Main conferenceThursday, 2 June 2022

Showing 1 of 1 Streams

PPLI/VA - Main conference

8:00am - 9:00am

Breakfast and Networking

9:00am - 9:10am

Chairman's opening remarks

9:10am - 9:45am

PPLI state of the union: Current trends and new developments in the PPLI and PPVA market

9:45am - 10:25am

Focus on investors: examining the challenges and offerings for managers, advisors and carriers

10:25am - 10:55am

Networking break

10:55am - 11:40am

The macro-political outlook

11:40am - 12:15pm

Choose a roundtable discussion:

How Family Offices are Investing in Crypto and NFTs

Host: Angelo Robles, Founder & CEO, Family Office Association

12:15pm - 1:20pm

Networking Lunch for PPLI Attendees

1:20pm - 2:10pm

Wealth Management EDGE Celebrity Fireside: The Family Business - Secrets to Success On & Off the Field

2:15pm - 2:40pm

Choose a roundtable discussion

Choose a roundtable discussion:

1. Planning with PPVA/PPLI – defining best practice

Host: Melissa Haag, Regional Vice President for the Private Wealth Group, Zurich North America Life

2. Optimizing estate and financial planning through life insurance solutions

Host: Scott E. Cadwell, CFPⓇ, CPA, Managing Director, Partner & Wealth Advisor, Carson Wealth

Melissa Haag - Regional Vice President for the Private Wealth Group, Zurich North America Life
Scott Cadwell, CFPⓇ, CPA - Managing Director, Partner & Wealth Advisor, Carson Wealth

2:40pm - 3:15pm

Networking Break in Expo Hall

3:15pm - 3:55pm

RIA Panel – case studies on utilizing PPLI for clients: what works, what doesn’t, how it fits as part of a broader wealth management plan

3:55pm - 4:30pm

Gen X Women & Longevity

4:30pm - 5:05pm

PPLI Cocktail Reception

5:05pm - 7:50pm

Happy Hour in Exhibit Hall

7:50pm - 9:50pm

Pool Party

Get the Latest Event Updates