Full Schedule

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Wednesday, October 16, 2019
7:00 AM - 8:45 AM

CFP Ethics: New Standards for a Fiduciary World
7:00 AM - 8:45 AM

CFP Ethics: New Standards for a Fiduciary World
Daniel J. Candura, CFP® – Candura Group, LLC

Favorite

Daniel J. Candura, CFP® – Candura Group, LLC ### 802009###Speaker
8:00 AM - 8:45 AM

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

First Time Attendee Orientation
Activity

Favorite
8:00 AM - 8:45 AM

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

New Planner Breakfast

Favorite
9:00 AM - 10:30 AM

General Session
9:00 AM - 10:30 AM

Mentoring and Role Models: A View From the Bench
Alan Page
General Session

Favorite

Alan Page ### 802456###General Session Speaker
10:30 AM - 10:45 AM

Break
10:30 AM - 10:45 AM

Break

Favorite
10:45 AM - 11:45 AM

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

Adviser Alpha
Keri Stephens
Breakout Session

Favorite

Keri Stephens ### 811707###Presenter
10:45 AM - 11:45 AM

RPI: The Innovative Practice
Breakout Session

Favorite
10:45 AM - 11:45 AM

Scary Things Keeping Parents Up at Night: Figuring Out How to Pay for College AND How to Discuss It
Cozette Wittman – College Inside Track
Breakout Session

Favorite

Cozette Wittman – College Inside Track ### 802010###Speaker
10:45 AM - 11:45 AM

Serving the Morphed Culture and the AUM-Light
Nandita Das, PHD, CFA, CFP(r), EA, RICP® – Das Financial Health; James Brewer, MBA, CRPC®, AIF ®, CFP®, CDFA®, CFSLA – Envision Wealth Planning Inc.
Breakout Session

Favorite

Nandita Das, PHD, CFA, CFP(r), EA, RICP® – Das Financial Health ### 794330###Speaker @@@ James Brewer, MBA, CRPC®, AIF ®, CFP®, CDFA®, CFSLA – Envision Wealth Planning Inc. ### 794331###Speaker
10:45 AM - 11:45 AM

The New Era Of Wellth Management
Robert Laura, CPRC, AAMS, CMFC, CRPC, CKA – Wealth & Wellness Group
Breakout Session

Favorite

Robert Laura, CPRC, AAMS, CMFC, CRPC, CKA – Wealth & Wellness Group ### 794325###Speaker
10:45 AM - 11:45 AM

Understanding How Different Types of Annuities Work
Wade D. Pfau, PhD, CFA – The American College for Financial Services
Breakout Session

Favorite

Wade D. Pfau, PhD, CFA – The American College for Financial Services ### 794322###Presenter
10:45 AM - 11:45 AM

Knowledge Circle
10:45 AM - 11:45 AM

Knowledge Circle
Knowledge Circle

Favorite
11:00 AM - 5:00 PM

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

Financial Planning Challenge: Case Study Presentations

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
Event

Favorite
12:00 PM - 12:30 PM

Quick Start
12:00 PM - 12:30 PM

Quick Start
Quick Start

Favorite
12:00 PM - 12:30 PM

Risk Capacity in Investment Portfolios
Sheila Ohlund, CPA, CFA, MBA – Attavita Financial Services
Quick Start

Favorite

Sheila Ohlund, CPA, CFA, MBA – Attavita Financial Services ### 811637###Presenter
12:45 PM - 1:15 PM

Quick Start
12:45 PM - 1:15 PM

Cultural Intelligence: Different Values & Behaviors in Financial Planning
Stephanie J. Lee, CFP – East Rock Financial Services, LLC

Favorite

Stephanie J. Lee, CFP – East Rock Financial Services, LLC ### 794327###Speaker
12:45 PM - 1:15 PM

Risks and Realities
Greg Goin
Quick Start

Favorite

Greg Goin ### 811642###Presenter
1:45 PM - 3:00 PM

General Session
1:45 PM - 3:00 PM

Artificial Intelligence and the Future of Work
Sheelah Kolhatkar
General Session

Favorite

Sheelah Kolhatkar ### 802474###General Session Speaker
3:00 PM - 3:30 PM

Break
3:00 PM - 3:30 PM

Break

Favorite
3:15 PM - 3:45 PM

Quick Start
3:15 PM - 3:45 PM

Quick Start
Quick Start

Favorite
3:15 PM - 3:45 PM

Retirement Planning (Reverse Mortgage)
Steve J. Resch – Finance of America Reverse
Quick Start

Favorite

Steve J. Resch – Finance of America Reverse ### 811710###Presenter
3:30 PM - 4:30 PM

Educational Breakout Sessions | Block 2a
3:30 PM - 4:30 PM

Concurrent Session
Breakout Session

Favorite
3:30 PM - 4:30 PM

Does ESG/SRI Investment Make Sense For Your Clients?
William Droms; Robert Huebscher
Breakout Session

Favorite

William Droms ### 807258###Speaker @@@ Robert Huebscher ### 807259###Speaker
3:30 PM - 4:30 PM

Making The Transition from Financial Planning to Longevity Planning, Reaching the Aging Baby Boomer
Robert B. Mauterstock, Jr., CFP,CLU,ChFC, CLTC – Plan4life, LLC
Breakout Session

Favorite

Robert B. Mauterstock, Jr., CFP,CLU,ChFC, CLTC – Plan4life, LLC ### 794323###Speaker
3:30 PM - 4:30 PM

Knowledge Circle
3:30 PM - 4:30 PM

Knowledge Circle
Knowledge Circle

Favorite
4:00 PM - 4:30 PM

Quick Start
4:00 PM - 4:30 PM

Public Markets, Real Estate & the Healthcare Sector
Katie McGinty
Quick Start

Favorite

Katie McGinty ### 811711###Presenter
4:00 PM - 5:00 PM

Educational Breakout Sessions | Block 2b
4:00 PM - 5:00 PM

Concurrent Session
Breakout Session

Favorite
4:00 PM - 5:00 PM

NexGen Mini Talks: Raising the Bar for the Financial Planning Profession
Breakout Session

Favorite
4:30 PM - 4:45 PM

Break
4:30 PM - 4:45 PM

Break

Favorite
4:45 PM - 5:15 PM

Quick Start
4:45 PM - 5:15 PM

Changes to the Bloomberg Barclays U.S. Aggregate Index
Matt Lehner
Quick Start

Favorite

Matt Lehner ### 811712###Presenter
4:45 PM - 5:45 PM

Educational Breakout Sessions | Block 3a
4:45 PM - 5:45 PM

Concurrent Session
Breakout Session

Favorite
4:45 PM - 5:45 PM

Crisis of Confidence
Stephanie Bogan – Educe, Inc.
Breakout Session

Favorite

Stephanie Bogan – Educe, Inc. ### 584068###Speaker
4:45 PM - 5:45 PM

Optimizing Social Security Benefits is Still Complicated
William Reichenstein, PhD, CFA – Social Security Solutions, Inc. and Reitree, Inc.
Breakout Session

Favorite

William Reichenstein, PhD, CFA – Social Security Solutions, Inc. and Reitree, Inc. ### 161735###Speaker
4:45 PM - 5:45 PM

Knowledge Circle
4:45 PM - 5:45 PM

Knowledge Circle
Knowledge Circle

Favorite
5:15 PM - 6:15 PM

Educational Breakout Sessions | Block 3b
5:15 PM - 6:15 PM

Concurrent Session
Breakout Session

Favorite
5:15 PM - 6:15 PM

Investigating the Role of Whole Life Insurance in a Lifetime Financial Plan
Wade D. Pfau, PhD, CFA – The American College for Financial Services
Breakout Session

Favorite

Wade D. Pfau, PhD, CFA – The American College for Financial Services ### 794322###Speaker