Free

2018 New Year Kick-Off Meeting

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Location

Maggiano's Little Italy

6001 West Park Boulevard

Plano, TX 75093

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Agenda:

  • 11:00 am - 11:15 am; "Introduction/New Year Kickoff"
  • 11:15 am - Noon; "Split Dollar done Right" - Jordan Pence
  • Noon - 12:30 pm; Lunch
  • 12:30 pm - 1:15 pm; "American National Pension Plans" - Dawn Franklin
  • 1:15 pm - 1:45 pm; "Life Insurance Opportunities with New Tax Law" - Ralph Pence
  • 1:45 pm - 2:00pm; "The Policy Tracker" - Ralph Pence & Wayne Stephens
  • 2:00 pm - 2:45pm; "The Power of Indexing" - Jordan Pence
  • 2:45 pm - 3:00 pm; Open QA
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Date and Time

Location

Maggiano's Little Italy

6001 West Park Boulevard

Plano, TX 75093

View Map

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