Agenda

11:00 am – Webinar entitled “Bridging Charitable Planning with Retirement Income”, #6000183950. This course is approved for 1-hour Producer General Credit and will provide topical ideas to share with clients that are charitably inclined.

You will learn:

• How to better use philanthropic tendencies to improve retirement outcomes
• Strategies for efficient charitable giving
• Strategies for creasing income while meeting philanthropic requests

12:00 noon – Lunch, networking & keynote speaker. We are fortunate to have Whitney Roman, Director of the Center for Sales and Service Excellence at OSU as our speaker.  This program will be of GREAT interest to those of you who hire sales employees.

1:00 pm – Adjournment