2022 Spring Conference Agenda

Thursday May 5, 2022

8:30 AM – 9:30 AM
Keynote - Creating Wow Service Moments
Educational Credits
K (1)
9:45 AM – 10:45 AM
10 Skills of the Service Superhero
Educational Credits
L (1)
Helping Clients Address the “Conservative” Part of Their Portfolio
Speakers:
JD Gardner
Educational Credits
C (1)
C (1)
LGBTQIA Alphabet Soup and other trends in American Families
Speakers:
Terry Lyons
Educational Credits
L (1)
L (1)
Trusts as Beneficiaries of IRAS
Educational Credits
F (1)
F (1)
11:00 AM – 12:15 PM
A Cybersecurity Audit by SEC: What to Expect
Speakers:
Trina Glass
Educational Credits
K (1.5)
K (1.5)
Leadership & Motivation: Strategies to Boost Your Bottom Line
Speakers:
Kelli Cruz
Educational Credits
K (1.5)
Tax Efficient Withdrawal Strategies in Retirement
Educational Credits
D (1.5)
D (1.5)
Understanding the U.S. Taxation of Cross-Border Individuals
Educational Credits
D (1.5)
D (1.5)
1:30 PM – 2:30 PM
Effectively Communicate your Sustainable Investing POV
Speakers:
Carin Stimolo
Educational Credits
J (1)
J (1)
How to Grow as a Fee-Only Advisor in 2022
Speakers:
T. J. Jones
Educational Credits
K (1)
The Eight Essential Elements of Special Needs Planning
Educational Credits
A (1)
A (1)
1:30 PM – 3:30 PM
Using Digital Assets to Gain Clients & AUM
Speakers:
Ric Edelman
Educational Credits
A (2)
A (2)
2:45 PM – 3:45 PM
Good, Bad, or Lucky? Evaluating Manager Performance
Speakers:
Wes Crill
Educational Credits
C (1)
C (1)
The Tools of Domestic and International Asset Protection
Educational Credits
F (1)
F (1)
4:30 PM – 5:30 PM
Continuity Planning for Solo Practitioners
Educational Credits
B (1)
Eldercare: Long-Term Care Financing Solutions
Educational Credits
B (1)
B (1)
Spring into Insurance
Educational Credits
B (1)
B (1)
The Art of Giving & Receiving Feedback
Educational Credits
J (1)
6:00 PM – 7:00 PM
Cocktail Reception in the Solutions Exchange
7:30 PM – 9:00 PM
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
Keynote - Communicating is a Contact Sport
Speakers:
Kelly Decker
Educational Credits
J (1)
9:30 AM – 10:30 AM
A Practical Approach to Access Client Goals and Money Messages
Speakers:
Janet Briaud
Educational Credits
A (1)
A (1)
Controllable vs. Uncontrollable: Navigating Risks to a Retirement Spending Plan
Speakers:
Schyler Adams
Educational Credits
B (1)
B (1)
Diversity, Inclusion, and Bias: Awareness to Action
Speakers:
James Pogue
Educational Credits
G (1)
The I Dos and Don’ts of Family Law
Educational Credits
A (1)
A (1)
11:30 AM – 12:30 PM
Helping Clients Develop a Giving Strategy
Educational Credits
L (1)
L (1)
Innovative Retirement Plan Design Strategies
Educational Credits
E (1)
E (1)
Preparing for the Rebound: A New Discovery in Risk Reduction
Speakers:
Philip Walker
Educational Credits
E (1)
E (1)
1:45 PM – 2:45 PM
Interpreting Financial Aid Award Letters - Creating Transparency for Families
Speakers:
Cozy Wittman
Educational Credits
A (1)
A (1)
Meeting the Needs of Women Investors
Educational Credits
K (1)
K (1)
Yield Curve Control Versus Other Increasingly Ineffectual Monetary Policy Tools
Speakers:
Lacy Hunt
Educational Credits
I (1)
I (1)
1:45 PM – 3:45 PM
Social Security: Surprising Claiming Rules and Unique Circumstances with Real Case Studies
Educational Credits
E (2)
E (2)
3:00 PM – 4:00 PM
Discovering Financial Purpose
Speakers:
Derek Hagen
Educational Credits
J (1)
J (1)
Guiding Clients Through Public Offerings – Direct Listings & IPOs
Educational Credits
D (1)
D (1)
Strategies for Managing Growth
Speakers:
Steve Gardner
Educational Credits
L (1)
5:00 PM – 6:00 PM
Keynote - The Outward Mindset: Seeing Beyond Ourselves
Educational Credits
L (1)
7:30 PM – 9:30 PM
Closing Party

Saturday May 7, 2022

8:30 AM – 9:30 AM
Buying or Selling a Financial Services Business
Speakers:
David Grau
Educational Credits
L (1)
Help Your Clients Capitalize on the Reshaped Real Estate Market
Speakers:
Greg Gore
Educational Credits
C (1)
C (1)
How to Build on Your Best for Sustainable Success
Speakers:
Jody Jacobson
Educational Credits
L (1)
Ruminations on Tax Strategy
Educational Credits
D (1)
D (1)
9:45 AM – 10:45 AM
Dress for Success: The Power of Your Professional Presence
Speakers:
Mariah Grumet
Educational Credits
J (1)
Employee Stock Ownership Plan (ESOP): An Overview
Educational Credits
E (1)
E (1)
Tax-Efficient Strategies for Your Clients: Periodic Payments vs. Lump Sum
Educational Credits
D (1)
D (1)
9:45 AM – 11:45 AM
Ethics CE: CFP® Board's Revised Code and Standards
Educational 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
Educational Credits
J (1)
J (1)

Tuesday May 17, 2022

12:00 PM – 4:00 PM