2022 Spring Conference Agenda
Thursday May 5, 2022
8:30 AM – 9:30 AM
9:45 AM – 10:45 AM
Helping Clients Address the “Conservative” Part of Their Portfolio
Speakers:
JD GardnerEducational Credits
C
(1)
C
(1)
LGBTQIA Alphabet Soup and other trends in American Families
Speakers:
Terry LyonsEducational Credits
L
(1)
L
(1)
11:00 AM – 12:15 PM
A Cybersecurity Audit by SEC: What to Expect
Speakers:
Trina GlassEducational Credits
K
(1.5)
K
(1.5)
Leadership & Motivation: Strategies to Boost Your Bottom Line
Speakers:
Kelli CruzEducational Credits
K
(1.5)
Tax Efficient Withdrawal Strategies in Retirement
Speakers:
Michael KitcesEducational Credits
D
(1.5)
D
(1.5)
Understanding the U.S. Taxation of Cross-Border Individuals
Speakers:
Malissa MarshallEducational Credits
D
(1.5)
D
(1.5)
1:30 PM – 2:30 PM
Effectively Communicate your Sustainable Investing POV
Speakers:
Carin StimoloEducational Credits
J
(1)
J
(1)
The Eight Essential Elements of Special Needs Planning
Speakers:
Michael WaltherEducational Credits
A
(1)
A
(1)
1:30 PM – 3:30 PM
2:45 PM – 3:45 PM
Good, Bad, or Lucky? Evaluating Manager Performance
Speakers:
Wes CrillEducational Credits
C
(1)
C
(1)
The Five Levels of Utilization: Driving Business Value from Your Technology Stack
Speakers:
Spenser SegalEducational Credits
M
(1)
The Tools of Domestic and International Asset Protection
Speakers:
Elizabeth MorganEducational Credits
F
(1)
F
(1)
4:30 PM – 5:30 PM
Eldercare: Long-Term Care Financing Solutions
Speakers:
Daniel MunsterEducational Credits
B
(1)
B
(1)
6:00 PM – 7:00 PM
Cocktail Reception in the Solutions Exchange
7:30 PM – 9:00 PM
The National Center for Civil and Human Rights - Private, Guided Tour
Registration Fee: $23 per person
7:30 PM – 9:30 PM
Genesis Social
By Invitation Only
Friday May 6, 2022
7:15 AM – 8:00 AM
8:15 AM – 9:15 AM
9:30 AM – 10:30 AM
A Practical Approach to Access Client Goals and Money Messages
Speakers:
Janet BriaudEducational Credits
A
(1)
A
(1)
Controllable vs. Uncontrollable: Navigating Risks to a Retirement Spending Plan
Speakers:
Schyler AdamsEducational Credits
B
(1)
B
(1)
11:30 AM – 12:30 PM
Helping Clients Develop a Giving Strategy
Speakers:
Alexandria HamletteEducational Credits
L
(1)
L
(1)
Overwhelmed & Burned Out: Working with Clients Even When You Don't Feel Like It
Speakers:
Kristy ArchuletaEducational Credits
K
(1)
Preparing for the Rebound: A New Discovery in Risk Reduction
Speakers:
Philip WalkerEducational Credits
E
(1)
E
(1)
1:45 PM – 2:45 PM
Interpreting Financial Aid Award Letters - Creating Transparency for Families
Speakers:
Cozy WittmanEducational Credits
A
(1)
A
(1)
Yield Curve Control Versus Other Increasingly Ineffectual Monetary Policy Tools
Speakers:
Lacy HuntEducational Credits
I
(1)
I
(1)
1:45 PM – 3:45 PM
Social Security: Surprising Claiming Rules and Unique Circumstances with Real Case Studies
Speakers:
Martha SheddenEducational Credits
E
(2)
E
(2)
3:00 PM – 4:00 PM
Guiding Clients Through Public Offerings – Direct Listings & IPOs
Speakers:
Russell KroegerEducational Credits
D
(1)
D
(1)
5:00 PM – 6:00 PM
Keynote - The Outward Mindset: Seeing Beyond Ourselves
Speakers:
Chris McIntyreEducational Credits
L
(1)
7:30 PM – 9:30 PM
Closing Party
Saturday May 7, 2022
8:30 AM – 9:30 AM
Help Your Clients Capitalize on the Reshaped Real Estate Market
Speakers:
Greg GoreEducational Credits
C
(1)
C
(1)
9:45 AM – 10:45 AM
Dress for Success: The Power of Your Professional Presence
Speakers:
Mariah GrumetEducational Credits
J
(1)
Employee Stock Ownership Plan (ESOP): An Overview
Speakers:
André SchnablEducational Credits
E
(1)
E
(1)
Tax-Efficient Strategies for Your Clients: Periodic Payments vs. Lump Sum
Speakers:
Bejan ShirvaniEducational Credits
D
(1)
D
(1)
9:45 AM – 11:45 AM
Ethics CE: CFP® Board's Revised Code and Standards
Speakers:
David MannaioniEducational Credits
G
(2)
11:00 AM – 12:00 PM
A Space for Dialogue: Discussing DE&I in the Workplace
Educational Credits
G
(1)
Financial Decisions Through a Generational Lens
Speakers:
Christy EckoffEducational Credits
J
(1)
J
(1)
Tuesday May 17, 2022
12:00 PM – 4:00 PM
