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Full Schedule

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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)