Office Lobby

Disability Insurance


Upcoming Seminar


Financial Planning in a Declining Economy - 3 CE Credits For Brokers
Wednesday, June 24, 2009
8:00am
Duration: 3 hours
Registration: Registration is closed.
Course Synopsis: Kenneth Wylie has earned the respect of the financial services industry for his strategies in the marketing of financial service products, and an additional purpose of this seminar is to share marketing concepts that are viable in a
declining economy.

The Economic Growth of the last few decades has subsided and we are seeing a dramatic downturn in the economy.
There have been failures of some very large stock brokerages, investment banks, mortgage banking companies,
hedge funds, and commercial banks. The values of shares of stock in many corporations have plummeted.

The purpose of this seminar is to communicate the various factors that led to the current financial crisis so that
financial advisors will be better equipped to answer the questions they are receiving from their clients and to make
recommendations designed to increase their clients’ security in an unstable economy.
What You Will Learn: Financial Advisors may very well find that the marketing systems that worked so well in the last two decades may
not be nearly as productive in a declining economy and this will require changes in marketing strategy.
Location: TAM O'Shanter Country Club
74 Fruitledge Road
Brookville, NY 11545
Goals: Some facts about the speaker
Kenneth Wylie is in private practice as a specialist in Professional Continuing Education and provides services to many financial
services companies.
He has over 50 years of successful experience from his background as Agent, General Agent, Vice President of Marketing, and
since 1974 as President of his consulting firm.
He conducts seminars each week around the USA and Canada and has probably conducted more seminars for people in the financial
services profession than anyone else in our industry.
Mr. Wylie has served as a guest lecturer at several universities and is internationally respected as an outstanding educator. He is
also a recipient of the W. Harold Petersen Lifetime Achievement Award from the International Disability Insurance Society.