2017 Fall Conference Agenda
Wednesday October 18, 2017
6:30 PM – 7:15 PM
First Time Attendee Reception
Thursday October 19, 2017
7:00 AM – 8:00 AM
Large Firm Early Community Meeting
Large Firm Experienced Community Meeting
Networking Breakfast
Small Firm Early Community Meeting
Small Firm Experienced Community Meeting
8:30 AM – 9:30 AM
9:45 AM – 10:35 AM
Featured speaker: Breaking the Money Silence -
How to Help Your Clients Shatter Money Taboos and Start Talking Openly about Finances
Speakers:
Kathleen Burns KingsburyEducational Credits
1
1
Innovative Irrevocable Trust Planning in Uncertain Times
Educational Credits
1
1
Reverse Mortgage: A Home Equity Loan Designed for Retirement
Speakers:
Thomas DavisonEducational Credits
1
1
10:45 AM – 12:00 PM
Do Women-Owned Businesses Have an Advantage?
Sponsored by TD Ameritrade Institutional
Educational Credits
1.5
How Advisors Can Help Clients Build Wealth Outside of their Businesses
Speakers:
John CeparanoEducational Credits
1.5
1.5
The Endowment Investment Model: An Advanced Investment Strategy for Today’s Challenges
Sponsored by Wildermuth Advisory
Speakers:
Daniel WildermuthEducational Credits
1.5
1.5
The Forever Letter: Deepen Your Relationship with Your Clients
Speakers:
Rabbi Elana ZaimanEducational Credits
1.5
1.5
12:00 PM – 1:00 PM
Genesis Meeting
12:05 PM – 1:00 PM
Lunch with Exhibitors
1:10 PM – 2:00 PM
Exceptional client experience, enhanced-productivity
Creating the ideal financial advisory firm office
Speakers:
Doug QuackenbushEducational Credits
1
Insights on Advisor Selection and Trust
Sponsored by Vanguard
Speakers:
Maria QuinnEducational Credits
1
Propel Your Business By Optimizing & Owning Your Tech Decisions
Sponsored by TD Ameritrade Institutional
Speakers:
Greg JacksonEducational Credits
1
1:10 PM – 3:05 PM
Practice Foundation - Business Models, Fees and Profitability
Educational Credits
2
2:15 PM – 3:05 PM
<b>CANCELLED</b> - Annuities - The Truths and Myths about Guaranteed Income
Speakers:
Bill ValoneEducational Credits
1
1
Don’t Leave Your Choice to Chance. Set Purposeful Path for Your Future
Sponsored by SEI Corp
Speakers:
Raef LeeEducational Credits
1
Look Before You Leap! Planning at Cliff of Capacity
Dealing with a client with diminishing capacity
Educational Credits
1
1
3:10 PM – 4:00 PM
Break with Exhibitors
<b>Office Hours</b>
4:10 PM – 5:00 PM
Building a Bridge to the Next Generation
Sponsored by TD Ameritrade Institutional
Speakers:
Kate HealyEducational Credits
1
How to Recruit and Compensate Top Talent
Sponsored by Griffin Capital Securities
Speakers:
Kelli CruzEducational Credits
1
New Best Practice Standards for Managing Life Insurance as an Asset
Speakers:
Barry FlaggEducational Credits
1
1
5:05 PM – 5:15 PM
NCEF Update
Speakers:
Skip Schweiss5:20 PM – 6:10 PM
6:15 PM – 7:15 PM
Cocktail Reception in Exhibit Hall
Sponsored by Buckingham Asset Management / Buckingham Strategic Wealth
7:30 PM – 9:00 PM
Genesis Social (Invitation Only)
Sponsored by LLIS
Friday October 20, 2017
7:00 AM – 8:00 AM
8:30 AM – 9:30 AM
Keynote: The Hacker's Blacklist - Top Threats & Countermeasures for Data Security
Speakers:
John SileoEducational Credits
1
1
9:35 AM – 10:30 AM
Break with Exhibitors
<b>Office Hours</b>
10:40 AM – 11:30 AM
How your favorite theme park characters would benefit from proper insurance planning
Sponsored by LLIS
Speakers:
Mark MaurerEducational Credits
1
1
10:40 AM – 12:35 PM
11:45 AM – 12:35 PM
Best Practices for Retirement Income Planning
Sponsored by Lincoln Financial
Speakers:
Wade PfauEducational Credits
1
1
12:40 PM – 1:35 PM
Lunch with Exhibitors
1:45 PM – 3:00 PM
The Intersection of Financial Advisor and Senior Living: What You Should Know and Why
Speakers:
Brad BreedingEducational Credits
1.5
1.5
The Role of Guaranteed Income in Retirement Income Planning:
Are you missing something in your planning process? -- Sponsored by TIAA
Educational Credits
1.5
1.5
Understanding Your Clients: The Investor Survey
Sponsored by Dimensional Funds
Speakers:
Rachel KotubeyEducational Credits
1.5
1.5
Working with the Media
Educational Credits
1.5
3:05 PM – 3:45 PM
Break with Exhibitors
4:00 PM – 5:00 PM
Keynote: Even Monkeys Fall From Trees - Learn From Mistakes and Embrace Change
Speakers:
Doug LippEducational Credits
1
5:15 PM – 6:15 PM
Region Membership Meetings
7:00 PM – 9:00 PM
Closing Party
Saturday October 21, 2017
7:30 AM – 8:20 AM
Networking Coffee
Small Firm Experienced Community Meeting
8:30 AM – 9:45 AM
A New Look at Reverse Mortgages – An Emerging Retirement Tool
Speakers:
Becky BellEducational Credits
1.5
1.5
Featured Speaker: The Crazy World of Healthcare Reform
Speakers:
Carolyn McClanahanEducational Credits
1.5
1.5
How to be a More Effective Negotiator
Sponsored by TD Ameritrade Institutional
Speakers:
Kwame ChristianEducational Credits
1.5
1.5
8:40 AM – 10:30 AM
9:50 AM – 10:30 AM
Brunch in Exhibit Hall
10:40 AM – 11:55 AM
Evolutions in Estate Planning: How Aging Clients and Changing Laws Shift the Focus of Planning
Speakers:
John ClardyEducational Credits
1.5
1.5
Featured Speakers: Be Ready for the Silver Tsunami:
Increase Your Expertise in Managing Clients with Diminished Capacity
Educational Credits
1.5
1.5
Register for the Fall Conference
Get ready for one of the most vital networking events of the Fall!
