Schedule of Events

Session Track: Finance & Insurance

Interested in viewing sessions from a particular track?
Select from Finance & Insurance, Healthcare & Homecare or Aging Trends for a full list of sessions.

Thursday, August 24, 2023, 10:15 am - 11:15 am
Can We Overcome the Retirement Crisis in America?
Speaker: Chris Orestis 
Thursday, August 24, 2023, 12:45 pm - 1:45 pm
Medicare Pain Points
Speaker: Diane Omdahl 
Thursday, August 24, 2023, 1:55 pm - 2:55 pm
Sponsored Session - Medicare & Underserved Markets - How ABLE Accounts can Financially Empower People with Disabilities, by Advocate Financial & AMDA
Speaker: Amy Corbin  Speaker: John Becker 
Thursday, August 24, 2023, 3:20 pm - 4:20 pm
Everything You Know About Social Security Is Probably Wrong
Speaker: Sylvia Gordon 
Thursday, August 24, 2023, 4:30 pm - 5:30 pm
People, Property, Programs, and Plans - The Four P's of Financial Caregiving
Speaker: David W. Russell 
Friday, August 25, 2023, 10:30 am - 11:10 am
Marketing to Wealth Managers, Trusts, and Financial Planners
Speaker: Cathy Jo Cress 
Friday, August 25, 2023, 11:20 am - 12:00 pm
The Golden Rule of Financial Planning With Seniors
Speaker: Dr. William Stack 
Friday, August 25, 2023, 1:10 pm - 2:10 pm
Living the Life You Love as You Define It, Without Being Dazed and Confused
Speaker: John Browning 
Friday, August 25, 2023, 2:20 pm - 3:20 pm
Sponsored Session - Dental Plan Options when Retiring or on Medicare, by Emerald Medicare
Speaker: Mark Brownstein 
Friday, August 25, 2023, 3:30 pm - 4:30 pm
How to Accelerate Medicaid Eligibility When Your Client Owns an IRA
Speaker: Thomas Krause 


There are a wide variety of Sponsorship options, including a-la-cart packages, allowing you to showcase your products and services in the most effective way possible.

Keynote Speakers

We are very excited about the Keynote Speakers for this years conference! Biographies for both speakers are available on the conference website.