8:00 AM
Why You Belong Here!
Barry Bulakites, President and Chief Strategist, Table Bay Financial
8:05 AM
CPA Direct® America’s #1 CPA Alliance Program
Debora Valenciano, Senior Vice President, Table Bay Financial
8:25 AM
America’s Tax Solutions® Tax Smart—Financial and Retirement Planning
Koshy P. George, CPA President, America’s Tax Solutions®
8:40 AM
How Top Advisors Expand Their Reach with Webinars
Jeff Campbell, SVP National Sales Development, Table Bay Financial
9:00 AM
The SECURE Act and The CARES Act—Impact on Retirement Planning
Denise Appleby, Appleby Retirement Consulting, Inc.
10:15 AM
Marketing Your Way—Increase Sales 200–500% in 2021
Kamala Vanderkolk, Director of Marketing, Table Bay Financial
10:45 AM
A View from The Summit—Interview with Table Bay’s Advisor of the Year
Hailey Peterson, VP and Chief Counsel, Table Bay Financial
11:15 AM
10 Reasons 2021 Can Be Your Career Year
Joe Brady, Director Sales Development, Table Bay Financial
11:45 AM
A Team of Experts—You Are Not Alone
Barry Bulakites, President and Chief Strategist, Table Bay Financial
12:00 PM
Let’s Get Busy!