Tuesday, February 23, 2021 — Sessions
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
Joseph Di Gangi, CFP, CSSC
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
Wednesday, February 24, 2021 — Sessions
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
Thursday, February 25, 2021 — Sessions
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