Full Schedule

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Fri, Sep 29

Full Schedule

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Thursday, September 28, 2023
7:00 AM – 4:30 PM MST
Registration and Help Desk

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

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

7:30 AM – 5:00 PM MST

Exhibit Hall Hours

Location: PCC: Exhibit Hall 5-6

Activity

8:30 AM – 9:30 AM MST
General Session

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

9:30 AM – 9:45 AM MST

Break

Location: PCC: North 100-Level and Exhibit Hall

9:45 AM – 10:15 AM MST
Exhibit Hall Classroom: Unleash Your PR Potential: Discover the Power of Becoming a Media Resource

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

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9:45 AM – 10:45 AM MST
Asian-American/Pacific Islanders Knowledge Circle

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

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)

9:45 AM – 10:45 AM MST

Millennial Maintenance: How to Not Get Fired by Your Client's Children

Location: PCC: North 131

John Froberg, CFP® – IronBridge Wealth Counsel

Breakout Session

10:30 AM – 11:00 AM MST
Exhibit Hall Classroom: Press Conference

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

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10:30 AM – 12:00 PM MST
Financial Planning Challenge: How Do You Know?

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

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

Empowering RIAs to Engage in Protective Planning

Location: PCC: North 132

Jake Spaccarotelli, CLTC – One Insurance Solution for RIAs

Breakout Session

Powered By

CE: 1 CFP CE Credit(s)

11:00 AM – 12:00 PM MST

Evolution of the Profession

Location: PCC: North 127

Elissa Buie, CFP® – Yeske Buie

Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™ – Association of African American Financial Advisors

James Lee, CFP®, CRPC®, AIF® – Lee Investment Management

Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC

Autumn K. Campbell, CFP® – Facet Wealth

Breakout Session

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)

11:00 AM – 12:00 PM MST
Neurodivergent Planners Knowledge Circle

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
Exhibit Hall Classroom: Podcast with Integrated Partners

11:15 AM – 11:45 AM MST

Podcast Recording with Perfectly Integrated

Location: PCC: Exhibit Hall Classroom

Exhibit Hall Classroom

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12:00 PM – 2:00 PM MST
Lunch

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

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

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

Becoming Succession Ready: The Journey Before the Destination

Location: PCC: North 131

Brooklyn H. Brock, CFP®, CEPA®, CHFC®, CKA® (she/her/hers) – Ellevate Advisors

Breakout Session

2:00 PM – 3:00 PM MST

Designing a Human Centric Client Experience That Deepens Relationships and Inspires Referrals

Location: PCC: North 127

Sarah M. Cain, ACC, CBC (she/her/hers) – Carson Group

Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® (he/him/his) – Carson Group

Breakout Session

Powered By

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 – 3:00 PM MST
Knowledge Circle

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

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

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

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

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

Passing the Torch

Location: PCC: North 127

Kate Dore, CFP®

Laura LaTourette, CFP® – Family Wealth Management Group

Mac Gardner, CFP® (he/him/his) – MNY Fraternity, Inc.

Sonya B. Dreizler – Choir

Amie Agamata, CFP®, RICP®, ChFC®, CLU® – LPL Financial

Breakout Session

3:15 PM – 4:15 PM MST

The Greatest Opportunities and Threats for Advisory Firms Today (and what to do about it)

Location: PCC: North 132

Shauna Mace, CHPC – SEI

Breakout Session

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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)

3:15 PM – 4:15 PM MST
Exhibit Hall Classroom: CPR Training with American Heart Association

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

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

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

5:00 PM – 6:00 PM MST

NexGen Reception

Location: PCC: North 126

Activity

8:00 PM – 11:00 PM MST
Closing Night Party

8:00 PM – 11:00 PM MST

Closing Night Party

Location: The Duce, 525 S. Central Ave.

Activity