Fall Summit Agenda

Jeb Burke
Southern Farm Bureau

A thoughtful estate plan should protect both your assets and your family's future. This session explores key estate planning considerations alongside asset-based long-term care strategies, highlighting how these solutions can help address future care needs while preserving wealth and creating greater confidence in your overall financial plan.

Pending CE approval.

Mike Mazzoni
OneAmerica

As trillions of dollars change hands over the coming decades, advisors have a unique opportunity to help clients maximize the value of their retirement assets. This session explores strategies for repositioning qualified funds to help address long-term care needs, reduce potential tax burdens, and create a more efficient legacy for beneficiaries. Attendees will gain practical insights into integrating asset-based long-term care solutions into wealth transfer planning conversations.

This session is approved for 1 CE, CFP, CPE credit.

Time to connect with sponsors and exhibitors. Explore tools, products, and resources.

Jenna Shrader
Blue Cross Blue Shield

Health Savings Accounts (HSAs) have become an increasingly important tool for consumers seeking greater control over healthcare spending and long-term financial wellness. This session provides a comprehensive overview of HSAs and their strategic role within the individual health insurance market. Participants will explore HSA fundamentals, gain insight into the regulatory and market dynamics driving adoption, and learn practical strategies for helping consumers maximize affordability, manage healthcare expenses, and build tax-advantaged savings for future medical needs.

Pending CE approval.

Peter S. Anderson, JD, CFP®
Columbia Threadneedle

Planning ahead can make a significant difference when it comes to future education expenses. This session provides an overview of education funding strategies, with a focus on the features and benefits of South Carolina's Future Scholar 529 Plan. Attendees will gain a better understanding of how 529 savings plans work, their potential tax advantages, and how they can help families prepare for the rising cost of education.

With Special Guest, Member of the South Carolina House of Representatives, Kathy Landing

Jeffrey Wilson, CLU, FLMI
NSS Life

Discover practical, client-focused strategies to help individuals and families preserve wealth, plan for future generations, and prepare for life's inevitable transitions. Through real-world examples, this session explores wealth transfer concepts, asset protection strategies, and life insurance solutions that can help advisors create meaningful, tax-efficient legacy plans while better serving their clients' long-term goals.

Chris Snyder
Eagle Life

This session illustrates seven distinct retirement risks and how in combination they create a risk multiplier effect. Explores the ART of risk management, including Avoiding, Retaining, and Transferring Risk.

This session is approved for 1 CE credit.

Refresh, connect with vendors, and prepare for final sessions.

Stay informed on the latest legislative and regulatory developments impacting South Carolina's insurance and financial services industries. Representatives from the South Carolina Department of Insurance will provide updates on recent policy changes, discuss emerging issues affecting insurance professionals, and share insights to help advisors remain compliant and prepared for the evolving regulatory landscape.

Pending CE approval.

Matt Nichols
AmBetter/Centene

This course provides an overview of the current individual health insurance marketplace, including emerging industry trends, regulatory and legislative developments, enrollment patterns, and evolving consumer needs. Participants will gain insight into factors shaping the individual market, common coverage options, underwriting and eligibility considerations where applicable, and the challenges and opportunities facing insurance professionals. Attendees will leave with a broader understanding of today's individual health insurance landscape and practical knowledge to better educate and serve their clients.

Pending CE approval.