GENERAL SESSIONS
Can the Economy -- and the Markets -- Survive the Fed's Mistakes? - Jeremy Siegel, PhD, Professor of Finance, Wharton School of the University of Pennsylvania
How to be Limitless in Your Leading and Learning - Jo Boaler, PhD, Nomellini & Olivier Professor in the Graduate School of Education, Stanford University
Scaling Advice: From Financial Advisor to Financial Advicer - Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Chief Financial Planning Nerd, Publisher, Podcast Author
Investing Beyond the Cycle: A Guide to the Markets - David Kelly, CFA®, Managing Director, Chief Global Strategist, J.P. Morgan Asset Management
Helping Business to Navigate a Complex World - Fireside Chat with Anja Manuel, Executive Director, Aspen Security Forum, Co-Founder, Rice, Hadley, Gates, & Manuel LLC; Moderated by Sean R. Walters, CAE®, Chief Executive Officer, Investments & Wealth Institute
SUPER SESSIONS
Structuring for Scale and Optimizing your Legacy: Best Approaches for Teaming and Succession Planning
Moderator: Sterling Shea, Head of Practice Strategy, Morgan Stanley
Panelists: Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley, Brian Ullsperger, CIMA®, Managing Director, Andersen
Advising the ESG Investor: A Non-Political, Outcomes-Based Approach - Stephen M. Horan, PhD, CFA®, CIPM, CAIA, Executive Director, Financial Planning Review; Director, Master of Science in Finance and Investment Management, University of North Carolina Wilmington
Advanced Estate Planning for Multi-Generational Clients - Lisa Featherngill, Senior Vice President and National Director, Comerica Wealth Management
Winning the Wealth Management Game: Five Strategies for Staying Ahead of the Competition - John J Bowen, Founder and Chief Executive Officer, CEG Worldwide
Unlocking Value in Your Client Relationships: How Tools Powered by Behavioral Finance Can Help - Michael Liersch, Head of Advice and Planning, Wealth & Investment Management, Wells Fargo & Company
What's Next for Crypto? The Professional Investor's Guide to a Complex and Evolving Asset -Matt Hougan, Chief Investment Officer, Bitwise Asset Management
BREAKOUT SESSIONS
Advanced Income Tax Planning - Steve Siegel, JD, LLM, President, The Siegel Group
Overwhelmed and Burned Out: Working with Clients Even When You Don’t Feel Like It - Kristy L. Archuleta, PhD, LMFT, CFT-I, Financial Therapy Trailblazer, Financial Behavior Keynote Group
Philanthropy as a Catalyst for Client Engagement and Business Growth - Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley, Josh Stamer, Chief Strategy Officer, Anonymous Philanthropy LLC, Erika Williams, Vice President, Client Development, RSF Social Finance
Redefining the Optimal Retirement Income Strategy - David Blanchett, PhD, CFA®, CFP®, Managing Director and Head of Retirement Research, PGIM DC Solutions
Advice Engagement - The Future of Financial Planning - Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute, Philipp Hecker, Co-Founder and CEO, Bento Engine, Mike Hemmert, Chief Sales Officer, Asset-Map, Julie Littlechild, Founder and CEO, Absolute Engagement
Serving the C-Suite: Managing Concentrated Stock Positions - John Nersesian, CIMA®, CPWA®, CFP®, CIS, CPWA Faculty Member
Applying a Structured Approach to Assessing Retirement Income Preferences - Wade Pfau, PhD, CFA®, RICP, Professor of Retirement Income, The American College of Financial Services
ETHICS LEARNING LAB
Inspire Integrity & Be a Leader You Would Follow - Corey Ciocchetti, JD, Associate Professor of Business Ethics and Legal Studies, Daniels College of Business, University of Denver
