Producer Forum Friday, November 16 Location: The Run of the Mill
100 Main Street, Saco ME
207-571-9648 Time: 9:00 a.m. - 1:00 p.m., lunch included
Agenda
9:00 a.m. - 9:30 a.m.
Welcome - Ray Vallee
2012 CBU Review at a Glance
2013 What's Ahead at CBU
9:30 a.m. - 9:40 a.m.
Goal Setting - Kevin Frisbie
9:40 a.m. - 9:50 a.m.
Supplemental Health - Brian Heath
9:50 a.m.- 10:00 a.m.
Life Insurance Prospecting - Jac Arbour
10:00 a.m.- 10:10 a.m.
How to Position LTC - Rich Cohen
10:10 a.m.- 10:20 a.m.
401 K Strategies - Carol Gilbert-Tondreau, Cribstone Capital Management
10:20 a.m. - 10:30 a.m.
Medicare - Kevin Frisbie
10:30 a.m.-10:45 a.m.
Break
10:45 a.m.- 11:00 a.m.
EDvantage, Turn-Key College Planning - Jeff Gaudette
11:00 a.m.- 11:20 a.m.
Tax-Free Retirement Plans - Ray Vallee
11:20 a.m.- 11:25 a.m.
APW University - Stephanie Koetzle and Shannon Ferran
11:25 a.m. - 11:40 a.m.
Reverse Mortgage Solutions - Harry Grindall
11:40 a.m.- 11:45 a.m.
ACT! Managing Client Information - Justin Slocum
11:45 a.m. - 12:00 noon
Closing Remarks - Ray Vallee
12:00 noon - 1:00 p.m.
Lunch and Depart
Please R.S.V.P. by email or phone by Monday, November 12 so we can ensure the proper headcount for snacks and lunch.
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