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A
Applewhite, Ashton
This Chair Rocks
Ashton Applewhite
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B
Bolen, Robert (Bob)

Touchstone Pathway
Keep Clients on Track Through Life's Ebbs and Flows Without Losing your Mind
Robert (Bob) Bolen
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Brody, Stephen

Greenville Financial Advisors
What I Do When I Do Financial Life Planning...A Conversation with Three Practitioners
Stephen Brody
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Buie, Elissa

Yeske Buie
Creative Strategies - Grounded Wisdom
Elissa Buie
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C
Channing Brown, Austin
General Session
Austin Channing Brown
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Cheng, Rita
Wiser Together: Why Professional Community Can Improve Our Clients’ Lives
Rita Cheng
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Clark, Kevin

Highview Advisor Group
Wiser Together: Why Professional Community Can Improve Our Clients’ Lives
Kevin Clark
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Cole, Alexandria

Ameriprise
Wiser Together: Why Professional Community Can Improve Our Clients’ Lives
Alexandria Cole
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Cullum, John

American Heart Association
Breakout Session
John Cullum
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Cumbie Advisory Services, Inc., Guy

Cumbie Advisory Services, Inc.
(Human) Capital Preservation,...Risk Management at the Most Fundamental Level
Guy Cumbie Advisory Services, Inc.
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D
Divine, Sidney

Divine Wealth Strategies
What I Do When I Do Financial Life Planning...A Conversation with Three Practitioners
Sidney Divine
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G
Gardner, Randy

Goals Gap Planning, LLC
The SECURE Act’s Best Planning Opportunities
Randy Gardner
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Gehring, Nathan

Kahler Financial Group
Slow Financial Planning in an Accelerating World
Nathan Gehring
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Gutierrez, Sarah
Values Based Cash Flow Planning
Sarah Gutierrez
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H
Haubrich, Michael

Financial Service Group, Inc.
Help Us, Please: The Role of Financial Planners with Clients Confronting Diminished Capacity
Michael Haubrich
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Heckman, Stuart

Kansas State University
The Value of Financial Planning: Developing a Holistic Theory to Guide the Profession
Stuart Heckman
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I
Ismail, Kirsten

UBS Financial Services
Wiser Together: Why Professional Community Can Improve Our Clients’ Lives
Kirsten Ismail
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J
Jetton, Elizabeth
How to Talk About Financial Planning
Elizabeth Jetton
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What I Do When I Do Financial Life Planning...A Conversation with Three Practitioners
Elizabeth Jetton
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K
Kahler, Rick

Kahler Financial Group
Surfacing (Real) Money Issues in a Nanosecond
Rick Kahler
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L
Livadary, Cristina

Mana Financial Life Design
What I Do When I Do Financial Life Planning...A Conversation with Three Practitioners
Cristina Livadary
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Lunceford, Gregg

Mesirow Financial
Financial Planning for Retirement in the 21st Century: A Psychosocial View
Gregg Lunceford
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M
Moisand, Dan

Moisand Fitzgerald Tamayo, LLC
The Must Know Research For Advising Retirees
Dan Moisand
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Moore, Hannah

Guiding Wealth Management
Values Based Cash Flow Planning
Hannah Moore
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P
Paré, Frank

PF Wealth Management Group, LLC
Wiser Together: Why Professional Community Can Improve Our Clients’ Lives
Frank Paré
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R
Reichenstein, William

Social Security Solutions, Inc. and Reitree, Inc.
Tax-Efficient Withdrawal Strategies for Five Groups
William Reichenstein
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Resch, Steve

Finance of America Reverse
Breakout Session
Steve Resch
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S
Somers, Moira

Money Mind and Meaning
Mistakes and Missteps in the Advising Relationship: How to Prevent and Recover from Harm
Moira Somers
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Mistakes and Missteps in the Advising Relationship: How to Prevent and Recover from Harm
Moira Somers
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St. Clair, Don

St. Clair Financial
Revealing Possibility: Turning Debt & Taxes into Savings & Investment™
Don St. Clair
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Stansell, Lauren

Yeske Buie
Creative Strategies - Grounded Wisdom
Lauren Stansell
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T
Town, Andrew

TD Ameritrade Institutional
Firm Strategy: Focus. Engage. Results
Andrew Town
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V
Velnoskey, Devin
Breakout Session
Devin Velnoskey
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W
Waesche, Randolph

Resource Management, LLC
The Inescapable Influence of Money on the Family Enterprise
Randolph Waesche
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Watson, Gib

Swan Global Investments
Breakout Session
Gib Watson
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Y
Yeske, Dave

Yeske Buie
Creative Strategies - Grounded Wisdom
Dave Yeske
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