Agenda

All sessions listed below are in Eastern Standard Time Zone (EST).

Note: The simulcast will be in the Eastern Standard Time Zone (EST).

Sunday, February 22, 2026

4:00 - 6:00 PM

Ethics Preconference Workshop

Philip Gibson, Ph.D., CFP®️

*Optional

6:00 – 8:00 PM

Networking Reception and Dinner

*Optional

Monday, February 23, 2026

8:30 – 9:00 AM

Registration

9:00 – 9:15 AM

Opening Remarks and Sponsor Spotlight

9:15 – 10:15 AM

National and Regional Economic Update

Bethany Greene

The presentation will provide an overview of current national and regional economic conditions, with special attention to trends in growth, consumption, investment, inflation and labor markets. It will examine the bright spots and risks that are shaping the economic outlook, and how consumers, businesses and policymakers are responding to the current economic environment.

Learning Objectives:

1. How to interpret key economic indicators represented in data
2. How to identify the drivers of economic growth
3. What patterns in economic data related to consumption, labor markets and inflation signal about future economic conditions
4. The role of monetary policy in shaping the outlook

10:15 – 10:30 AM

Break

10:30 – 11:30 AM

Tax Planning Opportunities Under The New ”One Big Beautiful Bill” Act

Ben Henry-Moreland, CFP®️, EA

The “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4, 2025, ended years of uncertainty by extending and reshaping key tax rules from the Tax Cuts and Jobs Act of 2017. While providing long-term clarity, the law also introduces new planning opportunities for financial advisors and their clients. In this session, Kitces Senior Financial Planning Nerd Ben Henry-Moreland will review major tax provisions, including expanded SALT deductions, new senior deductions, updates to QSBS and Opportunity Zones, and expanded 529 plan uses, along with planning implications for Roth conversions, charitable giving, estate planning, and more.

Learning Objectives:

1. Summarize the provisions of the Tax Cuts and Jobs Act of 2017 that are extended by the OBBBA
2. Describe the new tax provisions that were introduced by the OBBBA
3. Detail which provisions of OBBBA are intended to be permanent, and which are set to expire
4. Evaluate the impact of the new law on clients' tax situations
5. Apply tax planning strategies to address the OBBBA's short- and long-term tax implications

11:30 – 12:30 PM

Rethinking Retirement Spending Advice

Justin Fitzpatrick, PhD, CFA, CFP®️

“Probability of Success” is everywhere in financial planning, even though many planners acknowledge its flaws. We'll break down what the metric actually means mathematically, psychologically, and practically, and how it can distort and harm a plan and the advisor-client relationship. We'll introduce alternative ways of using simulation-based planning (like Monte Carlo simulation) without Probability of Success to produce more realistic plans, clearer communication, and better client understanding and confidence.

Learning Objectives:

1. Explain what 'Probability of Success' actually means mathematically and what sorts of outcomes it privileges
2. Discuss how clients perceive and understand risk depending on the way a plan is presented and discussed
3. Understand other ways to think and talk about plans using frameworks like 'overspending/underspending'

12:30 – 1:30 PM

Lunch and Networking

1:30 – 2:30 PM

Indexing is a Series of Active Decisions

Sam Dinamarca, CFA®️

Indexing, or passive investing, is rising in popularity. A closer examination of the active decisions that index funds, index providers, and investors make while indexing raises questions about whether it is the most effective investment approach.

Learning Objectives:

1. Hidden costs in a fund beyond the expense ratio
2. Active decisions being made by index providers
3. How to solve some of the challenges that index funds face

2:45 – 3:45 PM

Resource Allocation and Hiring Considerations for Firm Owners

Panel Discussion

3:45 - 4:00 PM

Closing Remarks