2016 Symposium Presentations

2016 Symposium Presentations

Dan Hill - Data Security: The Global Issue and How to Minimize Your Risk

Ken Barton & Keith Woodwell - Staying Compliant in a Changing regulatory Environment

Paul Fellingham - Global Communication, Collaboration and Counseling That Works in the Twenty-First Century

Max McQuiston - Disciplined Investing in a Changing World & Social Security

Julian Ortega - Medicare Options

Ken Barton - Understanding the Best Interest Contract Exemption Component of the Fudiciary Rule

John Unice - Social Enterprise Investing

James Judd - Elder Abuse

Randy Sparks - Adding Value to the Charitable Inclination Conversation

Randy Sparks & Jim Welsh - Estate Planning for the Equity Event