Activity
Traci Brown, CSP
General Session
General Session Speaker: Traci Brown, CSP
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David Blanchett, PhD, CFA, CFP® – PGIM
Breakout Session
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1 CFP CE Credit(s)
Presenter: David Blanchett, PhD, CFA, CFP® – PGIM
###Cozy Wittman – College Inside Track
Breakout Session
1 CFP CE Credit(s)
Speaker: Cozy Wittman – College Inside Track
###Dima Ghawi, MBA and Certified Professional Coach – Dima Ghawi, LLC.
Breakout Session
Speaker: Dima Ghawi, MBA and Certified Professional Coach – Dima Ghawi, LLC.
###Gary Altman, JD, CFP® – Altman & Associates, a division of Frost Law
Breakout Session
1 CFP CE Credit(s)
Speaker: Gary Altman, JD, CFP® – Altman & Associates, a division of Frost Law
###Matt Ohme, CFP(r), CIMA, CLU(r) – Allianz Life Insurance
David Lau – DPL Financial Partners
Wade D. Pfau, PhD, CFA, RICP – The American College for Financial Services
Breakout Session
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1 CFP CE Credit(s)
Presenter: Matt Ohme, CFP(r), CIMA, CLU(r) – Allianz Life Insurance
### @@@ David Lau – DPL Financial Partners ### 515374###Presenter###Founder & CEO###DPL Financial Partners###Presenter: David Lau – 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: Wade D. Pfau, PhD, CFA, RICP – The American College for Financial Services
###Knowledge Circle
Activity
Activity
Dan Wanous, MBA (he/him/his) – Thrivent Advisor Network
Breakout Session
1 CFP CE Credit(s)
Presenter: Dan Wanous, MBA (he/him/his) – Thrivent Advisor Network
### he/him/hisWilliam Reichenstein, PhD, CFA – Social Security Strategies, Inc.
Breakout Session
1 CFP CE Credit(s)
Speaker: William Reichenstein, PhD, CFA – Social Security Strategies, Inc.
###Paul Ellis – Paul Ellis Consulting
Erin Gray – Green Century Capital Management Group
Gabe Rissman – YourStake
Breakout Session
1 CFP CE Credit(s)
Speaker: Paul Ellis – Paul Ellis Consulting
### @@@ Erin Gray – Green Century Capital Management Group ### 1855143###Presenter###Vice President, Business Development###Green Century Capital Management Group###Presenter: Erin Gray – Green Century Capital Management Group
### @@@ Gabe Rissman – YourStake ### 1855144###Presenter###President###YourStake###Presenter: Gabe Rissman – YourStake
###Greg Friedman, MS, CFP® – Wealthspire Advisors
Breakout Session
1 CFP CE Credit(s)
Speaker: Greg Friedman, MS, CFP® – Wealthspire Advisors
###Gerald Johnson – American Heart Association
John W. Cullum, CFP® – American Heart Association
Ray Odom, JD, CFP® – Northern Trust
Breakout Session
Presenter: Gerald Johnson – American Heart Association
### @@@ John W. Cullum, CFP® – American Heart Association ### 971969###Presenter###Senior Advisor###American Heart Association###Presenter: John W. Cullum, CFP® – American Heart Association
### @@@ Ray Odom, JD, CFP® – Northern Trust ### 1778640###Presenter###Senior Vice President, National Director of Wealth Transfer Services###Northern Trust###Presenter: Ray Odom, JD, CFP® – Northern Trust
###Knowledge Circle
Carroll S. Golden, CLU, ChFC, CASL, FLMI, LECP, LACP, CLTC – NAIFA
Breakout Session
1 CFP CE Credit(s)
Speaker: Carroll S. Golden, CLU, ChFC, CASL, FLMI, LECP, LACP, CLTC – NAIFA
###Stephen de Man, MBA – Dimensional Fund Advisors
Breakout Session
Presenter: Stephen de Man, MBA – Dimensional Fund Advisors
###Vanessa Zamy – Your Vision's Catalyst, LLC
Breakout Session
Speaker: Vanessa Zamy – Your Vision's Catalyst, LLC
###Craig Strent, CRMS, CMPS – Celebrity Home Loans
Breakout Session
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1 CFP CE Credit(s)
Presenter: Craig Strent, CRMS, CMPS – Celebrity Home Loans
###Jay M. Weisman, CAP – Legacy Philanthropy Group
Carl A. Wayne, JD – University of Washington
Breakout Session
1 CFP CE Credit(s)
Speaker: Jay M. Weisman, CAP – 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: Carl A. Wayne, JD – University of Washington
###Knowledge Circle
Jessica Harrington, MS. PCC (she/her/hers) – Carson Coaching
Greg Opitz, MBA – Carson
Breakout Session
Presenter: Jessica Harrington, MS. PCC (she/her/hers) – Carson Coaching
### she/her/hers @@@ Greg Opitz, MBA – Carson ### 1741317###Presenter###Executive Business Coach###Carson###Presenter: Greg Opitz, MBA – Carson
###Wade D. Pfau, PhD, CFA, RICP – The American College for Financial Services
Breakout Session
1 CFP CE Credit(s)
Presenter: Wade D. Pfau, PhD, CFA, RICP – The American College for Financial Services
###Michael Lecours, CFP® – fpPathfinder
Breakout Session
1 CFP CE Credit(s)
Speaker: Michael Lecours, CFP® – fpPathfinder
###Barbara Kay, MA, LPC, RCC, TIPC – Barbara Kay Coaching
Breakout Session
1 CFP CE Credit(s)
Speaker: Barbara Kay, MA, LPC, RCC, TIPC – Barbara Kay Coaching
###Troy Branch, JD, CLU, ChFC – Ameritas Life Insurance Company
Breakout Session
1 CFP CE Credit(s)
Presenter: Troy Branch, JD, CLU, ChFC – Ameritas Life Insurance Company
###Knowledge Circle
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