Breakout Sessions

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Wednesday, May 6, 2020
10:30 AM – 12:00 PM

Educational Breakout Sessions | Block 4

10:30 AM – 12:00 PM

Help Us, Please: The Role of Financial Planners with Clients Confronting Diminished Capacity

Breakout Session

Favorite

Michael P. Haubrich, CFP®, CSA® – Financial Service Group, Inc. ### 477427###Speaker

10:30 AM – 12:00 PM

(Human) Capital Preservation,...Risk Management at the Most Fundamental Level

Speaker: Guy Cumbie Advisory Services, Inc., CFP® CIMA®, RLP® – Cumbie Advisory Services, Inc.

Breakout Session

Favorite

Guy Cumbie Advisory Services, Inc., CFP® CIMA®, RLP® – Cumbie Advisory Services, Inc. ### 958753###Speaker#########
Speaker: Guy Cumbie Advisory Services, Inc., CFP® CIMA®, RLP® – Cumbie Advisory Services, Inc.

10:30 AM – 12:00 PM

Mistakes and Missteps in the Advising Relationship: How to Prevent and Recover from Harm

Speaker: Moira Somers, PhD – Money Mind and Meaning

Breakout Session

Favorite

Moira Somers, PhD – Money Mind and Meaning ### 958559###Speaker#########
Speaker: Moira Somers, PhD – Money Mind and Meaning

10:30 AM – 12:00 PM

Surfacing (Real) Money Issues in a Nanosecond

Speaker: Moira Somers, PhD – Money Mind and Meaning

Breakout Session

Favorite

Rick Kahler, MS, CFP®, CFT-I™, ChFC, CCIM – Kahler Financial Group ### 681048###Speaker

1:30 PM – 2:30 PM

Educational Breakout Sessions | Block 5

1:30 PM – 2:30 PM

Breakout Session

Panel Member: Mike Del Prince, CFP®, CLU® – Nationwide Advisory Solutions

Panel Member: Craig Hawley

Moderator: Jon Estes

Breakout Session

Favorite

Mike Del Prince, CFP®, CLU® – Nationwide Advisory Solutions ### 709479###Panel Member###Territory Manager###Nationwide Advisory Solutions###
Panel Member: Mike Del Prince, CFP®, CLU® – Nationwide Advisory Solutions
@@@ Craig Hawley ### 980003###Panel Member#########
Panel Member: Craig Hawley
@@@ Jon Estes ### 980004###Moderator#########
Moderator: Jon Estes

1:30 PM – 2:30 PM

How to Talk About Financial Planning

Speaker: Elizabeth W. Jetton, M.Ed., CFP®

Breakout Session

Favorite

Elizabeth W. Jetton, M.Ed., CFP® ### 212533###Speaker#########
Speaker: Elizabeth W. Jetton, M.Ed., CFP®

1:30 PM – 2:30 PM

Setting the Table for Client and Charity Success

Speaker: John W. Cullum, CFP® – American Heart Association

Breakout Session

Favorite

John W. Cullum, CFP® – American Heart Association ### 971969###Speaker###Senior Advisor###American Heart Association###
Speaker: John W. Cullum, CFP® – American Heart Association

1:30 PM – 2:30 PM

The Must Know Research For Advising Retirees

Speaker: John W. Cullum, CFP® – American Heart Association

Breakout Session

Favorite

Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC ### 594341###Speaker

3:00 PM – 4:15 PM

Educational Breakout Sessions | Block 6

3:00 PM – 4:15 PM

Creative Strategies - Grounded Wisdom

Speaker: Lauren Stansell, CFP® – Yeske Buie

Presenter: Elissa Buie, CFP® – Yeske Buie

Presenter: Dave Yeske, DBA, CFP® – Yeske Buie

Breakout Session

Favorite

Lauren Stansell, CFP® – Yeske Buie ### 688164###Speaker#########
Speaker: Lauren Stansell, CFP® – Yeske Buie
@@@ Elissa Buie, CFP® – Yeske Buie ### 171554###Presenter#########
Presenter: Elissa Buie, CFP® – Yeske Buie
@@@ Dave Yeske, DBA, CFP® – Yeske Buie ### 173187###Presenter#########
Presenter: Dave Yeske, DBA, CFP® – Yeske Buie

3:00 PM – 4:15 PM

Financial Planning for Retirement in the 21st Century: A Psychosocial View

Speaker: Gregg M. Lunceford, Ph.D, CFP – Mesirow Financial

Breakout Session

Favorite

Gregg M. Lunceford, Ph.D, CFP – Mesirow Financial ### 958514###Speaker#########
Speaker: Gregg M. Lunceford, Ph.D, CFP – Mesirow Financial

3:00 PM – 4:15 PM

The Great Debate: Is Modern Portfolio Theory (MPT) DEAD - Does MPT Hold Up During Periods of Market Stress For Advisors and Their Clients?

Speaker: Devin Velnoskey – Janus Henderson Investors

Speaker: Gib Watson, III, CIMA – Swan Global Investments

Breakout Session

Favorite

Devin Velnoskey – Janus Henderson Investors ### 971970###Speaker###Senior Portfolio Strategist###Janus Henderson Investors ###
Speaker: Devin Velnoskey – Janus Henderson Investors
@@@ Gib Watson, III, CIMA – Swan Global Investments ### 829492###Speaker###Chief Strategy Officer###Swan Global Investments###
Speaker: Gib Watson, III, CIMA – Swan Global Investments

3:00 PM – 4:30 PM

Educational Breakout Sessions | Block 6

3:00 PM – 4:30 PM

Firm Strategy: Focus. Engage. Results

Speaker: Andrew Town, M.S., M.B.A. – TD Ameritrade Institutional

Breakout Session

Favorite

Andrew Town, M.S., M.B.A. – TD Ameritrade Institutional ### 972427###Speaker#########
Speaker: Andrew Town, M.S., M.B.A. – TD Ameritrade Institutional