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Full Schedule

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Friday, September 29, 2023
8:00 AM – 8:45 AM MST
CFP Board Update

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

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

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

Evolution of the ETF Industry

Location: PCC: North 121

Courtney Lee (she/her/hers) – Dimensional Fund Advisors

Breakout Session

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CE: 1 CFP CE Credit(s)

9:00 AM – 10:00 AM MST

How Financial Planners Can Navigate the $70 trillion Great Wealth Transfer to Women

Location: PCC: North 132

Tanya Van Court (she/her/hers) – Goalsetter

Breakout Session

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CE: 1 CFP CE Credit(s)

9:00 AM – 10:00 AM MST

Navigating the Critical Ages of Retirement Income Planning

Location: PCC: North 131

Heather Schreiber, RICP, NSSA (she/her/hers) – HLS Retirement Consulting, LLC

Breakout Session

9:00 AM – 10:00 AM MST

Pro Bono Financial Planning Training

Location: PCC: North 127

Cynthia Hanson, CFP®, ChFC®, CDFA® (she/her/hers) – Ameriprise Financial

Jon Dauphine, JD – Foundation for Financial Planning

Breakout Session

CE: 1 CFP CE Credit(s)

9:00 AM – 10:00 AM MST

The Truth About the CFP Board Enforcement and Disciplinary Functions

Location: PCC: North 122

Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC

Breakout Session

CE: 1 CFP CE Credit(s)

9:00 AM – 10:00 AM MST
Tax and Estate Planning Knowledge Circle

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

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

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

Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions

Location: PCC: North 121

Andrew R. Shedlock, JD – Kutak Rock LLP

Breakout Session

CE: 1 CFP CE Credit(s)

10:15 AM – 11:15 AM MST

Discovery Meeting Questions

Location: PCC: North 127

Meghaan R. Lurtz, PhD, FBS (she/her/hers) – Kitces/KSU/Columbia

Kristy Archuleta, PhD, LMFT, CFT-I – University of Georgia & Financial Behavior Keynote Group

Breakout Session

CE: 1 CFP CE Credit(s)

10:15 AM – 11:15 AM MST

Perception vs Reality: The Vital Role of Insurance in a Thriving Advisory Practice

Location: PCC: North 131

Catherine Williams (she/her/hers) – Dimensional Fund Advisors

Breakout Session

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10:15 AM – 11:15 AM MST

When is a Trust Advisable for your Clients (or their Heirs) and what is DNI (and how to achieve Optimal Tax Treatment )

Location: PCC: North 122

Gary Altman, CFP®, JD, LLM (Tax) – Altman & Associates, a division of Frost Law

Breakout Session

CE: 1 CFP CE Credit(s)

10:15 AM – 11:15 AM MST
International & Cross-Border Planning Knowledge Circle

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

11:15 AM – 11:30 AM MST

Break

Location: PCC: North 100-Level

11:30 AM – 12:30 PM MST
Closing General Session

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)