2018 Spring Conference Agenda

Thursday May 17, 2018

7:00 AM – 8:00 AM
Networking Breakfast
Small Firm Experienced Community Meeting
Large Firm Experienced Community Meeting
8:30 AM – 9:30 AM
Keynote: Shift Your Brilliance
Speakers:
Simon Bailey
Educational Credits
K (1)
9:45 AM – 10:45 AM
Featured Speaker: Making Clients Stick through Legacy Planning
Speakers:
William High
Educational Credits
F (1)
F (1)
Successful Teaming

sponsored by Griffin Capital

Educational Credits
K (1)
Conclusions of Diversity Research and Initiatives

by the Center for Financial Planning

Educational Credits
K (1)
A Critical Examination of Indexed Annuities
Speakers:
Scott Witt
Educational Credits
B (1)
B (1)
10:55 AM – 12:10 PM
Practice Foundation - Technology
Educational Credits
M (1.5)
Featured Speaker - 10 Critical IRA Errors Advisors Must Avoid
Speakers:
Jeff Levine
Educational 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)
New Best Practice Standards for Managing Life Insurance as an Asset
Speakers:
Barry Flagg
Educational Credits
B (1.5)
B (1.5)
How to Use Negotiation to Create a Win-Win with Your Clients

Sponsored by TD Ameritrade Institutional

Educational Credits
J (1.5)
J (1.5)
12:15 PM – 1:00 PM
Lunch with Exhibitors
1:15 PM – 2:05 PM
CFP Board Code of Ethics and Standards of Conduct
Speakers:
Leo Rydzewski
Educational Credits
K (1)
Utilizing Insurance in a Fee-Only Practice
Speakers:
David Lau
Educational Credits
B (1)
B (1)
1:15 PM – 3:05 PM
Mastering High-Performance in Advisory Firms

Super Session

Speakers:
Tracy Beckes
Educational Credits
K (2)
1:15 PM – 2:05 PM
Managing for Absolute Returns in a Tightening Monetary Environment
Speakers:
Eddy Vataru
Educational Credits
C (1)
C (1)
2:20 PM – 3:10 PM
Succession Planning - Beyond the Math
Educational Credits
K (1)
Meet the 1040… Maximizing this financial planning tool!

Presented by Linda Stratton

Educational Credits
D (1)
D (1)
Implications of Investor Behavior

sponsored by Dimensional Funds

Educational Credits
J (1)
J (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 Levine
Educational Credits
D (1)
D (1)
4:10 PM – 5:10 PM
The Next Wave of Advice Management

sponsored by SEI

Speakers:
John Anderson
Educational Credits
A (1)
A (1)
Charitable Giving after Tax Reform
Educational Credits
C (1)
C (1)
5:15 PM – 5:25 PM
NCEF Update
5:30 PM – 6:30 PM
Keynote: A Tale of Two Futures

Why and How to Talk with Your Clients about Pessimistic Aging and Optimistic Aging

Educational 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
Keynote: Status and Outlook of the U.S. Economy
Educational Credits
I (1)
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)
Practice Foundation - Compliance
Speakers:
Cindi Hill
Educational Credits
K (1.5)
10:20 AM – 12:45 PM
Traction: Get a Grip on Your Business

Super Session

Speakers:
Jill Young
Educational Credits
K (2)
10:20 AM – 11:35 AM
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)
11:45 AM – 12:45 PM
Mastering Life’s Hook & Slices with a Trusted Caddie

sponsored by LLIS

Educational Credits
B (1)
B (1)
Practice Foundation - Marketing
Educational Credits
K (1)
Featured Speaker: Purposeful Legacies -

Powerful But Easy Tools for Creating Positive & Sustainable Estate Plans

Speakers:
John Warnick
Educational Credits
F (1)
F (1)
How Advisors Can Help Clients Build Wealth Outside of their Businesses -

A Tax and Risk Reduction Opportunity

Speakers:
John Ceparano
Educational Credits
E (1)
E (1)
12:50 PM – 1:30 PM
Lunch with Exhibitors
1:50 PM – 2:50 PM
Featured Speaker: Infosense:

Using CRM Data, Analytics and Technology to Create a World Class Customer Experience

Speakers:
Evan Carroll
Educational Credits
M (1)
Elevating the Client Experiences

sponsored by TD Ameritrade Institutional

Speakers:
Jay Wampler
Educational Credits
K (1)
Best Practices for Retirement Income Planning

sponsored by Lincoln Financial

Speakers:
Wade Pfau
Educational Credits
E (1)
E (1)
New Tax Laws: Opportunities & Pitfalls
Educational Credits
D (1)
D (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 Valliere
Educational 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 – 11:40 AM
Practice Foundation - Capstone
Educational Credits
K (2)
9:40 AM – 10:55 AM
Gray Divorce: Opportunity or Threat

Sponsored by TD Ameritrade Institutional

Educational Credits
F (1.5)
F (1.5)
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
Educational Credits
F (1.5)
F (1.5)
11:05 AM – 12:05 PM
Updates from Heckerling in Estate and Business Planning after the Tax Cuts and Jobs Act of 2018
Educational Credits
F (1)
F (1)
The Medicare Conversation: Be Ready to Help Your Clients Avoid Mistakes
Speakers:
Diane Omdahl
Educational Credits
B (1)
B (1)
International Issues for the Domestic Planner
Speakers:
Brian Wruk
Educational Credits
A (1)
A (1)