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.
Annual Conference Agenda | |
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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 |
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.