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Full Schedule
Events and Activities
Presentations
Browse by Date
Monday, May 4, 2020
Tuesday, May 5, 2020
Wednesday, May 6, 2020
Thursday, May 7, 2020
Browse by Title
Browse by Speakers
Browse By General Sessions
Browse By Breakout Sessions
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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
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