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Full Schedule

Full Schedule

18 results found

  • Friday, September 29, 2023
  • 8:00 AM – 8:45 AM MST
    CFP Board Update
    Location: PCC: North 120 Ballroom
    Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC
    Kevin R. Keller, CAE – CFP Board
  • 8:00 AM – 11:00 AM MST
    Registration and Help Desk
    Location: PCC: Exhibit Hall 5-6 Prefunction
  • 8:15 AM – 9:00 AM MST
    Networking and Coffee
    Location: PCC: North 100-Level
    Activity
  • 9:00 AM – 10:00 AM MST
    Educational Breakout Sessions | Block 8
  • 9:00 AM – 10:00 AM MST
    Tax and Estate Planning Knowledge Circle
    Location: PCC: North 125 A
    Knowledge Circle
  • 9:00 AM – 11:00 AM 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)
  • 10:00 AM – 10:15 AM MST
    Coffee Break
    Location: PCC: North 100-Level
  • 10:15 AM – 11:15 AM MST
    Educational Breakout Sessions | Block 9
  • 10:15 AM – 11:15 AM MST
    International & Cross-Border Planning Knowledge Circle
    Location: PCC: North 125 A
    Knowledge Circle
  • 11:15 AM – 11:30 AM MST
    Break
    Location: PCC: North 100-Level
  • 11:30 AM – 12:30 PM MST
    Unsettled Period of De-globalization and Self Reliance
    Location: PCC: North 120 Ballroom
    Nouriel Roubini, PhD – Roubini Macro Associates
    General Session
     CE: 1 CFP CE Credit(s)
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