General Session (1 CE)
Birdies & Bogies: Lessons from a Lifetime of Golf
Speaker: Hale Irwin, PGA Tour Hall of Famer
Moderator: Eric Flett, Conference Chair, CEO and Principal, Concentric Wealth Management LLC
General Session (1 CE)
Advanced Estate Planning for Multi-Generational Clients - Lisa R. Featherngill, Senior Vice President and National Director, Comerica Wealth Management
General Session (1 CE)
Advanced Income Tax Planning - Steve Siegel, JD, LLM, President, The Siegel Group
Concurrent Sessions (1 CE each)
Income Tax Considerations for Those with Special Needs - Thomas M. Brinker, Jr., CPA/PFS, ChFC®, ChSNC®, CGMA, CFE, AEP, Adjunct Professor, The American College of Financial Services
The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World - David York, Esq. CPA®, Co-founder and Managing Partner, York Howell & Guymon
EdTalk (1 CE)
Lessons in Behavioral Finance: Bequest Intentions and Expectations - Matt Sommer, PhD, CFP®, CFA®, Head of Defined Contribution and Wealth Advisor Services, Janus Henderson Investors
Concurrent Sessions (1 CE each)
Wealth Transfer Planning for Global and International Clients - Raoul Rodríguez, CFP®, EA, GFP, Certified Financial Planning Professional, Global Financial Planning Institute
Asset Liability Matching: How to Create a Safe Runway into Retirement - Dana Anspach, CFP®, RMA®, Founder, Chief Executive Officer of Sensible Money, LLC
General Session (1.5 Tax and Reg CE)
2023 Regulatory Outlook for Wealth Managers
Moderator: Duane Thompson, AIFA®, President, Potomac Strategies, LLC.
Panelists: Karen Barr, President and CEO, Investment Adviser Association, Roger Levy, LLM, AIFA®, Managing Director, Cambridge Fiduciary Services, LLC, and Scott Reed, AIFA®, CIMA®, CEFEX Analyst, CEO, Hardy Reed, LLC
General Session (1 CE)
At the Capacity Crossroads: Three Visions for Scaling the Advisory Firm You Want - Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC®, RHU, REBC, CASL, Chief Financial Planning Nerd, Publisher, Podcast Author
Concurrent Sessions (1 CE each)
Cross-Generational Client Engagement - Lindsey Larrabee, CPWA®, Consultant, Templar Advisors
Intergenerational Wealth Transfer Planning for Business Owners - Justin Goodbread, CFP®, CEPA, CVGA, President, WealthSource Partners, LLC
Concurrent Sessions (1 CE each)
Defining Legacy & Developing Agency for Effective Wealth Transfer - Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley and Adam Cummings, Entrepreneur and Advisor, The Nathan Cummings Foundation
Legacy Conversations With Your Clients - Susan Turnbull, Founder and Principal of Personal Legacy Advisors
General Session (1 CE)
College and Student Loan Planning for the Next Decade: Creative Strategies to Stay Relevant for the Next Generation - Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute
General Session (1 CE)
Link on the Markets - Stephanie Link, Chief Investment Strategist, Hightower and CNBC contributor for several shows, including The Halftime Report, Closing Bell and Squawk Box