9th Annual Financial Forum

April 10th 4:00 pm-9:00 pm

Ki Convention Center
333 Main Street, Green Bay

JOIN US FOR AN INFORMATIVE & TASTY EVENING AT THE NEWLY EXPANDED KI CONVENTION CENTER. YOU'LL HEAR NATIONALLY SOUGHT AFTER SPEAKERS FROM SOME OF THE INVESTMENT INDUSTRY'S MOST TRUSTED FIRMS.

Registration ends April 3rd, RSVP Today

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Agenda

4:00 Pm - Registration

Registration will begin at 4:00 pm in the 2nd floor lobby. 

4:30-5:20 PM - 1ST BREAKOUT SESSION

Attend one of the following sessions:
2018 Outlook - American Funds
Avalon Waterways River Cruising - Globus Vacations
Cyber Security - Camera Corner Connection Point
Legacy Planning & Trustees - Fiduciary Partners Trust Company
Social Security Benefits & Medicare - Social Security Administration

5:30 pm - Dinner

Please choose one entree & one dessert

Entrees
GARLIC & HERB ROASTED PORK MEDALLIONS
Pork medallions with a wild rice mushroom sauce
served with herb baked baby red potatoes
DOOR COUNTY CHICKEN
Parmesan encrusted chicken breast with a Door County
cherry sauce served with dutchess potatoes
GRILLED SALMON
Pecan dusted salmon with a sherry honey glaze and served with a wild rice medley
VEGETARIAN PASTA PRIMAVERA
Linguini and julienned vegetables with herbs and olive oil

Desserts

Door County Chocolate Cherry Cake
Lemon Torte
Caramel Apple Pie

6:15 - Keynote Presentation

Where Do We Go From Here? - Raymond James Asset Management

7:00-7:50 PM - 2nd Breakout Session

Attend one of the following sessions:
Avalon Waterways River Cruising - Globus Vacations
Brainworks: Simple Solutions for Staying Sharp - Janus Capital
Investing 101 - Frank Cape, Financial Advisor & Daniel Cape, Financial Advisor
Long Term Care Planning & Estate Recovery Issues - Attorney Dan Walsh
Mathanomics: Market Returns, Account Values and Risk - Stadion
My Loved One Just Died, What Do I Do - Raymond James Trust

8:00-8:50 pm - 3rd Breakout Session

Attend one of the following sessions:
Brainworks: Simple Solutions for Staying Sharp - Janus Capital
Guide to the Markets - JP Morgan Asset Management
Long Term Care Planning & Estate Recovery Issues - Attorney Dan Walsh
Retirement Planning 101 - Patrick Stoa. Financial Advisor & Andrew Froelich, Financial Advisor

9:00 Pm - Prize Raffle

Various prizes will be drawn for attendees

*You are not required to attend all three breakout sessions. When you RSVP please provide your selections for the breakout sessions you plan to attend.