2017 FPA Annual Retreat

Full Schedule

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Monday, April 24, 2017
3:00 PM - 3:45 PM

New Attendee Orientation
3:00 PM - 3:45 PM

New Attendee Orientation
Location: Salon I
Event

Favorite
4:00 PM - 4:30 PM

Opening Circle
4:00 PM - 4:30 PM

Opening Circle
Location: Pavilion
Event

Favorite

Elizabeth Jetton, CFP® ### 212533###Co-Presenter @@@ Scott Kahan, CFP® – Financial Asset Management Corporation ### 171489###Co-Presenter
4:30 PM - 5:00 PM

Break
4:30 PM - 5:00 PM

Break

Favorite
5:00 PM - 6:30 PM

Keynote Session - The Way it Was, Is Not the Way it is, and Your Experience Could Be Your Worst Enemy!
5:00 PM - 6:30 PM

Keynote Session - The Way it Was, Is Not the Way it is, and Your Experience Could Be Your Worst Enemy!
Location: Paris Ballroom IV-VII
Keynote

Favorite

Carl Hammerschlag, MD ### 319155###Keynote Speaker
6:30 PM - 7:15 PM

Welcome Reception
6:30 PM - 7:15 PM

Welcome Reception
Location: Monte Carlo AB & Jardin Des Tuileries
Event

Favorite
7:15 PM - 9:00 PM

Dinner
7:15 PM - 9:00 PM

Dinner
Location: Versailles Room & Atrium
Dining

Favorite
8:00 PM - 11:00 PM

Afterglow
9:00 PM - 11:00 PM

Afterglow
Location: L'Auberge Lounge
Event

Favorite
Tuesday, April 25, 2017
6:00 AM - 7:15 AM

Breakfast - Hotel Buffet
6:00 AM - 7:15 AM

Breakfast - Hotel Buffet
Location: Versailles Room & Atrium
Dining

Favorite
6:45 AM - 7:30 AM

Yoga
6:45 AM - 7:30 AM

Yoga
Location: Nice
Activity

Favorite
7:00 AM - 8:00 AM

Improve Client Relations to Limit Litigation
7:00 AM - 8:00 AM

Improve Client Relations to Limit Litigation

Location: Elan CD
Breakfast Breakout Session

Sponsored By:

Favorite

Greg Severinghaus, ASLI, ARM – Markel ### 335676###Presenter
7:00 AM - 8:00 AM

Power Your Practice With Financial Wellness
7:00 AM - 8:00 AM

Power Your Practice With Financial Wellness
Location: Salon III
Breakfast Breakout Session

Sponsored By:

Favorite

Patrick Delaney – T. Rowe Price ### 335661###Presenter
7:00 AM - 8:00 AM

Synthetic Basis Step-Up Strategy, A High Net Worth AUM Opportunity
7:00 AM - 8:00 AM

Synthetic Basis Step-Up Strategy, A High Net Worth AUM Opportunity

Location: Elan AB
Breakfast Breakout Session

Sponsored By:

Favorite

Alan Wolberg, JD – City National Bank ### 335674###Presenter
7:00 AM - 8:00 AM

What Advisers Need to Know About Product & Underwriting Trends in the Disability Insurance Industry
7:00 AM - 8:00 AM

What Advisers Need to Know About Product & Underwriting Trends in the Disability Insurance Industry
Location: Salon II
Breakfast Breakout Session

Sponsored By:

Favorite

John Ryan, CFP® – Ryan Insurance Strategy Consultants ### 256505###Presenter
8:15 AM - 9:15 AM

Climbing Your Way to the Top: Maximizing Your Human Capital for Success
8:15 AM - 9:15 AM

Climbing Your Way to the Top: Maximizing Your Human Capital for Success
Location: Salon III
Breakout Session

Favorite

Caleb Brown, MBA, CFP® – New Planner Recruiting ### 173212###Speaker
8:15 AM - 9:15 AM

Elder Fraud & Financial Health
8:15 AM - 9:15 AM

Elder Fraud & Financial Health

Location: Elan AB
Breakout Session

Sponsored By:

Favorite

Elizabeth Loewy, Esq. – EverSafe ### 344129###Presenter
8:15 AM - 9:15 AM

The Power Users’ Guide to Using Technology in Resolving Your Biggest Business Challenges
8:15 AM - 9:15 AM

The Power Users’ Guide to Using Technology in Resolving Your Biggest Business Challenges
Location: Salon II
Breakout Session

Favorite

Gregory Friedman, CFP® – Private Ocean ### 171488###Speaker
8:15 AM - 9:15 AM

Utilizing Planner Way-of-Being and Spiritual Intelligence (SQ) to Bridge Planners and Clients of Different Generations
8:15 AM - 9:15 AM

Utilizing Planner Way-of-Being and Spiritual Intelligence (SQ) to Bridge Planners and Clients of Different Generations

Location: Elan CD
Breakout Session

Favorite

Stephen C. Brody, CFP, ChFC, RLP, EdD – Greenville Financial Advisors ### 319160###Speaker
9:15 AM - 9:30 AM

Break
9:15 AM - 9:30 AM

Break

Favorite
9:30 AM - 10:45 AM

Keynote Session - Elder Abuse Prevention
9:30 AM - 10:45 AM

Keynote Session - Elder Abuse Prevention

Location: Paris Ballroom IV-VII
Keynote

Favorite

Kerri Kasem, KasemCares.org – KasemPoint, Inc ### 319156###Keynote Speaker
10:45 AM - 11:15 AM

Break
10:45 AM - 11:15 AM

Break

Favorite
11:15 AM - 12:15 PM

The Impact of a Life: Remembering Dick Wagner
11:15 AM - 12:15 PM

The Impact of a Life: Remembering Dick Wagner
Location: Paris Ballroom IV-VII
Keynote

Favorite
12:15 PM - 1:30 PM

Lunch - Hotel Buffet
12:15 PM - 1:30 PM

Lunch - Hotel Buffet
Location: Versailles Room & Atrium
Dining

Favorite
1:30 PM - 2:30 PM

Elder Abuse Prevention (Breakout Session)
1:30 PM - 2:30 PM

Elder Abuse Prevention (Breakout Session)

Location: Elan AB
Breakout Session

Favorite

Kerri Kasem, KasemCares.org – KasemPoint, Inc ### 319156###Keynote Speaker
1:30 PM - 2:30 PM

Financial and Emotional Issues Regarding Elder Care
1:30 PM - 2:30 PM

Financial and Emotional Issues Regarding Elder Care

Location: Salon III
Breakout Session

Favorite

Carolyn McClanahan, MD, CFP® – Life Planning Partners, Inc. ### 213914###Speaker
1:30 PM - 2:30 PM

Freedom: Serve Your Clients and Take More Time Off WHILE Growing Your Practice
1:30 PM - 2:30 PM

Freedom: Serve Your Clients and Take More Time Off WHILE Growing Your Practice
Location: Salon II
Breakout Session

Favorite

Micah Shilanski, CFP®, RFC®, AIF® – Shilanski & Associates, Inc. ### 319159###Speaker
1:30 PM - 2:30 PM

Resources for Responding to the DOL Rule
1:30 PM - 2:30 PM

Resources for Responding to the DOL Rule

Location: Elan CD
Breakout Session

Favorite

Micah Hauptman, N/A – Consumer Federation of America ### 344132###Speaker
2:45 PM - 3:45 PM

Under the Trees
2:45 PM - 3:45 PM

Under the Trees
Location: Monte Carlo AB & Jardin Des Tuileries

Favorite
4:00 PM - 5:00 PM

Keynote Session - Converging Trends that are Rocking Our World
4:00 PM - 5:00 PM

Keynote Session - Converging Trends that are Rocking Our World

Location: Paris Ballroom IV-VII
Keynote

Favorite

Dennis G. Stearns, CFP – Stearns Financial Group ### 319154###Speaker
5:00 PM - 5:15 PM

Break
5:00 PM - 5:15 PM

Break

Favorite
5:15 PM - 6:15 PM

Behavioral Biases
5:15 PM - 6:15 PM

Behavioral Biases

Location: Elan AB
Breakout Session

Sponsored By:

Favorite

Scott Bosworth, CFA – Dimensional Fund Advisors ### 335670###Presenter
5:15 PM - 6:15 PM

Five Things Every Financial Adviser Needs to Know About Higher Education Financing
5:15 PM - 6:15 PM

Five Things Every Financial Adviser Needs to Know About Higher Education Financing

Location: Elan CD
Breakout Session

Favorite

Heather W. Jarvis, JD – Heather Jarvis, Student Loan Expert LLC ### 319162###Speaker
5:15 PM - 6:15 PM

Thriving In Turbulent Times: Why Leadership Outperforms Management
5:15 PM - 6:15 PM

Thriving In Turbulent Times: Why Leadership Outperforms Management
Location: Salon III
Breakout Session

Favorite

Tracy Beckes, MBA – Tracy Beckes and Associates, Inc. ### 323028###Speaker
5:15 PM - 6:15 PM

Tools To Prepare Clients for Long Life and Aging, For Themselves, and Their Families
5:15 PM - 6:15 PM

Tools To Prepare Clients for Long Life and Aging, For Themselves, and Their Families

Location: Salon II
Breakout Session

Favorite

Susan Bradley, CFP, CeFT – Sudden Money Institute ### 319158###Speaker
5:15 PM - 6:15 PM

Under the Trees
5:15 PM - 6:15 PM

Under the Trees
Location: Monte Carlo AB
Breakout Session

Favorite
6:15 PM - 7:30 PM

Reception Dinner Buffet
6:15 PM - 7:30 PM

Reception Dinner Buffet
Location: Atrium & Pool Deck
Event

Favorite
7:30 PM - 11:00 PM

Goofy Golf/Games
7:30 PM - 11:00 PM

Goofy Golf/Games
Location: Matisse Lawn
Activity

Favorite
Wednesday, April 26, 2017
6:00 AM - 7:15 AM

Breakfast - Hotel Buffet
6:00 AM - 7:15 AM

Breakfast - Hotel Buffet
Location: Versailles Room & Atrium
Dining

Favorite
6:45 AM - 7:30 AM

Yoga
6:45 AM - 7:30 AM

Yoga
Location: Nice
Activity

Favorite
7:00 AM - 8:00 AM

Behavior Gap Zero: Effectively Streamline Client Behavior Management
7:00 AM - 8:00 AM

Behavior Gap Zero: Effectively Streamline Client Behavior Management

Location: Salon III
Breakfast Breakout Session

Sponsored By:

Favorite

Daniel Egan, MSc – Betterment ### 359011###Presenter
7:00 AM - 8:00 AM

Charitable Giving: A Valuable Piece of the Financial Planning Picture
7:00 AM - 8:00 AM

Charitable Giving: A Valuable Piece of the Financial Planning Picture

Location: Elan CD
Breakfast Breakout Session

Sponsored By:

Favorite

Cindy VanAmburgh, CAP – Vanguard Charitable ### 335679###Presenter
7:00 AM - 8:00 AM

Generational Dividend Growth
7:00 AM - 8:00 AM

Generational Dividend Growth

Location: Salon II
Breakfast Breakout Session

Sponsored By:

Favorite

Eric Ervin, CFP® – Reality Shares, Inc. ### 210211###Presenter
7:00 AM - 8:00 AM

Retaining Heirs: Connecting with the Next Generation of Clients
7:00 AM - 8:00 AM

Retaining Heirs: Connecting with the Next Generation of Clients

Location: Elan AB
Breakfast Breakout Session

Sponsored By:

Favorite

Maria Quinn – Vanguard ### 343910###Presenter
8:00 AM - 8:15 AM

Break
8:00 AM - 8:15 AM

Break

Favorite
8:15 AM - 9:30 AM

Keynote Session - The Gen Savvy Financial Adviser
8:15 AM - 9:30 AM

Keynote Session - The Gen Savvy Financial Advisor
Location: Paris Ballroom IV-VII
Keynote

Favorite

Cam Marston, AL – Generational Insights ### 319153###Keynote Speaker
9:30 AM - 9:45 AM

Break
9:30 AM - 9:45 AM

Break

Favorite
9:45 AM - 10:45 AM

7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity
9:45 AM - 10:45 AM

7 Steps to Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity

Location: Elan CD
Breakout Session

Favorite

Robert B. Mauterstock, Jr., CFP®, CLU, ChFC – Plan4Life LLC ### 161727###Speaker
9:45 AM - 10:45 AM

Attract Your Ideal Client with a Book: Brand Positioning for Financial Planners
9:45 AM - 10:45 AM

Attract Your Ideal Client with a Book: Brand Positioning for Financial Planners
Location: Salon II
Breakout Session

Sponsored By:

Favorite

Adam Witty, N/A – Advantage Media Group|ForbesBooks ### 350936###Presenter
9:45 AM - 10:45 AM

Beyond the Portfolio: Risk Tolerance as a Financial Planning Tool
9:45 AM - 10:45 AM

Beyond the Portfolio: Risk Tolerance as a Financial Planning Tool

Location: Elan AB
Breakout Session

Favorite

Dave Yeske, DBA, CFP® – Yeske Buie ### 173187###Speaker
9:45 AM - 10:45 AM

The Gen Savvy Financial Adviser (Breakout session)
9:45 AM - 10:45 AM

The Gen Savvy Financial Advisor (Breakout session)
Location: Salon III
Breakout Session

Favorite

Cam Marston, AL – Generational Insights ### 319153###Keynote Speaker
9:45 AM - 10:45 AM

Under The Trees
9:45 AM - 10:45 AM

Under The Trees
Location: Monte Carlo AB

Favorite
10:45 AM - 11:15 AM

Break
10:45 AM - 11:15 AM

Break

Favorite
11:15 AM - 12:15 PM

Converging Trends that are Rocking Our World (Breakout Session)
11:15 AM - 12:15 PM

Converging Trends that are Rocking Our World (Breakout Session)

Location: Elan AB
Breakout Session

Favorite

Dennis G. Stearns, CFP – Stearns Financial Group ### 319154###Speaker
11:15 AM - 12:15 PM

Successfully Recruiting, Interviewing, Hiring and Onboarding New Members of Your Team
11:15 AM - 12:15 PM

Successfully Recruiting, Interviewing, Hiring and Onboarding New Members of Your Team
Location: Salon III
Breakout Session

Favorite

Yusuf Abugideiri, CFP® – Yeske Buie ### 221674###Speaker @@@ Lauren Grove, CFP® – Yeske Buie Inc. ### 213781###Speaker
11:15 AM - 12:15 PM

Supporting the Needs of Our Senior Clients: Managing the Process from Wants to Needs
11:15 AM - 12:15 PM

Supporting the Needs of Our Senior Clients: Managing the Process from Wants to Needs

Location: Elan CD
Breakout Session

Favorite

Jim McCabe – Eldercare Resources ### 319161###Speaker
11:15 AM - 12:15 PM

The Business of Transitions
11:15 AM - 12:15 PM

The Business of Transitions
Location: Salon II
Breakout Session

Favorite

Courtney Pullen, MA – Pullen Consulting Group ### 194976###Speaker
11:15 AM - 12:15 PM

Under The Trees
11:15 AM - 12:15 PM

Under The Trees
Location: Monte Carlo AB

Favorite
12:15 PM - 1:30 PM

Keynote Lunch Session - How Future Technology will Shift Financial Planning
12:15 PM - 1:30 PM

Keynote Lunch Session - How Future Technology will Shift Financial Planning
Location: Paris Ballroom IV-VII
Lunch Keynote Session

Sponsored By:

Favorite

Danielle Fava – TD Ameritrade Institutional ### 361537###Presenter
1:30 PM - 2:30 PM

Create Your Legacy by Partnering with the Next Generation
1:30 PM - 2:30 PM

Create Your Legacy by Partnering with the Next Generation
Location: Salon II
Breakout Session

Sponsored By:

Favorite

David Grau, Sr., JD – FP Transitions ### 173208###Presenter
1:30 PM - 2:30 PM

Managing Student Loans in a Changing Landscape
1:30 PM - 2:30 PM

Managing Student Loans in a Changing Landscape

Location: Elan CD
Breakout Session

Favorite

Adam S. Minsky, Attorney – Law Office of Adam S. Minsky ### 319841###Speaker
1:30 PM - 2:30 PM

Passing the Torch, Creating an Intergenerational Plan for Your Clients
1:30 PM - 2:30 PM

Passing the Torch, Creating an Intergenerational Plan for Your Clients

Location: Elan AB
Breakout Session

Favorite

Robert B. Mauterstock, Jr., CFP®, CLU, ChFC – Plan4Life LLC ### 161727###Speaker
1:30 PM - 2:30 PM

Transitioning to New Business Models Panel
1:30 PM - 2:30 PM

Transitioning to New Business Models Panel
Location: Salon III
Panel

Favorite

Eric Roberge, CFP – Beyond Your Hammock ### 161736###Panelist @@@ Rianka R. Dorsainvil, CFP – Your Greatest Contribution ### 319840###Panelist
1:30 PM - 2:30 PM

Under The Trees
1:30 PM - 2:30 PM

Under The Trees

Favorite
2:30 PM - 2:45 PM

Break
2:30 PM - 2:45 PM

Break

Favorite
2:45 PM - 3:45 PM

Advisers of Possibility
2:45 PM - 3:45 PM

Advisers of Possibility

Location: Elan CD
Breakout Session

Favorite

Don St. Clair, CFP®, AIF® – St. Clair Financial ### 216540###Speaker
2:45 PM - 3:45 PM

The Integration of Digital Advice to Address Generational Challenges
2:45 PM - 3:45 PM

The Integration of Digital Advice to Address Generational Challenges
Location: Salon III
Breakout Session

Favorite

Garrett Oakley, CPA, CFP® – Betterment, LLC ### 379523###Panelist @@@ Scott MacKillop, JD – First Ascent Asset Management ### 379524###Panelist @@@ Raef Lee – SEI Investments ### 379525###Panelist @@@ Micah Shilanski, CFP®, RFC®, AIF® – Shilanski & Associates, Inc. ### 319159###Panelist @@@ Eric Roberge, CFP – Beyond Your Hammock ### 161736###Panelist
2:45 PM - 3:45 PM

The Millennial Mindset: Attracting the Next Generation
2:45 PM - 3:45 PM

The Millennial Mindset: Attracting the Next Generation

Location: Salon II
Breakout Session

Favorite

Nathan Harness, CFP(R) – Texas A&M University ### 319157###Speaker
2:45 PM - 3:45 PM

Wealth Planning for Cross-Border Families
2:45 PM - 3:45 PM

Wealth Planning for Cross-Border Families

Location: Elan AB
Breakout Session

Favorite

Andrew Fisher, CFA, CPA – Worldview Wealth Advisors ### 323031###Speaker
3:45 PM - 4:00 PM

Break
3:45 PM - 4:00 PM

Break

Favorite
4:00 PM - 5:30 PM

Under The Trees
4:00 PM - 5:30 PM

Under The Trees
Location: Monte Carlo AB & Jardin Des Tuilleries

Favorite
4:00 PM - 5:30 PM

World Cafe:Envisioning Tomorrow, Enhancing Today
4:00 PM - 5:30 PM

World Cafe:Envisioning Tomorrow, Enhancing Today
Location: Paris Ballroom IV-VII

Favorite

Kirsten L. Ismail, CFP® – UBS Financial Services ### 224855###Speaker @@@ Hannah Moore, CFP® – Guiding Wealth Management ### 224856###Speaker
6:35 PM - 8:00 PM

Dinner
6:35 PM - 8:00 PM

Dinner
Location: Winery
Dining

Favorite
8:00 PM - 11:00 PM

Retreat Party
8:00 PM - 11:00 PM

Retreat Party
Location: Pavilion
Event

Favorite
Thursday, April 27, 2017
6:00 AM - 7:15 AM

Breakfast - Hotel Buffet
6:00 AM - 7:15 AM

Breakfast - Hotel Buffet
Location: Versailles Room & Atrium
Dining

Favorite
6:45 AM - 7:30 AM

Yoga
6:45 AM - 7:30 AM

Yoga
Location: Nice
Activity

Favorite
8:00 AM - 8:15 AM

Break
8:00 AM - 8:15 AM

Break

Favorite
8:15 AM - 9:30 AM

Keynote Session- Managing Your Energy for WOW: Creating the Truly Remarkable Client Experience
8:15 AM - 9:30 AM

Keynote Session- Managing Your Energy for WOW: Creating the Truly Remarkable Client Experience
Location: Paris Ballroom IV-VII
Keynote

Sponsored By:

Favorite

John Evans, Jr. – Janus Capital Group ### 335664###Presenter
9:30 AM - 9:45 AM

Break
9:30 AM - 9:45 AM

Break

Favorite
9:45 AM - 11:00 AM

Clients at a Crossroads: The Fine Lines of Elder Care Planning
9:45 AM - 11:00 AM

Clients at a Crossroads: The Fine Lines of Elder Care Planning

Location: Paris Ballroom IV-VII
Panel

Favorite

Jim McCabe – Eldercare Resources ### 319161###Panelist @@@ Susan Bradley, CFP, CeFT – Sudden Money Institute ### 319158###Panelist @@@ Carolyn McClanahan, MD, CFP® – Life Planning Partners, Inc. ### 213914###Panelist @@@ Robert B. Mauterstock, Jr., CFP®, CLU, ChFC – Plan4Life LLC ### 161727###Panelist @@@ Robert J. Powell, III, M.S. – USA TODAY, MarketWatch, The Wall Street Journal, TheStreet ### 161733###Moderator
9:45 AM - 11:00 AM

Under the Trees
9:45 AM - 11:00 AM

Under the Trees
Location: Monte Carlo AB & Jardin Des Tuilleries

Favorite
11:00 AM - 11:15 AM

Break
11:00 AM - 11:15 AM

Break

Favorite
11:15 AM - 12:00 PM

Closing Circle
11:15 AM - 12:00 PM

Closing Circle
Location: Salon I
Event

Favorite

Scott Kahan, CFP® – Financial Asset Management Corporation ### 171489###Presenter
Tuesday, April 24, 2018
10:00 AM - 11:15 AM

World Café
10:00 AM - 11:15 AM

World Café: Financial Planning’s Future - Embrace, Empower and Evolve
Location: Pima/Pueblo

Favorite

Kirsten L. Ismail, CFP® – UBS Financial Services ### 224855###Presenter @@@ Hannah Moore, CFP® – Guiding Wealth Management ### 224856###Presenter