Welcome: Plaintiff Advocacy And Planner Tool Kit
Joseph Di Gangi, CFP, CSSC
Life Company Basics: Approved Lists, Co-Brokers & Other Guidelines
Samantha Webster Eric SoHayda, CSSC Stephen Halterbeck, RSP Betty Gregware
Preserving Needs-Based & Government Benefits
Paul Isaac, Jr. Julian Gray, Esq., CELA David Banas, Esq. Shannon Laymon-Pecoraro, Esq. Stacy Scrip, RSP, CTFA
Settlement Planning in the Best Interests of the Client
Jake Duvall John Stone, CFP, RSP Patrick Hindert
Advanced Planning: Blending Products for Long-Term Protection
Medicare’s Interest in the Plaintiff’s Settlement: Medicare Set-Asides
Paul Isaac, Jr. Thomas Begley Ciara Koba, Esq.
Qualified Settlement Funds and Practical Use Cases
Les Marsh Andrew Cook Glen Armand
Role Play Case Study – Approaches Across the Planning Spectrum
Anthony F. Prieto, Jr., CFP John Stone, CFP, RSP Joseph Di Gangi, CFP, CSSC
Advanced Credentials: Becoming a Registered Settlement Planner (RSP)
Joseph Tombs, JD, MBA, CLU, ARM, CFP, ChFC, RSP Joseph Di Gangi, CFP, CSSC
Demystifying the Mass Tort Market: An Attorney’s Perspective of Planner Value
Kevin Swenson Lincoln Combs Ryan Garrison
Evolving Tax Law & Increasing Net Settlements
Jeremy Babener, Esq. Robert Wood, Esq.
Pooled Trusts, Special Needs Trusts, Custodians &Trustees
Andrew Cook Cameron Lindahl Stacy Scrip, RSP, CTFA
Avoiding Predatory Practices in the Factoring Industry & Protecting Your Clients
Sean Bentzen, Ph.D.
Deferred Compensation for Trial Attorneys & Advanced Annuity Options
Paul Isaac, Jr. Andrew Fisher Greg Micoletti, CSSC, MSCC John Meaney, CSSC
Emerging Market Spotlight: Non-Qualified Sales
Serena Fitchard, Esq. Dan Finn Christopher Bua, J.D. Rick Miller
Judiciary Panel: Planning from The Court’s Perspective
Melissa Nickson Hon. Emil Giordano Joseph Di Gangi, CFP, CSSC
Increasing Revenue Outside Of Planning, And Building A Well-Rounded Network
Jack Meligan, RSP, BCFE, MSCC, CMSP-F Joseph Di Gangi, CFP, CSSC
Adding Value: Protecting the Attorney’s Practice
Paul Isaac, Esq., ChSNC Jeremy Babener, Esq. Jack Meligan, RSP, BCFE, MSCC, CMSP-F Jason Lazarus, J.D., LL.M, CSSC, MSCC
Planning Alongside Guardian Ad-Litem & Elder Law Attorneys
Paul Isaac, Jr. Kent Hansen, JD, MS Hon. Emil Giordano Joseph Di Gangi, CFP, CSSC Jay Robert, Esq. Anthony Alfieri, JD, RSP
Marketing for the Modern Planning Practice: Proven Techniques & Innovative Trends
Ben Finadaca Ryan Garrison
If you need the password to view these recordings, please email Daniel Maxwell.
In addition, some of the presentation files from the conference can be viewed by clicking on the button below. You’ll use the same password to open the PDF files that you use to watch the videos.