Join us for the 3rd installment of Wicked Good Half-Day Talks at The MFS Offices in Boston, MA and stay for Happy Hour! We will have four presentation with up to 4 CFP CE’s. Lunch will be served and Happy Hour at Cafe 1924 to follow the presentations, a perfect opportunity to network with your fellow colleagues.
| 12:00 – 1:00 pm | Registration/Lunch | ||
| 1:00 -1:50 pm | Fixed Income Overview & Outlook | Bradford Rutan, CFA | MFS, Managing Director, Investment Product Specialist |
| 2:00 – 2:50 pm | Long Term Care Planning | Linda Thalheimer | Thalheimer Insurance |
| 2:50 – 3:15 | Break with partners | ||
| 3:15 – 3:45 pm | National Update with Board | Dan Galli & James Lee | |
| 3:45 – 4:35 pm | Current Economic Outlook | Phillip Colmar | Managing Partner and Global Strategist at MRB Partners |
| 4:35 – 5:25 pm | Cerulli Panel on Industry Trends & Diversity | Michael Rose & Stephen Caruso | Cerulli |
| 5:30 – 6:30 pm | Happy Hour @Cafe’ 1924 |