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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