- Sunday, December 11, 2022
3:00 PM – 6:00 PM PDT
Conference Registration
3:00 PM – 6:00 PM PDT
Conference Registration
Location: Sheraton Lobby
4:30 PM – 6:30 PM PDT
FPA of Puget Sound Chapter Hosted Happy Hour
4:30 PM – 6:30 PM PDT
FPA of Puget Sound Hosted Happy HourLocation: Brighton Jones Office, 2030 1st Avenue, 3rd Floor, Seattle, WA 98121Activity
- Monday, December 12, 2022
7:00 AM – 4:00 PM PDT
Conference Registration
7:00 AM – 4:00 PM PDT
Conference Registration
Location: SCC: Atrium Lobby
7:30 AM – 8:15 AM PDT
Connections Kickoff
7:30 AM – 8:15 AM PDT
Connections KickoffLocation: SCC: 6AActivity
7:30 AM – 8:15 AM PDT
Networking and Coffee
7:30 AM – 8:15 AM PDT
Networking and CoffeeLocation: SCC: 6th FloorActivity
8:30 AM – 9:30 AM PDT
General Session
8:30 AM – 9:30 AM PDT
Never Eat AloneLocation: SCC: Ballroom 6BCGeneral Session
Keith Ferrazzi – Ferrazzi Greenlight ### 1773387###General Session Speaker###Founder & Chairman###Ferrazzi Greenlight###General Session Speaker: – Ferrazzi Greenlight
### 9:30 AM – 10:00 AM PDT
Coffee Break
9:30 AM – 10:00 AM PDT
Coffee Break
Location: SCC: 6th Floor
9:30 AM – 10:00 AM PDT
Keith Ferrazzi Meet and Greet
9:30 AM – 10:00 AM PDT
Keith Ferrazzi Meet and GreetLocation: SCC: 6th FloorActivity
10:00 AM – 11:00 AM PDT
Educational Breakout Sessions | Block 1
10:00 AM – 11:00 AM PDT
2022 Montgomery-Warschauer Award-Winning Research: A Comparison of the Tax Efficiency of Decumulation StrategiesLocation: SCC: 611-614Breakout Session
Greg Geisler, PhD – Indiana University ### 423382###Co-Presenter###Clinical Professor of Accounting###Indiana University###Co-Presenter: – Indiana University
###
10:00 AM – 11:00 AM PDT
Current Trends in Special Needs Planning- Key Tools & Strategies Every Advisor Needs to KnowLocation: SCC: 6E – Affinia Financial Group
Breakout Session
Cynthia R. Haddad, CFP®, ChSNC® – Affinia Financial Group ### 1718615###Speaker###Managing Partner###Affinia Financial Group###Speaker: – Affinia Financial Group
### 10:00 AM – 11:00 AM PDT
Gray Divorce, Living Together, and Elder Care: Handling the TransitionsLocation: SCC: 6A – Empyrion Wealth Management
– Beyond AUM
Breakout Session
Kimberly Foss, CFP®, CPWA, CFT-I Candidate – Empyrion Wealth Management ### 1389538###Speaker###President and Founder###Empyrion Wealth Management###Speaker: – Empyrion Wealth Management
### @@@ Gretchen Halpin – Beyond AUM ### 1755179###Speaker###Co-Founder###Beyond AUM###Speaker: – Beyond AUM
###
10:00 AM – 11:00 AM PDT
Hyper Personalization of Client PortfoliosLocation: SCC: 606-609Breakout Session
Thomas Aviles – Morningstar ### 1773708###Presenter###VP Business Development, Advisor Client Experience###Morningstar###Presenter: – Morningstar
###
10:00 AM – 11:00 AM PDT
Opening the Door: Welcoming Students and Career Changers to a Financial Planning CareerLocation: SCC: 602-604Breakout Session
Daniel M. Yerger, MBA, CFP®, ChFC, AIF, CDFA – MY Wealth Planners LLC ### 1389544###Speaker###President, CCO###MY Wealth Planners LLC###Speaker: – MY Wealth Planners LLC
###
10:00 AM – 11:00 AM PDT
FPA Latino Knowledge Circle
10:00 AM – 11:00 AM PDT
FPA Latino Knowledge CircleLocation: SCC: 401Knowledge Circle
11:00 AM – 12:30 PM PDT
Exhibit Hall Opening and Lunch
11:00 AM – 12:30 PM PDT
Exhibit Hall Opening and LunchLocation: SCC: Exhibit Hall 4ABActivity
11:00 AM – 4:30 PM PDT
Exhibit Hall Hours
11:00 AM – 4:30 PM PDT
Exhibit Hall Hours
Location: SCC: Exhibit Hall 4AB
11:00 AM – 4:30 PM PDT
Headshot Station
12:00 PM – 4:30 PM PDT
Headshot StationLocation: SCC: Exhibit Hall 4ABActivity
11:00 AM – 4:30 PM PDT
Massage Station
11:00 AM – 4:30 PM PDT
Massage StationLocation: SCC: Exhibit Hall 4ABActivity
11:10 AM – 12:20 PM PDT
FinTech Showcase Presentations
11:10 AM – 12:20 PM PDT
FinTech Showcase PresentationsLocation: SCC: Exhibit Hall 4AB, Fintech ShowcaseActivity
12:30 PM – 1:30 PM PDT
African American Knowledge Circle
12:30 PM – 1:30 PM PDT
African American Knowledge CircleLocation: SCC: 401Knowledge Circle
12:30 PM – 1:30 PM PDT
Educational Breakout Sessions | Block 2
12:30 PM – 1:30 PM PDT
Adding Housing Wealth to a Retirement PlanLocation: SCC: 6A – Finance of America Reverse
– University of Illinois Champaign - Urbana
Breakout Session
Stephen J. Resch – Finance of America Reverse ### 811710###Presenter###Vice President Retirement Strategies###Finance of America Reverse###Presenter: – Finance of America Reverse
### @@@ Craig Lemoine, PhD, CFP® – University of Illinois Champaign - Urbana ### 432631###Presenter###Director of Financial Planning###University of Illinois Champaign - Urbana###Presenter: – University of Illinois Champaign - Urbana
###
12:30 PM – 1:30 PM PDT
Emergency Continuity PlanningLocation: SCC: 611-614 – Equita Financial Network
– Equita Financial Networks
Breakout Session
Bridget V. Grimes, CFP® – Equita Financial Network ### 1075805###Speaker###Co-Founder###Equita Financial Network###Speaker: – Equita Financial Network
### @@@ Katie Burke, CFP® – Equita Financial Networks ### 1718607###Speaker###Co-Founder###Equita Financial Networks###Speaker: – Equita Financial Networks
###
12:30 PM – 1:30 PM PDT
Inclusion and Belonging: How to Attract, Engage & Retain a 5-Generation Workforce and ClientsLocation: SCC: 606-609 – Successful Business Solutions llc
Breakout Session
Scott Lesnick, CSP, CSP-Certified Speaking Professional – Successful Business Solutions llc ### 1389528###Speaker###Global Keynote Leadership Speaker###Successful Business Solutions llc###Speaker: – Successful Business Solutions llc
### 12:30 PM – 1:30 PM PDT
The Journal of Financial Planning's Research Showcase - Part 1Location: SCC: 602-604 – Liberty University School of Law
– Columbia College
– Kansas State University
– eMoney Advisor
– EnLite
Breakout Session
Timothy M. Todd, PhD, JD – Liberty University School of Law ### 1753035###Author###Associate Dean for Faculty Development & Scholarship; Professor of Law###Liberty University School of Law###Author: – Liberty University School of Law
### @@@ Mary E. Dorn – Columbia College ### 1753036###Author###Assistant Professor of Finance###Columbia College###Author: – Columbia College
### @@@ Megan McCoy, PhD, LMFT, CFT-I™ – Kansas State University ### 1389431###Author###Assistant Professor###Kansas State University###Author: – Kansas State University
### @@@ Emily Koochel, AFC®, CFT-I™ – eMoney Advisor ### 1753080###Co-Author###Sr. Financial Planning Education Consultant###eMoney Advisor###Co-Author: – eMoney Advisor
### @@@ Sonya L. Lutter, PhD, CFP®, LMFT – EnLite ### 421579###Co-Author### Professor, Owner###EnLite###Co-Author: – EnLite
### 12:30 PM – 1:30 PM PDT
The Top 7 Things You Should Consider When Helping Clients Plan for DivorceLocation: SCC: 6E – AMES Financial Solutions
Breakout Session
Reshell Smith, CFP® – AMES Financial Solutions ### 1389524###Speaker###Founder & President###AMES Financial Solutions###Speaker: – AMES Financial Solutions
###
1:30 PM – 2:00 PM PDT
Coffee Break
1:30 PM – 2:00 PM PDT
Coffee Break
Location: SCC: Exhibit Hall 4AB
2:00 PM – 3:00 PM PDT
Educational Breakout Sessions | Block 3
2:00 PM – 3:00 PM PDT
Alternative Investments: Why Invest in this Asset ClassLocation: SCC: 606-609 – Wright Investors Service
Breakout Session
Stephen R. Soper, CFP®, CIMA, CTFA, CRC – Wright Investors Service ### 1718602###Speaker###Senior Vice President, Director of Client Services###Wright Investors Service###Speaker: – Wright Investors Service
###
2:00 PM – 3:00 PM PDT
Behavioral Finance for Everyday Investors: Becoming Conscious of Factors to Improve Decision-making and Meet Long-term Investing GoalsLocation: SCC: 611-614Breakout Session
Anita Srivastava, CFP®, CRPS, PhD – Merrill Lynch ### 1718606###Speaker###Financial Advisor, Senior Portfolio Advisor###Merrill Lynch###Speaker: – Merrill Lynch
###
2:00 PM – 3:00 PM PDT
Creating a Scalable Vision for Your Service ModelLocation: SCC: 6EBreakout Session
Charesse J. Spiller – Level Best ### 1718603###Speaker###Founder and Principal Consultant###Level Best###Speaker: – Level Best
###
2:00 PM – 3:00 PM PDT
The Emotional Journey of M&A Location: SCC: 6A – Allworth Financial
– DeVoe & Company
Breakout Session
Pat McClain, ChFC® – Allworth Financial ### 1741311###Presenter###Co-CEO & Co-Founder###Allworth Financial###Presenter: – Allworth Financial
### @@@ David DeVoe, MBA – DeVoe & Company ### 213963###Presenter###CEO and Founder###DeVoe & Company###Presenter: – DeVoe & Company
###
2:00 PM – 3:00 PM PDT
The Journal of Financial Planning's Research Showcase - Part 2Location: SCC: 602-604 – Florida State University
– Kansas State University
– PGIM
Breakout Session
Dalisha D. Herring, PhD, CFP® – Florida State University ### 430345###Author###Assistant Lecturer###Florida State University###Author: – Florida State University
### @@@ Stuart J. Heckman, PhD, CFP® – Kansas State University ### 175284###Author###Associate Professor###Kansas State University###Author: – Kansas State University
### @@@ David Blanchett, PhD, CFA, CFP® – PGIM ### 794321###Author###Head of Retirement Research###PGIM###Author: – PGIM
###
2:00 PM – 3:00 PM PDT
PridePlanners Knowledge Circle
2:00 PM – 3:00 PM PDT
PridePlanners Knowledge CircleLocation: SCC: 401Knowledge Circle
2:00 PM – 4:00 PM PDT
CFP Ethics: Elevating the Profession
2:00 PM – 4:00 PM PDT
CFP Ethics: Elevating the ProfessionLocation: SCC: 618-620 – Jackson/Roskelley Wealth Advisors, Inc.
Darin R. Shebesta, CFP®, AIF® – Jackson/Roskelley Wealth Advisors, Inc. ### 1082572###Speaker###Wealth Advisor###Jackson/Roskelley Wealth Advisors, Inc.###Speaker: – Jackson/Roskelley Wealth Advisors, Inc.
### 3:00 PM – 3:30 PM PDT
Coffee and Snack Break
3:00 PM – 3:30 PM PDT
Coffee and Snack Break
Location: SCC: Exhibit Hall 4AB
3:30 PM – 4:30 PM PDT
Educational Breakout Sessions | Block 4
3:30 PM – 4:30 PM PDT
Financial Planning Challenges for Unmarried CouplesLocation: SCC: 611-614 – Centry Financial Advisors, LLC
– Being Mindful in Divorce/ Being In Abundance
Breakout Session
Janice M. Cackowski, CFP® – Centry Financial Advisors, LLC ### 1389525###Speaker###Partner, Financial Advisor###Centry Financial Advisors, LLC###Speaker: – Centry Financial Advisors, LLC
### @@@ Michelle Petrowski (Buonincontri), CFP®, CDFA® – Being Mindful in Divorce/ Being In Abundance ### 1389526###Speaker###CFP®, CDFA®, Mediator###Being Mindful in Divorce/ Being In Abundance###Speaker: – Being Mindful in Divorce/ Being In Abundance
###
3:30 PM – 4:30 PM PDT
Financial Psychology: The Competencies of Building WealthLocation: SCC: 6ABreakout Session
Sarah S. Fallaw, PhD – DataPoints ### 1718613###Speaker###President###DataPoints###Speaker: – DataPoints
### 3:30 PM – 4:30 PM PDT
How You Can Use Digital Assets to Gain More Clients and AUM – Without Actually Recommending CryptoLocation: SCC: 6E – Digital Assets Council of Financial Professionals (DACFP)
Breakout Session
Ric Edelman – Digital Assets Council of Financial Professionals (DACFP) ### 1408717###Presenter###Founder###Digital Assets Council of Financial Professionals (DACFP)###Presenter: – Digital Assets Council of Financial Professionals (DACFP)
### 3:30 PM – 4:30 PM PDT
Making the Jump: A Planner's Guide to Advising on Self-EmploymentLocation: SCC: 606-609Breakout Session
Kevin R. Clark, CFP®, CIMA®, EA – Highview Advisor Group ### 970291###Speaker###Financial Advisor###Highview Advisor Group###Speaker: – Highview Advisor Group
###
3:30 PM – 4:30 PM PDT
The 5 ROIs of PodcastingLocation: SCC: 602-604Breakout Session
Matt Halloran, MS (he/him/his) – ProudMouth ### 1792858###Presenter###Co-Founder & CRO###ProudMouth###Presenter: – ProudMouth
### he/him/his
3:30 PM – 4:30 PM PDT
International Knowledge Circle
3:30 PM – 4:30 PM PDT
International Knowledge CircleLocation: SCC: 401Knowledge Circle
5:00 PM – 6:00 PM PDT
Chapter Leaders Reception (Invite Only)
5:00 PM – 6:00 PM PDT
Chapter Leaders Reception (Invite Only)Location: Sheraton: JuniperActivity
5:00 PM – 6:30 PM PDT
DE&I Reception
5:00 PM – 6:30 PM PDT
DE&I Reception Location: Sheraton: CedarActivity
6:30 PM – 7:30 PM PDT
PAC Reception (Invite Only)
6:30 PM – 7:30 PM PDT
PAC Reception (Invite Only)Location: Sheraton: AspenActivity
- Tuesday, December 13, 2022
7:30 AM – 8:15 AM PDT
Networking and Coffee
7:30 AM – 8:15 AM PDT
Networking and CoffeeLocation: SCC: 6th FloorActivity
7:30 AM – 5:00 PM PDT
Conference Registration
7:30 AM – 5:00 PM PDT
Conference Registration
Location: SCC: Atrium Lobby
8:30 AM – 9:30 AM PDT
General Session
8:30 AM – 9:30 AM PDT
Liar Liar Pants on FireLocation: SCC: Ballroom 6BCGeneral Session
Traci Brown, CSP ### 1777519###General Session Speaker###Author & Deception Detection Expert######General Session Speaker:
### 9:30 AM – 10:00 AM PDT
Coffee Break
9:30 AM – 10:00 AM PDT
Coffee Break
Location: SCC: Exhibit Hall 4AB
9:30 AM – 10:00 AM PDT
Traci Brown Meet and Greet
9:30 AM – 10:00 AM PDT
Traci Brown Meet and GreetLocation: SCC: 6th FloorActivity
9:30 AM – 3:30 PM PDT
Headshot Station
9:30 AM – 3:30 PM PDT
Headshot StationLocation: SCC: Exhibit Hall 4ABActivity
9:30 AM – 4:30 PM PDT
Exhibit Hall Hours
9:30 AM – 4:30 PM PDT
Exhibit Hall Hours
Location: SCC: Exhibit Hall 4AB
9:30 AM – 4:30 PM PDT
Massage Station
9:30 AM – 4:30 PM PDT
Massage StationLocation: SCC: Exhibit Hall 4ABActivity
10:00 AM – 11:00 AM PDT
Educational Breakout Sessions | Block 5
10:00 AM – 11:00 AM PDT
A New Strategy to Generate Lifetime IncomeLocation: SCC: 6ABreakout Session
David Blanchett, PhD, CFA, CFP® – PGIM ### 794321###Presenter###Head of Retirement Research###PGIM###Presenter: – PGIM
###
10:00 AM – 11:00 AM PDT
Education Legacy Planning: Top Strategies for GrandparentsLocation: SCC: 611-614Breakout Session
Cozy Wittman – College Inside Track ### 802010###Speaker###Education & Partnerships###College Inside Track###Speaker: – College Inside Track
###
10:00 AM – 11:00 AM PDT
How to Manage Resistance to DEILocation: SCC: 602-604Breakout Session
Dima Ghawi, MBA and Certified Professional Coach – Dima Ghawi, LLC. ### 1718605###Speaker###Leadership Consultant and Executive Coach###Dima Ghawi, LLC.###Speaker: – Dima Ghawi, LLC.
### 10:00 AM – 11:00 AM PDT
The Art of Post-Death Estate Tax Planning: A real life story of death, taxes, and really good tax planning after death!Location: SCC: 6E – Altman & Associates, a division of Frost Law
Breakout Session
Gary Altman, JD, CFP® – Altman & Associates, a division of Frost Law ### 1718609###Speaker###Partner###Altman & Associates, a division of Frost Law###Speaker: – Altman & Associates, a division of Frost Law
###
10:00 AM – 11:00 AM PDT
The Future of the 4% Rule in Retirement PlanningLocation: SCC: 606-609 – Allianz Life Insurance
– DPL Financial Partners
– The American College for Financial Services
Breakout Session
Matt Ohme, CFP(r), CIMA, CLU(r) – Allianz Life Insurance ### 1741312###Presenter###Senior Vice President, Channel Head RIA & Institutional Markets###Allianz Life Insurance###Presenter: – Allianz Life Insurance
### @@@ David Lau – DPL Financial Partners ### 515374###Presenter###Founder & CEO###DPL Financial Partners###Presenter: – DPL Financial Partners
### @@@ Wade D. Pfau, PhD, CFA, RICP – The American College for Financial Services ### 175285###Presenter###Professor###The American College for Financial Services###Presenter: – The American College for Financial Services
###
10:00 AM – 11:00 AM PDT
Student Community Gathering
10:00 AM – 11:00 AM PDT
Student Community GatheringLocation: SCC: 401Knowledge Circle
11:00 AM – 12:30 PM PDT
Lunch
11:00 AM – 12:30 PM PDT
LunchLocation: SCC: Exhibit Hall 4ABActivity
11:10 AM – 12:20 PM PDT
FinTech Showcase Presentations
11:10 AM – 12:20 PM PDT
FinTech Showcase PresentationsLocation: SCC: Exhibit Hall 4AB, Fintech ShowcaseActivity
12:30 PM – 1:30 PM PDT
Educational Breakout Sessions | Block 6
12:30 PM – 1:30 PM PDT
Building Businesses for GoodLocation: SCC: 602-604 – Thrivent Advisor Network
Breakout Session
Dan Wanous, MBA (he/him/his) – Thrivent Advisor Network ### 1773078###Presenter###Business Development Officer###Thrivent Advisor Network###Presenter: – Thrivent Advisor Network
### he/him/his
12:30 PM – 1:30 PM PDT
Implications of SECURE Act 2.0 on Retirement Decumulation StrategiesLocation: SCC: 6A – Social Security Strategies, Inc.
Breakout Session
William Reichenstein, PhD, CFA – Social Security Strategies, Inc. ### 161735###Speaker###Head of Research###Social Security Strategies, Inc.###Speaker: – Social Security Strategies, Inc.
###
12:30 PM – 1:30 PM PDT
Integrating Sustainable and ESG Investment with Values-Based Financial PlanningLocation: SCC: 606-609 – Paul Ellis Consulting
– Green Century Capital Management Group
– YourStake
Breakout Session
Paul Ellis – Paul Ellis Consulting ### 1396849###Speaker###Sustainable Finance Consultant###Paul Ellis Consulting###Speaker: – Paul Ellis Consulting
### @@@ Erin Gray – Green Century Capital Management Group ### 1855143###Presenter###Vice President, Business Development###Green Century Capital Management Group###Presenter: – Green Century Capital Management Group
### @@@ Gabe Rissman – YourStake ### 1855144###Presenter###President###YourStake###Presenter: – YourStake
### 12:30 PM – 1:30 PM PDT
Life on the “Other Side” of Succession PlanningLocation: SCC: 6EBreakout Session
Greg Friedman, MS, CFP® – Wealthspire Advisors ### 1718610###Speaker###Chief Strategy Officer###Wealthspire Advisors###Speaker: – Wealthspire Advisors
###
12:30 PM – 1:30 PM PDT
Wealth and Health Equity | Why it MattersLocation: SCC: 611-614 – American Heart Association
– American Heart Association
– Northern Trust
Breakout Session
Gerald Johnson – American Heart Association ### 1766416###Presenter###Executive Vice President, Health Equity and Chief Diversity Officer###American Heart Association ###Presenter: – American Heart Association
### @@@ John W. Cullum, CFP® – American Heart Association ### 971969###Presenter###Senior Advisor###American Heart Association###Presenter: – American Heart Association
### @@@ Ray Odom, JD, CFP® – Northern Trust ### 1778640###Presenter###Senior Vice President, National Director of Wealth Transfer Services###Northern Trust###Presenter: – Northern Trust
###
12:30 PM – 1:30 PM PDT
Student and NexGen Community Connection
12:30 PM – 1:30 PM PDT
Student and NexGen Community ConnectionLocation: SCC: 401Knowledge Circle
1:30 PM – 2:00 PM PDT
Coffee Break
1:30 PM – 2:00 PM PDT
Coffee Break
Location: SCC: Exhibit Hall 4AB
2:00 PM – 3:00 PM PDT
Educational Breakout Sessions | Block 7
2:00 PM – 3:00 PM PDT
A Framework to Start and Continue Impactful Extended Care ConversationsLocation: SCC: 6EBreakout Session
Carroll S. Golden, CLU, ChFC, CASL, FLMI, LECP, LACP, CLTC – NAIFA ### 1718608###Speaker###Executive Director Specialty Centers###NAIFA###Speaker: – NAIFA
###
2:00 PM – 3:00 PM PDT
From Prospect to Promoter: The Client Journey to Better ReferralsLocation: SCC: 606-609 – Dimensional Fund Advisors
Breakout Session
Stephen de Man, MBA – Dimensional Fund Advisors ### 811717###Presenter###Regional Director & Vice President###Dimensional Fund Advisors###Presenter: – Dimensional Fund Advisors
### 2:00 PM – 3:00 PM PDT
Get Stuff Done: How to avoid burnout, find the time to do it all, and balance all the hatsLocation: SCC: 6A – Your Vision's Catalyst, LLC
Breakout Session
Vanessa Zamy – Your Vision's Catalyst, LLC ### 1718611###Speaker###Business Strategy Consultant | Speaker | Professor | Author###Your Vision's Catalyst, LLC###Speaker: – Your Vision's Catalyst, LLC
### 2:00 PM – 3:00 PM PDT
Managing the Liability Side of the Balance SheetLocation: SCC: 611-614Breakout Session
Craig Strent, CRMS, CMPS – Celebrity Home Loans ### 1778449###Presenter###Chief Production Officer###Celebrity Home Loans###Presenter: – Celebrity Home Loans
###
2:00 PM – 3:00 PM PDT
Why Ask Why? Adding Value and Values to Your Client RelationshipsLocation: SCC: 602-604 – Legacy Philanthropy Group
– University of Washington
Breakout Session
Jay M. Weisman, CAP – Legacy Philanthropy Group ### 1718612###Speaker###Principal###Legacy Philanthropy Group###Speaker: – Legacy Philanthropy Group
### @@@ Carl A. Wayne, JD – University of Washington ### 1718614###Speaker###Assistant Vice President Planned Giving Office for Planned Giving###University of Washington###Speaker: – University of Washington
###
2:00 PM – 3:00 PM PDT
NexGen Community Gathering
2:00 PM – 3:00 PM PDT
NexGen Community GatheringLocation: SCC: 401Knowledge Circle
3:00 PM – 3:30 PM PDT
Break
3:00 PM – 3:30 PM PDT
Coffee and Snack Break
Location: SCC: Exhibit Hall 4AB
3:30 PM – 4:30 PM PDT
Educational Breakout Sessions | Block 8
3:30 PM – 4:30 PM PDT
Coaching Tips to Grow Your Impact and Increase Your Value Location: SCC: 602-604 – Carson Coaching
– Carson
Breakout Session
Jessica Harrington, MS. PCC (she/her/hers) – Carson Coaching ### 1741316###Presenter###Executive Business Coach###Carson Coaching###Presenter: – Carson Coaching
### she/her/hers @@@ Greg Opitz, MBA – Carson ### 1741317###Presenter###Executive Business Coach###Carson###Presenter: – Carson
###
3:30 PM – 4:30 PM PDT
Determining a Client's Retirement Income StyleLocation: SCC: 6A – The American College for Financial Services
Breakout Session
Wade D. Pfau, PhD, CFA, RICP – The American College for Financial Services ### 175285###Presenter###Professor###The American College for Financial Services###Presenter: – The American College for Financial Services
###
3:30 PM – 4:30 PM PDT
Documents Clients Need to Keep on File: Untangling the What, Why, and Where of Document RetentionLocation: SCC: 606-609Breakout Session
Michael Lecours, CFP® – fpPathfinder ### 1389540###Speaker###Co-Founder###fpPathfinder###Speaker: – fpPathfinder
###
3:30 PM – 4:30 PM PDT
How to Understand, Listen & Coach Clients: Practical EQ & Communication SkillsLocation: SCC: 6EBreakout Session
Barbara Kay, MA, LPC, RCC, TIPC – Barbara Kay Coaching ### 874836###Speaker###President###Barbara Kay Coaching###Speaker: – Barbara Kay Coaching
###
3:30 PM – 4:30 PM PDT
Strategies to Maximize Executive CompensationLocation: SCC: 611-614 – Ameritas Life Insurance Company
Breakout Session
Troy Branch, JD, CLU, ChFC – Ameritas Life Insurance Company ### 1824485###Presenter###2nd Vice President, Advanced Solutions and Design###Ameritas Life Insurance Company###Presenter: – Ameritas Life Insurance Company
###
3:30 PM – 4:30 PM PDT
Women & Finance Knowledge Circle
3:30 PM – 4:30 PM PDT
Women & Finance Knowledge CircleLocation: SCC: 401Knowledge Circle
5:00 PM – 6:00 PM PDT
NexGen Reception
5:00 PM – 6:00 PM PDT
NexGen Reception Location: SCC: 2AActivity
5:00 PM – 6:00 PM PDT
Women & Finance Reception
5:00 PM – 6:00 PM PDT
Women & Finance Reception Location: SCC: 2BActivity
- Wednesday, December 14, 2022
7:00 AM – 11:00 AM PDT
Conference Registration
7:00 AM – 11:00 AM PDT
Conference Registration
Location: SCC: Atrium Lobby
7:15 AM – 8:00 AM PDT
Networking and Coffee
7:15 AM – 8:00 AM PDT
Networking and Coffee
Location: SCC: 6th Floor
8:15 AM – 9:15 AM PDT
Asian-American/Pacific Islander Knowledge Circle
8:15 AM – 9:15 AM PDT
Asian-American/Pacific Islander Knowledge CircleLocation: SCC: 401Knowledge Circle
8:15 AM – 9:15 AM PDT
Educational Breakout Sessions | Block 9
8:15 AM – 9:15 AM PDT
CFP Board UpdateLocation: SCC: 602-604 – CFP Board
– Collective Wealth Partners
Breakout Session
Kevin R. Keller, CAE – CFP Board ### 272481###Presenter###CEO###CFP Board###Presenter: – CFP Board
### @@@ Kamila Elliott, CFP® – Collective Wealth Partners ### 1767013###Presenter######Collective Wealth Partners###Presenter: – Collective Wealth Partners
###
8:15 AM – 9:15 AM PDT
Content Marketing for Financial Planners: 4 Ideas for Finding Your Voice, Telling Your Story, and Connecting With ClientsLocation: SCC: 606-609 – Perfectly Planned Content, LLC
Breakout Session
Zoe K. Meggert – Perfectly Planned Content, LLC ### 1718600###Speaker###CEO###Perfectly Planned Content, LLC###Speaker: – Perfectly Planned Content, LLC
###
8:15 AM – 9:15 AM PDT
How to Elevate the Client Experience and Differentiate Your PracticeLocation: SCC: 611-614 – Mariner Platform Solutions
Breakout Session
Brian Leitner, CFP®, ChCF, MST – Mariner Platform Solutions ### 1741318###Presenter###Head of Mariner Platform Solutions###Mariner Platform Solutions###Presenter: – Mariner Platform Solutions
### 8:15 AM – 9:15 AM PDT
Tax Update 2022Location: SCC: 6ABreakout Session
Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP – Pon & Associates ### 1075801###Speaker###CPA/PFS, CFP, EA, USTCP, AEP###Pon & Associates###Speaker: – Pon & Associates
###
8:15 AM – 9:15 AM PDT
The Solo Ager: Meeting the unique needs of clients without family supportLocation: SCC: 6E – LifeEncore and Sky Ridge Consulting Group, Inc.
Breakout Session
Sara Z. Geber, PhD, CRC – LifeEncore and Sky Ridge Consulting Group, Inc. ### 1718601###Speaker###Owner/Founder###LifeEncore and Sky Ridge Consulting Group, Inc.###Speaker: – LifeEncore and Sky Ridge Consulting Group, Inc.
###
8:15 AM – 10:15 AM PDT
CFP Ethics: Elevating the Profession
8:15 AM – 10:15 AM PDT
CFP Ethics: Elevating the ProfessionLocation: SCC: 618-620 – Jackson/Roskelley Wealth Advisors, Inc.
Darin R. Shebesta, CFP®, AIF® – Jackson/Roskelley Wealth Advisors, Inc. ### 1082572###Speaker###Wealth Advisor###Jackson/Roskelley Wealth Advisors, Inc.###Speaker: – Jackson/Roskelley Wealth Advisors, Inc.
### 9:15 AM – 9:30 AM PDT
Break
9:15 AM – 9:30 AM PDT
Break
Location: SCC: 6th Floor
9:30 AM – 10:30 AM PDT
Educational Breakout Sessions | Block 10
9:30 AM – 10:30 AM PDT
Achieving Balance: The Make Time Method to Help Advisors Reach Business AND Personal Goals in an Overworked WorldLocation: SCC: 611-614Breakout Session
Travis G. Parry, PhD – Make Time Institute ### 794328###Speaker###Owner###Make Time Institute###Speaker: – Make Time Institute
###
9:30 AM – 10:30 AM PDT
How the Pandemic Reshaped Commercial Real Estate and Why Your Portfolio Need is Stronger Than EverLocation: SCC: 6EBreakout Session
John Saxton, CFA®, CAIA® – Invesco Real Estate ### 1848515###Presenter###Client Portfolio Manager###Invesco Real Estate###Presenter: – Invesco Real Estate
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9:30 AM – 10:30 AM PDT
How to Avoid Disability Insurance Planning MistakesLocation: SCC: 602-604 – RYAN INSURANCE STRATEGY CONSULTANTS
Breakout Session
John E. Ryan, CFP® – RYAN INSURANCE STRATEGY CONSULTANTS ### 256505###Presenter###CEO###RYAN INSURANCE STRATEGY CONSULTANTS###Presenter: – RYAN INSURANCE STRATEGY CONSULTANTS
###
9:30 AM – 10:30 AM PDT
Situational Social Security - Opening the Doors to Baby BoomersLocation: SCC: 6A – Premier Social Security Consulting & Education
Breakout Session
Marc Kiner, CPA, NSSA – Premier Social Security Consulting & Education ### 1718599###Speaker###President###Premier Social Security Consulting & Education###Speaker: – Premier Social Security Consulting & Education
###
9:30 AM – 10:30 AM PDT
What’s Love Got to do with It, Engaging LGBTQ ClientsLocation: SCC: 606-609 – SAGE
– Family Wealth Management Group
Breakout Session
Sadiya S. Abjani – SAGE ### 1724623###Speaker###Director of Training and Instructional Design###SAGE###Speaker: – SAGE
### @@@ Laura LaTourette, CFP® – Family Wealth Management Group ### 1834547###Presenter###Founder###Family Wealth Management Group###Presenter: – Family Wealth Management Group
### 9:30 AM – 10:30 AM PDT
Tax & Estate Planning Knowledge Circle
9:30 AM – 10:30 AM PDT
Tax & Estate Planning Knowledge CircleLocation: SCC: 401Knowledge Circle
10:30 AM – 10:45 AM PDT
Coffee Break
10:30 AM – 10:45 AM PDT
Coffee Break
Location: SCC: 6th Floor
10:45 AM – 11:45 AM PDT
General Session
10:45 AM – 11:45 AM PDT
The Outsider Inside: The “Last Honest Analyst” on the Future of Wealth ManagementLocation: SCC: Ballroom 6BCGeneral Session
Sallie Krawcheck – Ellevest ### 1778946###General Session Speaker###CEO and Co-Founder###Ellevest###General Session Speaker: – Ellevest
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