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					                                                                                                               2008 NEBC Agenda
                                                                                                            Atlanta Marriott Marquis
                                                                                                              October 14-17, 2008




                                                                                  Tuesday, October 14, 2008 - TENTATIVE AGENDA


11:30 am- 1:00 pm- Exhibit Expo / Lunch (International Level)
1:30 pm- 3:30 pm
Opening General Session (Marquis Ballroom B-D) Mark Schlafly, President & CEO, FSC/ACC
Dale Brown, Financial Services Institute
Keynote Speaker: Captain Gerald Coffee
Summarizer: Dale Irwin

                        The Aging of America
                                                                                                  Recruiting Discussion                                                              Technology        Technology
                                                                                                           M304                                                                       Training      Training   M102
                                                                                                                                                                                        M101

       3:50: 4:40 PM

Intentional Community             Variable Annuity        Addressing The                          Transition in the Face                                         Four              VISION2020        OneView Standard
Charles Durrett                   Benefits & the Senior   Legal And                               of Regulation S-P                                              Generations in    Advisor: Account
Sponsored by FSC/ACC              Client                  Regulatory                              Sponsored by ACC/FSC                                           the Workplace     Opening, Billing,
                                  Doug Allen,             Challenges                              Recruiting                                                     Pat Jones         & Report
                                  Nationwide Financial    Of Working With                         Mary Shiflett, Recruiter                                       Education and     Customization
                                  and Shayna Kennedy,     Senior Customers                                                                                       Training          Guerdy Toby
                                  AIG Advisor Group       Andy Davitt & Tom
                                                          Wells



4:50 - 5:40 pm
What are Old People For?          Variable Annuities &                                                                                                                             NetExchange Pro Transaction
William H Thomas                  the Baby Boomer:                                                                                                                                 Cash            Review - The
                                  America Speaks Out                                                                                                                               Management &    Advisor's Role
                                  on Retirement                                                                                                                                    Holdings
                                  Greg Alberti
                                  Sponsored by AIG
                                  SunAmerica

5:45-6:45 PM

First-Time Attendees Reception

6:30-8:30 PM
Welcome Reception / Exhibit Expo (International Level)

                                                                                                  Wednesday, Oct. 15
7:00-9:00 AM
Breakfast - International Level

    Marquis Ballroom A                M103 - M105         Imperial Ballroom         M301                   M303              Imperial Ballroom A   M106 - M107        M304              M101              M102
                                                                  B

     Financial Concepts               The Client          Winning             Wealth Management     Life Planning Tools            Income &         Variable     Sales Associate     Technology        Technology
                                      Connection          Strategies                                                         Retirement Planning   Annuities:      Workshop           Training          Training
                                                                                                                                                   Expanding
                                                                                                                                                   Boundaries


       7:30-8:50 AM


           4/17/201010:10 AM                                                                               DRAFT SUBJECT TO CHANGE                                                                                      1 of 5
                                                                                                                 2008 NEBC Agenda
                                                                                                              Atlanta Marriott Marquis
                                                                                                                October 14-17, 2008


Annual Compliance Meeting : Erica McGinnis and Peter Krussell - Imperial Ballroom B

9:00-9:50 AM
Where to Invest in a More      11 Best Sales Ideas   High Impact          Transfer Appreciated      Planning Strategies       The Generational         Confessions of   Table Topics     NetExchange Pro OneView Standard
Volatile World (201)           K. Shawn McCoy        Financial Planning   Real Estate to the Next   with VUL (201)            Shift in Managing        an Actuary (301) Pat Jones, AIG   Account &       & Premium with
Rick Golod              Van    Curian Capital, LLC   (201)                Generation: Utilizing     Michael O. Williams       Client Assets (301)      Matthew Gray     Advisor Group    Customization   Reports
Kampen Investments                                   Chris Hennessey      1031 and 721              John Hancock Life         John Carl                Sponsored by
                                                     Putnam               Exchanges ((201)          Insurance Company         Sponsored by             Allianz
                                                                          Jill Mozer                                          Columbia
                                                                          Dividend Capital                                    Management
                                                                          Exchange




      10:00-10:50 AM                                                                                                                                   Al

He's Got Game: Experiencing    Becoming the          Opportunities and    Wealth Transfer for the   Correlating Trust         Re-engineering           Annuity Sales    Grammar Tips
the Win-Win of Elevating       Advisor of Choice     Risks in the Fixed   Merely Affluent –         Assets with Trust         Retirement: Seven        Techniques of    Pat Jones, AIG
Your Game             Scott    (201)                 Income               Multitasking Legacy       Objectives (201)          Sources of               Multi-Million    Advisor Group
Hamill, Russell Investments    John Benton           Marketplace (301)    Planning and LTC          Susan Wood                Retirement Income -      Dollar Producers
                               John Hancock          Robert M.            Solutions (301)           Pacific Life Mutual       Part One (301)           (401 session),
                               Annuities             Almeida, Jr.         Tom Duncan                Funds                     C. James Johnson         John Huggard
                                                     MFS Investment       Nationwide Financial                                Allianz Life Financial   Sponsored by
                                                     Management           Services - Life Sales                               Services                 John Hancock
                                                                                                                                                       Annuities




11:00-11:50 AM
Managing Portfolio Risk        Creating Value as a                        Annuities: Maximizing     Branching Out into a      Re-engineering                                             VISION2020          Transaction
(201)           Matthew        Financial Advisor                          the Transfer of Wealth    Renewable Asset (301)     Retirement: Seven                                          Advisor: Account    Review: The
Richter            Fidelity    Rick Anthony                               to Heirs Using            Jess Jarratt              Sources of                                                 Opening, Billing,   Supervisor's
Investments                    Invesco Aim                                Annuities and Life        Wells Real Estate         Retirement Income -                                        & Report            Responsibilities
                                                                          Insurance (201)           Funds                     Part Two (301)                                             Customization
                                                                          Fred Chang      Pacific                             C. James Johnson                                           Rebecca Stith
                                                                          Life Insurance                                      Allianz Life Financial
                                                                          Company                                             Services




12:00-2:00 PM
Exhibit Expo / Lunch (Exhibit Hall)                   Variable Annuity
                                                           Income
12:00-2:00 PM
ACC DM Only Meeting                                                                                                                      FSC MFA-
Only Meeting () - Lunch provided
    Marquis Ballroom A                M103 - M105        Imperial B                M301                      M303              Imperial Ballroom A          M106 - M107      M304             M101                  M102


     Financial Concepts               The Client          Winning          Wealth Management          Life Planning Tools            Income &      Variable Annuity Sales Associate        Technology           Technology
                                      Connection         Strategies                                                            Retirement Planning     Sessions       Workshop              Training             Training



       2:15-3:05 PM




           4/17/201010:10 AM                                                                                 DRAFT SUBJECT TO CHANGE                                                                                            2 of 5
                                                                                                                    2008 NEBC Agenda
                                                                                                                 Atlanta Marriott Marquis
                                                                                                                   October 14-17, 2008


Merger Models for Acquiring       Building True Wealth   Nerves of Steel     An Institutional          Transferring Risk From    Understanding Your     Income             Small Office      VSION2020          Client Central -
or Selling a Practice             (201)                  (101)               Approach to Real          Your Client’s Balance     Rollover Options       Strategies Made    Best Practices    Advisor: Models,   Establishing
David Goad Sponsored by           Jim Lake               Dr. Kevin Elko      Estate Investing (101)    Sheet (301)               (201) Susan Wood       Simple:            Discussion        Trading, and       Clients and
FSC/ACC                           The                    AIG SunAmerica      Mike McDaniel             Rodney Allain             Pacific Life Mutual    Protecting Your    Tony Howard,      Global             Accounts
                                  Hartford/PLANCO        Retirement          KBS Capital Markets       Prudential Annuities      Funds                  Clients'           AIG Advisor       Rebalancing
                                                         Markets             Group                                                                      Retirement         Group             Guerdy Toby,
                                                                                                                                                        Assets (201)                         AIG Advisor
                                                                                                                                                        Faith Keith, AIG                     Group
                                                                                                                                                        Advisor Group
                                                                                                                                                        John Benton,
                                                                                                                                                        Greg Bonzagni,
                                                                                                                                                        Sean Morris,
                                                                                                                                                        Victoria Olsen



                                  Best Business          The 4 Stages of     Infrastructure: Meeting   A New Generation of       Retiremetrics-                            Compliant         NetExchange Pro
                                  Development            Variable Annuity    the Demands of a          VUL (201)                 Building a Better                         Administrators    Trading
                                  Practices of Top       Income              Changing World (201)      Mark Jansen               Retirement (201)
                                  Advisors               Stephanie Nesi      Craig M. Kirkpatrick      AIG American General      Franklin Templeton
                                  Joel D. Hempel         AXA Distributors,   Kensington Investment                               Distributors, Inc.
                                  Lockwood Financial     Inc.                Group, Inc.
                                  Services




4:15-5:45 PM
General Session: Dewitt Jones (Marquis B - D)

5:45-6:45 PM
Cocktail Reception with Exhibits - International Hall

                     7:00 PM
Evening at Leisure
                                                                                                       Thursday, Oct. 16
6:30- 8:30 AM
Breakfast - International Level
    Marquis Ballroom A                M103 - M105        Imperial Ballroom            M301                     M303               Imperial Ballroom A     M106 - M107           M304              M101                 M102
                                                                 B

     Financial Concepts               The Client         Winning              Wealth Management          Life Planning Tools            Income &           Variable        Sales Associate     Technology           Technology
                                      Connection         Strategies                                                               Retirement Planning     Annuities:         Workshop           Training             Training
                                                                                                                                                          Expanding
                                                                                                                                                          Boundaries


       7:00-9:00 PM

CFP Ethics: Dan Candura - Imperial B

8:00-8:50 AM
ETF Basics (101)      Sarah                                                                                                                             Living Benefit                       NetExchange Pro Client Central -
Kjellberg, Barclays Global                                                                                                                              Gymnastics (101)   Large Office      Items for       Account Type
Investors Services                                                                                                                                      Jason Ryan         Best Practices    Attention       Differences
                                                                                                                                                        Sponsored by       Discussion
                                                                                                                                                        Jackson National   Tony Howard,
                                                                                                                                                        (1 hr CE)          AIG Advisor
                                                                                                                                                                           Group


           4/17/201010:10 AM                                                                                   DRAFT SUBJECT TO CHANGE                                                                                             3 of 5
                                                                                                                     2008 NEBC Agenda
                                                                                                                  Atlanta Marriott Marquis
                                                                                                                    October 14-17, 2008


9:00-9:50 AM                                                                                                                                              Sponsored by
                                                                                                                                                          Jackson National

Putting ETFs to Work (201)      Building a Low          The Power of 20       Understanding             Insurance Planning for    Annuities: Dynamic      FSC/ACC                              NetExchange Pro Blottering Direct
Tracy Maynier, Barclays         Correlation Portfolio   Minutes: The Key      Managed Futures (201)     Business Owners (201)     or Dangerous? (201)     Top Variable                         Account         Business
Global Investors Services       (301)                   To Getting What       Steven Laska              Ted Kirchner              Chris Price             Annuity Advisor                      Movement
                                Craig L. Israelsen      You Want (201)        Steben & Company,         Penn Mutual Life          Lincoln Financial       Panel (201)
                                AIG SunAmerica          John Sabey            Inc.                      Insurance                 Distributors            Mike England,
                                Mutual Funds            Cole Real Estate                                                                                  Moderator
                                                        Investments                                                                                       Sponsored by
                                                                                                                                                          AIG SunAmerica


10:00-11:30 AM
General Session: Stuart Varney (Marquis Ballroom B - D)
11:30 AM-1:00 PM
Exhibit Expo / Lunch (International Hall)
    Marquis Ballroom A              M103 - M105         Imperial Ballroom B            M301                      M303              Imperial Ballroom A      M106 - M107           M304
                                                                                                                                                                                                    M101               M102
     Financial Concepts              The Client         Winning                Wealth Management          Life Planning Tools            Income &             Variable
                                     Connection         Strategies                                                                 Retirement Planning       Annuities:      Sales Associate     Technology         Technology
                                                                                                                                                             Expanding         Workshop           Training           Training
                                                                                                                                                             Boundaries
       1:00-1:50 PM
Pershing Products and      Building                     Beyond                Important Insights into   Liability Management:     Master the Art of the   Demystifying       Indispensable     NetExchange Pro Client Central -
Services              Tina Relationships with           Traditional:          REITs (201)               Practical Applications    Rollover (201)          2821 (201),        Assistant         Trading         Establishing
Nuppnau-Singh              High Net Worth               Adding                Martel Day                for Affluent Clients      John Mullen             Shayna Kennedy,    Pat Jones,                        Clients and
Pershing, LLC              Investors in a               Guarantees to a       Inland Securities         (301)                     Principal Funds         AIG Advisor        FSC/ACC                           Accounts
                           Changing Service             Modern                                          Richard Smith                                     Group & Victoria
                           Environment                  Retirement (201)                                AIG Bank                                          L. Olson,
                           Linda Marschke               Greg Bonzagni                                                                                     Prudential
                           Prudential                   ING Variable                                                                                      Annuities
                           Investments                  Annuities

2:00-2:50 PM
The Presidential Elections: A Rethink Reality (201)     Form 5500: Data       Stay on Par: Your         For Wealth Transfer       Volatile Times, Solid                                        VSION2020
look back… a look forward     Geoff Nance               Mining (301)          Guide to Annuity          Flexibility – Please      Solutions (301)                                              Advisor: Models,
(201)                 Mike    John Hancock Funds        David Mountford       Registration (201)        Stand By! (301)           Jeff S. Schwaber                                             Trading, and
Quinn                                                   Oppenheimer           Jason Ryan                Kent Larson               Behringer Harvard                                            Global
American Funds                                          Funds                 Jackson National          ING Life                                                                               Rebalancing
                                                                                                                                                                                               Guerdy Toby,
                                                                                                                                                                                               AIG Advisor
                                                                                                                                                                                               Group
3:00-3:50 PM
Albridge                        Meaningful              A New                 The Value of Owning       Addressing the Multiple   Optimizing Social       The Great                            NetExchange Pro OneView Premium
Kyle Good                       Diversification: The    Perspective on        Oil and Gas and Other     Needs of the Affluent     Security Benefits       Debate: Income                       Account         with Reports
                                Rewards of              Reducing Income       Hard Assets in a          Client (301)              (201)                   Benefits versus                      Management and
                                Alternatives and        Risk from             Softening Economy         Bart Shachnow             Kenneth Louis Sokol     Withdrawal                           Asset Movement
                                Protection Strategies   Ibbotson (301)        (301)                     AIG Private Client        Sun Life Financial      Benefits (301)
                                in a UMA                Tom Duncan            Robert L. Gold            Group                     Distributors, Inc.      Kristin
                                K. Sean Clark           Nationwide            Ridgewood                                                                   McReynolds, AIG
                                Clark Captial Market    Financial                                                                                         Advisor Group,
                                Group, Inc.                                                                                                               Moderator

4:00-4:50 PM




            4/17/201010:10 AM                                                                                    DRAFT SUBJECT TO CHANGE                                                                                           4 of 5
                                                                                                      2008 NEBC Agenda
                                                                                                   Atlanta Marriott Marquis
                                                                                                     October 14-17, 2008


State of the Fixed Income     The Annual Practice   The State of the     Building Your Practice                    30 Years Without a   Bullet-proof Your   ModelFolios:    Client Central -
Markets Ben Keating           Review – A            Real Estate Market   In The Private Wealth                     Paycheck (201)       Practice:           Russell and     Account Type
The Hartford Mutual Funds     Supervisor’s Guide    (201)                Management Market                         Michael C. Conrath   Suitable Variable   SunAmerica      Differences
                              Erica McGinnis, AIG   Frank Muller         Place (301)                               AllianceBernstein    Annuity Sales       Rebecca Stith
                              Advisor Group         Hines Real Estate    Brett W. Berg                                                  (201)               and Guerdy
                                                    Securities           The Hartford                                                   Brad Grulke         Toby, AIG
                                                                                                                                        Sponsored by        Advisor Group
                                                                                                                                        ING

7:00-9:00 PM
Closing Party:


Departures




          4/17/201010:10 AM                                                                       DRAFT SUBJECT TO CHANGE                                                                      5 of 5

				
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