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Abnghazaleh, Aladin
How Advisors Can More Effectively Engage with Clients about Risk at the Tail End of a Very Old Bull Market
Aladin Abnghazaleh
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Alley, Aaron
Investor Benchmarking Survey
Aaron Alley
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Altman, Gary

altman & Associates
Estate Planning for Short Life Expectancys
Gary Altman
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B
Blanchett, David

Morningstar Investment Management
2019 Montgomery-Warschauer Award-Winning Research: The Impact of Retirement Age Uncertainty on Retirement Outcomes
David Blanchett
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Blandin, Don

Investor Protection Trust
When I'm 65: Educating and Engaging Communities about Retirement Realities
Don Blandin
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Bogan, Stephanie

Educe, Inc.
Crisis of Confidence
Stephanie Bogan
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Brewer, James

Envision Wealth Planning Inc.
Serving the Morphed Culture and the AUM-Light
James Brewer
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Brewer, Travis
Elevating the Client Experience
Travis Brewer
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Brown, Caleb

New Planner Recruiting, LLC
Getting Hired and Succeeding in the Financial Planning Profession
Caleb Brown
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Buerrmann, Brad
Eat or Be Eaten
Brad Buerrmann
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C
Candura, Daniel

Candura Group, LLC
CFP Ethics: New Standards for a Fiduciary World
Daniel Candura
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CFP Ethics: New Standards for a Fiduciary World
Daniel Candura
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Chiang, Emily

EMC Succession Planning, LLC
Succession Planning: A Step-By-Step Succession Planning Process and Procedure
Emily Chiang
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Cloke, Curtis

Thrive Income Distribution System, LLC.
An Asset Relocation Story for Funding Retirement Longevity
Curtis Cloke
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Cohen, Daniel
What Will They Say About You When You Are Gone?
Daniel Cohen
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Craigie, Carol

Fiscal Fitness Clubs
Saving Lives: How Financial Stress Impacts Health...and what YOU can do about it!
Carol Craigie
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D
Das, Nandita

Das Financial Health
Serving the Morphed Culture and the AUM-Light
Nandita Das
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Diemer, Jenna
Technology, Financial Planner of the Future
Jenna Diemer
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Droms, William
Does ESG/SRI Investment Make Sense For Your Clients?
William Droms
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E
Eastman, Gretchen
Behavioral Finance: The Next Level
Gretchen Eastman
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Edstrom, Brian

Avisen Legal, P.A.
Tips for addressing commonly overlooked gaps in your compliance policies and procedures
Brian Edstrom
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F
Franco-Cicero, Catalina

Tobias Financial Advisors
Saving Lives: How Financial Stress Impacts Health...and what YOU can do about it!
Catalina Franco-Cicero
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G
Gardner, Randy

Goals Gap Planning, LLC
A Comprehensive Approach to Year-End Tax Planning
Randy Gardner
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Glennie, Melissa

Capital Management Associates, Inc./ Capital Management Securities, Inc.
Tips for addressing commonly overlooked gaps in your compliance policies and procedures
Melissa Glennie
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Goin, Greg
Risks and Realities
Greg Goin
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H
Huebscher, Robert
Does ESG/SRI Investment Make Sense For Your Clients?
Robert Huebscher
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J
Jorgeson, Kevin
What Are You Capable Of?
Kevin Jorgeson
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K
Kolhatkar, Sheelah
Artificial Intelligence and the Future of Work
Sheelah Kolhatkar
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L
Lackowski, Josh
Annuities: Risk vs. Portfolio Management
Josh Lackowski
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Lau, David

DPL Financial Partners
Why Insurance is Now Pivotal for RIAs
David Lau
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Laura, Robert

Wealth & Wellness Group
The New Era Of Wellth Management
Robert Laura
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Lee, Stephanie

East Rock Financial Services, LLC
Cultural Intelligence: Different Values & Behaviors in Financial Planning
Stephanie Lee
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Lehner, Matt
Changes to the Bloomberg Barclays U.S. Aggregate Index
Matt Lehner
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Loveland, Keith

Loveland Consulting
Tips for addressing commonly overlooked gaps in your compliance policies and procedures
Keith Loveland
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Lynn Dunn, Jean

T. Rowe Price
The Family Dynamics of InterGenerational Wealth Transfer
Jean Lynn Dunn
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M
Mauterstock, Robert

Plan4life, LLC
Making The Transition from Financial Planning to Longevity Planning, Reaching the Aging Baby Boomer
Robert Mauterstock
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McGinty, Katie
Public Markets, Real Estate & the Healthcare Sector
Katie McGinty
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McMillan, Brad

Commonwealth Financial Network
Economic and Market Update
Brad McMillan
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Messinger, Joseph

Capstone College Partners
Ending the Student Loan Crisis One Family at a Time
Joseph Messinger
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O
Ohlund, Sheila

Attavita Financial Services
Risk Capacity in Investment Portfolios
Sheila Ohlund
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P
Page, Alan
Mentoring and Role Models: A View From the Bench
Alan Page
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Parry, Travis

www.travisparry.com
Bridging the Relational Finance Gap: How to be More Productive and Profitable
Travis Parry
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Peterson, Marit

Minnesota Elder Justice Center
Fighting Financial Exploitation: What Planners Can Do When the Perpetrator is a Client's Family Member
Marit Peterson
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Pfau, Wade

The American College for Financial Services
Investigating the Role of Whole Life Insurance in a Lifetime Financial Plan
Wade Pfau
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Understanding How Different Types of Annuities Work
Wade Pfau
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Prendergast, Mark

Inspired Financial
Trust Jam Session -- Enumeration & Appreciation
Mark Prendergast
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R
Reichenstein, William

Social Security Solutions, Inc. and Reitree, Inc.
Optimizing Social Security Benefits is Still Complicated
William Reichenstein
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Tax-Efficient Withdrawal Strategies for Five Common Household Groups
William Reichenstein
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Resch, Steve

Finance of America Reverse
Retirement Planning (Reverse Mortgage)
Steve Resch
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Ryan, John

Ryan Insurance Strategy Consultants
Technical Insurance Planning
John Ryan
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S
Salter, John
Technology, Financial Planner Future
John Salter
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Slater, Scott

Fidelity Clearing & Custody
Choose Your Own Path
Scott Slater
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Stephens, Keri
Adviser Alpha
Keri Stephens
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T
Turner, Trudy

United Capital Financial Advisors
Financial Planning for Forever Families
Trudy Turner
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V
Vasileff, Lili

Wealth Protection Management
Gray Divorce
Lili Vasileff
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W
Wayne, Carl

American Heart Association
Saving Lives: How Financial Stress Impacts Health...and what YOU can do about it!
Carl Wayne
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Wittman, Cozette

College Inside Track
Scary Things Keeping Parents Up at Night: Figuring Out How to Pay for College AND How to Discuss It
Cozette Wittman
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Wood, Blake
Leveraging AI in the Planning Process
Blake Wood
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