Full Schedule

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Thursday, October 17, 2019
6:30 AM - 5:30 PM

Conference Registration
6:30 AM - 5:30 PM

Conference Registration

Favorite
7:45 AM - 8:45 AM

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

Elevating the Client Experience
Location: 200 DEFG
Travis Brewer – TD Ameritrade Institutional
Breakout Session

Favorite

Travis Brewer – TD Ameritrade Institutional ### 811714###Presenter
7:45 AM - 8:45 AM

Hiring Your Firm’s NexGen Talent: Spotlight on University Financial Planning Degree Programs
Location: 101 ABC
John Salter, PhD, CFP®, AIFA® – Texas Tech University, Evensky & Katz/Foldes Financial Wealth Management
Breakout Session

Favorite

John Salter, PhD, CFP®, AIFA® – Texas Tech University, Evensky & Katz/Foldes Financial Wealth Management ### 432628###Presenter
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
7:45 AM - 8:45 AM

Understanding Your Clients: Investor Benchmarking Survey
Location: 101 DEFG
Stephen de Man – Dimensional Fund Advisors
Breakout Session

Favorite

Stephen de Man – Dimensional Fund Advisors ### 811717###Presenter
8:30 AM - 9:00 AM

NexGen Town Hall
8:30 AM - 9:00 AM

NexGen Town Hall
Location: M100 DEFG
NexGen

Favorite
8:45 AM - 9:00 AM

Break
8:45 AM - 9:00 AM

Break

Favorite
9:00 AM - 10:00 AM

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

CFP Board Update
Location: 200 ABIJ
Kevin R. Keller, CAE – CFP Board; Susan John, CFP®
Breakout Session

Favorite

Kevin R. Keller, CAE – CFP Board ### 272481###Presenter @@@ Susan John, CFP® ### 825083###Presenter
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

Seeing is Believing: Why Independent Advisers Need to Raise Their Profile to Connect with Generation Next
Location: 101 HIJ
Kate Healy – TD Ameritrade Institutional
Breakout Session

Favorite

Kate Healy – TD Ameritrade Institutional ### 211470###Presenter
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
9:00 AM - 10:00 AM

World's Best Research For Financial Planners Panel
Location: 101 DEFG
Shawn Brayman, Chartered Financial Planner – PlanPlus Global Inc.; David Blanchett, Phd, MBA, MSFS, CFA, CFP®, ChFC, CLU, AIFA – Morningstar Investment Management; Michelle Cull, CPA; L. Douglas Smith, PhD
Breakout Session

Favorite

Shawn Brayman, Chartered Financial Planner – PlanPlus Global Inc. ### 430329###Moderator @@@ David Blanchett, Phd, MBA, MSFS, CFA, CFP®, ChFC, CLU, AIFA – Morningstar Investment Management ### 794321###Author @@@ Michelle Cull, CPA ### 880518###Author @@@ L. Douglas Smith, PhD ### 880517###Author
9:00 AM - 10:00 AM

Women and Finance Knowledge Circle
9:00 AM - 10:00 AM

Women and Finance Knowledge Circle
Location: 102 A
Knowledge Circle

Favorite
10:00 AM - 10:15 AM

Break
10:00 AM - 10:15 AM

Break

Favorite
10:00 AM - 7:00 PM

Exhibit Hall
10:00 AM - 7:00 PM

Exhibit Hall
Location: Exhibit Hall B

Favorite
10:15 AM - 11:30 AM

General Session
10:15 AM - 11:30 AM

What Will They Say About You When You Are Gone?
Location: Main Auditorium
Daniel Cohen, Rabbi – Agudath Sholom
General Session

Favorite

Daniel Cohen, Rabbi – Agudath Sholom ### 802499###General Session Speaker
11:15 AM - 1:00 PM

Lunch
11:15 AM - 1:00 PM

Lunch
Location: Exhibit Hall B

Favorite
11:45 AM - 12:15 PM

Quick Start
11:45 AM - 12:15 PM

Foundations For Connecting - Breaking Through The Noise On Social Media and Beyond
Location: M100 DEFG
Davin Salvagno – PurposePoint
Quick Start

Favorite

Davin Salvagno – PurposePoint ### 811715###Presenter
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
12:00 PM - 12:10 PM

FinTech Showcase
12:00 PM - 12:10 PM

Planning Tools Innovation
Location: Exhibit Hall B, FinTech Booth
Josh Belfiore – eMoney
FinTech Showcase

Favorite

Josh Belfiore – eMoney ### 880840###Presenter
12:15 PM - 12:25 PM

FinTech Showcase
12:15 PM - 12:25 PM

RIA Cybersecurity Best Practices
Location: Exhibit Hall B, FinTech Booth
Steve Swansig – RIA In A Box
FinTech Showcase

Favorite

Steve Swansig – RIA In A Box ### 171546###Presenter
12:30 PM - 12:40 PM

FinTech Showcase
12:30 PM - 12:40 PM

Age of the Bionic Advisor
Location: Exhibit Hall B, FinTech Booth
Michael Betz, CFP® – Black Diamond Wealth
FinTech Showcase

Favorite

Michael Betz, CFP® – Black Diamond Wealth ### 880841###Presenter
12:45 PM - 1:30 PM

Student FinTech Meet and Greet
12:45 PM - 1:30 PM

Student FinTech Meet and Greet
Location: 102 F
Student Session

Favorite
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
2:15 PM - 2:30 PM

Break
2:15 PM - 2:30 PM

Break

Favorite
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
2:30 PM - 3:30 PM

Eat or Be Eaten: The Future of Financial Advisory
Location: 200 ABIJ
Brad Bueermann – FP Transitions
Breakout Session

Favorite

Brad Bueermann – FP Transitions ### 811652###Presenter
2:30 PM - 3:30 PM

Getting Real About Marketing and PR as a Financial Planner
Location: 101 DEFG
Dan Martin; Adam Kornegay, RCC™ – Pathfinder; Michael Byrnes, MBA; Kalli Fedusenko
Breakout Session

Favorite

Dan Martin ### 858258###Panel Moderator @@@ Adam Kornegay, RCC™ – Pathfinder ### 584115###Panel Member @@@ Michael Byrnes, MBA ### 595440###Panel Member @@@ Kalli Fedusenko ### 858259###Panel Member
2:30 PM - 3:30 PM

Leveraging AI in the Planning Process
Location: 101 ABC
Daniel Latham, CFP – Envestnet MoneyGuide; Juan Romera – Abe AI
Breakout Session

Favorite

Daniel Latham, CFP – Envestnet MoneyGuide ### 265270###Speaker @@@ Juan Romera – Abe AI ### 879986###Speaker
2:30 PM - 3:30 PM

International & Cross-Border Knowledge Circle
2:30 PM - 3:30 PM

International & Cross-Border Knowledge Circle
Location: 102 A
Knowledge Circle

Favorite
2:30 PM - 4:00 PM

Financial Planning Challenge: How Do You Know?
2:30 PM - 4:00 PM

Financial Planning Challenge: How Do You Know?

Location: 102 DE

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
3:30 PM - 3:45 PM

Break
3:30 PM - 3:45 PM

Break

Favorite
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

Deep Dive into World's Best Research for Financial Planners
Location: 200 ABIJ
Shawn Brayman, Chartered Financial Planner – PlanPlus Global Inc.; Michelle Cull, CPA; L. Douglas Smith, PhD
Breakout Session

Favorite

Shawn Brayman, Chartered Financial Planner – PlanPlus Global Inc. ### 430329###Moderator @@@ Michelle Cull, CPA ### 880518###Author @@@ L. Douglas Smith, PhD ### 880517###Author
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
3:45 PM - 4:45 PM

Investment Planning Knowledge Circle
3:45 PM - 4:45 PM

Investment Planning Knowledge Circle
Location: 102 A
Knowledge Circle

Favorite
4:00 PM - 5:00 PM

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

Getting Hired and Succeeding in the Financial Planning Profession
Location: 200 DEFG
Caleb Brown, MBA, CFP® – New Planner Recruiting, LLC
Breakout Session

Favorite

Caleb Brown, MBA, CFP® – New Planner Recruiting, LLC ### 173212###Speaker
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
4:30 PM - 5:00 PM

Quick Start
4:30 PM - 5:00 PM

A Decade of Disruption: Looking Backward and Forward at the Modern FinTech Landscape
Location: M100 DEFG
Anthony Stich – NaviPlan by Advicent
Quick Start

Favorite

Anthony Stich – NaviPlan by Advicent ### 811716###Presenter
5:00 PM - 6:00 PM

African American Knowledge Circle
5:00 PM - 6:00 PM

African American Knowledge Circle
Location: 102 A
Knowledge Circle

Favorite
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
5:00 PM - 6:30 PM

Power Networking Reception
5:00 PM - 6:30 PM

Power Networking Reception
Location: 102 BC
Event

Favorite
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
6:00 PM - 6:10 PM

FinTech Showcase
6:00 PM - 6:10 PM

AI-Powered Video Generation Automated, Scalable
Location: Exhibit Hall B, FinTech Booth
Bryon Evje – Life Arc/Financial Architects & Consulting
FinTech Showcase

Favorite

Bryon Evje – Life Arc/Financial Architects & Consulting ### 880842###Presenter
6:15 PM - 6:25 PM

FinTech Showcase
6:15 PM - 6:25 PM

Technology an Advisory Firm Needs
Location: Exhibit Hall B, FinTech Booth
Charles Rowlan, CFP®, CIMA – Advyzon
FinTech Showcase

Favorite

Charles Rowlan, CFP®, CIMA – Advyzon ### 880843###Presenter
6:30 PM - 6:40 PM

FinTech Showcase
6:30 PM - 6:40 PM

The State of the Model Portfolios Landscape
Location: Exhibit Hall B, FinTech Booth
João Chavira – Ycharts
FinTech Showcase

Favorite

João Chavira – Ycharts ### 880844###Presenter
8:00 PM - 11:00 PM

Annual Conference Party
8:00 PM - 11:00 PM

Annual Conference Party
Event

Favorite