Full Schedule

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Tuesday, September 26, 2023
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)
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)
Wednesday, September 27, 2023
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)
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

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
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
Educational Breakout Sessions | Block 2

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)
3:15 PM – 4:15 PM MST
Educational Breakout Sessions | Block 7

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)
10:15 AM – 11:15 AM MST
Educational Breakout Sessions | Block 9