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Agenda

12:30p | Registration

 

1:00p | Welcome

Greg Porter, Lorrie Baldevia, Terry Cook


1:05p | Strategies to Optimize Your Legacy

Pam Lopker, John Connors


1:50p | Optimizing Your Financial Plan

Matt Goodwin, Sarah Bowman, Terry Cook, Lorrie Baldevia


2:35p | Break & Refreshments

 

2:45p | Economic and Investment Update

Dr. Claus te Wildt 


3:35p | A Discussion with Naveen Jain: Imagine the End of Disease

Naveen Jain


4:45p | Hosted Reception

 

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