Activity
Activity
Keith Ferrazzi – Ferrazzi Greenlight
General Session
General Session Speaker: Keith Ferrazzi – Ferrazzi Greenlight
###Activity
Greg Geisler, PhD – Indiana University
Breakout Session
1 CFP CE Credit(s)
Co-Presenter: Greg Geisler, PhD – Indiana University
###Cynthia R. Haddad, CFP®, ChSNC® – Affinia Financial Group
Breakout Session
1 CFP CE Credit(s)
Speaker: Cynthia R. Haddad, CFP®, ChSNC® – Affinia Financial Group
###Kimberly Foss, CFP®, CPWA, CFT-I Candidate – Empyrion Wealth Management
Gretchen Halpin – Beyond AUM
Breakout Session
1 CFP CE Credit(s)
Speaker: Kimberly Foss, CFP®, CPWA, CFT-I Candidate – Empyrion Wealth Management
### @@@ Gretchen Halpin – Beyond AUM ### 1755179###Speaker###Co-Founder###Beyond AUM###Speaker: Gretchen Halpin – Beyond AUM
###Thomas Aviles – Morningstar
Breakout Session
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Presenter: Thomas Aviles – Morningstar
###Daniel M. Yerger, MBA, CFP®, ChFC, AIF, CDFA – MY Wealth Planners LLC
Breakout Session
Speaker: Daniel M. Yerger, MBA, CFP®, ChFC, AIF, CDFA – MY Wealth Planners LLC
###Knowledge Circle
Activity
Activity
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Activity
Activity
Knowledge Circle
Stephen J. Resch – Finance of America Reverse
Craig Lemoine, PhD, CFP® – University of Illinois Champaign - Urbana
Breakout Session
1 CFP CE Credit(s)
Presenter: Stephen J. Resch – 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: Craig Lemoine, PhD, CFP® – University of Illinois Champaign - Urbana
###Bridget V. Grimes, CFP® – Equita Financial Network
Katie Burke, CFP® – Equita Financial Networks
Breakout Session
Speaker: Bridget V. Grimes, CFP® – Equita Financial Network
### @@@ Katie Burke, CFP® – Equita Financial Networks ### 1718607###Speaker###Co-Founder###Equita Financial Networks###Speaker: Katie Burke, CFP® – Equita Financial Networks
###Scott Lesnick, CSP, CSP-Certified Speaking Professional – Successful Business Solutions llc
Breakout Session
Speaker: Scott Lesnick, CSP, CSP-Certified Speaking Professional – Successful Business Solutions llc
###Timothy M. Todd, PhD, JD – Liberty University School of Law
Mary E. Dorn – Columbia College
Megan McCoy, PhD, LMFT, CFT-I™ – Kansas State University
Emily Koochel, AFC®, CFT-I™ – eMoney Advisor
Sonya L. Lutter, PhD, CFP®, LMFT – EnLite
Breakout Session
1 CFP CE Credit(s)
Author: Timothy M. Todd, PhD, JD – Liberty University School of Law
### @@@ Mary E. Dorn – Columbia College ### 1753036###Author###Assistant Professor of Finance###Columbia College###Author: Mary E. Dorn – Columbia College
### @@@ Megan McCoy, PhD, LMFT, CFT-I™ – Kansas State University ### 1389431###Author###Assistant Professor###Kansas State University###Author: Megan McCoy, PhD, LMFT, CFT-I™ – Kansas State University
### @@@ Emily Koochel, AFC®, CFT-I™ – eMoney Advisor ### 1753080###Co-Author###Sr. Financial Planning Education Consultant###eMoney Advisor###Co-Author: Emily Koochel, AFC®, CFT-I™ – eMoney Advisor
### @@@ Sonya L. Lutter, PhD, CFP®, LMFT – EnLite ### 421579###Co-Author### Professor, Owner###EnLite###Co-Author: Sonya L. Lutter, PhD, CFP®, LMFT – EnLite
###Reshell Smith, CFP® – AMES Financial Solutions
Breakout Session
1 CFP CE Credit(s)
Speaker: Reshell Smith, CFP® – AMES Financial Solutions
###Stephen R. Soper, CFP®, CIMA, CTFA, CRC – Wright Investors Service
Breakout Session
1 CFP CE Credit(s)
Speaker: Stephen R. Soper, CFP®, CIMA, CTFA, CRC – Wright Investors Service
###Anita Srivastava, CFP®, CRPS, PhD – Merrill Lynch
Breakout Session
1 CFP CE Credit(s)
Speaker: Anita Srivastava, CFP®, CRPS, PhD – Merrill Lynch
###Charesse J. Spiller – Level Best
Breakout Session
Speaker: Charesse J. Spiller – Level Best
###Pat McClain, ChFC® – Allworth Financial
David DeVoe, MBA – DeVoe & Company
Breakout Session
1 CFP CE Credit(s)
Presenter: Pat McClain, ChFC® – Allworth Financial
### @@@ David DeVoe, MBA – DeVoe & Company ### 213963###Presenter###CEO and Founder###DeVoe & Company###Presenter: David DeVoe, MBA – DeVoe & Company
###Dalisha D. Herring, PhD, CFP® – Florida State University
Stuart J. Heckman, PhD, CFP® – Kansas State University
David Blanchett, PhD, CFA, CFP® – PGIM
Breakout Session
1 CFP CE Credit(s)
Author: Dalisha D. Herring, PhD, CFP® – Florida State University
### @@@ Stuart J. Heckman, PhD, CFP® – Kansas State University ### 175284###Author###Associate Professor###Kansas State University###Author: Stuart J. Heckman, PhD, CFP® – Kansas State University
### @@@ David Blanchett, PhD, CFA, CFP® – PGIM ### 794321###Author###Head of Retirement Research###PGIM###Author: David Blanchett, PhD, CFA, CFP® – PGIM
###Knowledge Circle
Darin R. Shebesta, CFP®, AIF® – Jackson/Roskelley Wealth Advisors, Inc.
2 CFP CE Credit(s)
Speaker: Darin R. Shebesta, CFP®, AIF® – Jackson/Roskelley Wealth Advisors, Inc.
###Janice M. Cackowski, CFP® – Centry Financial Advisors, LLC
Michelle Petrowski (Buonincontri), CFP®, CDFA® – Being Mindful in Divorce/ Being In Abundance
Breakout Session
1 CFP CE Credit(s)
Speaker: Janice M. Cackowski, CFP® – 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: Michelle Petrowski (Buonincontri), CFP®, CDFA® – Being Mindful in Divorce/ Being In Abundance
###Sarah S. Fallaw, PhD – DataPoints
Breakout Session
1 CFP CE Credit(s)
Speaker: Sarah S. Fallaw, PhD – DataPoints
###Ric Edelman – Digital Assets Council of Financial Professionals (DACFP)
Breakout Session
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1 CFP CE Credit(s)
Presenter: Ric Edelman – Digital Assets Council of Financial Professionals (DACFP)
###Kevin R. Clark, CFP®, CIMA®, EA – Highview Advisor Group
Breakout Session
1 CFP CE Credit(s)
Speaker: Kevin R. Clark, CFP®, CIMA®, EA – Highview Advisor Group
###Matt Halloran, MS (he/him/his) – ProudMouth
Breakout Session
Presenter: Matt Halloran, MS (he/him/his) – ProudMouth
### he/him/hisKnowledge Circle
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Activity
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