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Tuesday, September 26, 2023
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Thursday, September 28, 2023
Friday, September 29, 2023
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Register for Annual Conference
Full Schedule
Browse By Options
Browse By Date
Tuesday, September 26, 2023
Wednesday, September 27, 2023
Thursday, September 28, 2023
Friday, September 29, 2023
Browse By Breakout Sessions
Browse By Title
Browse By Speaker
CE Sessions
Browse by Title
Browse by Day
Academy of Financial Services
Exhibitors
Browse by Company
Browse by Booths
Browse by Category
Floor Plan
Sponsors
My Experience
My Conference Profile
My Schedule
Evaluations/CE Credit Portal
Login Required
Conference App
Full Schedule
All Days
Tue, Sep 26
Wed, Sep 27
Thu, Sep 28
Fri, Sep 29
Full Schedule
9 results found
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Friday, September 29, 2023
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
Powered By
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
Powered By
CE: 1 CFP CE Credit(s)
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 – 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)
10:15 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
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)
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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