2016 Spring Conference Agenda
Wednesday May 18, 2016
7:00 AM – 8:00 AM
First Time Attendee Breakfast
Networking Breakfast
8:30 AM – 9:20 AM
9:35 AM – 10:25 AM
Featured Speaker - The "It" Factor: Gaining the Competitive Edge by Boosting Your Executive Presence
Sponsored by TD Ameritrade Institutional
Speakers:
Ann GallagherEducational Credits
K
(1)
Featured Speaker: The Changing Face of Retirement
<b>Helping Your Clients Find the E.P.I.C. Retirement</b>
Speakers:
Mitch AnthonyEducational Credits
E
(1)
E
(1)
High touch. High tech. Hit the High Notes with your Clients from 20s through Retirement
<b>Sponsored by Low Load Insurance</b>
Educational Credits
B
(1)
B
(1)
10:40 AM – 11:55 AM
Adding Value Through Behavioral Coaching
<b>Sponsored by Vanguard</b>
Speakers:
Garrett HarbronEducational Credits
J
(1)
J
(1)
Fraud and Cybersecurity Update
<b>Operational and Regulatory Environment</b>
Speakers:
Bryan BaasEducational Credits
A
(1.5)
Spring Chickens to Empty Nesters: Creating a practice for serving women of every age, every stage
<b>Sponsored by TD Ameritrade Institutional</b>
Educational Credits
K
(1.5)
12:00 PM – 1:00 PM
Lunch with Exhibitors
1:10 PM – 2:00 PM
Credit investing: The opportunity and risk in today’s market
Sponsored by Franklin Square Capital Partners
Speakers:
Lara CovielloEducational Credits
C
(1)
C
(1)
Data-Driven Social Advertising: How to Get the Highest Return from Your Marketing Budget
Speakers:
Bailey WilkinsonEducational Credits
K
(1)
2:15 PM – 3:05 PM
Reverse Mortgage: A Home Equity Loan Designed for Retirement
Speakers:
Tom DavisonEducational Credits
E
(1)
E
(1)
Tipping the Scales: Finding Flexibility to Attract and Keep Top Talent
<b>Sponsored by TD Ameritrade Institutional</b>
Educational Credits
K
(1)
2:15 PM – 5:00 PM
3:10 PM – 4:00 PM
Break with Exhibitors
4:10 PM – 5:00 PM
Private Split Dollar/Private Financing: Combining Estate Planning Flexibility with Gift Tax Leverage
Educational Credits
B
(1)
B
(1)
Succession Planning: Sustainable Business and Other Strategies
Sponsored by FP Transitions
Speakers:
David GrauEducational Credits
K
(1)
Utilizing Real Estate Private Placements to Diversify a Portfolio
<b>Sponsored by RCP Investments</B>
Speakers:
Richard MyersEducational Credits
C
(1)
C
(1)
5:10 PM – 6:00 PM
Featured Speaker: Portfolio Diversification in a Volatile World
Speakers:
Axel MerkEducational Credits
C
(1)
C
(1)
6:30 PM – 7:30 PM
Cocktail Reception in Exhibit Hall
Thursday May 19, 2016
7:00 AM – 8:00 AM
Networking Breakfast
7:30 AM – 8:20 AM
Update from CFP Board
8:10 AM – 8:25 AM
NCEF Update
8:30 AM – 9:40 AM
Keynote: Essentialism-The Disciplined Pursuit of Less
Speakers:
Greg McKeownEducational Credits
K
(1)
9:45 AM – 10:30 AM
Break with Exhibitors
10:40 AM – 11:30 AM
How to Pick a Bond Fund: Identifying hidden costs and misunderstandings
<b>Sponsored by Zeo Capital Advisors</b>
Speakers:
Venk ReddyEducational Credits
C
(1)
C
(1)
The X's and O's of Personal Insurance Policies - Property and Casualty
Speakers:
Benjamin BollenbacherEducational Credits
B
(1)
B
(1)
11:45 AM – 12:35 PM
The X's and O's of Personal Insurance Policies - Auto and Liability
Speakers:
Jim FiskeEducational Credits
B
(1)
B
(1)
Using the Endowment Investment Approach to Minimize Volatility and Increase Control
<b>Sponsored by SQN Capital Management</b>
Speakers:
Daniel WildermuthEducational Credits
C
(1)
C
(1)
What Every Advisor Needs to Know About Self-Directed IRAs
Speakers:
Mathew SorensenEducational Credits
E
(1)
E
(1)
12:40 PM – 1:40 PM
Lunch with Exhibitors
1:45 PM – 3:00 PM
Cash Value Life Insurance as an Asset Class in Comprehensive Financial Planning
Speakers:
Robert MaloneyEducational Credits
B
(1.5)
B
(1.5)
Developing a Culture of Gender Diversity within Your Firm
Sponsored by TD Ameritrade Institutional
Educational Credits
K
(1)
Social Security - Where are we now?
Educational Credits
E
(1.5)
E
(1.5)
3:05 PM – 4:00 PM
Break with Exhibitors
4:15 PM – 5:45 PM
Keynote: Looking Ahead - Perspectives from Three Top Industry Leaders
Educational Credits
I
(1.5)
5:45 PM – 6:30 PM
Region Membership Meetings
7:00 PM – 9:00 PM
Spring Conference Closing Party
Friday May 20, 2016
7:30 AM – 8:30 AM
Networking Coffee
8:40 AM – 9:30 AM
9:30 AM – 10:30 AM
Brunch with Exhibitors
10:40 AM – 11:30 AM
Top 10 Tax Tips for Making Divorce Less Taxing
Speakers:
Justin MillerEducational Credits
D
(1)
D
(1)
10:40 AM – 12:30 PM
Super Session: The Money Egg
<b>A Tool for Understanding the Client's Money History</b>
Speakers:
Richard KahlerEducational Credits
J
(2)
J
(2)
11:40 AM – 12:30 PM