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
Networking Breakfast
Small Firm Experienced Community Meeting
Small Firm Early Community Meeting
Large Firm Experienced Community Meeting
8:30 AM – 9:30 AM
Keynote: LOADED -The Psychology of Financial Decisions
Speakers:
Sarah Newcomb
Educational Credits
J (1)
J (1)
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

Educational Credits
J (1)
J (1)
Innovative Irrevocable Trust Planning in Uncertain Times
Educational Credits
F (1)
F (1)
Reverse Mortgage: A Home Equity Loan Designed for Retirement
Educational Credits
E (1)
E (1)
Tax Planning After Reform
Educational Credits
D (1)
D (1)
10:45 AM – 12:00 PM
The Forever Letter: Deepen Your Relationship with Your Clients
Educational Credits
J (1.5)
J (1.5)
Practice Foundation - Technology
Educational Credits
M (1.5)
Do Women-Owned Businesses Have an Advantage?

Sponsored by TD Ameritrade Institutional

Educational Credits
K (1.5)
How Advisors Can Help Clients Build Wealth Outside of their Businesses
Speakers:
John Ceparano
Educational Credits
E (1.5)
E (1.5)
The Endowment Investment Model: An Advanced Investment Strategy for Today’s Challenges

Sponsored by Wildermuth Advisory

Educational Credits
C (1.5)
C (1.5)
12:05 PM – 1:00 PM
Lunch with Exhibitors
12:00 PM – 1:00 PM
Genesis Meeting
1:10 PM – 2:00 PM
Insights on Advisor Selection and Trust

Sponsored by Vanguard

Speakers:
Maria Quinn
Educational Credits
K (1)
Exceptional client experience, enhanced-productivity

Creating the ideal financial advisory firm office

Educational Credits
K (1)
1:10 PM – 3:05 PM
1:10 PM – 2:00 PM
Propel Your Business By Optimizing & Owning Your Tech Decisions

Sponsored by TD Ameritrade Institutional

Speakers:
Greg Jackson
Educational Credits
K (1)
Thinking Differently about Diversification
Speakers:
Larry Swedroe
Educational Credits
C (1)
C (1)
2:15 PM – 3:05 PM
Don’t Leave Your Choice to Chance. Set Purposeful Path for Your Future

Sponsored by SEI Corp

Speakers:
Raef Lee
Educational Credits
K (1)
Look Before You Leap! Planning at Cliff of Capacity

Dealing with a client with diminishing capacity

Educational Credits
J (1)
J (1)
The New NEW Profession
Speakers:
Bob Veres
Educational Credits
K (1)
<b>CANCELLED</b> - Annuities - The Truths and Myths about Guaranteed Income
Speakers:
Bill Valone
Educational Credits
D (1)
D (1)
3:10 PM – 4:00 PM
Break with Exhibitors

<b>Office Hours</b>

4:10 PM – 5:00 PM
The DOL Fiduciary Rule - An In-Depth Update
Speakers:
Thomas Clark
Educational Credits
K (1)
K (1)
Building a Bridge to the Next Generation

Sponsored by TD Ameritrade Institutional

Speakers:
Kate Healy
Educational Credits
K (1)
New Best Practice Standards for Managing Life Insurance as an Asset
Speakers:
Barry Flagg
Educational Credits
B (1)
B (1)
How to Recruit and Compensate Top Talent

Sponsored by Griffin Capital Securities

Educational Credits
K (1)
5:05 PM – 5:15 PM
NCEF Update
Speakers:
Skip Schweiss
5:20 PM – 6:10 PM
Keynote: Franc D'Ambrosio
Educational Credits
K (1)
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
Networking Breakfast

Update from CFP Board, 7:30 a.m. - 8:15 a.m.

8:30 AM – 9:30 AM
Keynote: The Hacker's Blacklist - Top Threats & Countermeasures for Data Security
Speakers:
John Sileo
Educational Credits
K (1)
K (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 Maurer
Educational Credits
B (1)
B (1)
10:40 AM – 12:35 PM
Make 2018 Your Biggest Growth Year!

Super Session

Speakers:
Stacy Francis
Educational Credits
K (2)
10:40 AM – 11:30 AM
Cybersecurity Deep Dive and Q & A
Speakers:
John Sileo
Educational Credits
K (1)
Efficient Spending and Distributions in Retirement
Speakers:
Steven Siegel
Educational Credits
E (1)
E (1)
11:45 AM – 12:35 PM
The Employee Lifecycle - Cradle to Grave Explained
Speakers:
Warren Cook
Educational Credits
K (1)
Estate Planning for Non-Taxable Estates
Speakers:
Steven Siegel
Educational Credits
F (1)
F (1)
Practice Foundation - Marketing
Educational Credits
K (1)
Best Practices for Retirement Income Planning

Sponsored by Lincoln Financial

Speakers:
Wade Pfau
Educational Credits
E (1)
E (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 Breeding
Educational Credits
F (1.5)
F (1.5)
Working with the Media
Educational Credits
K (1.5)
Understanding Your Clients: The Investor Survey

Sponsored by Dimensional Funds

Educational Credits
J (1.5)
J (1.5)
The Role of Guaranteed Income in Retirement Income Planning:

Are you missing something in your planning process? -- Sponsored by TIAA

Educational Credits
E (1.5)
E (1.5)
Practice Foundation - Compliance
Speakers:
Michael Garry
Educational Credits
K (1.5)
3:05 PM – 3:45 PM
Break with Exhibitors
4:00 PM – 5:00 PM
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
How to be a More Effective Negotiator

Sponsored by TD Ameritrade Institutional

Educational Credits
J (1.5)
J (1.5)
Planners & Psychology: What You Need to Know
Educational Credits
J (1.5)
J (1.5)
Featured Speaker: The Crazy World of Healthcare Reform
Educational Credits
B (1.5)
B (1.5)
A New Look at Reverse Mortgages – An Emerging Retirement Tool
Speakers:
Becky Bell
Educational Credits
E (1.5)
E (1.5)
8:40 AM – 10:30 AM
Practice Foundation - Capstone
Educational Credits
A (2)
A (2)
9:50 AM – 10:30 AM
Brunch in Exhibit Hall
10:40 AM – 11:55 AM
Featured Speakers: Be Ready for the Silver Tsunami:

Increase Your Expertise in Managing Clients with Diminished Capacity

Educational Credits
J (1.5)
J (1.5)
Evolutions in Estate Planning: How Aging Clients and Changing Laws Shift the Focus of Planning
Speakers:
John Clardy
Educational Credits
F (1.5)
F (1.5)
Tax Planning for Business Owners
Speakers:
Kevin Bassett
Educational Credits
D (1.5)
D (1.5)