Full Schedule

3:00 PM – 6:00 PM EDT

Registration Self Check-in

Location: GCCC: Outside Hall A

8:00 AM – 5:00 PM EDT

Registration and Help Desk

Location: GCCC: Outside Hall A

8:30 AM – 10:30 AM EDT

Exhibit Hall Grand Opening and Breakfast

Location: GCCC: Hall A

Activity

8:30 AM – 5:30 PM EDT

Exhibit Hall Hours

Location: GCCC: Hall A

Activity

8:45 AM – 9:15 AM EDT

So You Want to Be an Influencer? 3 Secrets From the Masters

Location: GCCC: Exhibit Hall Classroom

– Informa Connect

– Integrated Partners

Exhibit Hall Classroom

9:00 AM – 10:15 AM EDT

9:00 AM: Texas A&M

Location: GCCC: A110-112

Financial Planning Challenge

CE: 0.5 CFP CE Credit(s)

9:00 AM – 10:15 AM EDT

9:40 AM: Pennsylvania Western University

Location: GCCC: A110-112

Financial Planning Challenge

CE: 0.5 CFP CE Credit(s)

9:30 AM – 10:00 AM EDT

Attract and Retain Trust Assets and Revenue – A Discussion to Help Advisors Understand Trusts and Create Multi-Generational Relationships Through their Use

Location: GCCC: Exhibit Hall Classroom

– BOK Financial / Advisor Trust Services

Exhibit Hall Classroom

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9:30 AM – 4:30 PM EDT

FPA Give-Back Opportunity: Blood Drive

Location: GCCC: Hall A

10:30 AM – 11:30 AM EDT

A Nonpartisan Overview of Politics and Economic Outlook: The 2024 Elections and Beyond

Location: GCCC: Union Station Ballroom

– The Washington Update

General Session

11:30 AM – 1:00 PM EDT

Lunch

Location: GCCC: Hall A

Activity

11:40 AM – 12:50 PM EDT

FinTech Sessions

Location: GCCC: Exhibit Hall Classroom

11:45 AM – 12:05 PM EDT

11:45 AM: University of Arizona

Location: GCCC: A110-112

Financial Planning Challenge

CE: 0.5 CFP CE Credit(s)

11:45 AM – 4:30 PM EDT

12:25 PM: The Ohio State University

Location: GCCC: A110-112

Financial Planning Challenge

CE: 0.5 CFP CE Credit(s)

11:45 AM – 4:30 PM EDT

1:30 PM: University of Utah

Location: GCCC: A110-112

Financial Planning Challenge

CE: 0.5 CFP CE Credit(s)

11:45 AM – 4:30 PM EDT

2:10 PM: University of Illinois

Location: GCCC: A110-112

Financial Planning Challenge

CE: 0.5 CFP CE Credit(s)

11:45 AM – 4:30 PM EDT

3:00 PM: Utah Valley University

Location: GCCC: A110-112

Financial Planning Challenge

CE: 0.5 CFP CE Credit(s)

11:45 AM – 4:30 PM EDT

3:40 PM: Texas Tech University

Location: GCCC: A110-112

Financial Planning Challenge

CE: 0.5 CFP CE Credit(s)

1:00 PM – 2:00 PM EDT

Financial Services Review Session: Exploring the impact of Artificial Intelligence on Academic Publishing

Location: GCCC: A123

– University of Georgia

Academy of Financial Services

1:00 PM – 2:00 PM EDT

Investment & Risk Research Papers

Location: GCCC: A124

Academy of Financial Services

CE: 1 CFP CE Credit(s)

1:00 PM – 2:00 PM EDT

"Trust Recession" - Thrive With Trust-Based Selling

Location: GCCC: A210-212

– Unlock The Game

Breakout Session

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1:00 PM – 2:00 PM EDT

Increasing Income Certainty in Retirement

Location: GCCC: A213-215

– The American College for Financial Services

Breakout Session

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CE: 1 CFP CE Credit(s)

1:00 PM – 2:00 PM EDT

Leader Excellence: Top Coaching Skills for Every Leader

Location: GCCC: A220-222

– Barbara Kay Coaching

Breakout Session

CE: 1 CFP CE Credit(s)

1:00 PM – 2:00 PM EDT

Real Estate Diversification Opportunities

Location: GCCC: A223-225

– Tax & Estate Strategy

Breakout Session

CE: 1 CFP CE Credit(s)

1:00 PM – 2:00 PM EDT

The Journal of Financial Planning's Research Showcase - Part 1

Location: GCCC: A113-115

– University of Georgia & Financial Behavior Keynote Group

– Liberty University School of Law

– Concurrent Financial Planning

Breakout Session

CE: 1 CFP CE Credit(s)

1:00 PM – 2:00 PM EDT

Neurodivergent Planners Knowledge Circle

Location: GCCC: A122

– White Lighthouse Investment Management

Knowledge Circle

1:15 PM – 1:45 PM EDT

Strategies For Successful Aging

Location: GCCC: Exhibit Hall Classroom

– FPA of Suncoast / ACSIA Partners

Exhibit Hall Classroom

2:00 PM – 2:15 PM EDT

Break

Location: GCCC: Exhibit Hall, A100 and A200 Levels

2:15 PM – 2:45 PM EDT

Cocreate an Engaging Experience That Drives Growth

Location: GCCC: Exhibit Hall Classroom

– Absolute Engagement

Exhibit Hall Classroom

2:15 PM – 3:15 PM EDT

Cryptocurrency Investment Decision Research Papers

Location: GCCC: A123

Academy of Financial Services

CE: 1 CFP CE Credit(s)

2:15 PM – 3:15 PM EDT

Investor Behavior Research Papers

Location: GCCC: A124

Academy of Financial Services

CE: 1 CFP CE Credit(s)

2:15 PM – 3:15 PM EDT

5-Pillar Asset Protection

Location: GCCC: 220-222

– The Wealth Preservation Institute

Breakout Session

CE: 1 CFP CE Credit(s)

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

– Medicare Coach

Breakout Session

CE: 1 CFP CE Credit(s)

2:15 PM – 3:15 PM EDT

"Held Away" 401(k) Accounts and ERISA Law

Location: GCCC: A210-212

– Plan Confidence Corp

Breakout Session

CE: 1 CFP CE Credit(s)

2:15 PM – 3:15 PM EDT

Indexing is a Series of Active Decisions

Location: GCCC: A213-215

– Dimensional Fund Advisors

Breakout Session

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CE: 1 CFP CE Credit(s)

2:15 PM – 3:15 PM EDT

The Journal of Financial Planning's Research Showcase - Part 2

Location: GCCC: A113-115

– PGIM DC Solutions

– Pacific Life Insurance Company

– University of Arizona

Breakout Session

CE: 1 CFP CE Credit(s)

2:15 PM – 3:15 PM EDT

Tax & Estate Planning Knowledge Circle

Location: GCCC: A122

– Appella Wealth

Knowledge Circle

3:00 PM – 3:30 PM EDT

How To Get Published on Money.com

Location: GCCC: Exhibit Hall Classroom

– Money.com

Exhibit Hall Classroom

3:15 PM – 3:30 PM EDT

Break

Location: GCCC: Exhibit Hall, A100 and A200 Levels

3:30 PM – 4:30 PM EDT

Investment Literacy & Investor Trust Research Papers

Location: GCCC: A124

Academy of Financial Services

CE: 1 CFP CE Credit(s)

3:30 PM – 4:30 PM EDT

Retirement & Risk Research Papers

Location: GCCC: A123

Academy of Financial Services

CE: 1 CFP CE Credit(s)

3:30 PM – 4:30 PM EDT

A Random Walk Towards More Efficient (Retirement) Portfolios

Location: GCCC: A223-225

– PGIM DC Solutions

Breakout Session

CE: 1 CFP CE Credit(s)

3:30 PM – 4:30 PM EDT

Accessing, Understanding and Applying Financial Planning Research

Location: GCCC: A113-115

– University of Georgia

– Financial Planning Review

– Financial Planning Association

Breakout Session

CE: 1 CFP CE Credit(s)

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

– Saxe, Doernberger & Vita, P.C.

Breakout Session

CE: 1 CFP CE Credit(s)

3:30 PM – 4:30 PM EDT

Large Dollar Student Loans and the Early Career Physician

Location: GCCC: A210-212

– Drexel University College of Medicine

Breakout Session

CE: 1 CFP CE Credit(s)

3:30 PM – 4:30 PM EDT

Women & Finance Knowledge Circle

Location: GCCC: A122

– Barbara Kay Coaching

Knowledge Circle

4:00 PM – 4:30 PM EDT

Financial Planner Perspectives on a Profession in Transition

Location: GCCC: Exhibit Hall Classroom

– Absolute Engagement

Exhibit Hall Classroom

4:30 PM – 5:30 PM EDT

Networking Reception

Location: GCCC: Exhibit Hall A

Activity

5:30 PM – 7:30 PM EDT

For AFS Members Only: AFS Poster Research Reception

Location: GCCC: A113-115

Academy of Financial Services

6:00 PM – 7:00 PM EDT

For FPA Members Only: FPA Political Action Committee Reception

Location: Hyatt: Fairfield

Activity

7:00 AM – 4:00 PM EDT

Registration and Help Desk

Location: GCCC: Outside Hall A

7:30 AM – 2:30 PM EDT

Exhibit Hall Hours

Location: GCCC: Exhibit Hall A

Activity

7:30 AM – 8:15 PM EDT

Networking and Breakfast

Location: GCCC: Exhibit Hall A

Activity

8:15 AM – 9:30 AM EDT

Tech-Forward, People-Centric: The Future of Financial Planning

Location: GCCC: Union Station Ballroom

– Fintech Is Femme

– Carson Group

– Martsone

– Stash

General Session

9:30 AM – 9:45 AM EDT

Break

9:45 AM – 10:15 AM EDT

Navigating Your Professional Life as an Emerging Student

Location: GCCC: Exhibit Hall Classroom

Exhibit Hall Classroom

9:45 AM – 10:45 AM EDT

Building a High-Performing Team

Location: GCCC: A213-215

– Carson Coaching

Breakout Session

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9:45 AM – 10:45 AM EDT

Forecast The Future: The Trends Shaping Financial Planning

Location: GCCC: 210-212

– Allianz Life

Breakout Session

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9:45 AM – 10:45 AM EDT

Is Your Health an Asset or Liability to Your Financial Plan?

Location: GCCC: A223-225

– Grow Wellthy

Breakout Session

CE: 1 CFP CE Credit(s)

9:45 AM – 10:45 AM EDT

The Big Five Personality Traits (OCEAN) and Financial Planning

Location: GCCC: A113-115

– University of Alabama

– Wealth Science® Advisors

– University of Georgia

– Wealth Science Analytics

Breakout Session

CE: 1 CFP CE Credit(s)

9:45 AM – 10:45 AM EDT

Uncovering the Hidden Psychology of Clients' Financial Decision Making

Location: GCCC: A220-222

– Roosevelt University

Breakout Session

CE: 1 CFP CE Credit(s)

10:30 AM – 11:00 AM EDT

The Methodology for Money.com and FPA's Best Financial Planners List

Location: GCCC: Exhibit Hall Classroom

– Money.com

Exhibit Hall Classroom

10:30 AM – 12:00 PM EDT

Financial Planning Challenge: How Do You Know?

Location: GCCC: A110-112

Financial Planning Challenge

CE: 1.5 CFP CE Credit(s)

10:45 AM – 11:00 AM EDT

Break

Location: GCCC: Exhibit Hall, A100 and A200 Levels

11:00 AM – 12:00 PM EDT

Considerations for Financial Education Research Papers

Location: GCCC: A123

Academy of Financial Services

CE: 1 CFP CE Credit(s)

11:00 AM – 12:00 PM EDT

Financial Advisor Behavior Research Papers

Location: GCCC: A124

Academy of Financial Services

CE: 1 CFP CE Credit(s)

11:00 AM – 12:00 PM EDT

Asian-American/Pacific Islander Knowledge Circle

Location: GCCC: A122

– Lee Investment Management

Knowledge Circle

11:00 AM – 12:00 PM EDT

2024 Montgomery-Warschauer Award-winning Research: Who Uses Social Media for Investment Advice?

Location: GCCC: A113-115

– Texas Tech University

Breakout Session

CE: 1 CFP CE Credit(s)

11:00 AM – 12:00 PM EDT

5 Critical Social Security Concepts You Should Know to Instantly Elevate Your Credibility

Location: GCCC: A223-225

– HLS Retirement Consulting LLC

Breakout Session

CE: 1 CFP CE Credit(s)

11:00 AM – 12:00 PM EDT

Advanced College Funding Strategies for High Income/Net Worth Business Owners

Location: GCCC: A220-222

– Capstone Wealth Partners

Breakout Session

CE: 1 CFP CE Credit(s)

11:00 AM – 12:00 PM EDT

Becoming the Most Valued Advisor: Understanding Business Value

Location: GCCC: A213-215

– Exit Planning Institute

Breakout Session

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11:00 AM – 12:00 PM EDT

The Latest Trends in Annuities and Insurance for Financial Advisors

Location: GCCC: A210-212

– One Insurance Solution for RIAs

Breakout Session

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CE: 1 CFP CE Credit(s)

11:15 AM – 11:45 AM EDT

K-State Annual Survey of Practitioner Pain Points and Opportunities

Location: GCCC: Exhibit Hall Classroom

– Kansas State University

Exhibit Hall Classroom

12:00 PM – 2:00 PM EDT

Lunch

Location: GCCC: Exhibit Hall A

Activity

12:25 PM – 1:35 PM EDT

FinTech Sessions

Location: GCCC: Exhibit Hall Classroom

1:00 PM – 2:00 PM EDT

Financial Literacy Research Papers

Location: GCCC: A123

Academy of Financial Services

CE: 1 CFP CE Credit(s)

1:00 PM – 2:00 PM EDT

Financial Planning Process & Practice Research Papers

Location: GCCC: A124

Academy of Financial Services

CE: 1 CFP CE Credit(s)

2:00 PM – 3:00 PM EDT

African American Knowledge Circle

Location: GCCC: A122

Knowledge Circle

2:00 PM – 3:00 PM EDT

Best practice in Teaching Financial Planning: Application Research Papers

Location: GCCC: A124

Academy of Financial Services

CE: 1 CFP CE Credit(s)

2:00 PM – 3:00 PM EDT

Financial Wellbeing Research Papers

Location: GCCC: A123

Academy of Financial Services

CE: 1 CFP CE Credit(s)

2:00 PM – 3:00 PM EDT

Actively Unlock your Firms Value -- Don’t Leave your Fate to Chance

Location: GCCC: A220-222

– https://www.advicedynamicspartners.com/

Breakout Session

2:00 PM – 3:00 PM EDT

Does a Reverse Mortgage Have a Place in Retirement Planning?

Location: GCCC: A213-215

– Finance of America

– University of Illinois Champaign - Urbana

– The Fifth Option

Breakout Session

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CE: 1 CFP CE Credit(s)

2:00 PM – 3:00 PM EDT

Research Shark Tank

Location: GCCC: A113-115

– University of Alabama

Breakout Session

CE: 1 CFP CE Credit(s)

2:00 PM – 3:00 PM EDT

Wealth Management 2035

Location: GCCC: A223-225

– Capital Investment Advisors

Breakout Session

CE: 1 CFP CE Credit(s)

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

– Brunswick Private Client

– Chubb Insurance

Breakout Session

CE: 1 CFP CE Credit(s)

2:00 PM – 4:00 PM EDT

CFP® Ethics

Location: GCCC: A110-112

– College for Financial Planning

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CE: 2 CFP CE Credit(s)

3:00 PM – 3:15 PM EDT

Break

Location: GCCC: A100 and A200 Levels

3:15 PM – 4:15 PM EDT

Deepening and Growing Client Relationships: When a Trust Builds Trust

Location: GCCC: A223-225

– Mission Wealth Management

Breakout Session

CE: 1 CFP CE Credit(s)

3:15 PM – 4:15 PM EDT

Healthcare Cost Planning | Medicare IRMAA and ACA Advance Premium Tax Credit

Location: GCCC: A220-222

– GH2 BENEFITS

Breakout Session

CE: 1 CFP CE Credit(s)

3:15 PM – 4:15 PM EDT

Lifetime Financial Advice: A Personalized Optimal Multilevel Approach

Location: GCCC: A113-115

– Morningstar

Breakout Session

CE: 1 CFP CE Credit(s)

3:15 PM – 4:15 PM EDT

Planning Better Together

Location: GCCC: A210-212

– eMoney Advisor

Breakout Session

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CE: 1 CFP CE Credit(s)

3:15 PM – 4:15 PM EDT

Why Munis Now?

Location: GCCC: A213-215

– First Eagle Investments

Breakout Session

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CE: 1 CFP CE Credit(s)

3:15 PM – 4:15 PM EDT

Future Focus: Launching Your Career in Financial Planning

Location: GCCC: A122

Knowledge Circle

4:15 PM – 5:00 PM EDT

AFS PHD Panel Session with Professors and Publishers

Location: GCCC: A124

Academy of Financial Services

5:00 PM – 6:00 PM EDT

NexGen Reception

Location: Hyatt: Franklin A

5:15 PM – 7:30 PM EDT

AFS Awards Dinner, By Invitation Only

Location: GCCC: A113-115

Academy of Financial Services

7:45 AM – 8:45 AM EDT

Best Practice in Teaching Financial Planning: Professional Skills Research Papers

Location: GCCC: A123

Academy of Financial Services

7:45 AM – 8:45 AM EDT

Financial Behavior Research Papers

Location: GCCC: A124

Academy of Financial Services

CE: 1 CFP CE Credit(s)

8:00 AM – 8:45 AM EDT

CFP Board Update

Location: GCCC: Union Station Ballroom

– CFP Board of Directors

– CFP Board

General Session

8:15 AM – 9:00 AM EDT

Networking and Coffee

Location: GCCC: 100-level A-pod

Activity

8:15 AM – 11:15 AM EDT

Registration and Help Desk

Location: GCCC: Outside Hall A

9:00 AM – 10:00 AM EDT

Financial Inclusion & Vulnerability Research Papers

Location: GCCC: A123

Academy of Financial Services

CE: 1 CFP CE Credit(s)

9:00 AM – 10:00 AM EDT

Retirement Planning Behavior Research Papers

Location: GCCC: A124

Academy of Financial Services

CE: 1 CFP CE Credit(s)

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

– Ryan Insurance Strategy Consultants Gallagher Affinity | A Gallagher Company

Breakout Session

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CE: 1 CFP CE Credit(s)

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

– Income Lab

Breakout Session

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CE: 1 CFP CE Credit(s)

9:00 AM – 10:00 AM EDT

Pro Bono Financial Planning Training

Location: GCCC: A220-222

– Ameriprise Financial

Breakout Session

CE: 1 CFP CE Credit(s)

9:00 AM – 10:00 AM EDT

Retirement Income Literacy Study

Location: GCCC: A113-115

– The American College of Financial Services

Breakout Session

CE: 1 CFP CE Credit(s)

9:00 AM – 10:00 AM EDT

Risks, Returns and the Power of Mean Reversion

Location: GCCC: A223-225

– Bondurant Investment Advisory

Breakout Session

CE: 1 CFP CE Credit(s)

9:00 AM – 10:00 AM EDT

International & Cross-Border Knowledge Circle

Location: GCCC: A122

– White Lighthouse Investment Management

Knowledge Circle

9:00 AM – 11:00 AM EDT

CFP® Ethics

Location: GCCC: A110-112

– College for Financial Planning

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CE: 2 CFP CE Credit(s)

10:00 AM – 10:15 AM EDT

Break

Location: GCCC: A100 and A200 Levels

10:15 AM – 11:15 AM EDT

Building a Global Financial Planning Community

Location: GCCC: A113-115

– FP Canada

– Financial Planning Standards Board Ltd.

– Financial Planning Association

– CFP Board

Breakout Session

CE: 1 CFP CE Credit(s)

10:15 AM – 11:15 AM EDT

ETFs: Tax Efficiency and Trading Explained

Location: GCCC: A210-212

– Capital Group

Breakout Session

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CE: 1 CFP CE Credit(s)

10:15 AM – 11:15 AM EDT

How to Value a Clients Business

Location: GCCC: A220-222

– Sunbelt Business Advisors / True North Mergers and Acquisitions

– Sunbelt Business Advisors /True North M&A

Breakout Session

10:15 AM – 11:15 AM EDT

Is Cognitive Decline the Biggest Threat to Your Client's Retirement Security?

Location: GCCC: A223-225

– Whealthcare Planning

Breakout Session

CE: 1 CFP CE Credit(s)

10:15 AM – 11:15 AM EDT

FPA Membership Roundtable: Your Voice, Our Future

Location: GCCC: A122

Knowledge Circle

11:15 AM – 11:30 AM EDT

Break

Location: GCCC: Union Station Ballroom Prefunction

11:30 AM – 12:30 PM EDT

The Surprising Path to the Good Life

Location: GCCC: Union Station Ballroom

General Session

12:30 PM – 1:00 PM EDT

Daniel Pink Meet & Greet

Location: GCCC: Union Station Ballroom Prefunction

Activity