Full Schedule

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Wednesday, October 3, 2018
6:00 AM - 5:30 PM

Conference Registration
6:00 AM - 5:30 PM

Conference Registration
Location: Grand Foyer, Ballroom Level - East Tower

Favorite
7:00 AM - 8:45 AM

CFP Ethics
7:00 AM - 8:45 AM

CFP Ethics

Location: Columbus A-F
Dan Candura, CFP® – Candura Group, LLC
Breakout Session

Favorite

Dan Candura, CFP® – Candura Group, LLC ### 161713###Speaker
8:00 AM - 8:45 AM

First Time Attendee Orientation
8:00 AM - 8:45 AM

First Time Attendee Orientation
Location: Grand Ballroom B

Favorite
8:00 AM - 8:45 AM

New Planner Breakfast
8:00 AM - 8:45 AM

New Planner Breakfast
Location: Comiskey
Student Programming

Presented by:

Favorite
9:00 AM - 10:30 AM

General Session
9:00 AM - 10:30 AM

The Future is Behavioral

Location: Grand Ballroom C-F
Daniel Crosby, PhD – Nocturne Capital
General Session

Internationally Relevant

Favorite

Daniel Crosby, PhD – Nocturne Capital ### 194991###General Session Speaker
10:30 AM - 10:45 AM

Coffee Break
10:30 AM - 10:45 AM

Coffee Break

Favorite
10:45 AM - 11:45 AM

AFS Presentations | Block 1
10:45 AM - 11:45 AM

Age Differences in Risk Tolerance and Risk Domains
Location: Michigan 1A
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

Financial Self-Assessment and Households’ Well-Being in an Emerging Market
Location: Michigan 1A
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

Cost Efficiencies in the Management of Commodity Mutual Funds
Location: Michigan 1B
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

The Willingness of Allocating Funds to Longevity Income: A Comparison by Age
Location: Michigan 1B
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

Are ‘Adult’ Sources of Windfalls Destined to be Spent ‘Responsibly’? (And Are Other Windfalls Spent Hedonistically?)
Location: Michigan 1C
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

Gender Bias and the Selection of a Financial Advisor
Location: Michigan 1C
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

Social Isolation in Retirement and the Role of Financial Advisors
Location: Michigan 2
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

The Determinants of Objective and Subjective Emergency Fund Adequacy
Location: Michigan 2
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

Educational Breakout Sessions | Block 1
10:45 AM - 11:45 AM

Behavioral Finance Panel

Location: Columbus A-F
Daniel Crosby, PhD – Nocturne Capital; Steve Vernon, FSA – Stanford Center on Longevity; Kathleen Burns Kingsbury – KBK Wealth Connection; Shachar Kariv, PhD – University of California, Berkeley
Breakout Session

Internationally Relevant

Favorite

Daniel Crosby, PhD – Nocturne Capital ### 194991###Moderator @@@ Steve Vernon, FSA – Stanford Center on Longevity ### 559875###Panelist @@@ Kathleen Burns Kingsbury – KBK Wealth Connection ### 562573###Panelist @@@ Shachar Kariv, PhD – University of California, Berkeley ### 393376###Panel Member
10:45 AM - 11:45 AM

Electronic Trading and Blockchain: Yesterday, Today and Tomorrow

Location: Columbus G-J
Richard L. Sandor, PhD, Dr.sc.h.c. – American Financial Exchange
Breakout Session

Internationally Relevant

Favorite

Richard L. Sandor, PhD, Dr.sc.h.c. – American Financial Exchange ### 559872###Speaker
10:45 AM - 11:45 AM

Cross-Border Estate Planning

Location: Columbus K-L
Daniel S. Rubin, J.D., LL.M.(Taxation) – Moses & Singer LLP
Breakout Session

Internationally Relevant

Favorite

Daniel S. Rubin, J.D., LL.M.(Taxation) – Moses & Singer LLP ### 161737###Speaker
10:45 AM - 11:45 AM

The Retirement Holy Grail of Income & Growth

Location: Grand Ballroom A
Curtis Cloke, RICP – Thrive Income Distribution System, LLC
Breakout Session

Favorite

Curtis Cloke, RICP – Thrive Income Distribution System, LLC ### 559873###Speaker
10:45 AM - 11:45 AM

Best Practices for Retirement Income

Location: Grand Ballroom B
Wade Pfau, PhD, CFA – The American College
Breakout Session

Favorite

Wade Pfau, PhD, CFA – The American College ### 175285###Sponsor Speaker
10:45 AM - 11:45 AM

NexGen Mini Talks: Disruptive Ideas
Location: Plaza Ballroom
Breakout Session

Student Programming

Favorite
10:45 AM - 11:45 AM

Knowledge Circle
10:45 AM - 11:45 AM

International & Cross-Border Knowledge Circle
Location: Roosevelt 1AB
Knowledge Circle

Favorite
10:45 AM - 11:45 AM

NexGen Mini Talks: Disruptive Ideas
10:45 AM - 11:45 AM

An Alternative to the AUM Model
Location: Plaza Ballroom
Seth Corkin, CFP®, ChFC®, EA
Breakout Session

Student Programming

Favorite

Seth Corkin, CFP®, ChFC®, EA ### 619812###Sponsor Speaker
10:45 AM - 11:45 AM

Disrupting the Financial Planning Industry by Focusing on Small Business Advisory
Location: Plaza Ballroom
Joseph Bell, CFP®, CPA – BFJ Financial Group
Breakout Session

Student Programming

Favorite

Joseph Bell, CFP®, CPA – BFJ Financial Group ### 619810###Sponsor Speaker
10:45 AM - 11:45 AM

The Future of the Financial Planning Industry: How Best to help Women Planners Succeed
Location: Plaza Ballroom
Bridget Venus Grimes, CFP® – Equita Financial Network, Inc
Breakout Session

Student Programming

Favorite

Bridget Venus Grimes, CFP® – Equita Financial Network, Inc ### 619814###Sponsor Speaker
10:45 AM - 11:45 AM

The Solution to the Advisor Differentiation Crisis
Location: Plaza Ballroom
Patrick Brewer, CFA, CPA
Breakout Session

Student Programming

Favorite

Patrick Brewer, CFA, CPA ### 619809###Sponsor Speaker
10:45 AM - 11:45 AM

Academic Research Presentations (JFP/AFS), Part 1
10:45 AM - 11:45 AM

Academic Research Presentations (JFP/AFS), Part 1

Location: Michigan 3
Ray Sin, PhD – Morningstar, Inc.; Sonya L. Britt-Lutter, Ph.D., CFP® – Kansas State University; John E. Grable, PhD, CFP® – University of Georgia

Favorite

Ray Sin, PhD – Morningstar, Inc. ### 606619###Presenter @@@ Sonya L. Britt-Lutter, Ph.D., CFP® – Kansas State University ### 421579###Presenter @@@ John E. Grable, PhD, CFP® – University of Georgia ### 430325###Faculty
11:00 AM - 5:00 PM

Financial Planning Challenge: Case Study Presentations
11:00 AM - 5:00 PM

11:00 AM – Utah Valley University

Location: Roosevelt 3AB
Callie Case, Jordan Haines, Madisen Karlson; Hyrum Smith, PhD, CPA, CFP® – Utah Valley University
Financial Planning Challenge: Case Study Presentations

Favorite

Callie Case, Jordan Haines, Madisen Karlson ### 606624###Presenter @@@ Hyrum Smith, PhD, CPA, CFP® – Utah Valley University ### 432630###Faculty
11:00 AM - 5:00 PM

11:45 AM – Texas A&M University

Location: Roosevelt 3AB
Lauryn Forrest, Lauren Loveless, Drew Schlotter; Nathan Harness, CFP® – Texas A&M University
Financial Planning Challenge: Case Study Presentations

Favorite

Lauryn Forrest, Lauren Loveless, Drew Schlotter ### 606626###Presenter @@@ Nathan Harness, CFP® – Texas A&M University ### 319157###Faculty
11:00 AM - 5:00 PM

12:25 PM – Western Kentucky University

Location: Roosevelt 3AB
Alec Broughton, August Hemmerich, Katie Hightchew; Andrew Head, MAAE, CFP® – Western Kentucky University
Financial Planning Challenge: Case Study Presentations

Favorite

Alec Broughton, August Hemmerich, Katie Hightchew ### 606631###Presenter @@@ Andrew Head, MAAE, CFP® – Western Kentucky University ### 606630###Faculty
11:00 AM - 5:00 PM

1:50 PM – Kansas State University

Location: Roosevelt 3AB
Jack Giardino, Abby Pope, Landon Warmund; Stuart J. Heckman, PhD, CFP® – Kansas State University
Financial Planning Challenge: Case Study Presentations

Favorite

Jack Giardino, Abby Pope, Landon Warmund ### 606632###Presenter @@@ Stuart J. Heckman, PhD, CFP® – Kansas State University ### 175284###Presenter
11:00 AM - 5:00 PM

2:30 PM – William Paterson University

Location: Roosevelt 3AB
Jonathan Hommes, Maria Velarde Ku, Robert Wolfe; Tao Guo, Ph.D. – William Paterson University
Financial Planning Challenge: Case Study Presentations

Favorite

Jonathan Hommes, Maria Velarde Ku, Robert Wolfe ### 606633###Presenter @@@ Tao Guo, Ph.D. – William Paterson University ### 430375###Faculty
11:00 AM - 5:00 PM

3:10 PM – Texas Tech University

Location: Roosevelt 3AB
Jacob Gurock, Mickey Blane Heflin, Dimitrian Jimenez; Michael Guillemette, Ph.D., CFP® – Texas Tech University
Financial Planning Challenge: Case Study Presentations

Favorite

Jacob Gurock, Mickey Blane Heflin, Dimitrian Jimenez ### 606634###Presenter @@@ Michael Guillemette, Ph.D., CFP® – Texas Tech University ### 421592###Faculty
11:00 AM - 5:00 PM

3:50 PM – Fort Hays State University

Location: Roosevelt 3AB
Cameron Klaus, Jared Willhoft; Thomas Johansen, Ph.D. – Fort Hays State University
Financial Planning Challenge: Case Study Presentations

Favorite

Cameron Klaus, Jared Willhoft ### 606636###Presenter @@@ Thomas Johansen, Ph.D. – Fort Hays State University ### 606635###Faculty
11:00 AM - 5:00 PM

4:30 PM – University of Georgia

Location: Roosevelt 3AB
Brent Dellinger, Audrey Mitchell, Victoria Santini; John E. Grable, PhD, CFP® – University of Georgia
Financial Planning Challenge: Case Study Presentations

Favorite

Brent Dellinger, Audrey Mitchell, Victoria Santini ### 432622###Presenter @@@ John E. Grable, PhD, CFP® – University of Georgia ### 430325###Faculty
11:00 AM - 5:00 PM

Financial Planning Challenge: Case Study Presentations

Location: Roosevelt 3AB

Favorite
11:30 AM - 1:45 PM

Exhibit Hall Grand Opening and Lunch
11:30 AM - 1:45 PM

Exhibit Hall Grand Opening and Lunch
Location: Riverside Exhibit Hall

Favorite
11:30 AM - 7:00 PM

Exhibit Hall Open
11:30 AM - 7:00 PM

Exhibit Hall Open

Favorite
12:00 PM - 12:30 PM

Quick Start
12:00 PM - 12:30 PM

Leveraging Guaranteed Income through Commission-Free insurance

Location: Columbus K-L
David Lau – DPL Financial Partners
Quick Start

Favorite

David Lau – DPL Financial Partners ### 515374###Sponsor Speaker
12:00 PM - 12:30 PM

Designing Workflow Efficiency for You and Your Firm
Location: Plaza Ballroom
Cheryl R. Holland, CFP®, CFBA – Abacus Planning Group; Bethany M. Griffith, CFP®, EA – Abacus Planning Group, Inc.
Quick Start

Internationally Relevant

Favorite

Cheryl R. Holland, CFP®, CFBA – Abacus Planning Group ### 378384###Speaker @@@ Bethany M. Griffith, CFP®, EA – Abacus Planning Group, Inc. ### 584018###Speaker
12:45 PM - 1:15 PM

Quick Start
12:45 PM - 1:15 PM

What are You Doing to Retain Top Talent?
Location: Columbus K-L
Sarah Dale – Performance Insights; Krista Sheets, CPBA, CPMA, Certified DISC and Motivators Navigator – Performance Insights, Inc. | Paragon Resources, Inc. | MapMyStrengths.com
Quick Start

Internationally Relevant

Favorite

Sarah Dale – Performance Insights ### 273079###Speaker @@@ Krista Sheets, CPBA, CPMA, Certified DISC and Motivators Navigator – Performance Insights, Inc. | Paragon Resources, Inc. | MapMyStrengths.com ### 273078###Speaker
1:15 PM - 1:45 PM

FinTech Showcase
1:15 PM - 1:45 PM

Mic v Mic: Risk Tolerance Assessment Discussion
Location: Riverside Exhibit Hall

Favorite
1:45 PM - 2:00 PM

Break
1:45 PM - 2:00 PM

Break

Favorite
2:00 PM - 3:00 PM

AFS Presentations | Block 2
2:00 PM - 3:00 PM

Perceptions of Career-Preparedness among Financial Planning and Finance Students
Location: Michigan 1A
Academy of Financial Services

Favorite
2:00 PM - 3:00 PM

Student Loans and Financial Satisfaction: The Moderating Role of Financial Education
Location: Michigan 1A
Academy of Financial Services

Favorite
2:00 PM - 3:00 PM

An Examination of the Influence of Robo-Advisers, Online Financial Services, and Other Information Sources on Investment Styles
Location: Michigan 1B
Academy of Financial Services

Favorite
2:00 PM - 3:00 PM

Do Women Trust Financial Advisors?
Location: Michigan 1B
Academy of Financial Services

Favorite
2:00 PM - 3:00 PM

A Place for Mom: Correlation Between Mandatory Reporting and Older Americans’ Participation in Financial Markets
Location: Michigan 1C
Academy of Financial Services

Favorite
2:00 PM - 3:00 PM

Predicting REIT Factor Loadings and Structural Alphas from Capital Market Assumptions
Location: Michigan 1C
Academy of Financial Services

Favorite
2:00 PM - 3:00 PM

The Effect of Financial Literacy on Homeowners and Renters Having a Heavy Financial Obligations Burden
Location: Michigan 2
Academy of Financial Services

Favorite
2:00 PM - 3:00 PM

The Relationship Between Well-Being and Financial Self-Efficacy for Older Adults
Location: Michigan 2
Academy of Financial Services

Favorite
2:00 PM - 3:00 PM

Educational Breakout Sessions | Block 2
2:00 PM - 3:00 PM

Tax Reform - The Final Edition

Location: Columbus A-F
Robert Keebler, CPA/PFS, MST, AEP(Distinguished), CGMA – Keebler and Associates, LLP
Breakout Session

Favorite

Robert Keebler, CPA/PFS, MST, AEP(Distinguished), CGMA – Keebler and Associates, LLP ### 213921###Speaker
2:00 PM - 3:00 PM

Plan for the 21st Century Retirement

Location: Columbus G-J
Steve Vernon, FSA – Stanford Center on Longevity
Breakout Session

Favorite

Steve Vernon, FSA – Stanford Center on Longevity ### 559875###Speaker
2:00 PM - 3:00 PM

The Role of Annuities in Wealth Management

Location: Columbus K-L
Kevin Hughes; Harold Evensky, CFP®; John Salter, Ph.D., CFP®
Breakout Session

Favorite

Kevin Hughes ### 625563###Sponsor Speaker @@@ Harold Evensky, CFP® ### 601460###Sponsor Speaker @@@ John Salter, Ph.D., CFP® ### 432628###Sponsor Speaker
2:00 PM - 3:00 PM

The Future of Financial Planning: It’s a Small World After All
Location: Grand Ballroom A
Kate Holmes, CFP®; Shawn Brayman, Chartered Financial Planner – PlanPlus Global Inc.; Mark Glover – HSBC Retail Bank and Wealth Management; Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC; Lovaii Navlakhi, Managing Director & CEO – International Money Matters Pvt. Ltd
Breakout Session

Internationally Relevant

Favorite

Kate Holmes, CFP® ### 607397###Moderator @@@ Shawn Brayman, Chartered Financial Planner – PlanPlus Global Inc. ### 430329###Panel Member @@@ Mark Glover – HSBC Retail Bank and Wealth Management ### 584952###Panel Member @@@ Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC ### 594341###Panelist @@@ Lovaii Navlakhi, Managing Director & CEO – International Money Matters Pvt. Ltd ### 607394###Panel Member
2:00 PM - 3:00 PM

Behavioral Economics and the Age of Socially Responsible Investing
Location: Grand Ballroom B
Shachar Kariv, PhD – University of California, Berkeley
Breakout Session

Favorite

Shachar Kariv, PhD – University of California, Berkeley ### 393376###Sponsor Speaker
2:00 PM - 3:00 PM

Knowledge Circle
2:00 PM - 3:00 PM

Public Policy & Regulation Knowledge Circle
Location: Roosevelt 1AB
Knowledge Circle

Favorite
2:00 PM - 3:00 PM

Academic Research Presentations (JFP/AFS), Part 2
2:00 PM - 3:00 PM

Academic Research Presentations (JFP/AFS), Part 2

Location: Michigan 3
Jon M. Luskin, CFP® – Define Financial; David Blanchett, PhD, CFA, CFP®, AIFA® – Morningstar Investment Management LLC; Stuart J. Heckman, PhD, CFP® – Kansas State University

Favorite

Jon M. Luskin, CFP® – Define Financial ### 606620###Presenter @@@ David Blanchett, PhD, CFA, CFP®, AIFA® – Morningstar Investment Management LLC ### 161712###Presenter @@@ Stuart J. Heckman, PhD, CFP® – Kansas State University ### 175284###Presenter
3:00 PM - 3:30 PM

Coffee Break
3:00 PM - 3:30 PM

Coffee Break
Location: Riverside Exhibit Hall

Favorite
3:15 PM - 3:45 PM

Quick Start
3:15 PM - 3:45 PM

Successful Segmentation and Target Marketing
Location: Columbus K-L
Michael Byrnes, MBA
Quick Start

Favorite

Michael Byrnes, MBA ### 595440###Speaker
3:30 PM - 4:30 PM

AFS Presentations | Block 3
3:30 PM - 4:30 PM

Age Related Differences in Financial Satisfaction
Location: Michigan 1A
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

Exploring the Effect of Financial Literacy on Financial Risk Tolerance: Evidence from the 2016 Survey of Consumer Finances
Location: Michigan 1A
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

Financial Knowledge and Financial Confidence as Mediators Between Gender and Positive Financial Behaviors
Location: Michigan 1B
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

Understanding a Client’s Impulse to Help Others: How Self Efficacy Relates to Giving Money and Time Away
Location: Michigan 1B
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

The Sustainable Growth Rate, DuPont Analysis, and the Cross-Section of Returns
Location: Michigan 1C
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

Vulnerable to What?: A Measurement Model for Predicting Vulnerability to Financial Hardship
Location: Michigan 1C
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

Issues with the Transition Mechanism in the Actuarial Approach to Retirement Spending
Location: Michigan 2
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

Educational Breakout Sessions | Block 3a
3:30 PM - 4:30 PM

Tax-Efficient Withdrawal Strategies for High-Income Taxpayers

Location: Columbus A-F
William R. Reichenstein, CFA – Social Security Solutions & Baylor University
Breakout Session

Favorite

William R. Reichenstein, CFA – Social Security Solutions & Baylor University ### 161735###Speaker
3:30 PM - 4:30 PM

How to Grant Your Clients an Awesome Life

Location: Grand Ballroom A
Roelof Meijer, CFP® – MPF Adviesgroep; Judith M.E Scherrenberg, MPLA – Edmond Halley B.V.
Breakout Session

Favorite

Roelof Meijer, CFP® – MPF Adviesgroep ### 559877###Speaker @@@ Judith M.E Scherrenberg, MPLA – Edmond Halley B.V. ### 559878###Speaker
3:30 PM - 4:30 PM

Creating a Culture of Talent Development to Leverage Firm Growth
Location: Grand Ballroom B
Cheryl R. Holland, CFP®, CFBA – Abacus Planning Group; Edward Kramer, II, CFP®, EA – Abacus Planning Group, Inc.
Breakout Session

Internationally Relevant

Favorite

Cheryl R. Holland, CFP®, CFBA – Abacus Planning Group ### 378384###Speaker @@@ Edward Kramer, II, CFP®, EA – Abacus Planning Group, Inc. ### 562471###Speaker
3:30 PM - 4:30 PM

Knowledge Circle
3:30 PM - 4:30 PM

Applied Behavioral Economics Knowledge Circle
Location: Roosevelt 1AB
Knowledge Circle

Favorite
4:00 PM - 4:30 PM

Quick Start
4:00 PM - 4:30 PM

Telling Your Story with Authenticity and Conviction
Location: Plaza Ballroom
Susan Kornegay, CFP® – Pathfinder Strategic Solutions; Adam Kornegay, RCC – Pathfinder Strategic Solutions
Quick Start

Internationally Relevant

Favorite

Susan Kornegay, CFP® – Pathfinder Strategic Solutions ### 161742###Speaker @@@ Adam Kornegay, RCC – Pathfinder Strategic Solutions ### 584115###Speaker
4:00 PM - 5:00 PM

Educational Breakout Sessions | Block 3b
4:00 PM - 5:00 PM

Building an Audience: Top Strategies for Exponential Audience Growth
Location: Columbus G-J
Caleb Silver – Investopedia
Breakout Session

Internationally Relevant

Favorite

Caleb Silver – Investopedia ### 607392###Speaker
4:00 PM - 5:00 PM

Advanced Retirement Planning Techniques with Home Equity in Retirement

Location: Columbus K-L
Harlan Accola, CRMP, CSA®, RFC® – Fairway Independent Mortgage Corporation
Breakout Session

Favorite

Harlan Accola, CRMP, CSA®, RFC® – Fairway Independent Mortgage Corporation ### 418681###Sponsor Speaker
4:30 PM - 4:45 PM

Break
4:30 PM - 4:45 PM

Break

Favorite
4:45 PM - 5:45 PM

AFS Presentations | Block 4
4:45 PM - 5:45 PM

Association among Financial Risk Tolerance and the Personality Traits of Sensation-seeking, Locus of Control for Pre-retiree Baby Boomers
Location: Michigan 1A
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

Great Expectations and a Tale of Two Confounders: The Impact of Joint Decision-Making and Gender on Investor Overconfidence
Location: Michigan 1A
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

Household Collective Decision-Making and Consumer Debt
Location: Michigan 1B
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

The Effect of Myopic Behavior on Stock Market Risk Perception
Location: Michigan 1B
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

The Value Of Alumni Networks: Evidence From The Mutual Fund Industry In China
Location: Michigan 1C
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

Educational Breakout Sessions | Block 4a
4:45 PM - 5:45 PM

Marketing to the Middle
Location: Columbus A-F
Terry Savage, Financial Columnist – Tribune Content Agency; Sheryl Garrett, CFP®, AIF® – Garrett Planning Network; Nathan Harness, CFP® – Texas A&M University; Margaret Wittkopp, CFEd – Veritas Financial Services LLC
Breakout Session

Favorite

Terry Savage, Financial Columnist – Tribune Content Agency ### 579842###Moderator @@@ Sheryl Garrett, CFP®, AIF® – Garrett Planning Network ### 161721###Panelist @@@ Nathan Harness, CFP® – Texas A&M University ### 319157###Panelist @@@ Margaret Wittkopp, CFEd – Veritas Financial Services LLC ### 594335###Panelist
4:45 PM - 5:45 PM

Your HNW Strategy: What They Want, Not What You Know
Location: Grand Ballroom B
John D. Anderson – SEI; Allie Carey
Breakout Session

Favorite

John D. Anderson – SEI ### 513037###Sponsor Speaker @@@ Allie Carey ### 618936###Sponsor Speaker
4:45 PM - 5:45 PM

Knowledge Circle
4:45 PM - 5:45 PM

Business Success Knowledge Circle
Location: Roosevelt 1AB
Knowledge Circle

Favorite
4:45 PM - 5:45 PM

Academic Research Presentations (JFP/AFS), Part 3
4:45 PM - 5:45 PM

Academic Research Presentations (JFP/AFS), Part 3

Location: Michigan 3
John M. Hogan, PhD – RER Solutions; Sarah D. Asebedo, Ph.D., CFP® – Texas Tech University; David Nanigian, PhD, CFP® – Mihaylo College of Business and Economics at California State University, Fullerton

Favorite

John M. Hogan, PhD – RER Solutions ### 606621###Presenter @@@ Sarah D. Asebedo, Ph.D., CFP® – Texas Tech University ### 175283###Presenter @@@ David Nanigian, PhD, CFP® – Mihaylo College of Business and Economics at California State University, Fullerton ### 606622###Presenter
5:15 PM - 6:15 PM

Educational Breakout Sessions | Block 4b
5:15 PM - 6:15 PM

The Future of Blockchain
Location: Columbus G-J
Robert J. Powell, III, M.S. – TheStreet & USA TODAY; William Cunningham; Bobby Henebry, CFA – Henebry Blockchain & Cryptocurrency Consulting, LLC; Hunter Horsley – Bitwise Asset Management
Breakout Session

Internationally Relevant

Favorite

Robert J. Powell, III, M.S. – TheStreet & USA TODAY ### 161733###Moderator @@@ William Cunningham ### 560034###Panelist @@@ Bobby Henebry, CFA – Henebry Blockchain & Cryptocurrency Consulting, LLC ### 575045###Panelist @@@ Hunter Horsley – Bitwise Asset Management ### 584149###Panel Member
5:15 PM - 6:15 PM

Winning the Fight for Female Talent: How Firms Can Gain an Edge
Location: Columbus K-L
Matt Lynch; Mark Johannessen, CFP®, AIF® – Sullivan, Bruyette, Speros & Blayney LLC; Erin Voisin, CFP®, MS, CDFA®, ChFC® – EP Wealth Advisors; Kathleen Boyd, CFP® – Navigoe; Mark Berg, CFP – Timothy Financial Counsel, Inc.
Breakout Session

Favorite

Matt Lynch ### 576282###Panel Moderator @@@ Mark Johannessen, CFP®, AIF® – Sullivan, Bruyette, Speros & Blayney LLC ### 580292###Panelist @@@ Erin Voisin, CFP®, MS, CDFA®, ChFC® – EP Wealth Advisors ### 581596###Panelist @@@ Kathleen Boyd, CFP® – Navigoe ### 584045###Panelist @@@ Mark Berg, CFP – Timothy Financial Counsel, Inc. ### 593681###Panel Member
5:45 PM - 7:00 PM

Opening Reception
5:45 PM - 7:00 PM

Opening Reception
Location: Riverside Exhibit Hall

Favorite
Thursday, October 4, 2018
6:30 AM - 5:30 PM

Conference Registration
6:30 AM - 5:30 PM

Conference Registration
Location: Grand Foyer, Ballroom Level - East Tower

Favorite
7:30 AM - 8:30 AM

Educational Breakfast Sessions
7:30 AM - 8:30 AM

Artificial Intelligence: Practical Applications for the Future-Ready Adviser
Location: Columbus A-F
Andrew Brzezinski, PhD – Fidelity Investments
Breakfast Breakout Session

Internationally Relevant

Favorite

Andrew Brzezinski, PhD – Fidelity Investments ### 595227###Sponsor Speaker
7:30 AM - 8:30 AM

Economic and Market Update

Location: Columbus G-J
Brad McMillan, CFA, CAIA, MAI – Commonwealth Financial Network
Breakfast Breakout Session

Favorite

Brad McMillan, CFA, CAIA, MAI – Commonwealth Financial Network ### 248049###Sponsor Speaker
7:30 AM - 8:30 AM

All In The Family: Generational Wealth Transfer

Location: Grand Ballroom A
Jean Dunn, CFP® – T. Rowe Price
Breakfast Breakout Session

Favorite

Jean Dunn, CFP® – T. Rowe Price ### 486223###Sponsor Speaker
7:30 AM - 8:30 AM

The Total Cost of ETF Ownership

Location: Grand Ballroom B
Maggie Dorn – American Century Investments
Breakfast Breakout Session

Internationally Relevant

Favorite

Maggie Dorn – American Century Investments ### 593946###Sponsor Speaker
8:30 AM - 9:00 AM

Break
8:30 AM - 9:00 AM

Break

Favorite
8:30 AM - 9:00 AM

NexGen Town Hall
8:30 AM - 9:00 AM

NexGen Town Hall
Location: Plaza Ballroom
NexGen

Student Programming

Favorite
9:00 AM - 10:00 AM

Educational Breakout Sessions | Block 5
9:00 AM - 10:00 AM

Annuities: The Good, The Bad, The Brutal Truth

Location: Columbus A-F
Stan Haithcock, THEANNUITYMAN – Stan The Annuity Man , Inc.
Breakout Session

Favorite

Stan Haithcock, THEANNUITYMAN – Stan The Annuity Man , Inc. ### 560038###Speaker
9:00 AM - 10:00 AM

Investments – Why Did You Do THAT?

Location: Columbus G-J
Michael S. Falk, CFA, CRC – Focus Consulting Group
Breakout Session

Internationally Relevant

Favorite

Michael S. Falk, CFA, CRC – Focus Consulting Group ### 373204###Speaker
9:00 AM - 10:00 AM

The CFP® Certification Brand: Why (and How) CFP® Professionals Stand Out
Location: Columbus K-L
Kevin R. Keller, CAE – CFP Board; Richard Salmen, CFP®, CFA, EA, CTFA
Breakout Session

Favorite

Kevin R. Keller, CAE – CFP Board ### 272481###Speaker @@@ Richard Salmen, CFP®, CFA, EA, CTFA ### 618940###Sponsor Speaker
9:00 AM - 10:00 AM

Elevating the Client Experience
Location: Grand Ballroom A
Greg Menefee – TD Ameritrade
Breakout Session

Favorite

Greg Menefee – TD Ameritrade ### 584953###Sponsor Speaker
9:00 AM - 10:00 AM

Economics of Diversity
Location: Grand Ballroom B
Ajamu C. Loving, PhD – University of North Texas at Dallas
Breakout Session

Favorite

Ajamu C. Loving, PhD – University of North Texas at Dallas ### 560469###Speaker
9:15 AM - 10:00 AM

Student Programming
9:15 AM - 10:00 AM

Getting Hired and Succeeding in Financial Planning
Location: Plaza Ballroom
Caleb Brown, MBA, CFP® – New Planner Recruiting
Student Programming

Internationally Relevant

Favorite

Caleb Brown, MBA, CFP® – New Planner Recruiting ### 173212###Presenter
10:00 AM - 10:15 AM

Coffee Break
10:00 AM - 10:15 AM

Coffee Break
Location: Riverside Exhibit Hall

Favorite
10:00 AM - 7:00 PM

Exhibit Hall Open
10:00 AM - 7:00 PM

Exhibit Hall Open

Favorite
10:15 AM - 11:30 AM

General Session
10:15 AM - 11:30 AM

Anchors and Engines: The Invisible Influencers Shaping Our Profession
Location: Grand Ballroom C-F
Ron Carson, CFP®, ChFC® – Carson Group
General Session

Internationally Relevant

Favorite

Ron Carson, CFP®, ChFC® – Carson Group ### 558324###General Session Speaker
11:15 AM - 12:45 PM

Lunch
11:15 AM - 12:45 PM

Lunch
Location: Riverside Exhibit Hall

Favorite
11:45 AM - 12:15 PM

Quick Start
11:45 AM - 12:15 PM

Facing Elder Abuse and Dementia in the Real World, A Case Study

Location: Columbus K-L
Robert B. Mauterstock, Jr., CFP®, CLU, ChFC® – Plan4Life LLC
Quick Start

Internationally Relevant

Favorite

Robert B. Mauterstock, Jr., CFP®, CLU, ChFC® – Plan4Life LLC ### 161727###Speaker
11:45 AM - 12:30 PM

Quick Start
11:45 AM - 12:30 PM

How to Build Deeper Relationships with Your Female Clients

Location: Plaza Ballroom
Kahne Krause, CFA – Dimensional Fund Advisors; Iwona Cholewa, CFA – Dimensional Fund Advisors
Quick Start

Favorite

Kahne Krause, CFA – Dimensional Fund Advisors ### 584236###Sponsor Speaker @@@ Iwona Cholewa, CFA – Dimensional Fund Advisors ### 584237###Sponsor Speaker
12:45 PM - 1:00 PM

Break
12:45 PM - 1:00 PM

Break

Favorite
1:00 PM - 2:15 PM

General Session
1:00 PM - 2:15 PM

Our Economic Future
Location: Grand Ballroom C-F
Joe Davis, PhD
General Session

Internationally Relevant

Favorite

Joe Davis, PhD ### 558327###General Session Speaker
1:15 PM - 1:25 PM

FinTech Showcase
1:15 PM - 1:25 PM

State of FinTech and Financial Services
Location: Riverside Exhibit Hall

Favorite
1:30 PM - 1:40 PM

FinTech Showcase
1:30 PM - 1:40 PM

The Voice Search Revolution
Location: Riverside Exhibit Hall

Favorite
2:15 PM - 2:30 PM

Break
2:15 PM - 2:30 PM

Break

Favorite
2:30 PM - 3:00 PM

Quick Start
2:30 PM - 3:00 PM

Want More Growth? Be Relatable.
Location: Plaza Ballroom
Marc Horner, CFP®,CIMA, CPWA – Fairhaven Wealth Management
Quick Start

Internationally Relevant

Favorite

Marc Horner, CFP®,CIMA, CPWA – Fairhaven Wealth Management ### 584116###Speaker
2:30 PM - 3:30 PM

Educational Breakout Sessions | Block 6
2:30 PM - 3:30 PM

Retirement Distribution Strategies - Spending Models

Location: Columbus A-F
Ross Levin, CFP® – Accredited Investors Wealth Management®; William R. Reichenstein, CFA – Social Security Solutions & Baylor University; Steve Vernon, FSA – Stanford Center on Longevity
Breakout Session

Favorite

Ross Levin, CFP® – Accredited Investors Wealth Management® ### 171487###Moderator @@@ William R. Reichenstein, CFA – Social Security Solutions & Baylor University ### 161735###Panelist @@@ Steve Vernon, FSA – Stanford Center on Longevity ### 559875###Panelist
2:30 PM - 3:30 PM

Integrating Behavioral Finance, Financial Psychology, and Financial Therapy into the Six-Step Financial Planning Process

Location: Columbus G-J
Derek R. Lawson, CFP® – Texas Tech University; Bradley T. Klontz, Psy.D., CFP® – Creighton University Heider College of Business
Breakout Session

Internationally Relevant

Favorite

Derek R. Lawson, CFP® – Texas Tech University ### 560036###Speaker @@@ Bradley T. Klontz, Psy.D., CFP® – Creighton University Heider College of Business ### 194978###Speaker
2:30 PM - 3:30 PM

Protecting Clients from Unscrupulous Life Insurance Industry Practices

Location: Columbus K-L
John E. Ryan, CFP® – Ryan Insurance Strategy Consultants; Barry D. Flagg, CFP, CLU, ChFC, GFS – Veralytic
Breakout Session

Favorite

John E. Ryan, CFP® – Ryan Insurance Strategy Consultants ### 256505###Sponsor Speaker @@@ Barry D. Flagg, CFP, CLU, ChFC, GFS – Veralytic ### 610347###Sponsor Speaker
2:30 PM - 3:30 PM

Building a Niche: Serving Women in Transition

Location: Grand Ballroom A
Stacy Francis, CFP®, CDFA®, CES – Francis Financial, Inc.
Breakout Session

Favorite

Stacy Francis, CFP®, CDFA®, CES – Francis Financial, Inc. ### 372078###Speaker
2:30 PM - 3:30 PM

Evolving Trends and Changing Laws

Location: Grand Ballroom B
John J. Scroggin, J.D., LL.M., AEP(Distinguished) – Scroggin & Company
Breakout Session

Favorite

John J. Scroggin, J.D., LL.M., AEP(Distinguished) – Scroggin & Company ### 213912###Speaker
2:30 PM - 3:30 PM

Knowledge Circle
2:30 PM - 3:30 PM

Women & Finance Knowledge Circle
Location: Roosevelt 1AB
Knowledge Circle

Favorite
2:30 PM - 4:00 PM

Financial Planning Challenge: How Do You Know?
2:30 PM - 4:00 PM

Financial Planning Challenge: How Do You Know?

Location: Michigan 1

Favorite
3:30 PM - 3:45 PM

Coffee Break
3:30 PM - 3:45 PM

Coffee Break
Location: Riverside Exhibit Hall

Favorite
3:45 PM - 4:45 PM

Educational Breakout Sessions | Block 7a
3:45 PM - 4:45 PM

Financial Exploitation of The Elderly: Dealing with A Growing Crisis

Location: Columbus A-F
Robert B. Mauterstock, Jr., CFP®, CLU, ChFC® – Plan4Life LLC; John F. Renner, JDLL.M., CFP®, ChFC® – John F. Renner, P.C.
Breakout Session

Favorite

Robert B. Mauterstock, Jr., CFP®, CLU, ChFC® – Plan4Life LLC ### 161727###Speaker @@@ John F. Renner, JDLL.M., CFP®, ChFC® – John F. Renner, P.C. ### 560042###Speaker
3:45 PM - 4:45 PM

Lessons Learned from the Past to Help Us Grow in the Future
Location: Grand Ballroom A
Hannah Moore, CFP® – Guiding Wealth Management; Lewis J. Walker, CFP®, CRC, CEPA – Life Transitions Advisors, LLC; Ben Coombs – Petra Financial Advisors, Inc.; Rachel F. Moran, CFP® – RTD Financial; Alexandria E. Cole – Ameriprise
Breakout Session

Favorite

Hannah Moore, CFP® – Guiding Wealth Management ### 224856###Moderator @@@ Lewis J. Walker, CFP®, CRC, CEPA – Life Transitions Advisors, LLC ### 482931###Panelist @@@ Ben Coombs – Petra Financial Advisors, Inc. ### 485050###Panelist @@@ Rachel F. Moran, CFP® – RTD Financial ### 560040###Panelist @@@ Alexandria E. Cole – Ameriprise ### 560041###Panelist
3:45 PM - 4:45 PM

Global Update
Location: Grand Ballroom B
Laura Mattia, PhD, MBA, CFP®; Frank Paré, CFP®; Richard Salmen, CFP®, CFA, EA, CTFA; Cary List, CPA, CFP, CA; Ashley Murphy, CFP®, AIF
Breakout Session

Internationally Relevant

Favorite

Laura Mattia, PhD, MBA, CFP® ### 623766###Panel Moderator @@@ Frank Paré, CFP® ### 618939###Panelist @@@ Richard Salmen, CFP®, CFA, EA, CTFA ### 618940###Panel Member @@@ Cary List, CPA, CFP, CA ### 618941###Panel Member @@@ Ashley Murphy, CFP®, AIF ### 618937###Panel Member
3:45 PM - 4:45 PM

Knowledge Circle
3:45 PM - 4:45 PM

Diversity/Pride Planners Knowledge Circle
Location: Roosevelt 1AB
Knowledge Circle

Favorite
4:00 PM - 5:00 PM

Educational Breakout Sessions | Block 7b
4:00 PM - 5:00 PM

Leveraging FinTech for Dynamic Growth
Location: Columbus G-J
Sean Lawlor – Envestnet; Anthony Stich – Advicent; Jack Sharry – LifeYield; Elisa R. Garcia – Betterment for Advisors
Breakout Session

Favorite

Sean Lawlor – Envestnet ### 488670###Panel Moderator @@@ Anthony Stich – Advicent ### 504659###Panel Member @@@ Jack Sharry – LifeYield ### 584067###Panel Member @@@ Elisa R. Garcia – Betterment for Advisors ### 430284###Sponsor Speaker
4:00 PM - 5:00 PM

Regulatory Issues and Concerns

Location: Columbus K-L
Stephen Wilkes, Esq. – The Wagner Law Group
Breakout Session

Favorite

Stephen Wilkes, Esq. – The Wagner Law Group ### 583812###Speaker
4:45 PM - 5:00 PM

Break
4:45 PM - 5:00 PM

Break

Favorite
5:00 PM - 6:00 PM

Educational Breakout Sessions | Block 8a
5:00 PM - 6:00 PM

Managing Health Care and Health Insurance Costs

Location: Columbus A-F
Carolyn McClanahan, MD, CFP® – Life Planning Partners, Inc.
Breakout Session

Favorite

Carolyn McClanahan, MD, CFP® – Life Planning Partners, Inc. ### 213914###Speaker
5:00 PM - 6:00 PM

Peak Performance and Executive Well-being: A Game Plan
Location: Grand Ballroom A
Margit C. Henderson, PhD – Resiliency Resources
Breakout Session

Favorite

Margit C. Henderson, PhD – Resiliency Resources ### 560043###Speaker
5:00 PM - 6:00 PM

Getting Hit by a Bus Makes Internal Succession Planning Easier
Location: Grand Ballroom B
Ross Levin, CFP® – Accredited Investors Wealth Management®
Breakout Session

Internationally Relevant

Favorite

Ross Levin, CFP® – Accredited Investors Wealth Management® ### 171487###Speaker
5:00 PM - 6:00 PM

Knowledge Circle
5:00 PM - 6:00 PM

Investment Planning Knowledge Circle
Location: Roosevelt 1AB
Knowledge Circle

Favorite
5:15 PM - 6:15 PM

Educational Breakout Sessions | Block 8b
5:15 PM - 6:15 PM

Creating a Global Community of Global Professionals
Location: Columbus G-J
Laura Mattia, PhD, MBA, CFP®; Ashley Murphy, CFP®, AIF; Jeffrey Crampton; Robert VanBeek
Breakout Session

Internationally Relevant

Favorite

Laura Mattia, PhD, MBA, CFP® ### 623766###Panel Moderator @@@ Ashley Murphy, CFP®, AIF ### 618937###Sponsor Speaker @@@ Jeffrey Crampton ### 618938###Sponsor Speaker @@@ Robert VanBeek ### 278916###Sponsor Speaker
5:15 PM - 6:30 PM

Power Networking Reception
5:15 PM - 6:30 PM

Power Networking Reception
Location: Plaza Ballroom
Student Programming

Favorite
8:00 PM - 11:00 PM

Annual Conference Party
8:00 PM - 11:00 PM

Annual Conference Party
Location: Zurich Ballroom at the Swissotel Chicago

Favorite
Friday, October 5, 2018
6:30 AM - 10:30 AM

Conference Registration
6:30 AM - 10:30 AM

Conference Registration
Location: Grand Foyer, Ballroom Level - East Tower

Favorite
7:30 AM - 8:30 AM

Educational Breakfast Sessions
7:30 AM - 8:30 AM

Cracking the Tax Debacle in Your Practice

Location: Columbus A-F
David Miller, CFP® – PeachCap Inc.
Breakfast Breakout Session

Favorite

David Miller, CFP® – PeachCap Inc. ### 510944###Sponsor Speaker
7:30 AM - 8:30 AM

Asset Allocation Strategies That Work Harder

Location: Columbus G-J
Ryan Cvrkel – Direxion Portfolio Plus ETFs
Breakfast Breakout Session

Favorite

Ryan Cvrkel – Direxion Portfolio Plus ETFs ### 606806###Sponsor Speaker
7:30 AM - 8:30 AM

Compliant Text Messaging and Why You Should Care
Location: Grand Ballroom A
Derrick Girard, CFP®
Breakfast Breakout Session

Favorite

Derrick Girard, CFP® ### 618743###Sponsor Speaker
8:30 AM - 9:00 AM

Break
8:30 AM - 9:00 AM

Break

Favorite
9:00 AM - 10:00 AM

Educational Breakout Sessions | Block 9
9:00 AM - 10:00 AM

Clarifying Client Options in a Multiple-Goal Framework

Location: Columbus A-F
Thomas Warschauer, CFP® – San Diego State University; Dave Yeske, DBA, CFP® – Yeske Buie
Breakout Session

Favorite

Thomas Warschauer, CFP® – San Diego State University ### 560044###Speaker @@@ Dave Yeske, DBA, CFP® – Yeske Buie ### 173187###Speaker
9:00 AM - 10:00 AM

The 7 Mindsets of Success: How to 10X Your Business and Live a Life That You Love
Location: Columbus G-J
Stephanie Bogan – Educe, Inc.
Breakout Session

Internationally Relevant

Favorite

Stephanie Bogan – Educe, Inc. ### 584068###Speaker
9:00 AM - 10:00 AM

The Career Paths of Financial Planning
Location: Columbus K-L
Autumn Campbell , CFP®
Student Programming

Favorite

Autumn Campbell , CFP® ### 601548###Presenter
9:00 AM - 10:00 AM

Beyond The Math: Succession, Continuity and the Wealth of Considerations
Location: Grand Ballroom A
David Levin – Buckingham Strategic Wealth; Shannon O'Toole – Buckingham Strategic Wealth
Breakout Session

Internationally Relevant

Favorite

David Levin – Buckingham Strategic Wealth ### 560073###Speaker @@@ Shannon O'Toole – Buckingham Strategic Wealth ### 560074###Speaker
9:00 AM - 10:00 AM

Knowledge Circle
9:00 AM - 10:00 AM

Tax & Estate Planning Knowledge Circle
Location: Roosevelt 1AB
Knowledge Circle

Favorite
10:00 AM - 10:15 AM

Coffee Break
10:00 AM - 10:15 AM

Coffee Break

Favorite
10:15 AM - 11:30 AM

General Session
10:15 AM - 11:30 AM

Chicago’s The Second City Works Presents: Work, Life, Change, and Improv

Location: Grand Ballroom C-F
Robyn Scott
General Session

Internationally Relevant

Favorite

Robyn Scott ### 562544###General Session Speaker
11:30 AM - 11:45 AM

Break
11:30 AM - 11:45 AM

Break

Favorite
11:45 AM - 12:45 PM

Educational Breakout Sessions | Block 10
11:45 AM - 12:45 PM

Rockstar Tech Practitioners
Location: Columbus A-F
Scott Huff – Yourefolio; Bethany M. Griffith, CFP®, EA – Abacus Planning Group, Inc.; Nicholas Thompson, CFP – Chicago Wealth Management, Inc.; H. Jude Boudreaux, CFP® – The Planning Center; Anthony Dinverno, CFP® – Balasa Dinverno Foltz LLC
Breakout Session

Internationally Relevant

Favorite

Scott Huff – Yourefolio ### 595805###Panel Moderator @@@ Bethany M. Griffith, CFP®, EA – Abacus Planning Group, Inc. ### 584018###Panelist @@@ Nicholas Thompson, CFP – Chicago Wealth Management, Inc. ### 593790###Panelist @@@ H. Jude Boudreaux, CFP® – The Planning Center ### 224854###Panel Member @@@ Anthony Dinverno, CFP® – Balasa Dinverno Foltz LLC ### 595804###Panel Member
11:45 AM - 12:45 PM

Navigating Student Loan Programs: The Latest Developments

Location: Columbus G-J
Adam S. Minsky, Attorney – Law Office of Adam S. Minsky
Breakout Session

Favorite

Adam S. Minsky, Attorney – Law Office of Adam S. Minsky ### 319841###Speaker
11:45 AM - 12:45 PM

What Does it Mean To Be a CFP®?
Location: Columbus K-L
Hannah Moore, CFP® – Guiding Wealth Management; Dave Yeske, DBA, CFP® – Yeske Buie; Ian Harvey, CFP®
Student Programming

Favorite

Hannah Moore, CFP® – Guiding Wealth Management ### 224856###Co-Presenter @@@ Dave Yeske, DBA, CFP® – Yeske Buie ### 173187###Co-Presenter @@@ Ian Harvey, CFP® ### 619384###Co-Presenter
11:45 AM - 12:45 PM

CFP Board Standards
Location: Grand Ballroom A
Leo Rydzewski, JD – CFP Board
Breakout Session

Favorite

Leo Rydzewski, JD – CFP Board ### 487368###Speaker
1:30 PM - 3:15 PM

CFP Ethics
1:30 PM - 3:15 PM

CFP Ethics

Location: Columbus A-F
Dan Candura, CFP® – Candura Group, LLC
Breakout Session

Favorite

Dan Candura, CFP® – Candura Group, LLC ### 161713###Speaker