Full Schedule

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Thursday, September 28, 2023
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
Location: PCC: Exhibit Hall 5-6
Activity
7:30 AM – 5:00 PM MST
Exhibit Hall Hours
Location: PCC: Exhibit Hall 5-6
Activity
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
Location: PCC: North 100-Level and Exhibit Hall
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
Location: PCC: North 125 A
Knowledge Circle
9:45 AM – 10:45 AM MST
Educational Breakout Sessions | Block 4

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?
Location: PCC: North 128 AB
Financial Planning Challenge
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
Neurodivergent Planners Knowledge Circle
Location: PCC: North 125 A
Knowledge Circle
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
Location: PCC: Exhibit Hall 5-6
Activity
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
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
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
Location: PCC: North 126 C
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
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
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
Location: PCC: North 125 A
Knowledge Circle
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
Location: PCC: North 126
Activity
8:00 PM – 11:00 PM MST
Closing Night Party
Location: The Duce, 525 S. Central Ave.
Activity