Skip to main content
Toggle navigation
Login
Search
Home
Full Schedule
All Days
Tue, Sep 26
Wed, Sep 27
Thu, Sep 28
Fri, Sep 29
Full Schedule
Type here to filter the list
Tuesday, September 26, 2023
8:00 AM – 9:00 AM
MST
AFS Presentation
8:00 AM – 9:00 AM
MST
AFS Breakfast and Welcome
Location: PCC: North 222 AB
Academy of Financial Services
9:00 AM – 10:00 AM
MST
AFS Presentation
9:00 AM – 10:00 AM
MST
Financial Services Review Goes Open Access
Location: PCC: North 222 AB
Academy of Financial Services
10:15 AM – 11:45 AM
MST
AFS Presentations | Block 1
10:15 AM – 11:45 AM
MST
Behavioral Finance Research Papers
Location: PCC: North 222 AB
Academy of Financial Services
10:15 AM – 11:45 AM
MST
Behavioral Finance Research Papers - CE Approved
Location: PCC: North 223
Academy of Financial Services
CE: 1.5 CFP CE Credit(s)
10:15 AM – 11:45 AM
MST
Investment Research Papers
Location: PCC: North 222 C
Academy of Financial Services
12:00 PM – 1:45 PM
MST
AFS Presentation
12:00 PM – 1:45 PM
MST
Lunch, Best Paper Awards and Keynote
Location: PCC: North 222 AB
Academy of Financial Services
2:00 PM – 3:00 PM
MST
AFS Presentation
2:00 PM – 3:00 PM
MST
Academic Journal Editors Panel
Location: PCC: North 222 AB
Academy of Financial Services
3:15 PM – 4:45 PM
MST
AFS Presentations | Block 2
3:15 PM – 4:45 PM
MST
Debt Management Research Paper Presentations
Location: PCC: North 222 C
Academy of Financial Services
CE: 1.5 CFP CE Credit(s)
3:15 PM – 4:45 PM
MST
ESG Investing Research Papers
Location: PCC: North 223
Academy of Financial Services
5:00 PM – 7:00 PM
MST
AFS Presentation
5:00 PM – 7:00 PM
MST
AFS Poster Reception
Location: PCC: North 222 AB
Academy of Financial Services
Wednesday, September 27, 2023
8:00 AM – 9:00 AM
MST
AFS Presentation
8:00 AM – 9:00 AM
MST
AFS Breakfast & Daily Update
Location: PCC: North 222 AB
Academy of Financial Services
8:00 AM – 5:00 PM
MST
Registration and Help Desk
8:00 AM – 5:00 PM
MST
Registration and Help Desk
Location: PCC: Exhibit Hall 5-6 Prefunction
8:30 AM – 10:15 AM
MST
Exhibit Hall Grand Opening and Breakfast
8:30 AM – 10:15 AM
MST
Exhibit Hall Grand Opening and Breakfast
Location: PCC: Exhibit Hall 5-6
Activity
8:30 AM – 5:30 PM
MST
Exhibit Hall Hours
8:30 AM – 5:30 PM
MST
Exhibit Hall Hours
Location: PCC: Exhibit Hall 5-6
Activity
8:45 AM – 10:00 AM
MST
DEI Breakfast and Presentation - The State of DEI: Creating Positive Change Amid DEI Pushback
8:45 AM – 10:00 AM
MST
DEI Breakfast and Presentation - The State of DEI: Creating Positive Change Amid DEI Pushback
Location: PCC: North 126
Jen Rutley
Abbey O'Malley
Activity
Powered By
9:00 AM – 10:15 AM
MST
Financial Planning Challenge: Case Study Presentations Part 1
9:00 AM – 10:15 AM
MST
Financial Planning Challenge: Case Study Presentations Part 1
Location: PCC: North 128 AB
Financial Planning Challenge
9:00 AM – 10:30 AM
MST
AFS Presentations | Block 3
9:00 AM – 10:30 AM
MST
Planning Research Papers
Location: PCC: North 222 C
Academy of Financial Services
9:00 AM – 10:30 AM
MST
Technology and Advice Research Paper Presentations
Location: PCC: North 223
Academy of Financial Services
CE: 1.5 CFP CE Credit(s)
10:15 AM – 11:15 AM
MST
Opening General Session
10:15 AM – 11:15 AM
MST
Permission to Dream
Location: PCC: North 120 Ballroom
Chris Gardner
– HappYness
Caleb Silver
– Investopedia
General Session
10:45 AM – 11:45 AM
MST
Open Access Research Publishing
10:45 AM – 11:45 AM
MST
Research to Integrate Sustainability & Financial Planning
Location: PCC: North 222 AB
Academy of Financial Services
11:15 AM – 11:45 AM
MST
Chris Gardner Meet & Greet
11:15 AM – 11:45 AM
MST
Chris Gardner Meet & Greet
Location: PCC: North 120 Ballroom Prefunction
Activity
11:15 AM – 1:00 PM
MST
Lunch
11:15 AM – 1:00 PM
MST
Lunch
Location: PCC: Exhibit Hall 5-6
Activity
Powered By
11:15 AM – 1:00 PM
MST
Support Junior Achievement of Arizona
11:15 AM – 1:00 PM
MST
Support Junior Achievement of Arizona By Helping Make Kits
Location: PCC: Exhibit Hall 5-6, Booth 230
11:20 AM – 12:30 PM
MST
FinTech UX Sessions
11:20 AM – 12:30 PM
MST
FinTech UX Sessions
Location: PCC: Exhibit Hall 5-6
11:45 AM – 4:15 PM
MST
Financial Planning Challenge: Case Study Presentations Part 2
11:45 AM – 4:15 PM
MST
Financial Planning Challenge: Case Study Presentations Part 2
Location: PCC: North 128 AB
Financial Planning Challenge
1:00 PM – 2:00 PM
MST
AFS Presentations | Block 4
1:00 PM – 2:00 PM
MST
AFS PhD Student Panel
Location: PCC: North 222 AB
Academy of Financial Services
1:00 PM – 2:00 PM
MST
Planning Research Papers
Location: PCC: North 223
Academy of Financial Services
1:00 PM – 2:00 PM
MST
Retirement Planning Research Paper Presentations
Location: PCC: North 222 C
Academy of Financial Services
CE: 1 CFP CE Credit(s)
1:00 PM – 2:00 PM
MST
Educational Breakout Sessions | Block 1
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
Powered By
CE: 1 CFP CE Credit(s)
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)
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)
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)
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)
1:00 PM – 2:00 PM
MST
FPA Latino Knowledge Circle
1:00 PM – 2:00 PM
MST
FPA Latino Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
2:00 PM – 2:15 PM
MST
Coffee Break
2:00 PM – 2:15 PM
MST
Coffee Break
Location: PCC: North 100-Level and Exhibit Hall
2:15 PM – 2:45 PM
MST
Exhibit Hall Classroom: AI in Action: Exploring the Use of ChatGPT in Financial Planning
2:15 PM – 2:45 PM
MST
AI in Action: Exploring the Use of Chatgpt in Financial Planning
Location: PCC: Exhibit Hall Classroom
Eric Ludwig, CFP®
– The American College Center for Retirement Income
Chet Bennetts, CFP®, CLU®, ChFC®, CLF®, RICP®
Exhibit Hall Classroom
CE: .5 CFP CE Credit(s)
2:15 PM – 3:15 PM
MST
African American Knowledge Circle
2:15 PM – 3:15 PM
MST
African American Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
2:15 PM – 3:15 PM
MST
AFS Presentations | Block 5
2:15 PM – 3:15 PM
MST
Psychology and Value of Advice Research Paper Presentations
Location: PCC: North 222 C
Academy of Financial Services
CE: 1 CFP CE Credit(s)
2:15 PM – 3:15 PM
MST
Tech & Advice Delivery Research Papers
Location: PCC: North 222 AB
Academy of Financial Services
2:15 PM – 3:15 PM
MST
The Profession Research Papers
Location: PCC: North 223
Academy of Financial Services
2:15 PM – 3:15 PM
MST
Educational Breakout Sessions | Block 2
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)
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
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)
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
Powered By
CE: 1 CFP CE Credit(s)
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)
3:15 PM – 3:30 PM
MST
Coffee Break
3:15 PM – 3:30 PM
MST
Coffee Break
Location: PCC: North 100-Level
3:30 PM – 4:30 PM
MST
AFS Presentations
3:30 PM – 4:30 PM
MST
Academic Future of Financial Planning - A Strategy Discussion
Location: PCC: North 222 AB
Academy of Financial Services
3:30 PM – 4:30 PM
MST
Educational Breakout Sessions | Block 3
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)
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
Powered By
CE: 1 CFP CE Credit(s)
3:30 PM – 4:30 PM
MST
Effective Digital Marketing Strategies
Location: PCC: North 127
Kalli Fedusenko (she/her/hers)
– Kalli Collective
Breakout Session
3:30 PM – 4:30 PM
MST
The Art & Science of Risk
Location: PCC: North 131
Thomas Aviles (he/him/his)
– Morningstar
Breakout Session
Powered By
CE: 1 CFP CE Credit(s)
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)
3:30 PM – 4:30 PM
MST
Pride Planners Knowledge Circle
3:30 PM – 4:30 PM
MST
Pride Planners Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
4:00 PM – 4:30 PM
MST
Exhibit Hall Classroom: Video Bootcamp: How To Get Over Your Jitters and Record Like a Pro
4:00 PM – 4:30 PM
MST
Video Bootcamp: How to Get over Your Jitters and Record Like a Pro
Location: PCC: Exhibit Hall Classroom
Laura Garfield, MA (she/her/hers)
– Idea Decanter
Sharon Gottula
– Idea Decanter
Exhibit Hall Classroom
Powered By
4:30 PM – 5:30 PM
MST
Happy Hour
4:30 PM – 5:30 PM
MST
Happy Hour
Location: PCC: Exhibit Hall 5-6
Activity
Powered By
6:00 PM – 7:00 PM
MST
For FPA Members Only: FPA Political Action Committee Reception
6:00 PM – 7:00 PM
MST
For FPA Members Only: FPA Political Action Committee Reception
Location: Hyatt: Gilbert
Activity
7:30 PM – 9:00 PM
MST
Honors Reception (Invite Only)
7:30 PM – 9:00 PM
MST
Honors Reception (Invite Only)
Location: Hyatt: Ellis
Activity
Thursday, September 28, 2023
7:00 AM – 4:30 PM
MST
Registration and Help Desk
7:00 AM – 4:30 PM
MST
Registration and Help Desk
Location: PCC: Exhibit Hall 5-6 Prefunction
7:30 AM – 8:30 AM
MST
Networking and Breakfast
7:30 AM – 8:30 AM
MST
Networking and Breakfast
Location: PCC: Exhibit Hall 5-6
Activity
7:30 AM – 5:00 PM
MST
Exhibit Hall Hours
7:30 AM – 5:00 PM
MST
Exhibit Hall Hours
Location: PCC: Exhibit Hall 5-6
Activity
8:30 AM – 9:30 AM
MST
General Session
8:30 AM – 9:30 AM
MST
Unleashing the Marketing Edge: Seizing Opportunities for Growth
Location: PCC: North 120 Ballroom
Justin Mack
– Financial Planning magazine
Diana Cabrices (she/her/hers)
– Diana Cabrices Consulting
Penny Phillips
– Journey Strategic Wealth
Matt Middleton
– Advisor Circle
General Session
9:30 AM – 9:45 AM
MST
Break
9:30 AM – 9:45 AM
MST
Break
Location: PCC: North 100-Level and Exhibit Hall
9:45 AM – 10:15 AM
MST
Exhibit Hall Classroom: Unleash Your PR Potential: Discover the Power of Becoming a Media Resource
9:45 AM – 10:15 AM
MST
Unleash Your PR Potential: Discover the Power of Becoming a Media Resource
Location: PCC: Exhibit Hall Classroom
Alana Kohl
– AdvisorPR®
Jill Jagelski-Schofield
– AdvisorPR®
Exhibit Hall Classroom
Powered By
9:45 AM – 10:45 AM
MST
Asian-American/Pacific Islanders Knowledge Circle
9:45 AM – 10:45 AM
MST
Asian-American/Pacific Islanders Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
9:45 AM – 10:45 AM
MST
Educational Breakout Sessions | Block 4
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)
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)
9:45 AM – 10:45 AM
MST
Innovative Products that Solve for Financial Planning Conundrums
Location: PCC: North 127
Mark Peterson
– BlackRock
Breakout Session
Powered By
BlackRock
CE: 1 CFP CE Credit(s)
9:45 AM – 10:45 AM
MST
Managing Retirement Tax Issues
Location: PCC: North 132
Steven Sweeney, CFP, CLU, ChFC, RICP
– Allianz
Breakout Session
Powered By
CE: 1 CFP CE Credit(s)
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
10:30 AM – 11:00 AM
MST
Exhibit Hall Classroom: Press Conference
10:30 AM – 11:00 AM
MST
FPA and eMoney Press Conference: The Latest Research on Technology and the Client/Adviser Relationship
Location: PCC: Exhibit Hall Classroom
Exhibit Hall Classroom
Powered By
10:30 AM – 12:00 PM
MST
Financial Planning Challenge: How Do You Know?
10:30 AM – 12:00 PM
MST
Financial Planning Challenge: How Do You Know?
Location: PCC: North 128 AB
Financial Planning Challenge
10:45 AM – 11:00 AM
MST
Coffee Break
10:45 AM – 11:00 AM
MST
Coffee Break
Location: PCC: North 100-Level and Exhibit Hall
11:00 AM – 12:00 PM
MST
Educational Breakout Sessions | Block 5
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
Powered By
CE: 1 CFP CE Credit(s)
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
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
Powered By
CE: 1 CFP CE Credit(s)
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)
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)
11:00 AM – 12:00 PM
MST
Neurodivergent Planners Knowledge Circle
11:00 AM – 12:00 PM
MST
Neurodivergent Planners Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
11:15 AM – 11:45 AM
MST
Exhibit Hall Classroom: Podcast with Integrated Partners
11:15 AM – 11:45 AM
MST
Podcast Recording with Perfectly Integrated
Location: PCC: Exhibit Hall Classroom
Exhibit Hall Classroom
Powered By
12:00 PM – 2:00 PM
MST
Lunch
12:00 PM – 2:00 PM
MST
Lunch
Location: PCC: Exhibit Hall 5-6
Activity
12:35 PM – 1:15 PM
MST
FinTech UX Sessions
12:35 PM – 1:15 PM
MST
FinTech UX Sessions
Location: PCC: Exhibit Hall 5-6
12:45 PM – 1:45 PM
MST
Student Community Gathering
12:45 PM – 1:45 PM
MST
Student Community Gathering
Location: PCC: Exhibit Hall Community Gathering
Knowledge Circle
2:00 PM – 3:00 PM
MST
Educational Breakout Sessions | Block 6
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
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
Powered By
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)
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)
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)
2:00 PM – 3:00 PM
MST
Knowledge Circle
2:00 PM – 3:00 PM
MST
Investment Planning Knowledge Circle
Location: PCC: North 125 A
Freddy Garcia, CFP®
Knowledge Circle
2:00 PM – 4:00 PM
MST
Arizona Chapter Town Hall with Students on Career Path Development
2:00 PM – 4:00 PM
MST
Arizona Chapter Town Hall with Students on Career Path Development
Location: PCC: North 126 C
2:00 PM – 4:00 PM
MST
CFP Ethics: Elevating the Profession
2:00 PM – 4:00 PM
MST
CFP Ethics: Elevating the Profession
Location: PCC: North 128 AB
Darin R. Shebesta, CFP®, AIF®, CAP®, CPFA®
– Jackson/Roskelley Wealth Advisors, Inc.
CE: 2 CFP CE Credit(s)
3:00 PM – 3:15 PM
MST
Coffee Break
3:00 PM – 3:15 PM
MST
Coffee Break
Location: PCC: North 100-Level and Exhibit Hall
3:15 PM – 4:15 PM
MST
Educational Breakout Sessions | Block 7
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)
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
Powered By
CE: 1 CFP CE Credit(s)
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
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
Powered By
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)
3:15 PM – 4:15 PM
MST
Exhibit Hall Classroom: CPR Training with American Heart Association
3:15 PM – 4:15 PM
MST
Hands Only CPR Demonstration
Location: PCC: Exhibit Hall Classroom
Kristine Downard
Taylette Nunez
Exhibit Hall Classroom
Powered By
3:15 PM – 4:15 PM
MST
Women & Finance Knowledge Circle
3:15 PM – 4:15 PM
MST
Women & Finance Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
4:15 PM – 5:00 PM
MST
NexGen Community Gathering
4:15 PM – 5:00 PM
MST
NexGen Community Gathering
Location: PCC: Exhibit Hall Community Gathering
Knowledge Circle
5:00 PM – 6:00 PM
MST
NexGen Reception
5:00 PM – 6:00 PM
MST
NexGen Reception
Location: PCC: North 126
Activity
8:00 PM – 11:00 PM
MST
Closing Night Party
8:00 PM – 11:00 PM
MST
Closing Night Party
Location: The Duce, 525 S. Central Ave.
Activity
Friday, September 29, 2023
8:00 AM – 8:45 AM
MST
CFP Board Update
8:00 AM – 8:45 AM
MST
CFP Board Update
Location: PCC: North 120 Ballroom
Dan Moisand, CFP®
– Moisand Fitzgerald Tamayo, LLC
Kevin R. Keller, CAE
– CFP Board
8:00 AM – 11:00 AM
MST
Registration and Help Desk
8:00 AM – 11:00 AM
MST
Registration and Help Desk
Location: PCC: Exhibit Hall 5-6 Prefunction
8:15 AM – 9:00 AM
MST
Networking and Coffee
8:15 AM – 9:00 AM
MST
Networking and Coffee
Location: PCC: North 100-Level
Activity
9:00 AM – 10:00 AM
MST
Educational Breakout Sessions | Block 8
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
Powered By
CE: 1 CFP CE Credit(s)
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
Powered By
CE: 1 CFP CE Credit(s)
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
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)
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)
9:00 AM – 10:00 AM
MST
Tax and Estate Planning Knowledge Circle
9:00 AM – 10:00 AM
MST
Tax and Estate Planning Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
9:00 AM – 11:00 AM
MST
CFP Ethics: Elevating the Profession
9:00 AM – 11:00 AM
MST
CFP Ethics: Elevating the Profession
Location: PCC: North 128 AB
Darin R. Shebesta, CFP®, AIF®, CAP®, CPFA®
– Jackson/Roskelley Wealth Advisors, Inc.
CE: 2 CFP CE Credit(s)
10:00 AM – 10:15 AM
MST
Coffee Break
10:00 AM – 10:15 AM
MST
Coffee Break
Location: PCC: North 100-Level
10:15 AM – 11:15 AM
MST
Educational Breakout Sessions | Block 9
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)
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)
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
Powered By
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)
10:15 AM – 11:15 AM
MST
International & Cross-Border Planning Knowledge Circle
10:15 AM – 11:15 AM
MST
International & Cross-Border Planning Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
11:15 AM – 11:30 AM
MST
Break
11:15 AM – 11:30 AM
MST
Break
Location: PCC: North 100-Level
11:30 AM – 12:30 PM
MST
Closing General Session
11:30 AM – 12:30 PM
MST
Unsettled Period of De-globalization and Self Reliance
Location: PCC: North 120 Ballroom
Nouriel Roubini, PhD
– Roubini Macro Associates
General Session
CE: 1 CFP CE Credit(s)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)