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Monday, May 6, 2019
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Thursday, May 9, 2019
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Thu, May 9
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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
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