Full Schedule

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Friday, October 18, 2019
6:30 AM - 10:30 AM

Conference Registration
6:30 AM - 10:30 AM

Conference Registration

Favorite
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

Maximizing Your Unique Value Proposition to Drive Growth
Location: 200 ABIJ
Michael Kerins, CFA, FRM – RobustWealth
Breakout Session

Favorite

Michael Kerins, CFA, FRM – RobustWealth ### 485285###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
8:45 AM - 9:00 AM

Break
8:45 AM - 9:00 AM

Break

Favorite
9:00 AM - 10:00 AM

Business Success Knowledge Circle
9:00 AM - 10:00 AM

Business Success Knowledge Circle
Location: 102 A
Knowledge Circle

Favorite
9:00 AM - 10:00 AM

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

12 Paths in Financial Planning: A Look at Career Paths
Location: 101 DEFG
Hannah Moore, CFP® – Guiding Wealth Management; Martin Seay, PhD, CFP® – Kansas State University; Craig Lemoine, PhD, CFP® – University of Illinois Champaign - Urbana; Luke Dean, CRC, RFC – Utah Valley University; Nathan Harness, CFP® – Texas A&M University
Breakout Session

Favorite

Hannah Moore, CFP® – Guiding Wealth Management ### 224856###Moderator @@@ Martin Seay, PhD, CFP® – Kansas State University ### 186012###Panelist @@@ Craig Lemoine, PhD, CFP® – University of Illinois Champaign - Urbana ### 432631###Panelist @@@ Luke Dean, CRC, RFC – Utah Valley University ### 843650###Panelist @@@ Nathan Harness, CFP® – Texas A&M University ### 319157###Panelist
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

Cross-Border and Cross-State LGBTQ Estate Planning
Location: 200 ABIJ
Angela Giampolo
Breakout Session

Favorite

Angela Giampolo ### 855120###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
10:00 AM - 10:15 AM

Break
10:00 AM - 10:15 AM

Break

Favorite
10:15 AM - 11:30 AM

General Session
10:15 AM - 11:30 AM

What Are You Capable Of?
Location: Main Auditorium
Kevin Jorgeson, Professional Climber
General Session

Favorite

Kevin Jorgeson, Professional Climber ### 802918###General Session Speaker
11:30 AM - 11:45 AM

Break
11:30 AM - 11:45 AM

Break

Favorite
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

Fighting Financial Exploitation: What Planners Can Do When the Perpetrator is a Client's Family Member
Location: 200 DEFG
Marit A. Peterson, JD – Minnesota Elder Justice Center
Breakout Session

Favorite

Marit A. Peterson, JD – Minnesota Elder Justice Center ### 794335###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
11:45 AM - 12:45 PM

PridePlanner Knowledge Circle
11:45 AM - 12:45 PM

PridePlanner Knowledge Circle
Location: 102 A
Knowledge Circle

Favorite
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