Navigating Long Term Care Facilities & Costs

1:30pm - 2:20pm
Rusty Allen w/ODS Companies
Medicare - What do you do now?

2:30pm - 3:20pm
Alex Whitehouse w/John Hancock Funds
IRA Mistakes & Opportunities

3:40pm - 4:30pm
Panel Discussion
Reverse Mortgages... Income Opportunities?

(6) Hours of CE applied for in Oregon & Washington


DIBroker :: Disability Protection for Life