Wednesday, October 15, 2008

3:00 PM - 3:30 PM

Registration

3:30 PM - 4:30 PM

The Rainmaker Roundtable

Everyone has a unique style for bringing in business. In this session, leading advisors will share their winning techniques as well as how they dealt with challenges.

Moderator:

Fran McMorris

Editor-in-Chief

On Wall Street

Panelists:

Barbara Finder

SVP - Wealth Management

The Finder Group, Smith Barney, A Division of Citigroup Global Markets, Inc.

Denise A. Izatt, CFP, MBA

President, Denise A. Izatt & Associates

Mutual Service Corporation

Sharon Oberlander

Senior Vice President

Merrill Lynch

Carol Pankros

President

CCP, Inc.

4:30 PM - 4:45 PM

Break

4:45 PM - 5:45 PM

The Secret of My Success

It's tough to rise to the top, and these women did it. And they're going to tell you how.

Moderator:

Marion Asnes

Executive Editor

Financial Planning

Panelists:

Susan Bellehumeur

Managing Director & Branch Manager

R.W. Baird

Elizabeth Connelly

Head, Private Client Services' Midwest Division

JPMorgan Chase

Barbara Hudock

Managing Partner

Hudock Moyer

Diane Maloney, CFP

President

Beacon Financial Planning Services, LTD.

5:45 PM - 7:00 PM

Networking Reception

6:00 PM

Keynote Presentation

Gail MarksJarvis

Personal Finance Columnist

Chicago Tribune