Full Schedule

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Wednesday, October 16, 2019
6:00 AM - 5:30 PM

Conference Registration
6:00 AM - 5:30 PM

Conference Registration

Favorite
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

Location: 101 DEFG
Daniel J. Candura, CFP® – Candura Group, LLC

Favorite

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

Connections Kick-off
8:00 AM - 8:45 AM

Connections Kick-off
Location: 101 ABC
Activity

Favorite
8:00 AM - 8:45 AM

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

New Planner Breakfast
Location: M100 ABIJ
NexGen; Student Session

Favorite
9:00 AM - 10:30 AM

General Session
9:00 AM - 10:30 AM

Mentoring and Role Models: A View From the Bench
Location: Main Auditorium
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

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

Academic Research Presentations (JFP/AFS), Part 1

Location: 205 AB
Yuanshan Cheng, PhD, CFP, CFA, FRM – Winthrop University; Samantha Lamas – Morningstar; Andrew Scott – Saint Mary's University of Minnesota

Favorite

Yuanshan Cheng, PhD, CFP, CFA, FRM – Winthrop University ### 430376###Author @@@ Samantha Lamas – Morningstar ### 830588###Author @@@ Andrew Scott – Saint Mary's University of Minnesota ### 830589###Author
10:45 AM - 11:45 AM

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

Do Misleading Financial Advisor Credentials Actually Mislead Investors?
Location: 201 B
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

Exploring the Use of Active Learning to Increase Financial Planning Students’ Confidence and Capability
Location: 202 AB
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

Financial Designations: Can they be Gateways to Financial Planning Education?
Location: 201 B
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

Focusing on Both Sides of the Balance Sheet: The Benefit of Liability Optimization
Location: 201 A
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

The Relationship Between Financial Advisor Designations and Misconduct
Location: 201 A
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

The Relationship between Personality Traits and Stock Investment Decisions as Mediated by Financial Risk Preference
Location: 202 AB
Academy of Financial Services

Favorite
10:45 AM - 11:45 AM

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

Advisory Firms in 2030: The Innovation Imperative
Location: 101 HIJ
John D. Anderson – SEI
Breakout Session

Favorite

John D. Anderson – SEI ### 513037###Presenter
10:45 AM - 11:45 AM

How an Adviser Can Add Value Through Behavioral Coaching

Location: M100 DEFG
Jim Entwisle – Vanguard
Breakout Session

Favorite

Jim Entwisle – Vanguard ### 811707###Presenter
10:45 AM - 11:45 AM

Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids!

Location: 101 ABC
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

Location: 101 DEFG
Nandita Das, PhD, CFA, CFP®, 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®, 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

Location: 200 ABIJ
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

Location: 200 DEFG
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

Latino Knowledge Circle
10:45 AM - 11:45 AM

Latino Knowledge Circle
Location: 102 A
Knowledge Circle

Favorite
11:00 AM - 5:00 PM

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

11:00 AM - The University of Akron

Location: 102 DE
Karli Morisak; Manny Dela Cerna; Conner McVey; Barry S. Mullholland, Ph.D., MBA, CFP®, ChFC®
Financial Planning Challenge Case Study Presentations

Favorite

Karli Morisak ### 874838###Co-Presenter @@@ Manny Dela Cerna ### 874839###Co-Presenter @@@ Conner McVey ### 874840###Co-Presenter @@@ Barry S. Mullholland, Ph.D., MBA, CFP®, ChFC® ### 874841###Faculty Advisor
11:00 AM - 5:00 PM

11:45 AM - Texas Tech University

Location: 102 DE
Hunter Coday; DeAndre Geels; Justin Roach; Michael Guillemette, Ph.D., CFP® – Texas Tech University
Financial Planning Challenge Case Study Presentations

Favorite

Hunter Coday ### 874847###Co-Presenter @@@ DeAndre Geels ### 874845###Co-Presenter @@@ Justin Roach ### 874846###Co-Presenter @@@ Michael Guillemette, Ph.D., CFP® – Texas Tech University ### 421592###Faculty
11:00 AM - 5:00 PM

12:25 PM - Edinboro University

Location: 102 DE
Jon Frawley; Derrick Goodenow; Gabriel Veliz; Michael Engdahl, JD, MS PFP, CFP®
Financial Planning Challenge Case Study Presentations

Favorite

Jon Frawley ### 874851###Co-Presenter @@@ Derrick Goodenow ### 874852###Co-Presenter @@@ Gabriel Veliz ### 874854###Co-Presenter @@@ Michael Engdahl, JD, MS PFP, CFP® ### 874850###Faculty
11:00 AM - 5:00 PM

1:50 PM - Utah Valley University

Location: 102 DE
McKenna Jacobsen; Douglas MacDonald; Colton Peck; Hyrum Smith, PhD, CPA, CFP® – Utah Valley University
Financial Planning Challenge Case Study Presentations

Favorite

McKenna Jacobsen ### 874884###Co-Presenter @@@ Douglas MacDonald ### 874882###Co-Presenter @@@ Colton Peck ### 874885###Co-Presenter @@@ Hyrum Smith, PhD, CPA, CFP® – Utah Valley University ### 432630###Faculty
11:00 AM - 5:00 PM

2:30 PM – University of Illinois Urbana-Champaign

Location: 102 DE
Philip Johnston; Jocelyn Li; Daniel Sunday; Eric Schaefer, CFP®
Financial Planning Challenge Case Study Presentations

Favorite

Philip Johnston ### 874890###Co-Presenter @@@ Jocelyn Li ### 874891###Co-Presenter @@@ Daniel Sunday ### 874892###Co-Presenter @@@ Eric Schaefer, CFP® ### 874889###Faculty Advisor
11:00 AM - 5:00 PM

3:10 PM – Western Kentucky University

Location: 102 DE
Katie Hightchew; Garrett Leet; Austin Reiser; Andrew Head, MAAE, CFP® – Western Kentucky University
Financial Planning Challenge Case Study Presentations

Favorite

Katie Hightchew ### 874894###Co-Presenter @@@ Garrett Leet ### 874895###Co-Presenter @@@ Austin Reiser ### 877126###Co-Presenter @@@ Andrew Head, MAAE, CFP® – Western Kentucky University ### 606630###Co-Chair
11:00 AM - 5:00 PM

3:50 PM – Texas A&M University

Location: 102 DE
Tyler Hastings; Cameron Sauer; Mathew Singleton; Nathan Harness, CFP® – Texas A&M University
Financial Planning Challenge Case Study Presentations

Favorite

Tyler Hastings ### 874901###Co-Presenter @@@ Cameron Sauer ### 874902###Co-Presenter @@@ Mathew Singleton ### 874904###Co-Presenter @@@ Nathan Harness, CFP® – Texas A&M University ### 319157###Author
11:00 AM - 5:00 PM

4:30 PM – Kansas State University

Location: 102 DE
Emma Hahn; Thomas Meek; Morgan Ziegler; Roxanne Martens, MS, CFP®
Financial Planning Challenge Case Study Presentations

Favorite

Emma Hahn ### 874907###Co-Presenter @@@ Thomas Meek ### 874908###Co-Presenter @@@ Morgan Ziegler ### 874909###Co-Presenter @@@ Roxanne Martens, MS, CFP® ### 874906###Faculty
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: Exhibit Hall B
Event

Favorite
11:30 AM - 7:00 PM

Exhibit Hall
11:30 AM - 7:00 PM

Exhibit Hall
Location: Exhibit Hall B

Favorite
12:00 PM - 12:30 PM

Quick Start
12:00 PM - 12:30 PM

Developing Your Personal Marketing Plan
Location: 101 HIJ
Adam Kornegay, RCC™ – Pathfinder
Quick Start

Favorite

Adam Kornegay, RCC™ – Pathfinder ### 584115###Speaker
12:00 PM - 12:30 PM

Inspiring Client Trust: Insights from the Latest Research on Risk Assessment

Location: M100 DEFG
Sheila Ohlund, CPA, CFA, MBA – Attavita Risk
Quick Start

Favorite

Sheila Ohlund, CPA, CFA, MBA – Attavita Risk ### 811637###Presenter
12:15 PM - 12:25 PM

FinTech Showcase
12:15 PM - 12:25 PM

The Client Meeting of the Future
Location: Exhibit Hall B, FinTech Booth
Adam Holt – Asset-Map
FinTech Showcase

Favorite

Adam Holt – Asset-Map ### 880834###Presenter
12:30 PM - 12:40 PM

FinTech Showcase
12:30 PM - 12:40 PM

Retirement Income: Capturing, Succeeding & Winning
Location: Exhibit Hall B, FinTech Booth
Sheryl O'Connor – WealthConductor LLC
FinTech Showcase

Favorite

Sheryl O'Connor – WealthConductor LLC ### 880835###Presenter
12:30 PM - 1:30 PM

Resume Writing Workshop
12:30 PM - 1:30 PM

Resume Writing Workshop
Location: 102 F
Barbara Kay, MA, LPC, RCC
Student Session

Favorite

Barbara Kay, MA, LPC, RCC ### 874836###Presenter
12:45 PM - 12:55 PM

FinTech Showcase
12:45 PM - 12:55 PM

Embrace the Changing Demographics of Your Client Base and Market Like a Champion!
Location: Exhibit Hall B, FinTech Booth
Greg Woodbury – FMG Suite
FinTech Showcase

Favorite

Greg Woodbury – FMG Suite ### 880836###Presenter
12:45 PM - 1:15 PM

Quick Start
12:45 PM - 1:15 PM

Are You Helping Your Clients Efficiently Plan For Longevity?

Location: M100 DEFG
Greg Goin, CFP, CLU, CRPC – Allianz Life
Quick Start

Favorite

Greg Goin, CFP, CLU, CRPC – Allianz Life ### 811642###Presenter
12:45 PM - 1:15 PM

Cultural Intelligence: Understanding Different Values & Behaviors in Financial Planning

Location: 101 HIJ
Stephanie J. Lee, CFP® – East Rock Financial Services, LLC
Quick Start

Favorite

Stephanie J. Lee, CFP® – East Rock Financial Services, LLC ### 794327###Speaker
1:45 PM - 2:45 PM

AFS Presentations | Block 2
1:45 PM - 2:45 PM

Charitable Giving by Married Couples: A Household Bargaining Explanation
Location: 201 A
Academy of Financial Services

Favorite
1:45 PM - 2:45 PM

Is Household’s Risk Perception a determinant of a Household’s Portfolio Choices? Evidence from the 2012 Wave of Health and Retirement Study
Location: 201 B
Academy of Financial Services

Favorite
1:45 PM - 2:45 PM

Modern Portfolio Theory and the Efficient Markets Hypothesis: How Well Did They Serve Canada’s Baby-boom Generation?
Location: 202 AB
Academy of Financial Services

Favorite
1:45 PM - 2:45 PM

Perceived versus Actual Investor Sophistication; A Behavioral Study
Location: 202 AB
Academy of Financial Services

Favorite
1:45 PM - 2:45 PM

Student-Loan Debt and Philanthropic Behavior of the Household
Location: 201 B
Academy of Financial Services

Favorite
1:45 PM - 3:00 PM

General Session
1:45 PM - 3:00 PM

Artificial Intelligence and the Future of Work
Location: Main Auditorium
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
Location: Exhibit Hall B

Favorite
3:00 PM - 7:00 PM

Cocktails in the Exhibit Hall
3:00 PM - 7:00 PM

Cocktails in the Exhibit Hall
Location: Exhibit Hall B

Favorite
3:15 PM - 3:45 PM

Quick Start
3:15 PM - 3:45 PM

Are You Setting the Stage for Team Member Ghosting?
Location: 101 HIJ
Krista Sheets, CPBA, CPMA, Certified DISC and Motivators Navigator – Performance Insights, Inc. | Paragon Resources, Inc. | MapMyStrengths.com; Sarah E. Dale, Certified Generations Professional; DISC and Motivators Navigator certified – Performance Insights
Quick Start

Favorite

Krista Sheets, CPBA, CPMA, Certified DISC and Motivators Navigator – Performance Insights, Inc. | Paragon Resources, Inc. | MapMyStrengths.com ### 273078###Speaker @@@ Sarah E. Dale, Certified Generations Professional; DISC and Motivators Navigator certified – Performance Insights ### 273079###Speaker
3:15 PM - 3:45 PM

Reverse Mortgage in a Comprehensive Financial Plan

Location: M100 DEFG
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

Academic Research Presentations (JFP/AFS), Part 2
3:30 PM - 4:30 PM

Academic Research Presentations (JFP/AFS), Part 2

Location: 205 AB
Sarah D. Asebedo, PhD, CFP® – Texas Tech University; Philip Gibson, PhD, CFP® – Winthrop University; Michael Finke – The American College of Financial Services

Favorite

Sarah D. Asebedo, PhD, CFP® – Texas Tech University ### 175283###Author @@@ Philip Gibson, PhD, CFP® – Winthrop University ### 421583###Author @@@ Michael Finke – The American College of Financial Services ### 261142###Author
3:30 PM - 4:30 PM

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

Automated Portfolio Rebalancing: Automatic Erosion of Investment Performance?
Location: 201 B
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

Fundamental Analysis versus Technical Analysis: Which Matters More?
Location: 201 A
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

The Alpha and Omega of Financial Risk-Tolerance Assessment
Location: 201 B
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

The Complex Gets More So; Another Variable of Interest for Equity Index Annuities
Location: 201 A
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

Work-Life Balance and Burnout Among Women in Financial Planning
Location: 202 AB
Academy of Financial Services

Favorite
3:30 PM - 4:30 PM

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

Evaluating the Costs and Benefits of ESG Investing

Location: 101 DEFG
William Droms, CFA – Georgetown University; Robert Huebscher – Advisor Perspectives, Inc.
Breakout Session

Favorite

William Droms, CFA – Georgetown University ### 807258###Speaker @@@ Robert Huebscher – Advisor Perspectives, Inc. ### 807259###Speaker
3:30 PM - 4:30 PM

Reaching the Aging Baby Boomer: Making The Transition from Financial Planning to Longevity Planning

Location: 200 ABIJ
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

The 60/40 Portfolio is Dead: How MPT Fails Investors In or Near Retirement

Location: 101 ABC
Gib Watson, III, CIMA – Swan Global Investments
Breakout Session

Favorite

Gib Watson, III, CIMA – Swan Global Investments ### 829492###Presenter
3:30 PM - 4:30 PM

Public Policy & Regulation Knowledge Circle
3:30 PM - 4:30 PM

Public Policy & Regulation Knowledge Circle
Location: 102 A
Knowledge Circle

Favorite
4:00 PM - 4:30 PM

Quick Start
4:00 PM - 4:30 PM

Public Markets, Real Estate & the Healthcare Sector

Location: M100 DEFG
Robert Milligan – Healthcare Trust of America, Inc
Quick Start

Favorite

Robert Milligan – Healthcare Trust of America, Inc ### 811711###Presenter
4:00 PM - 5:00 PM

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

NexGen Mini Talks: Raising the Bar for the Financial Planning Profession
Location: 101 HIJ
Breakout Session

Favorite
4:00 PM - 5:00 PM

What Does Independence Really Mean: Defining your Strategy in a Changing Market
Location: 200 DEFG
Scott Slater, Vice President – Fidelity Clearing & Custody
Breakout Session

Favorite

Scott Slater, Vice President – Fidelity Clearing & Custody ### 811713###Presenter
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

Location: M100 DEFG
Douglas Gimple – Diamond Hill Capital Management
Quick Start

Favorite

Douglas Gimple – Diamond Hill Capital Management ### 811712###Presenter
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: 205 AB
Michael Leung – Morningstar, Inc.; Derek Tharp, PhD, CFP, CLU – University of Southern Maine; Greg Geisler, PhD, CPA – Indiana University-Bloomington

Favorite

Michael Leung – Morningstar, Inc. ### 830590###Author @@@ Derek Tharp, PhD, CFP, CLU – University of Southern Maine ### 430372###Author @@@ Greg Geisler, PhD, CPA – Indiana University-Bloomington ### 423382###Author
4:45 PM - 5:45 PM

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

Does Risk Aversion Influence Annuity Market Participation?
Location: 201 B
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

Life Insurance Ownership – A Perspective from Relationship Quality
Location: 201 A
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

Radicalization of Financial Literacy
Location: 202 AB
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

The Financial Behavior of Leisure Vehicle Owners
Location: 202 AB
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

The Role of Risk Tolerance As a Mediator Between Family Income and Smoking and Drinking Behavior
Location: 201 B
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

What Are the Determinants of Purchasing Life Insurance Among Older Americans?
Location: 201 A
Academy of Financial Services

Favorite
4:45 PM - 5:45 PM

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

Building an Inclusive Culture for Growing Businesses
Location: 101 DEFG
Kristen Prewitt, CFP®, CRPC®, CLTC®; Charles Adi, CFP®; Marina Shtyrkov
Breakout Session

Favorite

Kristen Prewitt, CFP®, CRPC®, CLTC® ### 844215###Panel Moderator @@@ Charles Adi, CFP® ### 844216###Panel Member @@@ Marina Shtyrkov ### 861976###Panel Member
4:45 PM - 5:45 PM

Crisis of Confidence: how to overcome the mindsets and methods keeping you from delivering massive value, building a $1m+ practice and taking 100+ days off a year
Location: 200 ABIJ
Stephanie Bogan, CEO Coach and Business Strategist – Educe, Inc. and Limitless Adviser Coaching Program
Breakout Session

Favorite

Stephanie Bogan, CEO Coach and Business Strategist – Educe, Inc. and Limitless Adviser Coaching Program ### 584068###Speaker
4:45 PM - 5:45 PM

Optimizing Social Security Benefits is Still Complicated

Location: 101 ABC
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

Tax and Estate Planning Knowledge Circle
4:45 PM - 5:45 PM

Tax and Estate Planning Knowledge Circle
Location: 102 A
Knowledge Circle

Favorite
5:00 PM - 5:45 PM

Ask Anything!
5:00 PM - 5:45 PM

Ask Anything!
Location: 102 F
Kevin Clark, CFP®, CIMA®; Emily Purdon, CFP®, EA; Joseph Stemmle, CFP®, CRPC®
Student Session

Favorite

Kevin Clark, CFP®, CIMA® ### 877130###Panelist @@@ Emily Purdon, CFP®, EA ### 877131###Panelist @@@ Joseph Stemmle, CFP®, CRPC® ### 877132###Panelist
5:15 PM - 6:15 PM

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

Career Paths in Financial Planning
Location: 200 DEFG
Marilyn Mohrman-Gillis, ESQ – CFP Board Center for Financial Planning; Mark Tibergien – Pershing Advisor Solutions
Breakout Session

Favorite

Marilyn Mohrman-Gillis, ESQ – CFP Board Center for Financial Planning ### 684790###Presenter @@@ Mark Tibergien – Pershing Advisor Solutions ### 213917###Presenter
5:15 PM - 6:15 PM

Investigating the Role of Whole Life Insurance in a Lifetime Financial Plan

Location: 101 HIJ
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
6:00 PM - 6:10 PM

FinTech Showcase
6:00 PM - 6:10 PM

Leverage Technology to Deliver a Truly Unique Client Experience
Location: Exhibit Hall B, FinTech Booth
Dusty Russell – Redtail
FinTech Showcase

Favorite

Dusty Russell – Redtail ### 880837###Presenter
6:00 PM - 7:30 PM

Just for Students: Hosted Happy Hour and Hors D’oeuvres with Ameriprise Financial
6:00 PM - 7:30 PM

Just for Students: Hosted Happy Hour and Hors D’oeuvres with Ameriprise Financial
Location: Brit's Pub
Student Session

Favorite
6:15 PM - 6:25 PM

FinTech Showcase
6:15 PM - 6:25 PM

Max the Bracket
Location: Exhibit Hall B, FinTech Booth
Joe Elasser, CFP® – Covisum
FinTech Showcase

Favorite

Joe Elasser, CFP® – Covisum ### 880838###Presenter
6:30 PM - 6:40 PM

FinTech Showcase
6:30 PM - 6:40 PM

Wow Clients and Uncover New Opportunities with the AdvisoryWorld Proposal Generator
Location: Exhibit Hall B, FinTech Booth
Ed Fahlstrom – AdvisoryWorld Sales & Consulting
FinTech Showcase

Favorite

Ed Fahlstrom – AdvisoryWorld Sales & Consulting ### 880839###Presenter