Full Schedule

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Thursday, May 9, 2019
6:45 AM - 7:45 AM

Breakfast
6:45 AM - 7:45 AM

Breakfast
Location: Torreyana Grille
Meal

Favorite
8:00 AM - 9:00 AM

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

The New Retirement

Location: Grande Ballroom B
Scott Hanson, CFP, CFS, ChFC – Allworth Financial
Breakout Session

Favorite

Scott Hanson, CFP, CFS, ChFC – Allworth Financial ### 711374###Presenter
8:00 AM - 9:00 AM

The Value of Philosophy

Location: Hilton Torrey Pines, Scripps Ballroom
Christian Newton – Dimensional Fund Advisors
Breakout Session

Favorite

Christian Newton – Dimensional Fund Advisors ### 392660###Presenter
8:00 AM - 9:00 AM

Understanding CFP Board's Code of Ethics and Standards of Conduct

Location: Grande Ballroom E
Leo Rydzewski, JD – CFP Board
Breakout Session

Favorite

Leo Rydzewski, JD – CFP Board ### 487368###Presenter
8:00 AM - 9:00 AM

Your Digital Presence Serves your Clients, Prospects, the Profession and Financial Planning 3.0
Location: Grande Ballroom A
Jacob B. Wagner, CDMP – Digital Marketing 4FP, LLC
Breakout Session

Favorite

Jacob B. Wagner, CDMP – Digital Marketing 4FP, LLC ### 681051###Speaker
8:00 AM - 12:00 PM

Networking with Exhibitors
8:00 AM - 12:00 PM

Networking with Exhibitors
Location: Grande Prefunction

Favorite
9:00 AM - 9:15 AM

Coffee Break
9:00 AM - 9:15 AM

Coffee Break

Favorite
9:15 AM - 10:15 AM

Educational Breakout Sessions | Block 10
9:15 AM - 10:15 AM

Cybersecurity

Location: Hilton Torrey Pines, Scripps Ballroom
Bryan T. Baas – TD Ameritrade Institutional; Brian Edelman, Cybersecurity Expert – FCI
Breakout Session

Favorite

Bryan T. Baas – TD Ameritrade Institutional ### 263625###Presenter @@@ Brian Edelman, Cybersecurity Expert – FCI ### 263624###Speaker
9:15 AM - 10:15 AM

Diversity in Financial Planning: Where We Are and Where We Must Go
Location: Grande Ballroom D
Marilyn Mohrman-Gillis, ESQ – CFP Board Center for Financial Planning
Breakout Session

Favorite

Marilyn Mohrman-Gillis, ESQ – CFP Board Center for Financial Planning ### 684790###Presenter
9:15 AM - 10:15 AM

Ending the Student Loan Crisis One Family at a Time

Location: Grande Ballroom E
Joseph Messinger, CFP, ChFC, CLU – Capstone College Partners
Breakout Session

Favorite

Joseph Messinger, CFP, ChFC, CLU – Capstone College Partners ### 681050###Speaker
9:15 AM - 10:15 AM

The Burned Out Family Caregiver and America's Aging Crisis: The Financial, Emotional, and Physical Toll

Location: Grande Ballroom A
Annalee Kruger, LBSW, MBA – Care Right Inc.
Breakout Session

Favorite

Annalee Kruger, LBSW, MBA – Care Right Inc. ### 681054###Speaker
9:15 AM - 10:15 AM

Traditional VA vs. IOVA: An In-depth Analysis

Location: Grande Ballroom B
Mike Del Prince, CFP®, CLU® – Nationwide Advisory Solutions; CJ Sillman – Nationwide Advisory Solutions
Breakout Session

Favorite

Mike Del Prince, CFP®, CLU® – Nationwide Advisory Solutions ### 709479###Presenter @@@ CJ Sillman – Nationwide Advisory Solutions ### 709480###Presenter
10:15 AM - 10:30 AM

Snack Break
10:15 AM - 10:30 AM

Snack Break

Favorite
10:30 AM - 11:30 AM

General Session 6
10:30 AM - 11:30 AM

What’s Wealth Without Brain Health?
Location: Hilton Torrey Pines, Fairway Ballroom
Michael Futterman – Janus Henderson
General Session

Favorite

Michael Futterman – Janus Henderson ### 513118###Keynote Speaker
11:30 AM - 12:00 PM

Closing Ceremony
11:30 AM - 12:00 PM

Closing Ceremony
Location: Hilton Torrey Pines, Fairway Ballroom
Event

Favorite