Full Schedule

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Tuesday, May 7, 2019
6:45 AM - 7:45 AM

Breakfast
6:45 AM - 7:45 AM

Breakfast
Location: Torreyana Grille
Meal

Favorite
7:00 AM - 6:00 PM

Registration
7:00 AM - 6:00 PM

Registration
Location: Scripps Registration Desk

Favorite
8:00 AM - 9:00 AM

Educational Breakout Sessions | Block 1
8:00 AM - 9:00 AM

Creating an Enterprise Built for Growth
Location: Grande Ballroom E
David Grau, Sr., JD – FP Transitions
Breakout Session

Favorite

David Grau, Sr., JD – FP Transitions ### 207897###Presenter
8:00 AM - 9:00 AM

Elder Law: Planning for Medicaid

Location: Grande Ballroom A
Richard M. Roller, Lawyer - JD – Pearson Bollman Law
Breakout Session

Favorite

Richard M. Roller, Lawyer - JD – Pearson Bollman Law ### 684958###Speaker
8:00 AM - 9:00 AM

Planning for Health Care in Retirement

Location: Grande Ballroom D
Ryan Donohue – Vanguard
Breakout Session

Favorite

Ryan Donohue – Vanguard ### 343910###Presenter
8:00 AM - 9:00 AM

Trends in Higher Education and Student Loans

Location: Grande Ballroom B
Mark Kantrowitz – Savingforcollege.com LLC
Breakout Session

Favorite

Mark Kantrowitz – Savingforcollege.com LLC ### 681049###Speaker
8:00 AM - 9:00 AM

Visualizing Change With Clients
Location: Hilton Torrey Pines, Scripps Ballroom
Jeff Desjardins – Visual Capitalist
Breakout Session

Favorite

Jeff Desjardins – Visual Capitalist ### 684587###Keynote Speaker
8:00 AM - 6:00 PM

Networking with Exhibitors
8:00 AM - 6:00 PM

Networking with Exhibitors
Location: Grande Prefunction

Favorite
9:00 AM - 9:30 AM

Snack Break
9:00 AM - 9:30 AM

Snack Break
Location: Grande Ballroom C

Favorite
9:30 AM - 10:45 AM

Before I Die
9:30 AM - 10:45 AM

Before I Die
Location: Hilton Torrey Pines, Fairway Ballroom
Candy Chang
General Session

Favorite

Candy Chang ### 683944###Keynote Speaker
10:45 AM - 11:15 AM

Coffee Break
10:45 AM - 11:15 AM

Coffee Break
Location: Grande Ballroom C

Favorite
11:00 AM - 4:00 PM

Massage Station
11:00 AM - 4:00 PM

Massage Station
Location: Canyon
Sponsored By:

Favorite
11:15 AM - 12:15 PM

Educational Breakout Sessions | Block 2A
11:15 AM - 12:15 PM

How Much is Enough: A Process for Helping Clients Create a Meaningful Inheritance

Location: Grande Ballroom D
Timothy J. Belber, JD, AEP – The Alchemia Group
Breakout Session

Favorite

Timothy J. Belber, JD, AEP – The Alchemia Group ### 681055###Speaker
11:15 AM - 12:15 PM

Lessons Learned After 1st Year of TCJA

Location: Grande Ballroom E
Randy Gardner, JD, LLM, MBA, CPA, CFP(R), RLP(R) – Goals Gap Planning, LLC
Breakout Session

Favorite

Randy Gardner, JD, LLM, MBA, CPA, CFP(R), RLP(R) – Goals Gap Planning, LLC ### 684759###Speaker
11:15 AM - 12:45 PM

Action Learning
11:15 AM - 12:45 PM

The Action Learning Process In Action

Location: Hilton Torrey Pines, Scripps Ballroom
Elizabeth Warren Jetton, CFP® – Elizabeth Jetton Consulting and Facilitation
Deep Dive

Favorite

Elizabeth Warren Jetton, CFP® – Elizabeth Jetton Consulting and Facilitation ### 212533###Speaker
11:45 AM - 12:45 PM

Educational Breakout Sessions | Block 2B
11:45 AM - 12:45 PM

Developing the Way-of-Being of Newly Minted Young Planners: A Structured Reflection-based Mentoring Process.
Location: Grande Ballroom A
Stephen Brody, CFP, ChFC, RLP, EdD – Greenville Financial Advisors
Breakout Session

Favorite

Stephen Brody, CFP, ChFC, RLP, EdD – Greenville Financial Advisors ### 681053###Speaker
11:45 AM - 12:45 PM

Impact Investing, Opportunity Zones & Blockchain

Location: Grande Ballroom B
William M. Cunningham, AM, MBA – Creative Investment Research
Breakout Session

Favorite

William M. Cunningham, AM, MBA – Creative Investment Research ### 560034###Speaker
12:15 PM - 1:30 PM

Lunch
12:15 PM - 1:30 PM

Lunch
Location: Parterre Garden
Meal

Favorite
12:15 PM - 1:30 PM

Under the Trees
12:15 PM - 1:30 PM

Under the Trees
Location: Parterre Garden
Activity

Favorite
12:45 PM - 1:15 PM

Kick Start
12:45 PM - 1:15 PM

Hard Coding, Soft Skills: Building Relationships Using Technology
Location: Grande Ballroom E
John O'Connell – RobustWealth
Kick Start

Favorite

John O'Connell – RobustWealth ### 709528###Presenter
12:45 PM - 1:15 PM

The Impact of Financial Advisors on Financial Well-being and the Importance of Financial Education
Location: Grande Ballroom D
Richard Stebbins, PHD, JD, CFP(R) – UNIVERSITY OF ALABAMA
Kick Start

Favorite

Richard Stebbins, PHD, JD, CFP(R) – UNIVERSITY OF ALABAMA ### 706851###Speaker
1:45 PM - 2:45 PM

Educational Breakout Sessions | Block 3
1:45 PM - 2:45 PM

Breaking Down the Financial Independence, Retire Early Movement: What Financial Planners Need to Know

Location: Hilton Torrey Pines, Scripps Ballroom
Roger Ma, CFP, CDFA – lifelaidout
Breakout Session

Favorite

Roger Ma, CFP, CDFA – lifelaidout ### 431501###Speaker
1:45 PM - 2:45 PM

Coaching Skills for Effective Plan Implementation

Location: Grande Ballroom A
Saundra Davis, MSFP, APFC, FBS – Sage Financial Solutions, INC.
Breakout Session

Favorite

Saundra Davis, MSFP, APFC, FBS – Sage Financial Solutions, INC. ### 684762###Speaker
1:45 PM - 2:45 PM

Diving Right In: Experiences and Insights on Getting New Hires on the Fast Track
Location: Grande Ballroom E
H. Jude Boudreaux, CFP – The Planning Center; Autumn K. Campbell, CFP® – The Planning Center
Breakout Session

Favorite

H. Jude Boudreaux, CFP – The Planning Center ### 224854###Speaker @@@ Autumn K. Campbell, CFP® – The Planning Center ### 681056###Speaker
1:45 PM - 2:45 PM

Strategies To Level Up: Advanced Estate Planning, Asset Protection, & Planned Giving

Location: Grande Ballroom B
Rick Durfee, Attorney – Durfee Law Group, PLLC; Melodie Durfee – Legacy Global Foundation, Inc.
Breakout Session

Favorite

Rick Durfee, Attorney – Durfee Law Group, PLLC ### 709475###Presenter @@@ Melodie Durfee – Legacy Global Foundation, Inc. ### 709476###Presenter
1:45 PM - 2:45 PM

Take Planning Conversations Deeper:Leveraging Impact Investing, SRI, and ESG Investments to Forge Enduring Client Relationships

Location: Grande Ballroom D
Sonya B. Dreizler, CFP® – Solutions With Sonya
Breakout Session

Favorite

Sonya B. Dreizler, CFP® – Solutions With Sonya ### 684111###Speaker
2:45 PM - 3:15 PM

Snack Break
2:45 PM - 3:15 PM

Snack Break
Location: Grande Ballroom C

Favorite
3:15 PM - 4:15 PM

Three Macrotrends Impacting the Journey to 2030: Super Humans, Fluid Organizations, and Enlightened Ecosystems
3:15 PM - 4:15 PM

Three Macrotrends Impacting the Journey to 2030: Super Humans, Fluid Organizations, and Enlightened Ecosystems
Location: Hilton Torrey Pines, Fairway Ballroom
Jaimy Szymanski – Kaleido Insights
General Session

Favorite

Jaimy Szymanski – Kaleido Insights ### 684778###Keynote Speaker
4:15 PM - 4:45 PM

Coffee Break
4:15 PM - 4:45 PM

Coffee Break
Location: Grande Ballroom C

Favorite
4:45 PM - 5:45 PM

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

A Changing World of Communication
Location: Grande Ballroom E
Danielle Fava – TD Ameritrade Institutional
Breakout Session

Favorite

Danielle Fava – TD Ameritrade Institutional ### 361537###Presenter
4:45 PM - 5:45 PM

AI 2.0: A Cautionary Tale of Predictive Technology
Location: Grande Ballroom D
Karthik Dinakar, AI Researcher/CTO – MIT / Pienso
Breakout Session

Favorite

Karthik Dinakar, AI Researcher/CTO – MIT / Pienso ### 477421###Speaker
4:45 PM - 6:15 PM

World Café: Financial Wellbeing – What Is It and Should I Care?
4:45 PM - 6:15 PM

World Café: Financial Wellbeing – What Is It and Should I Care?
Location: Hilton Torrey Pines, Scripps Ballroom
Kirsten L. Ismail, CFP® – UBS Financial Services; Hannah Moore, CFP® – Guiding Wealth Management

Favorite

Kirsten L. Ismail, CFP® – UBS Financial Services ### 224855###Chair @@@ Hannah Moore, CFP® – Guiding Wealth Management ### 224856###Committee
5:15 PM - 6:15 PM

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

How to Use Effective Therapeutic Communication with Clients (When the Can of Worms on Problematic Financial Behaviors has Opened)!

Location: Grande Ballroom A
Susan K. Zimmerman, ChFC, LMFT – Mindful Asset Planning
Breakout Session

Favorite

Susan K. Zimmerman, ChFC, LMFT – Mindful Asset Planning ### 196570###Speaker
5:15 PM - 6:15 PM

Why Insurance is Now Pivotal for RIAs: The Business Case for Implementing Insurance in a Fee-Only Practice
Location: Grande Ballroom B
David Lau – DPL Financial Partners
Breakout Session

Favorite

David Lau – DPL Financial Partners ### 515374###Presenter
6:15 PM - 7:30 PM

Dinner
6:15 PM - 7:30 PM

Dinner
Location: Hilton Torrey Pines, Parterre Garden
Meal

Favorite
7:30 PM - 10:30 PM

Goofy Golf & Games
7:30 PM - 10:30 PM

Goofy Golf & Games
Location: Hilton Torrey Pines, Fairway Garden
Activity

Sponsored By:

Favorite
8:00 PM - 9:00 PM

Bourbon Tasting
8:00 PM - 9:00 PM

Bourbon Tasting
Location: Fairway Ballroom Pre-Function
Markel

Favorite