Agenda
All sessions listed below are in Eastern Standard Time Zone (EST).
Thursday, January 22, 2026
7:00 PM - 9:00 PM
Social Event
1124 Main St
Cincinnati, OH 45202
Kick off the event with an evening of relaxed peer networking. Connect with regional colleagues, exchange best practices, and enjoy some fun with old-school entertainment like duckpin bowling and arcade games.
The fee to attend is $10 per person, which includes food and beverages.
Thank you to our social event sponsor Zephyr.
Friday, January 23, 2026
1910 Elm Street
Cincinnati, OH 45202
8:30 AM – 9:00 AM
Registration Opens and Continental Breakfast
9:00 AM – 10:00 AM
High Net Worth Insurance Planning – Strategies and Case Studies
During this presentation, Jeff Hess and Austin Ash will discuss how advisors can leverage insurance strategies for high net worth individuals. The session will cover structuring and optimizing insurance as an asset class, advanced methods for funding permanent coverage for estate planning needs, and disability planning tools and strategies for business owners.
Learning Objectives:
- Incorporate insurance as a distinct asset class within client portfolios and optimize IRR on death benefits.
- Identify different ways of funding large insurance needs for clients with estate tax liabilities.
- Understand planning tools and strategies to help business-owner clients protect their businesses in the event of disability.
10:15 AM – 11:15 AM
Advanced 401(k) Topics
This session will review techniques to maximize retirement plan contributions for small business owners while minimizing employee costs through real-world case studies.
Learning Objectives:
- It is legal to discriminate when allocating 401(k) benefits.
- Checklist associated with discrimination testing for a 401(k).
- How to dovetail 401(k) testing with small business owner objectives.
11:25 AM – 12:25 PM
How to Build a Weekly “Content Marketing Machine”
Consumers are seeking financial education on more platforms than ever before, creating an opportunity for advisors to build authoritative visibility online. This session outlines a practical blueprint for generating high-quality financial insights in just 2–3 hours per week, including topic selection, content creation, and strategic use of AI tools.
Learning Objectives:
- How to choose SEO- and AI-focused topics that resonate with consumers.
- How to recycle content for use across multiple platforms.
- How to use AI tools to build and scale a content marketing machine.
12:30 PM – 1:45 PM
Lunch Break
1:45 PM – 2:45 PM
Planning for the Long Run: Supporting Aging Clients with Clarity and Confidence
As clients live longer, advisors face increasing challenges related to health changes, cognitive concerns, safety risks, family dynamics, and long-term care decisions. In this session, gerontologist and Aging Life Care Professional® April Ibarra explores how partnering with care managers helps advisors identify risks early, coordinate care, and support informed decision-making. The session also introduces principles from the Bold Not Old™ longevity framework to help advisors strengthen proactive planning and support client independence and well-being.
Learning Objectives:
- Learn how aging life care professionals assess health, safety, cognitive, and psychosocial risks and how these insights help advisors anticipate needs and prevent crisis spending.
- Know when and how to integrate care management into your practice and understand how collaboration improves outcomes and strengthens multi-generational relationships.
- Understand key factors of longevity science and how to incorporate them into financial plans to influence long-term costs and care needs.
2:45 PM
Guided Beer Tasting (optional)