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
Keynote: 2016 Economic and Investment Outlook
Speakers:
Bob Doll
Educational Credits
I (1)
9:35 AM – 10:25 AM
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)
Featured Speaker: The Changing Face of Retirement

<b>Helping Your Clients Find the E.P.I.C. Retirement</b>

Speakers:
Mitch Anthony
Educational Credits
E (1)
E (1)
Featured Speaker - The "It" Factor: Gaining the Competitive Edge by Boosting Your Executive Presence

Sponsored by TD Ameritrade Institutional

Speakers:
Ann Gallagher
Educational Credits
K (1)
Income Tax Planning - Part 1
Educational Credits
D (1)
D (1)
10:40 AM – 11:55 AM
Income Tax Planning - Part 2
Educational Credits
D (1)
D (1)
Fraud and Cybersecurity Update

<b>Operational and Regulatory Environment</b>

Speakers:
Bryan Baas
Educational 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)
Adding Value Through Behavioral Coaching

<b>Sponsored by Vanguard</b>

Educational Credits
J (1)
J (1)
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 Coviello
Educational Credits
C (1)
C (1)
Planning and Financing Long-Term Care
Educational Credits
E (1)
E (1)
The Millennial Investment
Educational Credits
C (1)
C (1)
2:15 PM – 3:05 PM
Recent Economic Developments and the Outlook
Educational Credits
I (1)
Tipping the Scales: Finding Flexibility to Attract and Keep Top Talent

<b>Sponsored by TD Ameritrade Institutional</b>

Educational Credits
K (1)
Reverse Mortgage: A Home Equity Loan Designed for Retirement
Speakers:
Tom Davison
Educational Credits
E (1)
E (1)
2:15 PM – 5:00 PM
DOL Fiduciary Rule Update
Speakers:
Richard Sirus
Educational Credits
K (1)
3:10 PM – 4:00 PM
Break with Exhibitors
4:10 PM – 5:00 PM
Succession Planning: Sustainable Business and Other Strategies

Sponsored by FP Transitions

Speakers:
David Grau
Educational Credits
K (1)
Utilizing Real Estate Private Placements to Diversify a Portfolio

<b>Sponsored by RCP Investments</B>

Speakers:
Richard Myers
Educational Credits
C (1)
C (1)
Creating a Long Term Care Plan
Educational Credits
F (1)
F (1)
5:10 PM – 6:00 PM
Featured Speaker: A Life Well Spent
Speakers:
Erik Daniels
Educational Credits
J (1)
J (1)
Featured Speaker: Portfolio Diversification in a Volatile World
Speakers:
Axel Merk
Educational 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 McKeown
Educational Credits
K (1)
9:45 AM – 10:30 AM
Break with Exhibitors
10:40 AM – 11:30 AM
The X's and O's of Personal Insurance Policies - Property and Casualty
Educational Credits
B (1)
B (1)
Advanced Trust Planning - Part 1
Educational Credits
F (1)
F (1)
SEO’s Not a Four Letter Word
Educational Credits
K (1)
How to Pick a Bond Fund: Identifying hidden costs and misunderstandings

<b>Sponsored by Zeo Capital Advisors</b>

Speakers:
Venk Reddy
Educational Credits
C (1)
C (1)
11:45 AM – 12:35 PM
The X's and O's of Personal Insurance Policies - Auto and Liability
Speakers:
Jim Fiske
Educational Credits
B (1)
B (1)
Advanced Trust Planning - Part 2
Educational Credits
F (1)
F (1)
Using the Endowment Investment Approach to Minimize Volatility and Increase Control

<b>Sponsored by SQN Capital Management</b>

Educational Credits
C (1)
C (1)
What Every Advisor Needs to Know About Self-Directed IRAs
Educational Credits
E (1)
E (1)
12:40 PM – 1:40 PM
Lunch with Exhibitors
1:45 PM – 3:00 PM
Creating a Business Development Culture
Educational Credits
K (1.5)
Developing a Culture of Gender Diversity within Your Firm

Sponsored by TD Ameritrade Institutional

Educational Credits
K (1)
Cash Value Life Insurance as an Asset Class in Comprehensive Financial Planning
Educational Credits
B (1.5)
B (1.5)
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
Keynote: Getting Stuck in the Negative
Educational Credits
K (1)
9:30 AM – 10:30 AM
Brunch with Exhibitors
10:40 AM – 11:30 AM
The Power of Social Media
Educational Credits
K (1)
Top 10 Tax Tips for Making Divorce Less Taxing
Speakers:
Justin Miller
Educational 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>

Educational Credits
J (2)
J (2)
11:40 AM – 12:30 PM
The Technology Planning Process
Educational Credits
M (1)

Register for this Conference

Get ready for one of the largest networking events of the year