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

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

Favorite

Daniel J. Candura, CFP® – Candura Group, LLC ### 802009###Speaker
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

Educational Breakout Sessions | Block 1
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
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
12:00 PM - 12:30 PM

Quick Start
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
12:45 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
3:15 PM - 3:45 PM

Quick Start
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

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
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
4:45 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

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

Educational Breakout Sessions | Block 3b
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
Thursday, October 17, 2019
7:45 AM - 8:45 AM

Educational Breakout Sessions | Block 4
7:45 AM - 8:45 AM

Reliable Ways to Evaluate In-force and Proposed Life Insurance Policies

Location: 200 ABIJ
John E. Ryan, CFP® – Ryan Insurance Strategy Consultants
Breakout Session

Favorite

John E. Ryan, CFP® – Ryan Insurance Strategy Consultants ### 256505###Presenter
9:00 AM - 10:00 AM

Educational Breakout Sessions | Block 5
9:00 AM - 10:00 AM

The Platinum Retirement Challenge: Late Life Divorce

Location: 200 DEFG
Lili A. Vasileff, CFP®, MAFF™, CDFA® – Wealth Protection Management
Breakout Session

Favorite

Lili A. Vasileff, CFP®, MAFF™, CDFA® – Wealth Protection Management ### 801834###Speaker
9:00 AM - 10:00 AM

The 4 Reasons RIAs are Leveraging Commission-Free Insurance

Location: 101 ABC
David Lau – DPL Financial Partners
Breakout Session

Favorite

David Lau – DPL Financial Partners ### 515374###Presenter
11:45 AM - 12:15 PM

Quick Start
11:45 AM - 12:15 PM

Trust Jam Session -- Enumeration & Appreciation

Location: 101 HIJ
Mark L. Prendergast, CPA, CFP®, CDFA – Inspired Financial
Quick Start

Favorite

Mark L. Prendergast, CPA, CFP®, CDFA – Inspired Financial ### 230968###Speaker
1:00 PM - 2:15 PM

General Session
1:00 PM - 2:15 PM

2020 Vision: The Economic and Investment Outlook

Location: Main Auditorium
Ajamu C. Loving, PhD – University of North Texas at Dallas; David Kelly, PhD; Stephanie A. Kelton, PhD – Stony Brook University
General Session

Favorite

Ajamu C. Loving, PhD – University of North Texas at Dallas ### 560469###Moderator @@@ David Kelly, PhD ### 855281###General Session Speaker @@@ Stephanie A. Kelton, PhD – Stony Brook University ### 477385###General Session Speaker
2:30 PM - 3:00 PM

Quick Start
2:30 PM - 3:00 PM

Financial Planning for Forever Families

Location: M100 DEFG
Trudy R. Turner, CPA/PFS, CFP®, CPWA – United Capital Financial Advisors
Quick Start

Favorite

Trudy R. Turner, CPA/PFS, CFP®, CPWA – United Capital Financial Advisors ### 802011###Speaker
2:30 PM - 3:30 PM

Educational Breakout Sessions | Block 6
2:30 PM - 3:30 PM

2019 Montgomery-Warschauer Award-Winning Research: The Impact of Retirement Age Uncertainty on Retirement Outcomes

Location: 200 DEFG
David Blanchett, Phd, MBA, MSFS, CFA, CFP®, ChFC, CLU, AIFA – Morningstar Investment Management
Breakout Session

Favorite

David Blanchett, Phd, MBA, MSFS, CFA, CFP®, ChFC, CLU, AIFA – Morningstar Investment Management ### 794321###Speaker
2:30 PM - 3:30 PM

A Comprehensive Approach to Year-End Tax Planning

Location: 101 HIJ
Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP(R) – Goals Gap Planning, LLC
Breakout Session

Favorite

Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP(R) – Goals Gap Planning, LLC ### 684759###Speaker
3:45 PM - 4:15 PM

Quick Start
3:45 PM - 4:15 PM

Life Settlements: Now, More than Ever, A Tool for Financial Professionals

Location: M100 DEFG
Michael L. Coben – Lighthouse Life Solutions, LLC
Quick Start

Favorite

Michael L. Coben – Lighthouse Life Solutions, LLC ### 824344###Presenter
3:45 PM - 4:45 PM

Educational Breakout Sessions | Block 7a
3:45 PM - 4:45 PM

How Do You Comply? The CFP Code and Standards

Location: 101 DEFG
Paul Brahim, CFP®; Leo Rydzewski, JD – CFP Board; Blaine F. Aikin, CFP®, CFA, AIFA® – fi360, Inc.
Breakout Session

Favorite

Paul Brahim, CFP® ### 825121###Panel Moderator @@@ Leo Rydzewski, JD – CFP Board ### 487368###Presenter @@@ Blaine F. Aikin, CFP®, CFA, AIFA® – fi360, Inc. ### 210181###Presenter
3:45 PM - 4:45 PM

Tax-Efficient Withdrawal Strategies for Five Common Household Groups

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
4:00 PM - 5:00 PM

Educational Breakout Sessions | Block 7b
4:00 PM - 5:00 PM

Long Term Health Care: What's Next

Location: 101 HIJ
Chad Eyrich, CLTC – Ash Brokerage
Breakout Session

Favorite

Chad Eyrich, CLTC – Ash Brokerage ### 843763###Presenter
5:00 PM - 6:00 PM

Educational Breakout Sessions | Block 8a
5:00 PM - 6:00 PM

An Asset Relocation Story for Funding Retirement Longevity

Location: 101 ABC
Curtis V. Cloke, RICP®, AdjunctInstructorwithTheAmericanCollegeofFinancialServices, Series65licensed, Fiduciary – Thrive Income Distribution System, LLC.
Breakout Session

Favorite

Curtis V. Cloke, RICP®, AdjunctInstructorwithTheAmericanCollegeofFinancialServices, Series65licensed, Fiduciary – Thrive Income Distribution System, LLC. ### 559873###Speaker
5:00 PM - 6:00 PM

Ending the Student Loan Crisis One Family at a Time

Location: 200 ABIJ
Joseph Messinger, CFP®, ChFC, CLU – Capstone College Partners
Breakout Session

Favorite

Joseph Messinger, CFP®, ChFC, CLU – Capstone College Partners ### 681050###Speaker
5:00 PM - 6:00 PM

Saving Lives: How Financial Stress Impacts Health...and what YOU can do about it.

Location: 101 DEFG
Carol S. Craigie, CFP®, ChFC, MA – Fiscal Fitness Clubs; Carl A. Wayne, JD – American Heart Association; Catalina Franco-Cicero, CFP® – Tobias Financial Advisors
Breakout Session

Favorite

Carol S. Craigie, CFP®, ChFC, MA – Fiscal Fitness Clubs ### 263798###Speaker @@@ Carl A. Wayne, JD – American Heart Association ### 794336###Speaker @@@ Catalina Franco-Cicero, CFP® – Tobias Financial Advisors ### 794337###Speaker
5:15 PM - 6:15 PM

Educational Breakout Sessions | Block 8b
5:15 PM - 6:15 PM

Estate Planning for Short Life Expectancys

Location: 200 DEFG
Gary Altman, CFP®, JD, LLM(Tax) – altman & Associates
Breakout Session

Favorite

Gary Altman, CFP®, JD, LLM(Tax) – altman & Associates ### 794320###Speaker
5:15 PM - 6:15 PM

Preparing Clients for the True Cost of Disasters

Location: 101 HIJ
Matt Lyttle – Federal Emergency Management Agency
Breakout Session

Favorite

Matt Lyttle – Federal Emergency Management Agency ### 830568###Presenter
Friday, October 18, 2019
7:45 AM - 8:45 AM

Educational Breakout Sessions | Block 9
7:45 AM - 8:45 AM

Economic and Market Update

Location: 101 DEFG
Brad McMillan, CFA, CAIA, MAI – Commonwealth Financial Network
Breakout Session

Favorite

Brad McMillan, CFA, CAIA, MAI – Commonwealth Financial Network ### 248049###Presenter
7:45 AM - 8:45 AM

How Advisors Can More Effectively Engage with Clients about Risk at the Tail End of a Very Old Bull Market

Location: 200 DEFG
Aladin Abughazaleh – ATA RiskStation, LLC
Breakout Session

Favorite

Aladin Abughazaleh – ATA RiskStation, LLC ### 811718###Presenter
7:45 AM - 8:45 AM

The Family Dynamics of InterGenerational Wealth Transfer

Location: 101 ABC
Jean Lynn Dunn, CFP® – T. Rowe Price
Breakout Session

Favorite

Jean Lynn Dunn, CFP® – T. Rowe Price ### 486223###Presenter
9:00 AM - 10:00 AM

Educational Breakout Sessions | Block 10
9:00 AM - 10:00 AM

Bridging the Relational-Finance Gap: How to be more productive and profitable when serving married clients with relationship challenges

Location: 101 ABC
Travis G. Parry, PhD – Make Time Institute
Breakout Session

Favorite

Travis G. Parry, PhD – Make Time Institute ### 794328###Speaker
9:00 AM - 10:00 AM

Tips for Addressing Commonly Overlooked Gaps in Your Compliance Policies and Procedures
Location: 101 HIJ
Brian Edstrom, JD – Avisen Legal, P.A.; Keith Loveland, JD, AIFA, CIDA – Loveland Consulting; Melissa Glennie – Capital Management Associates, Inc./ Capital Management Securities, Inc.
Breakout Session

Favorite

Brian Edstrom, JD – Avisen Legal, P.A. ### 794332###Speaker @@@ Keith Loveland, JD, AIFA, CIDA – Loveland Consulting ### 794333###Speaker @@@ Melissa Glennie – Capital Management Associates, Inc./ Capital Management Securities, Inc. ### 794334###Speaker
9:00 AM - 10:00 AM

Why People Don't Invest: An Adviser's Role in Broadening and Deepening the Pool of Investors

Location: 200 DEFG
Stephen Wendel – Morningstar, Inc.
Breakout Session

Favorite

Stephen Wendel – Morningstar, Inc. ### 811719###Presenter
11:45 AM - 12:45 PM

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

Difficult Conversations Around Enabling

Location: 101 DEFG
Rick Kahler, CFP, ChFC, CCIM – Kahler Financial Group
Breakout Session

Favorite

Rick Kahler, CFP, ChFC, CCIM – Kahler Financial Group ### 681048###Speaker
11:45 AM - 12:45 PM

Financial Advice is Professionalizing in Australia - How Advisors are Adapting & What Might it Signal for the U.S.?

Location: 101 ABC
Ashley Murphy, CFP®, AIF – Arete Wealth Strategists Australia
Breakout Session

Favorite

Ashley Murphy, CFP®, AIF – Arete Wealth Strategists Australia ### 618937###Speaker
11:45 AM - 12:45 PM

Succession Planning: A Step-by-Step Succession Planning Process and Procedure

Location: 101 HIJ
Emily Chiang, CFP and MBA – EMC Succession Planning, LLC
Breakout Session

Favorite

Emily Chiang, CFP and MBA – EMC Succession Planning, LLC ### 794319###Speaker
11:45 AM - 12:45 PM

When I'm 65: Educating and Engaging Communities about Retirement Realities

Location: 200 ABIJ
Don M. Blandin, MPA – Investor Protection Trust
Breakout Session

Favorite

Don M. Blandin, MPA – Investor Protection Trust ### 807262###Speaker
1:30 PM - 3:15 PM

CFP Ethics: New Standards for a Fiduciary World
1:30 PM - 3:15 PM

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