JANUARY
Southeast: FL, GA, AL, MS, SC, NC, TN
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
30 31 1
Pick up Airstream trailer and make a test run. Tampa, FL
2
Open -- Tampa, FL
Outfitting trailer
3
Open -- Tampa, FL
Outfitting trailer
4
Open -- Tampa, FL
Outfitting trailer
5
Open -- Tampa, FL
Outfitting trailer
6
Open -- Tampa, FL
Outfitting trailer
7
Open -- Tampa, FL OneAmerica meeting
8
Open -- Available for event
9
Travel: Tampa, FL to Naples, FL -- Event in Naples
(approx. 12 attendees)
10
SW Fl Assn of Insurance and Financial Advisors event in Naples, FL
(approx. 46 attendees)
11
Radio show in Fort Myers at 3:00pm
12
Chamber Ambassadors' luncheon
13
Open -- Travel from Naples to Miami
14
Bankers Life and Casualty event in Deerfield Beach, FL


(approx. 30 attendees)
15
George Braddock event in Miami --
SM to appear on Topical Currents, WLRN, 91.3 FM at 1 PM to talk about ltci plans
16
Open -- Travel from Miami to Orlando
17
Teresa Risner event in Orlando (tentative)
Also: Gordon Bess podcast interview with SM
18
Open
-- Travel: Orlando to Raleigh, NC  
19
Open -- Travel: Orlando to Raleigh, NC 
20
Open -- Travel: Orlando to Raleigh, NC 
21
John Locke Foundation legislative briefings. Raleigh, NC
(approx. 55 attendees)
22
Open -- Travel: Raleigh to Greensboro, NC
23
Open -- Travel: Raleigh to Greensboro, NC
24
Travel from Greensboro to Chicago, IL for AMA conference
25
AMA conference speech. Chicago, IL

(approx. 40 attendees)
26
Travel from Chicago to Greensboro
27
NC Health Care Facilities Assoc. speech Greensboro, NC
(300+ attendees)
28
Kim Ketchum events in Greensboro, NC
29
Travel to Tennessee
30
Open -- Tennessee 
31
Open -- Tennessee 
1 2

 

FEBRUARY
Southeast: FL, GA, AL, MS, SC, NC, TN
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
27 28 29 30 31 1
Sponsors' logos affixed to Silver Bullet  -- Tennessee 
2
Open -- Tennessee 
3
Open -- Tennessee 
4
Event in Knoxville -- Tennessee 




(approx. 8 attendees)
5
Event in Knoxville -- Tennessee 
6
Bruce Landis events Knoxville, TN




(approx. 20 attendees total)
7
Meeting with Medicaid officials. Newspaper interview and photo shoot. Working with Regional Reps Phyllis Shelton and Susan Baskett -- Nashville, TN
(approx. 8 attendees)
8
Meeting with Medicaid officials. Working with Regional Reps Phyllis Shelton and Susan Baskett -- Nashville, TN
9
Open
10
Open
11
Morning legislative briefing

(approx. 60 attendees)
12
Chamber Ambassadors' luncheon -- Travel: Tennessee to South Carolina
13
Columbia, SC
"Day on the Hill" event

(approx. 40 attendees)
14
Open -- Travel to Birmingham, AL
15
Open -- Travel to Birmingham, AL
16
Travel to Birmingham, AL
17
Travel to Birmingham, AL
18
Open
19
Open -- Travel to Atlanta, GA
20
Atlanta, GA -- WSJ interview and video 
21
Duluth, GA -- 
Atlanta Area Health Underwriters event
(approx. 150 attendees)
22
Open
23
Atlanta, GA
BRAMCO event

(approx. 35 attendees)
24
Atlanta, GA --
NATIONAL LTCi PRODUCERS SUMMIT
25
Atlanta, GA --
NATIONAL LTCi PRODUCERS SUMMIT
26
Atlanta, GA --
NATIONAL LTCi PRODUCERS SUMMIT
27
CareVista Assisted Living Facility
Atlanta, GA
(approx. 25 attendees)
28
Event -- Legacy Financial Partners, LLC
Atlanta, GA
(approx. 11 attendees)
29
Open -- Travel to Jacksonville, FL
1

 

March
Southwest:  TX, NM, AZ, CO, UT, OK, AR, LA
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
24 25 26 27 28 29 1
Home to Seattle for a break
2
Home to Seattle for a break
3
Home to Seattle for a break
4
Home to Seattle for a break
5
Home to Seattle for a break
6
Home to Seattle for a break
7
Home to Seattle for a break
8
Home to Seattle for a break
9
Home to Seattle for a break
10
Home to Seattle for a break
11
Home to Seattle for a break
12
Home to Seattle for a break
13
Home to Seattle for a break
14
Home to Seattle for a break
15
16
Eight Annual Intercompany LTC Insurance Conference in Jacksonville, FL
17
Eight Annual Intercompany LTC Insurance Conference in Jacksonville, FL
18
Eight Annual Intercompany LTC Insurance Conference in Jacksonville, FL
19
Eight Annual Intercompany LTC Insurance Conference in Jacksonville, FL
20 21
(Holding for Joan Connell in Pensacola)
22
Open
23
Open
24
Event with Joan Connell
Pensacola, FL

(approx. 8 attendees)
25
Travel to and events with Charmaine Golsan -- Baton Rouge, LA
(approx. 50 attendees total)
26
Travel
27
Hold for John Hennessey and AIM for events in Texas
(approx. 50 attendees)
28
Hold for John Hennessey and AIM for events in Texas
(approx. 30 attendees)
29
Hold for John Hennessey and AIM for events in Texas
30
Hold for John Hennessey and AIM for events in Texas
31
Hold for John Hennessey and AIM for events in Texas
(approx. 60 attendees)
1 2 3 4 5

 

April
Southwest:  TX, NM, AZ, CO, UT, OK, AR, LA
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
30 31 1
Hold for John Hennessey and AIM for events in Texas
(approx. 65 attendees)
2
Travel to Houston, TX 
3
Hold for Honey Leveen
Houston, TX

(approx. 25 attendees)
4
Hold for Event in Houston, TX

(approx. 7 attendees)
5
Open
6
Open
7
Open
8
Open
9
Open
10
Open
11
Open
12
Open
13
Open
14
Travel to Little Rock, AR
15
Event in Little Rock, AR

Drive to Memphis, TN
(approx. 30 attendees)

16
Fly to Miami from Memphis
17
Miami Herald
18
Speech to NAHU group.
Miami, FL

(34 attendees)
19
Fly to Memphis
20
Open
21
Open
22
Open
23
Open
24
Open
25
Open
26
Open
27
Open
28
Events in Findlay, Ohio

(24 attendees)
LTC Expo
(approx. 34 attendees)
29
Open
30
Travel to Toronto, Ontario
1 2 3

 

May
Central East:  VA, WV, MD, DE, PA, NJ, DC
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
27 28 29 30 1
Toronto to Vancouver by ViaRail
2
Toronto to Vancouver by ViaRail
3
Toronto to Vancouver by ViaRail
4
Toronto to Vancouver by ViaRail
5
Santa Fe, NM
6
Speech to OneAmerica conference in Santa Fe, NM

(approx. 65 attendees)

7
Santa Fe, NM
8
Santa Fe, NM
9
Santa Fe, NM
10
Santa Fe, NM
11
Home to Seattle for break
12
Home to Seattle for break
13
Home to Seattle for break
14
Home to Seattle for break
15
Home to Seattle for break
16
Home to Seattle for break
17
Air travel back to trailer
18
Steve returns east by train
19
Steve returns east by train
20
Steve returns east by train
21
Steve returns east by train
22
Open
23
Open
24
Open
25
Open
26
Open
27
Event in Hagerstown, MD
28
LTC Discussion Group at AHCA, DC

(approx. 18 attendees)

29
Hold for travel
30
Hold for Financial Planning Association event -- Charleston, SC
(approx. 82 attendees)
31
Open

 

June
Central East:  VA, WV, MD, DE, PA, NJ, DC
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
1 2 3 4
Meetings in DC
5
Event in West Chester, PA

(approx. 105 attendees)

6
7
8 9
Hold for Sally Leimbach. Event in Maryland, one day during second week of June.
10
Event in New Jersey
11
Estate Planning Council meeting in Princeton, NJ

(approx. 40 attendees)

12
Presentation to Prudential
Roseland, NJ

(approx. 30 attendees)

13
Event in New Jersey


(approx. 55 attendees)
14
15 16
11AM with Peter Spencer and Majority members of professional staff, House Energy and Commerce Committee, Oversight and Investigations Sub-Committee
17
Paul Hewitt and Concord Coalition Fiscal Wake Up Tour Dinner from 6PM to 8:30PM at Rayburn House Office Building
18
DC Chapter of NAHU meeting in Bethesda, MD
19
Program for the FPA of Maryland
Bethesda, MD
(approx. 25 attendees)

LTC Discussion Group meeting

Meeting at Heritage Foundation on Capital Hill

20
Lunch with Michael Cannon, Director of Health Policy Studies, at Cato Institute.
21
22
Hold for travel
23
Speech to OneAmerica in Milwaukee, WI

(approx. 25 attendees)

24
Event in New Jersey


(approx. 45 attendees)

25
Fearless Caregiver conference (tentative)

Philadelphia, PA
(approx. 200 attendees)
26 27
Steve in Seattle for break
28
Steve in Seattle for break
29
Steve in Seattle for break
30
Steve in Seattle for break
1 2 3 4 5

 

July
Northeast:  NY, CT, RI, MA, VT, NH, ME
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
29 30 1
Steve in Seattle for break
2
Steve in Seattle for break
3
Steve in Seattle for break
4
Steve in Seattle for break
5
Steve in Seattle for break
6
Steve in Seattle for break
7
Steve in Seattle for break
8
Steve in Seattle for break
9
Steve in Seattle for break
10
Steve in Seattle for break
11
Steve in Seattle for break
12
Steve in Seattle for break
13 14 15
MetLife event
Westport, CT

 

(two groups: 150 and 65)

16 17 18 19
20 21
Interview in Hawthorne, NY
22
Berkshire/Guardian program in New York City - 9:30-11:30AM
(approx. 45 attendees)
23 24 25 26
27 28 29 30 31
LIMRA event
Windsor, CT

(approx. 50 attendees)

1 2

 

August
Northeast:  NY, CT, RI, MA, VT, NH, ME
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
27 28 29 30 31 1 2
3 4 5 6
LTC Partners events
Portsmouth, NH


(approx. 60 attendees total)

7
New York/National Long Term Care Brokers event in Latham, NY

(approx. 40 attendees)

8
NY & National Long Term Care Brokers with Jacque Metsma - event in Pittsfield, MA
(approx. 32 attendees)
9
Travel
10
Asset Marketing Systems (AMS) Symposium in San Diego, CA
11
Asset Marketing Systems (AMS) Symposium in San Diego, CA
(approx. 65 attendees)
12
Asset Marketing Systems (AMS) Symposium in San Diego, CA
13
Home to Seattle for a break
14
Home to Seattle for a break
15
Home to Seattle for a break
16
Home to Seattle for a break
17 18 19 20
Event for NAIFA and Estate Planning Council
Syracuse, NY
(approx. 40 attendees)
21
L&M Financial Services event
Buffalo, NY
(approx. 20 attendees)
22 23
24 25 26 27 28
Symposium presentation -- Hearn Wealth Management
Huntersville, NC
(approx. 84 attendees)
29
Open
30
31 1 2 3 4 5 6

 

September
Midwest:  IL, IN, OH, IA, MI, KY, MO, MN, ND, SD, KS, NE, WI
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
31 1
 
2
 
3
WKAHU (Western Kentucky Association of Health Underwriters) event
(approx. 45 attendees)
4

 

 

5
R&R in Santa Fe, NM
6
R&R in Santa Fe, NM
7
R&R in Santa Fe, NM
8
R&R in Santa Fe, NM
9
R&R in Santa Fe, NM
10
NAHU event

South Bend, IN

(approx. 32 attendees)
11
LTCI Partners event


(approx. 30 attendees)
12
 
13
 
14
 
15
 
16
 
17
 
18
Event in Dayton, OH with Randy Gallas

(approx. 70 attendees)
19
Pit stop at Airstream Factory in Jackson Center, OH
20
 
21
Travel day
22
Event in Prescott, AZ -- Sponsored by Patti Spencer of Autumn Solutions

(approx. 50 attendees)
23
Present keynote and LTC Graduate Seminar at Western Asset Protection event

(approx. 23 attendees)

24
LTC Tour events sponsored by Western Asset Protection


(approx. 30 attendees)
25
Western Asset Protection Annual Event in Phoenix, AZ


(approx. 56 attendees)
26
Financial Planning Association talk -- Indianapolis, IN


(approx. 100 attendees)
27
 
28
 
29
 
30
Events in St. Louis, MO


(approx. 49 attendees)
(approx. 62 attendees)
1 2 3 4

 

October
Midwest:  IL, IN, OH, IA, MI, KY, MO, MN, ND, SD, KS, NE, WI
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
28 29 30
Open
1
National Education Conference -- Indianapolis, IN
(approx. 65 attendees)
2
National Education Conference -- Indianapolis, IN
(approx. 45 attendees)
3
NAIFA event in Indianapolis

(approx. 40 attendees)
4
Open
5
Open
6
Open
7
Open
8
Travel day
 
9
Gerson Lehrman Symposium in Palo Alto, CA
(approx. 6 attendees)
10
Open
11
Open
12
Open
13
Hold
14
NE Ohio Health Underwriters Association
Cleveland, OH

(approx. 85 attendees)
15
Erickson's Fox Run CCRC near Detroit, MI (invitation only)


(approx. 15 attendees)
16
Event in Detroit, MI -- Dorothy McMahon


(approx. 134 attendees)
17
Travel day
18
Travel day
19
Open
20
Event in Green Bay, WI


(approx. 55 attendees)
21
Events in Minneapolis, MN

(approx. 8 attendees)
22
Events in Minneapolis, MN

(approx. 25 attendees)
23
Events in Minneapolis, MN

(approx. 14 attendees)
24
Event in Des Moines, IA


(approx. 60 attendees)
25
Open
26
Open
27
Events in Kansas: Claude Thau, Flint Hills Center for Public Policy, and David Landwehr

(
Event in Jefferson City, MO)
(approx. 65 attendees)
28
Events in Kansas: Claude Thau, Flint Hills Center for Public Policy, and David Landwehr


(approx. 157 attendees total)
29
Events in Kansas: Claude Thau, Flint Hills Center for Public Policy, and David Landwehr


(approx. 152 attendees total)
30
Events in Kansas: Claude Thau, Flint Hills Center for Public Policy, and David Landwehr


(approx. 19 attendees total)
31
Events in Kansas: Claude Thau, Flint Hills Center for Public Policy, and David Landwehr
1

 

November
West:  CA, NV, OR, WA, ID, MT, WY, AK, HI
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
26 27 28 29 30 31 1
2 3
Event with Art Jetter  & Co.
Lincoln, NE
(approx. 62 attendees total)
4
 
5
 
6
 
7
 
8
9 10 11 12 13
Mary Lou Reid & OneAmerica event, Pasadena

(approx. 13 attendees total)
14
Event in Los Angeles, CA with Rhonda Guilin


Mary Lou Reid & OneAmerica event, Pasadena
(approx. 14 attendees)
15
16 17
NRMLA Annual Meeting and Expo
Los Angeles, CA
18
NRMLA Annual Meeting and Expo
Los Angeles, CA




(approx. 40 attendees total)
19
OneAmerica event in Los Angeles, CA

NRMLA Annual Meeting and Expo
Los Angeles, CA

(approx. 19 attendees total)

20
Travel

NAIFA lunch and one hour speech in Modesto, CA

Evening VIP gathering in Santa Cruz
(approx. 30 attendees total)

21
NAIFA Board meeting Watsonville, CA 8AM-10AM
(approx. 22 attendees total)

SCEPA Symposium in Santa Cruz 11AM-2PM 
(approx. 45 attendees total)
22
 
23 24 25 26 27 28 29
30 1 2 3 4 5 6

 

December
West:  CA, NV, OR, WA, ID, MT, WY, AK, HI
SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
30 1 2 3 4
Dennis Rompala's event in Boise, ID

(approx. 35 attendees total)
5 6
7 8 9 10 11 12
NAIFA event and post event LTC Graduate Seminar -- Tri Cities, WA
(approx. 68 attendees total)
13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31 1 2 3