Full Schedule

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Tue, Sep 26
Wed, Sep 27
Thu, Sep 28
Fri, Sep 29

Full Schedule

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Tuesday, September 26, 2023
10:15 AM – 11:45 AM MST
AFS Presentations | Block 1

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
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)

Wednesday, September 27, 2023
9:00 AM – 10:30 AM MST
AFS Presentations | Block 3

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
AFS Presentations | Block 4

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

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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)

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
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
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

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

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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)

3:30 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

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CE: 1 CFP CE Credit(s)

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)

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, September 28, 2023
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

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CE: 1 CFP CE Credit(s)

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

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CE: 1 CFP CE Credit(s)

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)

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)

2:00 PM – 3:00 PM MST
Educational Breakout Sessions | Block 6

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 – 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)

3:15 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

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CE: 1 CFP CE Credit(s)

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, September 29, 2023
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

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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

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 – 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)

10:15 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

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)

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)