Full Schedule

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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