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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)