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
1
Featured Speaker: Making Clients Stick through Legacy Planning
Speakers:
William HighEducational Credits
1
1
10:55 AM – 12:10 PM
Featured Speaker - 10 Critical IRA Errors Advisors Must Avoid
Speakers:
Jeff LevineEducational Credits
1.5
1.5
Home Equity Planning “How To”: Identify Candidates & Introduce Reverse Mortgages into Your Practice
Sponsored by Longbridge Financial, LLC
Educational Credits
1.5
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
1.5
1.5
New Best Practice Standards for Managing Life Insurance as an Asset
Speakers:
Barry FlaggEducational Credits
1.5
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
1
1
1:15 PM – 3:05 PM
Practice Foundation - Business Models, Fees and Profitability
Speakers:
Patricia JennerjohnEducational Credits
2
2:20 PM – 3:10 PM
Implications of Investor Behavior
sponsored by Dimensional Funds
Speakers:
Scott BosworthEducational Credits
1
1
Meet the 1040… Maximizing this financial planning tool!
Presented by Linda Stratton
Speakers:
Linda StrattonEducational Credits
1
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
1
1
Featured Speaker: Keeping Down Health Care Costs – Empowered Patients and Health Insurance Choices
Speakers:
Carolyn McClanahanEducational Credits
1
1
4:10 PM – 5:10 PM
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
1
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
1.5
1.5
Myths and Misunderstandings: The Role of Guaranteed Income in Retirement Income Planning
sponsored by TIAA
Educational Credits
1.5
1.5
Sustainable Boom or Precarious Bubble?
Three Economists Share Their Views on the U.S. Economy
Educational Credits
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
1
1
How Advisors Can Help Clients Build Wealth Outside of their Businesses -
A Tax and Risk Reduction Opportunity
Speakers:
John CeparanoEducational Credits
1
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
1
1
Elevating the Client Experiences
sponsored by TD Ameritrade Institutional
Speakers:
Jay WamplerEducational Credits
1
Exceptional Client Experience - Creating the Ideal Financial Advisory Firm Office
Speakers:
Doug QuackenbushEducational Credits
1
Featured Speaker: Infosense:
Using CRM Data, Analytics and Technology to Create a World Class Customer Experience
Speakers:
Evan CarrollEducational Credits
1
2:55 PM – 3:35 PM
Break with Exhibitors
4:00 PM – 5:00 PM
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
1.5
1.5
Getting Back to the Basics – Planning for Retirement after the Tax Cuts and Jobs Act
Speakers:
Ilene McCauleyEducational Credits
1.5
1.5
Gray Divorce: Opportunity or Threat
Sponsored by TD Ameritrade Institutional
Speakers:
Haleh ModdasserEducational Credits
1.5
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
1
1
Updates from Heckerling in Estate and Business Planning after the Tax Cuts and Jobs Act of 2018
Speakers:
Ilene McCauleyEducational Credits
1
1
Register for the Spring Conference
Get ready for one of the largest networking events of the year
