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Tuesday, September 26, 2023
Wednesday, September 27, 2023
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
Browse by Speaker
Browse by Speaker
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LaTourette, Laura
Family Wealth Management Group
Passing the Torch
Location: PCC: North 127
Laura LaTourette
Favorite
Lazaroff, Peter
Plancorp
How to Incorporate ESG Investing into Your Practice
Location: PCC: North 122
Peter Lazaroff
Favorite
Lee, Courtney
Dimensional Fund Advisors
Evolution of the ETF Industry
Location: PCC: North 121
Courtney Lee
Favorite
Lee, James
Lee Investment Management
Evolution of the Profession
Location: PCC: North 127
James Lee
Favorite
Lee, Sheng-Hung
MIT AgeLab
Longevity Planning Block Design for Inclusive Financial Planning Services
Location: PCC: North 121
Sheng-Hung Lee
Favorite
Liu, Zhikun
Europacifica
The Journal of Financial Planning's Research Showcase - Part 2
Location: PCC: North 132
Zhikun Liu
Favorite
Ludwig, Eric
The American College Center for Retirement Income
AI in Action: Exploring the Use of Chatgpt in Financial Planning
Location: PCC: Exhibit Hall Classroom
Eric Ludwig
Favorite
Lurtz, Meghaan
Kitces/KSU/Columbia
Discovery Meeting Questions
Location: PCC: North 127
Meghaan Lurtz
Favorite
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