All listed times are Mountain Daylight SavingsTime.
7:00 AM
Breakfast & Annual Meeting
8:15 AM
Continuing Education
Buying or Selling a Practice: Tax, Entity, and Transition Considerations - Deb Reed, LUTCF, CLTC, AFSP
The purchase or sale of a professional practice involves important legal, tax, and business-planning decisions. This course examines common business entity structures, tax treatment options, asset allocation requirements, goodwill valuation considerations, and timing issues that can impact both buyers and sellers. Participants will gain an understanding of the professionals and planning strategies necessary to facilitate a successful ownership transition. - One-hour general insurance CE pending
9:30 AM
Continuing Education
Reverse Mortgage Loans: A Financial Planning Tool - George Bain
This 60-minute session explores how reverse mortgages can be a powerful tool in modern retirement planning. With retirees facing increasing financial uncertainty, advisors must understand all available options to help clients achieve long-term security. This course covers the fundamentals of reverse mortgages, common misconceptions, and how they can be used strategically alongside other retirement income sources. We’ll also examine research-backed strategies, long-term care planning, and how rightsizing to a new home can support aging in place—all while protecting client interests and empowering informed decision-making. One-hour general insurance CE pending.
10:50 AM
The Yellow Cake Principal
Your Recipe for Influence and Success- Roger Grannis
Want to have your cake and eat it too? The Yellow Cake Principle will show you how. Packed with practical strategies and sprinkled with humor, The Yellow Cake Principle delivers the key ingredients you need to connect, communicate, and gain agreement—without the usual stress. Ready to build stronger relationships, sharpen your conversation skills, and win more deals? Unlock the secrets that will transform your approach and satisfy your hunger for success. Warning: The Yellow Cake Principle has zero calories but will boost business performance!
