Full Schedule

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