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