2015 Fall Conference Agenda

Wednesday October 21, 2015

7:00 AM – 8:00 AM
First Time Attendee Breakfast
Networking Breakfast
8:30 AM – 9:20 AM
Keynote: Create Leaders at Every Level
Speakers:
David Marquet
Educational Credits
L (1)
9:35 AM – 10:25 AM
Support for Your Practice from Academic Partners
Educational Credits
A (1)
A (1)
9:35 AM – 5:00 PM
Practice Foundation: All Day Case Study
Educational Credits
C (5)
C (5)
9:35 AM – 11:55 AM
Super Session: Rethinking Leadership
Speakers:
David Marquet
Educational Credits
L (2)
9:35 AM – 10:25 AM
In-the-Annapolis or Indianapolis? Insurance Directions & Misconceptions

Sponsored by Low Load Insurance Services, Inc.

Speakers:
Mark Maurer
Educational Credits
B (1)
B (1)
Women & Investing: How Gender Diversity Boosts Returns & Profits

Sponsored by the Women’s Initiative and TD Ameritrade

Educational Credits
J (1)
J (1)
10:40 AM – 11:55 AM
Incorporating Gender Diversity in Your Firm - A Panel Discussion

A Women’s Initiative program sponsored by TD Ameritrade Institutional

Educational Credits
K (1.5)
Next Generation Retirement Investing
Educational Credits
E (1.5)
E (1.5)
The Healthcare Imperative
Educational Credits
F (1.5)
F (1.5)
12:00 PM – 1:00 PM
Lunch with Exhibitors
1:10 PM – 2:00 PM
Advanced Behavioral Finance: Asset Bubble and Investment Strategy
Educational Credits
J (1)
J (1)
Virtual Financial Planning:

How to Build a Virtual Practice, add Value, Reduce Expenses, and Expand

Speakers:
Kate Holmes
Educational Credits
K (1)
1:10 PM – 3:00 PM
Super Session: Mindful Money: How to ACE the Hard Part of Soft Skills in Financial Planning
Educational Credits
J (2)
J (2)
1:10 PM – 2:00 PM
Income or Liquidity, What’s the Right Approach?

Sponsored by Franklin Square

Educational Credits
C (1)
C (1)
2:10 PM – 3:00 PM
An Insider's View of Technology Best Practices: A Conversation with Fidelity

sponsored by Fidelity

Educational Credits
M (1)
How to Design Your Office Space
Speakers:
Danish Kurani
Educational Credits
K (1)
Executive Disability Planning - Reviewing and Protecting Variable Income Sources
Educational Credits
B (1)
B (1)
3:10 PM – 4:00 PM
Break with Exhibitors
4:10 PM – 5:00 PM
Evaluating Mortgages as a Source of Leverage: Theory & Practice
Educational Credits
E (1)
E (1)
Financial Planning: It's Not Just for Boomers Anymore
Speakers:
R. Alan Moore
Educational Credits
K (1)
International Value Investing in Today's Uncertain Market

Sponsored by Advisors Asset Management, Inc.

Educational Credits
C (1)
C (1)
Inbound Marketing for Busy Solos
Speakers:
Michael Garry
Educational Credits
K (1)
5:10 PM – 6:00 PM
Keynote: Economic Outlook
Educational Credits
I (1)
6:05 PM – 7:00 PM
Cocktail Reception in Exhibit Hall
7:30 PM – 9:30 PM
Genesis Social: The Tavern on South

sponsored by Low Load Insurance Services, Inc

9:30 PM – 11:00 PM
Hospitality Suite

Thursday October 22, 2015

7:15 AM – 8:15 AM
Study Group Leaders Breakfast
7:30 AM – 8:30 AM
Networking Breakfast
8:15 AM – 8:30 AM
NCEF Update
Speakers:
Skip Schweiss
8:40 AM – 9:30 AM
Keynote: Going Digital

National Sponsor, TD Ameritrade Institutional

Speakers:
Craig Cintron
Educational Credits
M (1)
9:45 AM – 10:35 AM
Using Economic Indicators in Portfolio Management

sponsored breakout by "AIER" American Institute for Economic Research

Speakers:
Robert Hughes
Educational Credits
C (1)
C (1)
Personal Insurance 202

A comprehensive analysis of the HNW personal insurance industry

Speakers:
Paul Kountz
Educational Credits
B (1)
B (1)
Cutting Edge Tax Planning Developments and Opportunities
Educational Credits
D (1)
D (1)
Practice Foundation: Technology
Speakers:
Donald Duncan
Educational Credits
M (1)
10:35 AM – 11:30 AM
Break with Exhibitors
11:40 AM – 12:55 PM
Next Gen and Beyond: Finding Work/Life Balance - A Panel Discussion

A Women’s Initiative program sponsored by TD Ameritrade Institutional

Educational Credits
K (1.5)
The Value of A Business Always Matters - Ways to Keep It & Increase it!
Educational Credits
D (1.5)
D (1.5)
Practice Foundation: Profitability and Fee Structure
Educational Credits
K (1)
Planning From the Inside Out
Speakers:
Roy Diliberto
Educational Credits
F (1.5)
F (1.5)
1:00 PM – 2:00 PM
Lunch with Exhibitors
2:10 PM – 3:00 PM
Cybersecurity
Educational Credits
K (1)
Minimizing Income Tax-Opportunities for Commercial Property Owners to use Cost Segregation
Speakers:
Jeff Hiatt
Educational Credits
D (1)
D (1)
Guiding Your Clients Through a Successful Retirement: Developing Retirement Income Strategy

Sponsored by Vanguard

Speakers:
Nathan Zahm
Educational Credits
E (1)
E (1)
Practice Foundation: Compliance
Speakers:
Michael Garry
Educational Credits
K (1)
3:05 PM – 3:45 PM
Break with Exhibitors
4:00 PM – 4:50 PM
5:00 PM – 6:00 PM
Region Membership Meetings
7:00 PM – 9:00 PM
Closing Party and Reception
9:30 PM – 11:00 PM
Hospitality Suite

Friday October 23, 2015

7:30 AM – 8:30 AM
Networking Coffee
8:40 AM – 9:30 AM
Keynote: Happy Money: The Science of Smarter Spending
Educational Credits
K (1)
9:35 AM – 10:20 AM
Brunch with Exhibitors
10:30 AM – 11:45 AM
Advising Breadwinner Women: Insights from the 2015 Family Wealth Advisors Council Study

A Women's initiative program sponsored by TD Ameritrade Institutional

Educational Credits
K (1.5)
10:30 AM – 11:55 AM
Public Policy Update:

What you need to know about the Current Regulatory Landscape

Educational Credits
K (1.5)
10:30 AM – 11:45 AM
Practice Foundation: Marketing
Educational Credits
K (1)
11:50 AM – 12:40 PM
Practice Foundation: Should I Manage Money?
Speakers:
Eric Ross
Educational Credits
K (1)
A Life Well Spent
Speakers:
Erik Daniels
Educational Credits
E (1)
E (1)
Clients Don't Care About Sharpe: How to Simplify Your Investment Advice Process
Educational Credits
C (1)
C (1)
What does the "Hold" in Buy & Hold stand for?
Educational Credits
C (1)
C (1)

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