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Wednesday, Sep 27th
1:00 PM – 2:00 PM MST
Do Well by Doing Good: Creating Income with Distressed Debt
Location: PCC: North 131
Laine Schoneberger – Yrefy, LLC
Breakout Session
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CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
1:00 PM – 2:00 PM MST
How to Improve Client Experiences with Spending Adjustments in Retirement
Location: PCC: North 127
Justin Fitzpatrick, CFA, CFP® – Income Lab
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
1:00 PM – 2:00 PM MST
Longevity Planning Block Design for Inclusive Financial Planning Services
Location: PCC: North 121
Sheng-Hung Lee, PhD Candidate (he/him/his) – MIT AgeLab
Joseph Coughlin, PhD – MIT AgeLab
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
1:00 PM – 2:00 PM MST
Tax Advantaged Business Sales
Location: PCC: North 122
Tiffany T. House, CAP®, CEPA, FCEP (she/her/hers) – Tax & Estate Strategy
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
1:00 PM – 2:00 PM MST
The Journal of Financial Planning's Research Showcase - Part 1
Location: PCC: North 132
Brianne Smith, PhD, CPA, PFS, ABV (she/her/hers) – Brianne C Smith CPA LLC and Auburn University Montgomery
Brian Walsh, PhD, CFP® (he/him/his) – SoFi
Rex Macey, CFA, CFP® (he/him/his) – Red Tortoise, LLC
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
2:15 PM – 3:15 PM MST
Blindsided...no One Prepared Me for This!
Location: PCC: North 121
Lisa Dickholtz, CFP® – DICKHOLTZ HEALTH & WEALTH
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
2:15 PM – 3:15 PM MST
How to Build a Video Lead Funnel That Converts
Location: PCC: North 127
Laura Garfield, MA (she/her/hers) – Idea Decanter
Sharon Gottula – Idea Decanter
Breakout Session
Wednesday, Sep 27th
2:15 PM – 3:15 PM MST
The Journal of Financial Planning's Research Showcase - Part 2
Location: PCC: North 132
David Blanchett, PhD, CFA, CFP® – PGIM
Timothy M. Todd, PhD, JD – Liberty University School of Law
Zhikun Liu, PhD, CFP® – Europacifica
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
2:15 PM – 3:15 PM MST
Three Big Challenges and Two Free Lunches
Location: PCC: North 131
Peter Nakada, CFA – Stone Ridge Asset Management
Breakout Session
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CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
2:15 PM – 3:15 PM MST
What You Need to Know to Have a Successful Long-term Care Planning Conversation with Your Clients
Location: PCC: North 122
Marjorie Barrie, LTCP (she/her/hers) – FPA of Suncoast / ACSIA Partners
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
3:30 PM – 4:30 PM MST
2023 Montgomery-Warschauer Award-winning Research
Location: PCC: North 122
Daniel Hiebert, PhD, CFP® – Minnesota State University, Mankato
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
3:30 PM – 4:30 PM MST
Beyond the Plan
Location: PCC: North 132
Connor Sung, CFP® – eMoney Advisor
Emily Koochel, AFC®, CFT-I™, BFA™ – eMoney Advisor
Breakout Session
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CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
3:30 PM – 4:30 PM MST
Effective Digital Marketing Strategies
Location: PCC: North 127
Kalli Fedusenko (she/her/hers) – Kalli Collective
Breakout Session
Wednesday, Sep 27th
3:30 PM – 4:30 PM MST
The Art & Science of Risk
Location: PCC: North 131
Thomas Aviles (he/him/his) – Morningstar
Breakout Session
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CE: 1 CFP CE Credit(s)
Wednesday, Sep 27th
3:30 PM – 4:30 PM MST
What’s Your RIA Worth?
Location: PCC: North 121
David Selig, MBA – Advice Dynamics Partners
Matt Rozen – Advice Dynamics Partners
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
9:45 AM – 10:45 AM MST
Communicate with Clients in Times of Stress, Uncertainty, and Loss
Location: PCC: North 122
Amy Florian, FT, MA – Corgenius, Inc.
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
9:45 AM – 10:45 AM MST
Estate Planning for Multinational Clients
Location: PCC: North 121
Paula M. Jones, Attorney – Jones Estate Group, Inc.
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
9:45 AM – 10:45 AM MST
Innovative Products that Solve for Financial Planning Conundrums
Location: PCC: North 127
Mark Peterson – BlackRock
Breakout Session
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CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
9:45 AM – 10:45 AM MST
Managing Retirement Tax Issues
Location: PCC: North 132
Steven Sweeney, CFP, CLU, ChFC, RICP – Allianz
Breakout Session
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CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
9:45 AM – 10:45 AM MST
Millennial Maintenance: How to Not Get Fired by Your Client's Children
Location: PCC: North 131
John Froberg, CFP® – IronBridge Wealth Counsel
Breakout Session
Thursday, Sep 28th
11:00 AM – 12:00 PM MST
Empowering RIAs to Engage in Protective Planning
Location: PCC: North 132
Jake Spaccarotelli, CLTC – One Insurance Solution for RIAs
Breakout Session
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CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
11:00 AM – 12:00 PM MST
Evolution of the Profession
Location: PCC: North 127
Elissa Buie, CFP® – Yeske Buie
Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™ – Association of African American Financial Advisors
James Lee, CFP®, CRPC®, AIF® – Lee Investment Management
Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC
Autumn K. Campbell, CFP® – Facet Wealth
Breakout Session
Thursday, Sep 28th
11:00 AM – 12:00 PM MST
Housing Wealth in Retirement Planning Panel Discussion
Location: PCC: North 131
Stephen J. Resch – Finance of America Reverse
Kellan Brown – Income Lab
Jacqueline Campbell – Alexander Legacy Private Wealth Management
Linda Taylor, CPA, MBA – Global Accounting Aid Consulting
Breakout Session
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CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
11:00 AM – 12:00 PM MST
Portability Rules and Limitations for Iras and Employer Plans: How to Move Assets Without Making Costly Mistakes
Location: PCC: North 121
Denise Appleby, MJ, APA, AKS, CISP, CRC, CRPS, CRSP – Appleby Retirement Consulting Inc.
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
11:00 AM – 12:00 PM MST
Redefining the Optimal Retirement Income Strategy
Location: PCC: North 122
David Blanchett, PhD, CFA, CFP® – PGIM
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
2:00 PM – 3:00 PM MST
Becoming Succession Ready: The Journey Before the Destination
Location: PCC: North 131
Brooklyn H. Brock, CFP®, CEPA®, CHFC®, CKA® (she/her/hers) – Ellevate Advisors
Breakout Session
Thursday, Sep 28th
2:00 PM – 3:00 PM MST
Designing a Human Centric Client Experience That Deepens Relationships and Inspires Referrals
Location: PCC: North 127
Sarah M. Cain, ACC, CBC (she/her/hers) – Carson Group
Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® (he/him/his) – Carson Group
Breakout Session
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Thursday, Sep 28th
2:00 PM – 3:00 PM MST
How to Incorporate ESG Investing into Your Practice
Location: PCC: North 122
Peter Lazaroff, CFA, CFP® – Plancorp
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
2:00 PM – 3:00 PM MST
Moving Clients Toward Intentional Giving
Location: PCC: North 132
Erinn Andrews (she/her/hers) – GiveTeam
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
2:00 PM – 3:00 PM MST
The ROI of College and Major Changes You Should Know!
Location: PCC: North 121
Cozy Wittman – College Inside Track
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
3:15 PM – 4:15 PM MST
Financial Planning for Newly Widowed Clients (A Better Approach During a Challenging Time)
Location: PCC: North 131
Christopher D. Bentley, CFP, CLU, BFA, CRPC, MBA (he/him/his) – Wings for Widows
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
3:15 PM – 4:15 PM MST
One Size Does Not Fit All: Generating Retirement Income for Every Client
Location: PCC: North 122
Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS – Jackson
Breakout Session
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CE: 1 CFP CE Credit(s)
Thursday, Sep 28th
3:15 PM – 4:15 PM MST
Passing the Torch
Location: PCC: North 127
Kate Dore, CFP®
Laura LaTourette, CFP® – Family Wealth Management Group
Mac Gardner, CFP® (he/him/his) – MNY Fraternity, Inc.
Sonya B. Dreizler – Choir
Amie Agamata, CFP®, RICP®, ChFC®, CLU® – LPL Financial
Breakout Session
Thursday, Sep 28th
3:15 PM – 4:15 PM MST
The Greatest Opportunities and Threats for Advisory Firms Today (and what to do about it)
Location: PCC: North 132
Shauna Mace, CHPC – SEI
Breakout Session
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Thursday, Sep 28th
3:15 PM – 4:15 PM MST
The Perfect Time of Life for Tax Planning – from Retirement to Rmds
Location: PCC: North 121
Greg Geisler, PhD – Indiana University
Breakout Session
CE: 1 CFP CE Credit(s)
Friday, Sep 29th
9:00 AM – 10:00 AM MST
Evolution of the ETF Industry
Location: PCC: North 121
Courtney Lee (she/her/hers) – Dimensional Fund Advisors
Breakout Session
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CE: 1 CFP CE Credit(s)
Friday, Sep 29th
9:00 AM – 10:00 AM MST
How Financial Planners Can Navigate the $70 trillion Great Wealth Transfer to Women
Location: PCC: North 132
Tanya Van Court (she/her/hers) – Goalsetter
Breakout Session
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CE: 1 CFP CE Credit(s)
Friday, Sep 29th
9:00 AM – 10:00 AM MST
Navigating the Critical Ages of Retirement Income Planning
Location: PCC: North 131
Heather Schreiber, RICP, NSSA (she/her/hers) – HLS Retirement Consulting, LLC
Breakout Session
Friday, Sep 29th
9:00 AM – 10:00 AM MST
Pro Bono Financial Planning Training
Location: PCC: North 127
Cynthia Hanson, CFP®, ChFC®, CDFA® (she/her/hers) – Ameriprise Financial
Jon Dauphine, JD – Foundation for Financial Planning
Breakout Session
CE: 1 CFP CE Credit(s)
Friday, Sep 29th
9:00 AM – 10:00 AM MST
The Truth About the CFP Board Enforcement and Disciplinary Functions
Location: PCC: North 122
Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC
Breakout Session
CE: 1 CFP CE Credit(s)
Friday, Sep 29th
10:15 AM – 11:15 AM MST
Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions
Location: PCC: North 121
Andrew R. Shedlock, JD – Kutak Rock LLP
Breakout Session
CE: 1 CFP CE Credit(s)
Friday, Sep 29th
10:15 AM – 11:15 AM MST
Discovery Meeting Questions
Location: PCC: North 127
Meghaan R. Lurtz, PhD, FBS (she/her/hers) – Kitces/KSU/Columbia
Kristy Archuleta, PhD, LMFT, CFT-I – University of Georgia & Financial Behavior Keynote Group
Breakout Session
CE: 1 CFP CE Credit(s)
Friday, Sep 29th
10:15 AM – 11:15 AM MST
Perception vs Reality: The Vital Role of Insurance in a Thriving Advisory Practice
Location: PCC: North 131
Catherine Williams (she/her/hers) – Dimensional Fund Advisors
Breakout Session
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Friday, Sep 29th
10:15 AM – 11:15 AM MST
When is a Trust Advisable for your Clients (or their Heirs) and what is DNI (and how to achieve Optimal Tax Treatment )
Location: PCC: North 122
Gary Altman, CFP®, JD, LLM (Tax) – Altman & Associates, a division of Frost Law
Breakout Session
CE: 1 CFP CE Credit(s)