2022 Conference

The 2022 Annual Conference was held on March 24-25, 2022.

Those who registered for the conference can watch the conference replays by clicking the button below.

Watch Recordings
Annual Conference Agenda
Virtual Conference - Match 24-25,2022
Thursday, March 24, 2022
Welcome & In-Depth Governement Benefits and Helping Attorneys Can Minimize Their Exposure

Speaker: Jay Robert and Greg Maxwell, Esq., CFP®
12:00 pm-1:00 pm EST
Structuring Your Practice: Plans Over Products

Speaker: Joseph Tombs, Stacy Scrip, Ryan Garrison
1:00 pm-2:00 pm EST
Non-Qualified Spotlight: Capitalize on Unique Market Opportunities

Speaker: Stephen Halterbeck, RSP
2:00 pm-3:00 pm EST
Marketing for the New Normal

Speaker: Chris Bua, JD, Courtney Barber, Dan Finn, CPCU, MSSC®, RICP®, Christopher Harlan, Tracee Wagner
3:00 pm-5:00 pm EST
Friday, March 25, 2022
Become a Trusted Advisor: Opening the Door with Fee Deferrals

Speaker: Leif Lundberg, John Meaney, Chris Bua, J.D., Anthony Alfieri, JD, RSP, CMSP
12:00 pm-1:00 pm EST
Negotiating Tax Strategies at Settlement

Speaker: Jeremey Babener
1:00 pm-2:00 pm EST
Alternative Compensation Arrangements: From Co-Brokers to Consultant Fees

Speaker: Ryan Garrison, Sean Pendray, CSSC, ChFC®, RSP, Joseph Di Gangi, CFP®, CSSC
12:00 pm-1:00 pm EST

Sponsorship Opportunities

Be part of the movement. Support the settlement planning profession and grow your business by becoming a sponsor of the SSP.

View Sponsor Opportunities

2021 Conference

The 2021 Annual Conference was held on February 23-25, 2021.

Those who registered for the conference can watch the conference replays by clicking the button below.

Watch Recordings

Past Conferences

The SSP Annual Conference is packed with valuable, actionable content. Each year, the SSP brings in industry leaders to share the latest trends, developments, and planning updates.

To view agendas from our most recent conferences, click on the buttons below. If you’d like to see older agendas, please contact us and we’d be happy to send them to you.

2021
2020
2019
2018
2017
2016
2015