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March 27, 2019 Quarterly Meeting Agenda

AGENDA

10:00am – 12:00pm             Board Meeting                                              Board Room

                                                (By invitation only)

11:30am – 12:30pm             Sarah Lindsey, Synergy1 Lending               TBD

Limited Seating

12:00pm – 4:50pm               Registration                                                  Lobby

12:45pm – 1:00pm               Welcome and Introduction                         Ballroom

1:00 pm – 2:20 pm               “Planning for Aging”                            Ballroom

Carolyn McClanahan, MD, CFP                           

2:20 pm – 2:35 pm               Break and Announcements                       Ballroom

 2:35 pm - 3:30 pm                “How the New Tax Law Affects

 Your Clients”                                                                                       Ballroom

 Alan Clopine, CPA, AIF

3:30 pm - 3:35 pm               Break

3:35 pm – 4:30 pm               “The Crazy Soap Opera of

Health Care Reform”                                                                           Ballroom

Carolyn McClanahan, MD, CFP

4:30 pm – 4:35 pm               Announcements                                           Salon DE

4:35 pm – 6:00pm                Social Hour                                                   Lobby