Schedule

2007 Grant Taggart Symposium
Track	Ethics/New Agent	Insurance/Annuities	Financial Planning	Health	Practice Management
Room	2295	2258	2260	2287	2254 (Auditorium)
Thursday Workshops
8:00	Welcome
8:15	Scott Nugent The Elevator Speach
8:55	Brian Moran Strategic Breakthroughts
9:25	Troy Evans From Desperation to Dedication: The Strength To Believe
10:15	Break
10:30	NAIFA Video
10:40	Guy Baker Productivity Secrets from MDRT
11:20	Carrie Moore
1:30	Joe Christensen Agent Fraud (Ethics credit) B-I-A	Guy Baker Productivity Secrets from MDRT continued B-I-A	Dan Corrigan Managing Investment Expectations I-A	Steve Brady Making DI no so Difficult B-I-A	Brian Morgan Strategic Breakthroughs * 2 hour workshop (continuations from main platform) B-I-A
2:50	Joe Christensen Insurance Fraud (Ethics credit) B-I-A	Anthony Taylor Building a Practice for a Lifetime* B-I-A	Dan Murdock Estate Planning within a Financial Services Practice I-A	Rob Perry Health Insurance: Is You In, or Is You Out? B-I
4:10	Jone Olson Lessons from the Playground to the Boardroom B-I-A	Bret Hortin Planning for Clients with Special Needs I-A	Jerry Borrowman Is a 412(i) Plan Right for Your Clients? I-A	Jan Harris The Realities of Long Term Care B-I-A	Todd Johnson From Zero to Million Dollar Production in Short Order * B-I-A
Friday Workshops
8:00	Welcome
8:15	David Frey How to Generate all the Financial Advisor Referrals you can handle
9:55	Break
10:10	Dan Corrigan Life Insurance and the Rules of Money
1:30	Jone Olson Lessons from the Playground to the Boardroom B-I-A	Ryan Jensen Annuities: Owner vs. Annuitant "Driven" I-A	Dan Corrigan Managing Investment Expectations I-A	Steve Brady Making DI no so Difficult B-I-A	David Frey All the referrals you can handle *(continuations from main platform) B-I-A
2:50	Joe Christensen Agent Fraud (Ethics credit) B-I-A	Roger McQueen How To Survive and Stay in the Business* B-I-A	Dan Murdock Estate Planning within a Financial Services Practice I-A	Rob Perry Health Insurance: Is You In, or Is You Out? B-I	David Frey All the referrals you can handle *(continuations from main platform) B-I-A
4:10	Joe Christensen Insurance Fraud (Ethics credit) B-I-A	Leonard Driggs Mutlilining from the Property Casuality to Life and Health (P&C & Multiline Agents)	Jerry Borrowman Innovative Strategies for Charitable Giving I-A	Jan Harris The Realities of Long Term Care B-I-A	Todd Johnson From Zero to Million Dollar Production in Short Order * B-I-A

Note:
B = Basic background recommended, I = Intermediate background recommended, A = Advanced background recommended
An asteric ( * ) after a workshop title indicates that No Continuing Education credit is available for this course.

Schedule

2007 Grant Taggart Symposium

Thursday Workshops

Friday Workshops

Tools