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Wednesday, Sep 18th
1:00 PM - 2:00 PM EDT
"Trust Recession" - Thrive With Trust-Based Selling
Location: GCCC: A210-212
Ari Galper, The World's #1 Authority On Trust-Based Selling – Unlock The Game
Breakout Session
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Wednesday, Sep 18th
1:00 PM - 2:00 PM EDT
Increasing Income Certainty in Retirement
Location: GCCC: A213-215
Wade D. Pfau, Ph.D., CFA®, RICP – The American College for Financial Services
Breakout Session
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CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
1:00 PM - 2:00 PM EDT
Leader Excellence: Top Coaching Skills for Every Leader
Location: GCCC: A220-222
Barbara Kay, MA, LPC, RCC, CTP, BAC – Barbara Kay Coaching
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
1:00 PM - 2:00 PM EDT
Real Estate Diversification Opportunities
Location: GCCC: A223-225
Tiffany T. House, CAP®, CEPA, FCEP (she/her/hers) – Tax & Estate Strategy
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
1:00 PM - 2:00 PM EDT
The Journal of Financial Planning's Research Showcase - Part 1
Location: GCCC: A113-115
Kristy Archuleta, PhD, LMFT, CFT-I – University of Georgia & Financial Behavior Keynote Group
Timothy M. Todd, PhD, JD – Liberty University School of Law
Preston D. Cherry, PhD, CFT-I™, CFP® (he/him/his) – Concurrent Financial Planning
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
2:15 PM - 3:15 PM EDT
5-Pillar Asset Protection
Location: GCCC: 220-222
Roccy DeFrancesco, JD, CAPP, CMP – The Wealth Preservation Institute
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
2:15 PM - 3:15 PM EDT
Advisor's 2025 Guide to Medicare: Protect Your Client's Healthcare Rights and Retirement Savings
Location: GCCC: A223-225
Emily Gang – Medicare Coach
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
2:15 PM - 3:15 PM EDT
"Held Away" 401(k) Accounts and ERISA Law
Location: GCCC: A210-212
Kevin T. Clark, RF (he/him/his) – Plan Confidence Corp
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
2:15 PM - 3:15 PM EDT
Indexing is a Series of Active Decisions
Location: GCCC: A213-215
Robert Harvey, CFA – Dimensional Fund Advisors
Breakout Session
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CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
2:15 PM - 3:15 PM EDT
The Journal of Financial Planning's Research Showcase - Part 2
Location: GCCC: A113-115
David Blanchett, Ph.D., CFA, CFP® – PGIM DC Solutions
Qi Sun, Ph.D., CFP® – Pacific Life Insurance Company
Thomas Korankye, Ph.D., CFP® – University of Arizona
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
3:30 PM - 4:30 PM EDT
A Random Walk Towards More Efficient (Retirement) Portfolios
Location: GCCC: A223-225
David Blanchett, Ph.D., CFA, CFP® – PGIM DC Solutions
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
3:30 PM - 4:30 PM EDT
Accessing, Understanding and Applying Financial Planning Research
Location: GCCC: A113-115
Michelle Cull, CPA
John E. Grable, PhD, CFP® – University of Georgia
Stephen Horan, Ph.D., CFA, CIPM, CAIA – Financial Planning Review
Bridger Cummings – Financial Planning Association
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
3:30 PM - 4:30 PM EDT
Deconstructing Individual and Group Disability Insurance for the Financial Planning Professional: A View From a Policyholder's Attorney
Location: GCCC: A220-222
Eve-Lynn Gisonni, JD/Attorney (she/her/hers) – Saxe, Doernberger & Vita, P.C.
Breakout Session
CE: 1 CFP CE Credit(s)
Wednesday, Sep 18th
3:30 PM - 4:30 PM EDT
Large Dollar Student Loans and the Early Career Physician
Location: GCCC: A210-212
Michael R. Clancy, CFP®, CLU (he/him/his) – Drexel University College of Medicine
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
9:45 AM - 10:45 AM EDT
Building a High-Performing Team
Location: GCCC: A213-215
Jessica Colston, MS, PCC (she/her/hers) – Carson Coaching
Breakout Session
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Thursday, Sep 19th
9:45 AM - 10:45 AM EDT
Forecast The Future: The Trends Shaping Financial Planning
Location: GCCC: 210-212
Schyler Adams, CFP® – Allianz Life
Breakout Session
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Thursday, Sep 19th
9:45 AM - 10:45 AM EDT
Is Your Health an Asset or Liability to Your Financial Plan?
Location: GCCC: A223-225
Stevyn Guinnip, MS, CWC – Grow Wellthy
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
9:45 AM - 10:45 AM EDT
The Big Five Personality Traits (OCEAN) and Financial Planning
Location: GCCC: A113-115
Richard Stebbins, Ph.D., JD, CFP® – University of Alabama
Jim Exley, Ph.D., CFP®, CLU – Wealth Science® Advisors
Keith Campbell, Ph.D. – University of Georgia
Patrick Doyle, Ph.D. – Wealth Science Analytics
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
9:45 AM - 10:45 AM EDT
Uncovering the Hidden Psychology of Clients' Financial Decision Making
Location: GCCC: A220-222
Steven Meyers, Ph.D., FBS – Roosevelt University
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
11:00 AM - 12:00 PM EDT
2024 Montgomery-Warschauer Award-winning Research: Who Uses Social Media for Investment Advice?
Location: GCCC: A113-115
Miranda Reiter, PhD, CFP® – Texas Tech University
Morgen Nations – Texas Tech University
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
11:00 AM - 12:00 PM EDT
5 Critical Social Security Concepts You Should Know to Instantly Elevate Your Credibility
Location: GCCC: A223-225
Heather L. Schreiber, RICP®, NSSA®, IRMAACP™ – HLS Retirement Consulting LLC
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
11:00 AM - 12:00 PM EDT
Advanced College Funding Strategies for High Income/Net Worth Business Owners
Location: GCCC: A220-222
Joseph Messinger, CFP®, ChFC, CLU, CCFC – Capstone Wealth Partners
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
11:00 AM - 12:00 PM EDT
Becoming the Most Valued Advisor: Understanding Business Value
Location: GCCC: A213-215
Christopher Snider, CEPA – Exit Planning Institute
Breakout Session
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Thursday, Sep 19th
11:00 AM - 12:00 PM EDT
The Latest Trends in Annuities and Insurance for Financial Advisors
Location: GCCC: A210-212
Jake Spaccarotelli, CLTC – One Insurance Solution for RIAs
Breakout Session
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CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
2:00 PM - 3:00 PM EDT
Actively Unlock your Firms Value -- Don’t Leave your Fate to Chance
Location: GCCC: A220-222
David Selig, MBA – https://www.advicedynamicspartners.com/
Breakout Session
Thursday, Sep 19th
2:00 PM - 3:00 PM EDT
Does a Reverse Mortgage Have a Place in Retirement Planning?
Location: GCCC: A213-215
Stephen J. Resch – Finance of America
Gabrielle Welter – Finance of America
Craig Lemoine, PhD, CFP® (he/him/his) – University of Illinois Champaign - Urbana
Walter C. Young III, MBA, RICP® – The Fifth Option
Breakout Session
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CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
2:00 PM - 3:00 PM EDT
Research Shark Tank
Location: GCCC: A113-115
Elisabeth Sinnewe
Shawn Brayman
Nicki Potts
Richard Stebbins, Ph.D., JD, CFP® – University of Alabama
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
2:00 PM - 3:00 PM EDT
Wealth Management 2035
Location: GCCC: A223-225
Matt Reiner, CFA, CFP® – Capital Investment Advisors
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
2:00 PM - 3:00 PM EDT
Why Advisors Need To Start Talking To Clients About Property & Casualty Insurance - Navigating the Hard Market Waves
Location: GCCC: A210-212
Michelle Hirsch, CAPI (she/her/hers) – Brunswick Private Client
Wesley Madara (he/him/his) – Chubb Insurance
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
3:15 PM - 4:15 PM EDT
Deepening and Growing Client Relationships: When a Trust Builds Trust
Location: GCCC: A223-225
Andrew Kulha, JD, CFP® (he/him/his) – Mission Wealth Management
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
3:15 PM - 4:15 PM EDT
Healthcare Cost Planning | Medicare IRMAA and ACA Advance Premium Tax Credit
Location: GCCC: A220-222
Jae Oh (he/him/his) – GH2 BENEFITS
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
3:15 PM - 4:15 PM EDT
Lifetime Financial Advice: A Personalized Optimal Multilevel Approach
Location: GCCC: A113-115
Paul D. Kaplan, CFA
Thomas Idzorek, CFA (he/him/his) – Morningstar
Breakout Session
CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
3:15 PM - 4:15 PM EDT
Planning Better Together
Location: GCCC: A210-212
Connor Sung, CFP® – eMoney Advisor
Emily Koochel, AFC®, CFT-I™, BFA™ (she/her/hers) – eMoney Advisor
Breakout Session
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CE: 1 CFP CE Credit(s)
Thursday, Sep 19th
3:15 PM - 4:15 PM EDT
Why Munis Now?
Location: GCCC: A213-215
John Miller, CFA – First Eagle Investments
Breakout Session
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CE: 1 CFP CE Credit(s)
Friday, Sep 20th
9:00 AM - 10:00 AM EDT
Disability Insurance Planning: When 60% only equals 30% and what to do about it
Location: GCCC: A210-212
John E. Ryan, CFP® – Ryan Insurance Strategy Consultants Gallagher Affinity | A Gallagher Company
Breakout Session
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CE: 1 CFP CE Credit(s)
Friday, Sep 20th
9:00 AM - 10:00 AM EDT
How to Fix Major Problems with ‘Probability of Success’ and Have Better Client Conversations
Location: GCCC: A213-215
Justin Fitzpatrick, PhD, CFA, CFP® – Income Lab
Breakout Session
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CE: 1 CFP CE Credit(s)
Friday, Sep 20th
9:00 AM - 10:00 AM EDT
Pro Bono Financial Planning Training
Location: GCCC: A220-222
Cynthia Hanson, CFP®, ChFC®, CDFA® (she/her/hers) – Ameriprise Financial
Breakout Session
CE: 1 CFP CE Credit(s)
Friday, Sep 20th
9:00 AM - 10:00 AM EDT
Retirement Income Literacy Study
Location: GCCC: A113-115
Chet R. Bennetts, CFP®, CLU®, ChFC®, CLF®, RICP® (he/him/his) – The American College of Financial Services
Eric T. Ludwig, CFP®, Ph.D. – The American College of Financial Services
Breakout Session
CE: 1 CFP CE Credit(s)
Friday, Sep 20th
9:00 AM - 10:00 AM EDT
Risks, Returns and the Power of Mean Reversion
Location: GCCC: A223-225
Scott Bondurant, CAIA – Bondurant Investment Advisory
Breakout Session
CE: 1 CFP CE Credit(s)
Friday, Sep 20th
10:15 AM - 11:15 AM EDT
Building a Global Financial Planning Community
Location: GCCC: A113-115
Shawn Brayman
Tashia Batstone, MBA, FCPA, FCA, ICD.D – FP Canada
Dante De Gori, CFP – Financial Planning Standards Board Ltd.
Patrick Mahoney – Financial Planning Association
Kevin R. Keller, CAE – CFP Board
Breakout Session
CE: 1 CFP CE Credit(s)
Friday, Sep 20th
10:15 AM - 11:15 AM EDT
ETFs: Tax Efficiency and Trading Explained
Location: GCCC: A210-212
Kristen Nelson, PMP – Capital Group
Matthew Maillet – Capital Group
Breakout Session
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CE: 1 CFP CE Credit(s)
Friday, Sep 20th
10:15 AM - 11:15 AM EDT
How to Value a Clients Business
Location: GCCC: A220-222
Kevin Szozda – Sunbelt Business Advisors / True North Mergers and Acquisitions
Chris Jones – Sunbelt Business Advisors /True North M&A
Breakout Session
Friday, Sep 20th
10:15 AM - 11:15 AM EDT
Is Cognitive Decline the Biggest Threat to Your Client's Retirement Security?
Location: GCCC: A223-225
Chris Heye, PhD (he/him/his) – Whealthcare Planning
Breakout Session
CE: 1 CFP CE Credit(s)