2018 Spring Conference Agenda
Thursday May 17, 2018
7:00 AM – 8:00 AM
Large Firm Experienced Community Meeting
Networking Breakfast
Small Firm Experienced Community Meeting
8:30 AM – 9:30 AM
9:45 AM – 10:45 AM
Conclusions of Diversity Research and Initiatives
by the Center for Financial Planning
Speakers:
Marilyn Mohrman-GillisEducational Credits
K
(1)
Featured Speaker: Making Clients Stick through Legacy Planning
Speakers:
William HighEducational Credits
F
(1)
F
(1)
10:55 AM – 12:10 PM
Featured Speaker - 10 Critical IRA Errors Advisors Must Avoid
Speakers:
Jeff LevineEducational Credits
D
(1.5)
D
(1.5)
Home Equity Planning “How To”: Identify Candidates & Introduce Reverse Mortgages into Your Practice
Sponsored by Longbridge Financial, LLC
Educational Credits
E
(1.5)
E
(1.5)
How to Use Negotiation to Create a Win-Win with Your Clients
Sponsored by TD Ameritrade Institutional
Speakers:
Kwame Christian Esq., M.A.Educational Credits
J
(1.5)
J
(1.5)
New Best Practice Standards for Managing Life Insurance as an Asset
Speakers:
Barry FlaggEducational Credits
B
(1.5)
B
(1.5)
12:15 PM – 1:00 PM
Lunch with Exhibitors
1:15 PM – 2:05 PM
Managing for Absolute Returns in a Tightening Monetary Environment
Speakers:
Eddy VataruEducational Credits
C
(1)
C
(1)
1:15 PM – 3:05 PM
Mastering High-Performance in Advisory Firms
Super Session
Speakers:
Tracy BeckesEducational Credits
K
(2)
Practice Foundation - Business Models, Fees and Profitability
Speakers:
Patricia JennerjohnEducational Credits
K
(2)
2:20 PM – 3:10 PM
Implications of Investor Behavior
sponsored by Dimensional Funds
Speakers:
Scott BosworthEducational Credits
J
(1)
J
(1)
Meet the 1040… Maximizing this financial planning tool!
Presented by Linda Stratton
Speakers:
Linda StrattonEducational Credits
D
(1)
D
(1)
3:15 PM – 3:55 PM
Break with Exhibitors
4:05 PM – 5:05 PM
Featured Speaker: An Advisor’s Guide to the New 20% Pass-Through Deduction
Speakers:
Jeff LevineEducational Credits
D
(1)
D
(1)
Featured Speaker: Keeping Down Health Care Costs – Empowered Patients and Health Insurance Choices
Speakers:
Carolyn McClanahanEducational Credits
B
(1)
B
(1)
4:10 PM – 5:10 PM
Charitable Giving after Tax Reform
Educational Credits
C
(1)
C
(1)
The Next Wave of Advice Management
sponsored by SEI
Speakers:
John AndersonEducational Credits
A
(1)
A
(1)
5:15 PM – 5:25 PM
NCEF Update
Speakers:
Jennifer Sanchez5:30 PM – 6:30 PM
Keynote: A Tale of Two Futures
Why and How to Talk with Your Clients about Pessimistic Aging and Optimistic Aging
Speakers:
Margit Cox HendersonEducational Credits
J
(1)
J
(1)
6:30 PM – 7:30 PM
Cocktail Reception in Exhibit hall
7:30 PM – 9:00 PM
Genesis Social (Invitation Only)
Sponsored by LLIS
Friday May 18, 2018
7:15 AM – 8:15 AM
Networking Breakfast
An Update from the CFP Board 7:30 AM - 8:15 AM
8:30 AM – 9:30 AM
9:35 AM – 10:15 AM
Break with Exhibitors
10:20 AM – 11:35 AM
Grow Your Business and Help Your Clients by Focusing on Divorce
Educational Credits
F
(1.5)
F
(1.5)
Myths and Misunderstandings: The Role of Guaranteed Income in Retirement Income Planning
sponsored by TIAA
Educational Credits
E
(1.5)
E
(1.5)
Sustainable Boom or Precarious Bubble?
Three Economists Share Their Views on the U.S. Economy
Educational Credits
I
(1.5)
10:20 AM – 12:45 PM
11:45 AM – 12:45 PM
Featured Speaker: Purposeful Legacies -
Powerful But Easy Tools for Creating Positive & Sustainable Estate Plans
Speakers:
John WarnickEducational Credits
F
(1)
F
(1)
How Advisors Can Help Clients Build Wealth Outside of their Businesses -
A Tax and Risk Reduction Opportunity
Speakers:
John CeparanoEducational Credits
E
(1)
E
(1)
Mastering Life’s Hook & Slices with a Trusted Caddie
sponsored by LLIS
Educational Credits
B
(1)
B
(1)
12:50 PM – 1:30 PM
Lunch with Exhibitors
1:50 PM – 2:50 PM
Best Practices for Retirement Income Planning
sponsored by Lincoln Financial
Speakers:
Wade PfauEducational Credits
E
(1)
E
(1)
Elevating the Client Experiences
sponsored by TD Ameritrade Institutional
Speakers:
Jay WamplerEducational Credits
K
(1)
Exceptional Client Experience - Creating the Ideal Financial Advisory Firm Office
Speakers:
Doug QuackenbushEducational Credits
K
(1)
Featured Speaker: Infosense:
Using CRM Data, Analytics and Technology to Create a World Class Customer Experience
Speakers:
Evan CarrollEducational Credits
M
(1)
2:55 PM – 3:35 PM
Break with Exhibitors
4:00 PM – 5:00 PM
Keynote: Key Issues as the 2018 Elections Approach
Speakers:
Greg ValliereEducational Credits
I
(1)
I
(1)
5:05 PM – 6:00 PM
Cocktail Reception in Exhibit Hall
7:00 PM – 9:00 PM
Spring Conference Closing Party
Saturday May 19, 2018
8:00 AM – 8:45 AM
Region Membership Meetings
8:45 AM – 9:30 AM
Small Firm Experienced Community Meeting
8:50 AM – 9:30 AM
Networking Breakfast
9:40 AM – 10:55 AM
Cybersecurity and Compliance Issues for RIAs
Educational Credits
K
(1.5)
K
(1.5)
Getting Back to the Basics – Planning for Retirement after the Tax Cuts and Jobs Act
Speakers:
Ilene McCauleyEducational Credits
F
(1.5)
F
(1.5)
Gray Divorce: Opportunity or Threat
Sponsored by TD Ameritrade Institutional
Speakers:
Haleh ModdasserEducational Credits
F
(1.5)
F
(1.5)
9:40 AM – 11:40 AM
11:05 AM – 12:05 PM
The Medicare Conversation: Be Ready to Help Your Clients Avoid Mistakes
Speakers:
Diane OmdahlEducational Credits
B
(1)
B
(1)
Updates from Heckerling in Estate and Business Planning after the Tax Cuts and Jobs Act of 2018
Speakers:
Ilene McCauleyEducational Credits
F
(1)
F
(1)
Register for the Spring Conference
Get ready for one of the largest networking events of the year
