7 a.m.–4:30 p.m.
Registration/Information Desk Open
7–8 a.m.
Continental Breakfast
8–9 a.m.
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
9–9:30 a.m.
Snack and Beverage Break
9:30–10:20 a.m.
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
10:35–11:35 a.m.
Attendee-Sourced Session (1 CE)
A Fireside Chat about Retirement, Investments, Wealth Management, and Behavioral Finance - Jorge Padilla, CFP®, Principal, Senior Client Advisor, MEIRA, and Robert Powell, CFP®, RMA®, Editor, Retirement Management Journal, and James Sandidge, JD, The Sandidge Group
11:45 a.m.–12:35 p.m.
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
12:35–1:45 p.m.
Conference Luncheon
1:45–2:35 p.m.
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
2:35–3:05 p.m.
Snack and Beverage Break
3:05–4:05 p.m.
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
4:30–7 p.m.
Topgolf Event
RSVP required. Limited to first 100 advisors.