
Agenda
All sessions listed below are in Central Time (CT). Note: The simulcast in Indianapolis will be in the Eastern Standard Time Zone (EST).
Sunday, February 26, 2023
3:00 PM - 3:45 PM
Registration / Networking
3:45 PM - 4:00 PM
Welcome and Opening Remarks
4:00 PM - 6:00 PM
2023 CFP Board of Ethics Course
Bonnie Kirchner, CFP®, MST
6:30 PM - 8:30 PM
Dinner / Networking
Monday, February 27, 2023
7:30 AM - 8:00 AM
Breakfast / Networking
8:00 AM - 9:00 AM
How the Secure Act Changes Retirement (and other) Planning
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF
9:15 AM - 10:15 AM
Maximixing Social Security
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF
10:30 AM - 11:30 AM
Common Scenarios in Celebrity Estates
Brian Seigel, JD, AEP®
11:30 AM - 12:30 PM
Lunch
12:30 PM - 1:30 PM
How and Why to Add College Planning to Your Practice
Ann Garcia, CFP®
1:30 PM - 2:00 PM
Afternoon Break/Networking
2:00 PM - 3:00 PM
Life Insurance Reviews - Case Studies
Brant Steck, CFP®
3:00 PM - 3:30 PM
Closing Remarks