8th Annual Financial Forum

April 20th 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 12th, RSVP Today

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:
2017 Tax Update - Jay Kramer, CPA, MST | Hawkins Ash CPAs*
CIE Tours: The Ireland and Britain Travel Experts - CIE Tours International*
Disciplined Investing in a Changing World - American Funds
Long Term Care Planning & Estate Recovery Issues - Attorney Dan Walsh*
Market Intelligence - John Hancock*
Women and Investing - Oppenheimer Funds*

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
VEGETARIAN PASTA PRIMAVERA
Linguini and julienned vegetables with herbs and olive oil

Desserts

Door County Chocolate Cherry Cake
Strawberry Vanilla Layer Cake
Caramel Apple Pie

6:15 - Keynote Presentation

Five Ways Technology Will Change the Way We Age - Hartford Funds

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

Attend one of the following sessions:
2017 Asset Allocation Outlook - Raymond James AMS
2017 Tax Update - Jay Kramer, CPA, MST | Hawkins Ash CPAs*
Capital Markets Outlook - Alliance Bernstein
Principles for a Successful Retirement - JP Morgan
Raymond James Investor Access - Mike Macco
Senior Living in Style- New Perspective Senior Living*

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

Attend one of the following sessions:
CIE Tours: The Ireland and Britain Travel Experts - CIE Tours International*
Importance of Naming a Successor Trustee - Raymond James Trust
Long Term Care Planning & Estate Recovery Issues - Attorney Dan Walsh*
Mathanomics: Market Returns, Account Values and Risk - Stadion*
Raymond James Investor Access - Mike Macco
Senior Living in Style- New Perspective Senior Living*

9:00 Pm - Prize Raffle

Various prizes will be drawn for attendees



* - Not affiliated or endorsed by Raymond James