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MDRT Discussion Forum

October 13, 2018 @ 8:00 am - 5:00 pm





Program Schedule

9:30 am

Registration & Vendor Booth Exhibits

10:00 am

Welcome & Introduction

"2018 Tax Law Updates in Estate Planning for NRA and International Investors"

Speaker: Adam Chang, JD, Ph.D., Jundani & Chang LLP

"The Foreign Nationals Marketplace in Life Insurance and Financial Services"

Speaker: Kevin M Yerkovich, Regional VP, Global Atlantic Financial Group

"Differentiating Your Practice Throught Your Knowledge and Understanding of the New Flow Through Business Deduction"

Speaker: Al Kingan, JD, LLM, CLU, ChFC, AVP, MassMutual Financial Group

"The Multifaceted Living Benefits Rider in Life Insurance"

Speaker: Brittany Mullally, Regional Representative, National Life Group

11:00 am


"Building a Bsiness of Enduring Value - an All-In-One Service Operation"

Sepeaker: Phillip Hu, CFP, President, Transpacific Financial Inc/TransGlobal Holding Company

"2018 Tax Reform Bill - What it Means For Individuals and Business"

Speaker: Winnes Wong, CPA

11:35 am

Lunch Buffet

MDRT Panel Discussion

Sharing of experience and marketing strategies -- MDRT TOT/COT

Q & A -- All forum speakers

12:00 noon

MDRT Panel Discussion

1:30 pm

MDRT Forum Ends

Come to network and learn from the best professional minds.

* Deadline for ticket purchase is 10/06/2018, and it is available for online purchase below.

Event is FREE for CAIFPA members, and $35 to non-members. Why not gain access to our member's free event for a year and sign up for a CAIFPA membership now!

Event Photos 



October 13, 2018
8:00 am - 5:00 pm


San Gabbriel Hilton
225 W. Valley Blvd.
San Gabriel, CA 91776 United States
+ Google Map

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