Forum Agenda

TimeTopic
7:30 a.m. Registration and Continental Breakfast
8:00 a.m.

 Welcome and Review Agenda

8:15 a.m.

"Effective Selling Techniques" - Sam Houston State University

9:00 a.m. "More Effective Portfolio Analysis" - Wolters Kluwer Financial Services
9:45 a.m.  Break
10:00 a.m. "Avoiding Risk Management Minefields" - Doeren Mayhew
10:45 a.m. "Helping You Help Your Customer" - Insperity
11:30 a.m. Question & Answer Session
11:45 a.m. Lunch
12:00 p.m. Keynote Speaker, Sam Golden – Alvarez & Marsal Financial Industry Advisory Services
Biography: Sam Golden
12:45 p.m. Closing Comments

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