Symposium 2018 Agenda and Speaker Bios


AGENDA  CFP CE Credits Pending Approval

7:45am - 8:45am         Registration                                                                Lobby

8:45am 9:00am           Welcome & Announcements                                      Ballroom

9:00am- 10:00am       Alex Etzkowitz - Gurtin                                                Ballroom

                                    Fed actions and interest rates

10:00am – 10:15am    Break

10:15am – 10:30am    Sponsors and raffle announcement                           Ballroom                                   


10:30am – 11:30am    Participation Case Study                                             Ballroom                            


11:30am—12:30pm    Lunch                                                                           Ballroom  

12:30pm – 1:30pm      Bruce McPherson and Sarah Goforth                         Ballroom

                                    Reverse/Forward Mortgage

1:30pm – 1:45pm        Break

1:45am – 2:00pm        Dean Lance Nail

2:00pm – 3:00pm        Martin Staubus                                                            Ballroom

                                    Employee Stock Ownership Plans (ESOPS)                                   

3:00- 3:10pm              Break & Announcements                                            Ballroom

3:10pm – 4:00pm        Diane Gasworth                                                          Ballroom

                                    Critical Medicare Information for

                                    the Next Generation

4:00pm-6:00pm -        Social hour/ Raffle                                                      SDSU performance