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Full Schedule

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Thursday, September 19, 2024
7:00 AM – 4:00 PM EDT
Registration and Help Desk

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

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

7:30 AM – 8:15 PM EDT

Networking and Breakfast

Location: GCCC: Exhibit Hall A

Activity

8:15 AM – 9:30 AM EDT
General Session

8:15 AM – 9:30 AM EDT

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

Location: GCCC: Union Station Ballroom

Nicole Casperson – Fintech Is Femme

Dani Fava – Carson Group

Margaret Hartigan – Martsone

Kate Ring – Stash

General Session

9:30 AM – 9:45 AM EDT
Break

9:30 AM – 9:45 AM EDT

Break

9:45 AM – 10:15 AM EDT
Exhibit Hall Classroom: Navigating Your Professional Life as an Emerging Student

9:45 AM – 10:15 AM EDT

Navigating Your Professional Life as an Emerging Student

Location: GCCC: Exhibit Hall Classroom

Landon Warmund, CFP®

Exhibit Hall Classroom

9:45 AM – 10:45 AM EDT
Educational Breakout Sessions | Block 4

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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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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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)

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)

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)

10:30 AM – 11:00 AM EDT
Exhibit Hall Classroom: The Methodology for Money.com and FPA's Best Financial Planners List

10:30 AM – 11:00 AM EDT

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

Location: GCCC: Exhibit Hall Classroom

Paul Reynolds – Money.com

Exhibit Hall Classroom

10:30 AM – 12:00 PM EDT
Financial Planning Challenge: How Do You Know?

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

10:45 AM – 11:00 AM EDT

Break

Location: GCCC: Exhibit Hall, A100 and A200 Levels

11:00 AM – 12:00 PM EDT
AFS Presentations | Block 4

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

11:00 AM – 12:00 PM EDT

Asian-American/Pacific Islander Knowledge Circle

Location: GCCC: A122

James Lee, CFP®, CRPC®, AIF® – Lee Investment Management

Knowledge Circle

11:00 AM – 12:00 PM EDT
Educational Breakout Sessions | Block 5

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)

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)

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)

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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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)

11:15 AM – 11:45 AM EDT
Exhibit Hall Classroom: K-State Annual Survey Results

11:15 AM – 11:45 AM EDT

K-State Annual Survey of Practitioner Pain Points and Opportunities

Location: GCCC: Exhibit Hall Classroom

Donovan Sanchez, CFP®

Shane Heddy, MS, MBA

Blake Gray, CFP®

Megan McCoy, PhD, LMFT, CFT-I™ – Kansas State University

Exhibit Hall Classroom

12:00 PM – 2:00 PM EDT
Lunch

12:00 PM – 2:00 PM EDT

Lunch

Location: GCCC: Exhibit Hall A

Activity

12:10 PM – 1:50 PM EDT
FinTech Sessions

12:25 PM – 1:35 PM EDT

FinTech Sessions

Location: GCCC: Exhibit Hall Classroom

1:00 PM – 2:00 PM EDT
AFS Presentations | Block 5

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

2:00 PM – 3:00 PM EDT

African American Knowledge Circle

Location: GCCC: A122

D. Crystal Alford-Cooper, CFP®, CDFA™, CRC®

Knowledge Circle

2:00 PM – 3:00 PM EDT
AFS Presentations | Block 6

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
Educational Breakout Sessions | Block 6

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

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)

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)

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)

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)

2:00 PM – 4:00 PM EDT
CFP® Ethics

2:00 PM – 4:00 PM EDT

CFP® Ethics

Location: GCCC: A110-112

David Mannaioni, CFP®, MPAS (he/him/his) – College for Financial Planning

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CE: 2 CFP CE Credit(s)

3:00 PM – 3:15 PM EDT
Break

3:00 PM – 3:15 PM EDT

Break

Location: GCCC: A100 and A200 Levels

3:15 PM – 4:15 PM EDT
Educational Breakout Sessions | Block 7

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)

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)

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)

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)

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)

3:15 PM – 4:15 PM EDT
Future Focus: Launching Your Career in Financial Planning

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 Presentations | Block 7

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

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

5:15 PM – 7:30 PM EDT

AFS Awards Dinner, By Invitation Only

Location: GCCC: A113-115

Academy of Financial Services