Browse by Speaker

Type here to filter the list

A
Applewhite, Ashton
This Chair Rocks
Ashton Applewhite
Favorite
B
Bolen, Robert

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

Greenville Financial Advisors
What I Do When I Do Financial Life Planning...A Conversation with Three Practitioners
Stephen Brody
Favorite
Sjolin, Christine

FP Transitions
The Value of Independence: A Critical Discussion of Vision & Strategy
Christine Sjolin
Favorite
Buie, Elissa

Yeske Buie
Creative Strategies - Grounded Wisdom
Elissa Buie
Favorite
C
Channing Brown, Austin
Diversity and the Pursuit of Human Dignity
Austin Channing Brown
Favorite
Cheng, Rita
Wiser Together: Why Professional Community Can Improve Our Clients’ Lives
Rita Cheng
Favorite
Clark, Kevin

Highview Advisor Group
Wiser Together: Why Professional Community Can Improve Our Clients’ Lives
Kevin Clark
Favorite
Cullum, John

American Heart Association
Setting the Table for Client and Charity Success
John Cullum
Favorite
Cumbie Advisory Services, Inc., Guy

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

Facet Wealth
Wiser Together: Why Professional Community Can Improve Our Clients’ Lives
Alexandria Davis
Favorite
Del Prince, Mike

Nationwide Advisory Solutions
Breakout Session
Mike Del Prince
Favorite
Divine, Sidney

Divine Wealth Strategies
What I Do When I Do Financial Life Planning...A Conversation with Three Practitioners
Sidney Divine
Favorite
E
Estes, Jon
Breakout Session
Jon Estes
Favorite
G
Gardner, Randy

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

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

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

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

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

Kahler Financial Group
Surfacing (Real) Money Issues in a Nanosecond
Rick Kahler
Favorite
Kelly, Heather

Allianz Life
Breakout Session
Heather Kelly
Favorite
L
Livadary, Cristina

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

Mesirow Financial
Financial Planning for Retirement in the 21st Century: A Psychosocial View
Gregg Lunceford
Favorite
M
Mandell PhD, Fred

Creating Futures That Work
The Music of Leadership and Collaboration
Fred Mandell PhD
Favorite
Moisand, Dan

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

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

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

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

Finance of America Reverse
Breakout Session
Stephen Resch
Favorite
S
Seifter, Harvey
The Music of Leadership and Collaboration
Harvey Seifter
Favorite
Somers, Moira

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

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

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

TD Ameritrade Institutional
Firm Strategy: Focus. Engage. Results
Andrew Town
Favorite
V
Velnoskey, Devin

Janus Henderson Investors
The Great Debate: Is Modern Portfolio Theory (MPT) DEAD - Does MPT Hold Up During Periods of Market Stress For Advisors and Their Clients?
Devin Velnoskey
Favorite
W
Waesche, Randolph

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

Swan Global Investments
The Great Debate: Is Modern Portfolio Theory (MPT) DEAD - Does MPT Hold Up During Periods of Market Stress For Advisors and Their Clients?
Gib Watson
Favorite
Y
Yeske, Dave

Yeske Buie
Creative Strategies - Grounded Wisdom
Dave Yeske
Favorite