Full Schedule

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Sun, Dec 11
Mon, Dec 12
Tue, Dec 13
Wed, Dec 14

Full Schedule

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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

Favorite

7:15 AM – 8:00 AM PDT
Networking and Coffee

7:15 AM – 8:00 AM PDT

Networking and Coffee
Location: SCC: 6th Floor

Favorite

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 Circle
Location: SCC: 401

Knowledge Circle

Favorite

8:15 AM – 9:15 AM PDT
Educational Breakout Sessions | Block 9

8:15 AM – 9:15 AM PDT

CFP Board Update
Location: SCC: 602-604

Kevin R. Keller, CAE – CFP Board

Kamila Elliott, CFP® – Collective Wealth Partners

Breakout Session

Favorite

Kevin R. Keller, CAE – CFP Board ### 272481###Presenter###CEO###CFP Board###
Presenter: Kevin R. Keller, CAE – CFP Board
### @@@ Kamila Elliott, CFP® – Collective Wealth Partners ### 1767013###Presenter######Collective Wealth Partners###
Presenter: Kamila Elliott, CFP® – 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 Clients
Location: SCC: 606-609

Zoe K. Meggert – Perfectly Planned Content, LLC

Breakout Session

Favorite

Zoe K. Meggert – Perfectly Planned Content, LLC ### 1718600###Speaker###CEO###Perfectly Planned Content, LLC###
Speaker: Zoe K. Meggert – Perfectly Planned Content, LLC
###

8:15 AM – 9:15 AM PDT

How to Elevate the Client Experience and Differentiate Your Practice
Location: SCC: 611-614

Brian Leitner, CFP®, ChCF, MST – Mariner Platform Solutions

Breakout Session

Powered By

Favorite

Brian Leitner, CFP®, ChCF, MST – Mariner Platform Solutions ### 1741318###Presenter###Head of Mariner Platform Solutions###Mariner Platform Solutions###
Presenter: Brian Leitner, CFP®, ChCF, MST – Mariner Platform Solutions
###

8:15 AM – 9:15 AM PDT

Tax Update 2022

Location: SCC: 6A

Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP – Pon & Associates

Breakout Session

1 CFP CE Credit(s)

Favorite

Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP – Pon & Associates ### 1075801###Speaker###CPA/PFS, CFP, EA, USTCP, AEP###Pon & Associates###
Speaker: Lawrence K. Pon, CFP®, CPA, PFS, EA, USTCP AEP – Pon & Associates
###

8:15 AM – 9:15 AM PDT

The Solo Ager: Meeting the unique needs of clients without family support

Location: SCC: 6E

Sara Z. Geber, PhD, CRC – LifeEncore and Sky Ridge Consulting Group, Inc.

Breakout Session

1 CFP CE Credit(s)

Favorite

Sara Z. Geber, PhD, CRC – LifeEncore and Sky Ridge Consulting Group, Inc. ### 1718601###Speaker###Owner/Founder###LifeEncore and Sky Ridge Consulting Group, Inc.###
Speaker: Sara Z. Geber, PhD, CRC – 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 Profession

Location: SCC: 618-620

Darin R. Shebesta, CFP®, AIF® – Jackson/Roskelley Wealth Advisors, Inc.

2 CFP CE Credit(s)

Favorite

Darin R. Shebesta, CFP®, AIF® – Jackson/Roskelley Wealth Advisors, Inc. ### 1082572###Speaker###Wealth Advisor###Jackson/Roskelley Wealth Advisors, Inc.###
Speaker: Darin R. Shebesta, CFP®, AIF® – 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

Favorite

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 World
Location: SCC: 611-614

Travis G. Parry, PhD – Make Time Institute

Breakout Session

Favorite

Travis G. Parry, PhD – Make Time Institute ### 794328###Speaker###Owner###Make Time Institute###
Speaker: Travis G. Parry, PhD – 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 Ever

Location: SCC: 6E

John Saxton, CFA®, CAIA® – Invesco Real Estate

Breakout Session

Powered By

1 CFP CE Credit(s)

Favorite

John Saxton, CFA®, CAIA® – Invesco Real Estate ### 1848515###Presenter###Client Portfolio Manager###Invesco Real Estate###
Presenter: John Saxton, CFA®, CAIA® – Invesco Real Estate
###

9:30 AM – 10:30 AM PDT

How to Avoid Disability Insurance Planning Mistakes

Location: SCC: 602-604

John E. Ryan, CFP® – RYAN INSURANCE STRATEGY CONSULTANTS

Breakout Session

Powered By

1 CFP CE Credit(s)

Favorite

John E. Ryan, CFP® – RYAN INSURANCE STRATEGY CONSULTANTS ### 256505###Presenter###CEO###RYAN INSURANCE STRATEGY CONSULTANTS###
Presenter: John E. Ryan, CFP® – RYAN INSURANCE STRATEGY CONSULTANTS
###

9:30 AM – 10:30 AM PDT

Situational Social Security - Opening the Doors to Baby Boomers

Location: SCC: 6A

Marc Kiner, CPA, NSSA – Premier Social Security Consulting & Education

Breakout Session

1 CFP CE Credit(s)

Favorite

Marc Kiner, CPA, NSSA – Premier Social Security Consulting & Education ### 1718599###Speaker###President###Premier Social Security Consulting & Education###
Speaker: Marc Kiner, CPA, NSSA – Premier Social Security Consulting & Education
###

9:30 AM – 10:30 AM PDT

What’s Love Got to do with It, Engaging LGBTQ Clients
Location: SCC: 606-609

Sadiya S. Abjani – SAGE

Laura LaTourette, CFP® – Family Wealth Management Group

Breakout Session

Favorite

Sadiya S. Abjani – SAGE ### 1724623###Speaker###Director of Training and Instructional Design###SAGE###
Speaker: Sadiya S. Abjani – SAGE
### @@@ Laura LaTourette, CFP® – Family Wealth Management Group ### 1834547###Presenter###Founder###Family Wealth Management Group###
Presenter: Laura LaTourette, CFP® – 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 Circle
Location: SCC: 401

Knowledge Circle

Favorite

10:30 AM – 10:45 AM PDT
Coffee Break

10:30 AM – 10:45 AM PDT

Coffee Break
Location: SCC: 6th Floor

Favorite

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 Management

Location: SCC: Ballroom 6BC

Sallie Krawcheck – Ellevest

General Session

1 CFP CE Credit(s)

Favorite

Sallie Krawcheck – Ellevest ### 1778946###General Session Speaker###CEO and Co-Founder###Ellevest###
General Session Speaker: Sallie Krawcheck – Ellevest
###