Professional Day is approved for seven (7) hours of KS & MO insurance
credit (6 general; 1 ethics), seven (7) hours of general KS CLE,
six (6) hours of general MO CLE and six (6) hours of general CFP credit.
All day attendance is required. Certificates of completion will be issued
for self-reporting PACE and CPE credits.

AGENDA
8:00 AM | Breakfast & Networking
8:30 AM | Jim Aussem – Business Exit Planning
10:10 AM | BREAK
10:30 AM | Cozy Wittman – Late Stage College Planning
11:30 AM | LUNCH
12:30 PM | Rob Wellendorf – Developing a Collaborative Planning Team
2:10 PM | BREAK
2:20 PM | Jim Boldt – Ethics
  3:10 PM | Bill Greiner – 2019 Economic Outlook
4:00 PM | Cocktail Reception

PROGRAM DESCRIPTIONS & SPEAKER BIOS

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