2011 Taggart Symposium

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Thursday, September 29 8:30 a.m.

Time	Practice Mgmt—2295	Bldg a Practice—2254	Ethics—2260	Life/Annuity Strategies—2258	Health, DI, & LTC—2287	Investment Strategies—2277
1:30 – 2:30	MARVIN REYNOLDSPractice Management: A Glass Slipper ProcessBeginner/ Intermediate/ Advanced	JASON RUCKERBuilding a PracticeIntermediate/ Advanced	PATRICK KUHSEEthics: How to Deal with Ethical Dilemmas (Ethics CE)(CFP)Beginner/ Intermediate/ Advanced	PATRICK OLEARCEK, JD, CLU, ChFCCreative Buy-Sell (CE)(CFP)Intermediate/ Advanced	RYAN OLSEN JAMES FARLEYDependent Eligibility Audit (CE)Intermediate/ Advanced	STUART QUINT, CFAGlobal Emerging Markets (CFP)Beginner/ Intermediate/ Advanced
2:50 – 3:50	ROSS WALKERSocial Media Basics & Best Practices Beginner/ Intermediate/ Advanced	JENNIFER BORISLOWGiant Marketing Leaps: The Outcome of True Relationship Focus Beginner/ Intermediate/ Advanced	KEN EVANSEthics: Areas of Responsibility (Ethics CE)Intermediate/ Advanced	ROCK ALLENPractical Asset Protection & Estate Planning (CE)(CFP)Intermediate/ Advanced	BART SPENCERDo Sweat the Small Stuff, Business Uses of DI(CE)Intermediate/ Advanced	CRAIG ISRAELSEN, PhDBuilding a Multi-Asset, Low Correlation Portfolio (CFP)Beginner/ Intermediate
4:10 – 5:10	KEVIN MOODYRelationship Marketing; Meet...Everyone Beginner/ Intermediate/ Advanced	BENJAMIN BALIKOVEfficiency in a Financial Representative’s PracticeBeginner/ Intermediate/ Advanced	KEN EVANSEthics: Dear Defendant: The Price of Professionalism (Ethics CE)Intermediate/ Advanced	JERRY BORROWMANVariations on Family Split Dollar (CE)(CFP)Intermediate/ Advanced		STUART QUINT, CFAGlobal Emerging Markets(CFP)Beginner/ Intermediate/ Advanced

Friday, September 30 8:30 a.m.

Time	Practice Mgmt—2295	Bldg a Practice—2254	Ethics—2260	Life/Annuity Strategies—2258	Health, DI, & LTC—2287	Investment Strategies—2277
1:00 – 2:00	BRANDON HANDYPractical Practice Principles Beginner/ Intermediate/ Advanced	RICK PAULSENVictory Every DayBeginner/ Intermediate	GEORGE WILKINSONEthics: The Silent Crime Part I (Ethics CE)(CFP)Intermediate/ Advanced	KELLY BILLSThe Compliant and Successful Variable Annuity Advisor(CE)(CFP)Intermediate/ Advanced	BRETT NEVILLE, CLU, ChFC, RHUSupplemental Income Protection for the Executive (CE)Beginner/ Intermediate/ Advanced	CRAIG ISRAELSON, PhDBuilding a Multi-Asset, Low Correlation Portfolio(CFP)Beginner/ Intermediate
Brownie Break and Exhibitor Drawn CONF Patio
2:30 – 3:30	CATHERINE KELSEYReverse Mortgages(CFP)Beginner/ Intermediate/ Advanced	RICK PAULSENVictory Every Day Beginner/ Intermediate	GEORGE WILKINSONEthics: The Silent Crime Part II (Ethics CE)(CFP)Intermediate/ Advanced	DEREK BOHNEZero Estate Tax Strategy(CE)(CFP)Intermediate/ Advanced	TIM JACKSONHelping to Identify Health Insurance Risks (CE)Beginner/ Intermediate/ Advanced	GARY HENSLEYNavigating Volatile Markets, Secular Bear and Bull Markets(CFP)Beginner
3:40 – 4:35	BRIAN URIEDelegate, Automate, or Eliminate Beginner/ Intermediate/ Advanced	HANK WARNERHabits and Principles Necessary for New AdvisorsAdvanced	GEORGE WILIKINSONEthics: The Silent Crime Part III(Ethics CE)(CFP)	RANDY BILLSUncommon Knowledge for Uncommon Times(CE)Intermediate/ Advanced	ERNIE SWEATUtah Health Exchange 2.0 (CE)Beginner/ Intermediate/ Advanced	STEVE WORTMANNTop 50 IRA Rules(CE)(CFP)Intermediate/ Advanced

(CE) = Qualifies for regular (non-Ethics) Continuin Education credit for insurance licensees in ID, NV, UT, and WY.
(Ethics CE) = Qualifies for Ethics Continuing Education credit for insurance licensees in ID, NV, UT, and WY.
(CFP) = Qualifies for CFP Continuing Education credit for CFP designees.

2011 Taggart Symposium

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