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Full Schedule
Browse By Options
Browse By Date
Sunday, December 11, 2022
Monday, December 12, 2022
Tuesday, December 13, 2022
Wednesday, December 14, 2022
Browse By General Sessions
Browse By Breakout Sessions
Browse By Title
Browse By Speaker
CE Sessions
Browse by Title
Events & Activities
Exhibitors
Browse by Company
Browse by Booths
Browse by Category
Floor Plan
Sponsors
My Experience
My Conference Profile
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A
Abjani, Sadiya
SAGE
What’s Love Got to do with It, Engaging LGBTQ Clients
Location: SCC: 606-609
Sadiya Abjani
Favorite
Altman, Gary
Altman & Associates, a division of Frost Law
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
Gary Altman
Favorite
Aviles, Thomas
Morningstar
Hyper Personalization of Client Portfolios
Location: SCC: 606-609
Thomas Aviles
Favorite
B
Blanchett, David
PGIM
A New Strategy to Generate Lifetime Income
Location: SCC: 6A
David Blanchett
Favorite
The Journal of Financial Planning's Research Showcase - Part 2
Location: SCC: 602-604
David Blanchett
Favorite
Branch, Troy
Ameritas Life Insurance Company
Strategies to Maximize Executive Compensation
Location: SCC: 611-614
Troy Branch
Favorite
Brown, Traci
Liar Liar Pants on Fire
Location: SCC: Ballroom 6BC
Traci Brown
Favorite
Burke, Katie
Equita Financial Networks
Emergency Continuity Planning
Location: SCC: 611-614
Katie Burke
Favorite
C
Cackowski, Janice
Centry Financial Advisors, LLC
Financial Planning Challenges for Unmarried Couples
Location: SCC: 611-614
Janice Cackowski
Favorite
Clark, Kevin
Highview Advisor Group
Making the Jump: A Planner's Guide to Advising on Self-Employment
Location: SCC: 606-609
Kevin Clark
Favorite
Cullum, John
American Heart Association
Wealth and Health Equity | Why it Matters
Location: SCC: 611-614
John Cullum
Favorite
D
de Man, Stephen
Dimensional Fund Advisors
From Prospect to Promoter: The Client Journey to Better Referrals
Location: SCC: 606-609
Stephen de Man
Favorite
DeVoe, David
DeVoe & Company
The Emotional Journey of M&A
Location: SCC: 6A
David DeVoe
Favorite
Dorn, Mary
Columbia College
The Journal of Financial Planning's Research Showcase - Part 1
Location: SCC: 602-604
Mary Dorn
Favorite
E
Edelman, Ric
Digital Assets Council of Financial Professionals (DACFP)
How You Can Use Digital Assets to Gain More Clients and AUM – Without Actually Recommending Crypto
Location: SCC: 6E
Ric Edelman
Favorite
Elliott, Kamila
Collective Wealth Partners
CFP Board Update
Location: SCC: 602-604
Kamila Elliott
Favorite
Ellis, Paul
Paul Ellis Consulting
Integrating Sustainable and ESG Investment with Values-Based Financial Planning
Location: SCC: 606-609
Paul Ellis
Favorite
F
Fallaw, Sarah
DataPoints
Financial Psychology: The Competencies of Building Wealth
Location: SCC: 6A
Sarah Fallaw
Favorite
Ferrazzi, Keith
Ferrazzi Greenlight
Never Eat Alone
Location: SCC: Ballroom 6BC
Keith Ferrazzi
Favorite
Foss, Kimberly
Empyrion Wealth Management
Gray Divorce, Living Together, and Elder Care: Handling the Transitions
Location: SCC: 6A
Kimberly Foss
Favorite
Friedman, Greg
Wealthspire Advisors
Life on the “Other Side” of Succession Planning
Location: SCC: 6E
Greg Friedman
Favorite
G
Geber, Sara
LifeEncore and Sky Ridge Consulting Group, Inc.
The Solo Ager: Meeting the unique needs of clients without family support
Location: SCC: 6E
Sara Geber
Favorite
Geisler, Greg
Indiana University
2022 Montgomery-Warschauer Award-Winning Research: A Comparison of the Tax Efficiency of Decumulation Strategies
Location: SCC: 611-614
Greg Geisler
Favorite
Ghawi, Dima
Dima Ghawi, LLC.
How to Manage Resistance to DEI
Location: SCC: 602-604
Dima Ghawi
Favorite
Golden, Carroll
NAIFA
A Framework to Start and Continue Impactful Extended Care Conversations
Location: SCC: 6E
Carroll Golden
Favorite
Gray, Erin
Green Century Capital Management Group
Integrating Sustainable and ESG Investment with Values-Based Financial Planning
Location: SCC: 606-609
Erin Gray
Favorite
Grimes, Bridget
Equita Financial Network
Emergency Continuity Planning
Location: SCC: 611-614
Bridget Grimes
Favorite
H
Haddad, Cynthia
Affinia Financial Group
Current Trends in Special Needs Planning- Key Tools & Strategies Every Advisor Needs to Know
Location: SCC: 6E
Cynthia Haddad
Favorite
Halloran, Matt
ProudMouth
The 5 ROIs of Podcasting
Location: SCC: 602-604
Matt Halloran
Favorite
Halpin, Gretchen
Beyond AUM
Gray Divorce, Living Together, and Elder Care: Handling the Transitions
Location: SCC: 6A
Gretchen Halpin
Favorite
Harrington, Jessica
Carson Coaching
Coaching Tips to Grow Your Impact and Increase Your Value
Location: SCC: 602-604
Jessica Harrington
Favorite
Heckman, Stuart
Kansas State University
The Journal of Financial Planning's Research Showcase - Part 2
Location: SCC: 602-604
Stuart Heckman
Favorite
Herring, Dalisha
Florida State University
The Journal of Financial Planning's Research Showcase - Part 2
Location: SCC: 602-604
Dalisha Herring
Favorite
J
Johnson, Gerald
American Heart Association
Wealth and Health Equity | Why it Matters
Location: SCC: 611-614
Gerald Johnson
Favorite
K
Kay, Barbara
Barbara Kay Coaching
How to Understand, Listen & Coach Clients: Practical EQ & Communication Skills
Location: SCC: 6E
Barbara Kay
Favorite
Keller, Kevin
CFP Board
CFP Board Update
Location: SCC: 602-604
Kevin Keller
Favorite
Kiner, Marc
Premier Social Security Consulting & Education
Situational Social Security - Opening the Doors to Baby Boomers
Location: SCC: 6A
Marc Kiner
Favorite
Koochel, Emily
eMoney Advisor
The Journal of Financial Planning's Research Showcase - Part 1
Location: SCC: 602-604
Emily Koochel
Favorite
Krawcheck, Sallie
Ellevest
The Outsider Inside: The “Last Honest Analyst” on the Future of Wealth Management
Location: SCC: Ballroom 6BC
Sallie Krawcheck
Favorite
L
LaTourette, Laura
Family Wealth Management Group
What’s Love Got to do with It, Engaging LGBTQ Clients
Location: SCC: 606-609
Laura LaTourette
Favorite
Lau, David
DPL Financial Partners
The Future of the 4% Rule in Retirement Planning
Location: SCC: 606-609
David Lau
Favorite
Lecours, Michael
fpPathfinder
Documents Clients Need to Keep on File: Untangling the What, Why, and Where of Document Retention
Location: SCC: 606-609
Michael Lecours
Favorite
Leitner, Brian
Mariner Platform Solutions
How to Elevate the Client Experience and Differentiate Your Practice
Location: SCC: 611-614
Brian Leitner
Favorite
Lemoine, Craig
University of Illinois Champaign - Urbana
Adding Housing Wealth to a Retirement Plan
Location: SCC: 6A
Craig Lemoine
Favorite
Lesnick, CSP, Scott
Successful Business Solutions llc
Inclusion and Belonging: How to Attract, Engage & Retain a 5-Generation Workforce and Clients
Location: SCC: 606-609
Scott Lesnick, CSP
Favorite
Lutter, Sonya
EnLite
The Journal of Financial Planning's Research Showcase - Part 1
Location: SCC: 602-604
Sonya Lutter
Favorite
M
McClain, Pat
Allworth Financial
The Emotional Journey of M&A
Location: SCC: 6A
Pat McClain
Favorite
McCoy, Megan
Kansas State University
The Journal of Financial Planning's Research Showcase - Part 1
Location: SCC: 602-604
Megan McCoy
Favorite
Meggert, Zoe
Perfectly Planned Content, LLC
Content Marketing for Financial Planners: 4 Ideas for Finding Your Voice, Telling Your Story, and Connecting With Clients
Location: SCC: 606-609
Zoe Meggert
Favorite
O
Odom, Ray
Northern Trust
Wealth and Health Equity | Why it Matters
Location: SCC: 611-614
Ray Odom
Favorite
Ohme, Matt
Allianz Life Insurance
The Future of the 4% Rule in Retirement Planning
Location: SCC: 606-609
Matt Ohme
Favorite
Opitz, Greg
Carson
Coaching Tips to Grow Your Impact and Increase Your Value
Location: SCC: 602-604
Greg Opitz
Favorite
P
Parry, Travis
Make Time Institute
Achieving Balance: The Make Time Method to Help Advisors Reach Business AND Personal Goals in an Overworked World
Location: SCC: 611-614
Travis Parry
Favorite
Petrowski (Buonincontri), Michelle
Being Mindful in Divorce/ Being In Abundance
Financial Planning Challenges for Unmarried Couples
Location: SCC: 611-614
Michelle Petrowski (Buonincontri)
Favorite
Pfau, Wade
The American College for Financial Services
Determining a Client's Retirement Income Style
Location: SCC: 6A
Wade Pfau
Favorite
The Future of the 4% Rule in Retirement Planning
Location: SCC: 606-609
Wade Pfau
Favorite
Pon, Lawrence
Pon & Associates
Tax Update 2022
Location: SCC: 6A
Lawrence Pon
Favorite
R
Reichenstein, William
Social Security Strategies, Inc.
Implications of SECURE Act 2.0 on Retirement Decumulation Strategies
Location: SCC: 6A
William Reichenstein
Favorite
Resch, Stephen
Finance of America Reverse
Adding Housing Wealth to a Retirement Plan
Location: SCC: 6A
Stephen Resch
Favorite
Rissman, Gabe
YourStake
Integrating Sustainable and ESG Investment with Values-Based Financial Planning
Location: SCC: 606-609
Gabe Rissman
Favorite
Ryan, John
RYAN INSURANCE STRATEGY CONSULTANTS
How to Avoid Disability Insurance Planning Mistakes
Location: SCC: 602-604
John Ryan
Favorite
S
Saxton, John
Invesco Real Estate
How the Pandemic Reshaped Commercial Real Estate and Why Your Portfolio Need is Stronger Than Ever
Location: SCC: 6E
John Saxton
Favorite
Shebesta, Darin
Jackson/Roskelley Wealth Advisors, Inc.
CFP Ethics: Elevating the Profession
Location: SCC: 618-620
Darin Shebesta
Favorite
CFP Ethics: Elevating the Profession
Location: SCC: 618-620
Darin Shebesta
Favorite
Smith, Reshell
AMES Financial Solutions
The Top 7 Things You Should Consider When Helping Clients Plan for Divorce
Location: SCC: 6E
Reshell Smith
Favorite
Soper, Stephen
Wright Investors Service
Alternative Investments: Why Invest in this Asset Class
Location: SCC: 606-609
Stephen Soper
Favorite
Spiller, Charesse
Level Best
Creating a Scalable Vision for Your Service Model
Location: SCC: 6E
Charesse Spiller
Favorite
Srivastava, Anita
Merrill Lynch
Behavioral Finance for Everyday Investors: Becoming Conscious of Factors to Improve Decision-making and Meet Long-term Investing Goals
Location: SCC: 611-614
Anita Srivastava
Favorite
Strent, Craig
Celebrity Home Loans
Managing the Liability Side of the Balance Sheet
Location: SCC: 611-614
Craig Strent
Favorite
T
Todd, Timothy
Liberty University School of Law
The Journal of Financial Planning's Research Showcase - Part 1
Location: SCC: 602-604
Timothy Todd
Favorite
W
Wanous, Dan
Thrivent Advisor Network
Building Businesses for Good
Location: SCC: 602-604
Dan Wanous
Favorite
Wayne, Carl
University of Washington
Why Ask Why? Adding Value and Values to Your Client Relationships
Location: SCC: 602-604
Carl Wayne
Favorite
Weisman, Jay
Legacy Philanthropy Group
Why Ask Why? Adding Value and Values to Your Client Relationships
Location: SCC: 602-604
Jay Weisman
Favorite
Wittman, Cozy
College Inside Track
Education Legacy Planning: Top Strategies for Grandparents
Location: SCC: 611-614
Cozy Wittman
Favorite
Y
Yerger, Daniel
MY Wealth Planners LLC
Opening the Door: Welcoming Students and Career Changers to a Financial Planning Career
Location: SCC: 602-604
Daniel Yerger
Favorite
Z
Zamy, Vanessa
Your Vision's Catalyst, LLC
Get Stuff Done: How to avoid burnout, find the time to do it all, and balance all the hats
Location: SCC: 6A
Vanessa Zamy
Favorite
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