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Thursday, July 19, 2012

8:45 a.m. - 10:00 a.m.

SPECIAL KEYNOTE PANEL: BUILDING EQUITY VALUE IN YOUR FIRM

Panelist: Jack Kwicien, CLU, ChFC Managing Partner, DAYMARK ADVISORS, LLC
Panelist: Perry Braun President, BENEFIT ADVISORS NETWORK
Panelist: Robert (Bob) Chapman Managing Director, CORPORATE FINANCE ADVISORS, LLC
Panelist: Wayne Walkotten Executive Vice President, MARSHBERRY

This panel has been assembled based on their inside knowledge of how buyers and investors evaluate and assess the equity value of a benefit broker.  They will explain how to use this insight to share strategic insights on how members of the audience can enhance the value of their own firm.The focus will be in four key areas: 1) Strategies for Organic Top Line Growth 2) Managing Organic Bottom Line Growth 3) Managing External Lead Growth 4) Other factors impacting value. We have asked each panel member to add value for this session by bring an audience checklist or worksheet handout. (Don’t miss this session!!)

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