Full Schedule

All Days
Tue, Sep 17
Wed, Sep 18
Thu, Sep 19
Fri, Sep 20

Full Schedule

Type here to filter the list

Friday, September 20, 2024
7:45 AM – 8:45 AM EDT
AFS Presentations | Block 8

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

8:00 AM – 8:45 AM EDT

CFP Board Update

Location: GCCC: Union Station Ballroom

Matthew Boerson, CFP®, CFA – CFP Board of Directors

Kevin R. Keller, CAE – CFP Board

General Session

8:15 AM – 9:00 AM EDT
Networking and Coffee

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

8:15 AM – 11:15 AM EDT

Registration and Help Desk

Location: GCCC: Outside Hall A

9:00 AM – 10:00 AM EDT
AFS Presentations | Block 9

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
Educational Breakout Sessions | Block 8

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

Powered by

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

Justin Fitzpatrick, PhD, CFA, CFP® – Income Lab

Breakout Session

Powered by

CE: 1 CFP CE Credit(s)

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)

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)

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)

9:00 AM – 10:00 AM EDT
International & Cross-Border Knowledge Circle

9:00 AM – 10:00 AM EDT

International & Cross-Border Knowledge Circle

Location: GCCC: A122

Otto Rivera, CFP®, EA – White Lighthouse Investment Management

Knowledge Circle

9:00 AM – 11:00 AM EDT
CFP Ethics

9:00 AM – 11:00 AM EDT

CFP® Ethics

Location: GCCC: A110-112

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

Powered by

CE: 2 CFP CE Credit(s)

10:00 AM – 10:15 AM EDT
Break

10:00 AM – 10:15 AM EDT

Break

Location: GCCC: A100 and A200 Levels

10:15 AM – 11:15 AM EDT
Educational Breakout Sessions | Block 9

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)

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

Powered by

CE: 1 CFP CE Credit(s)

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

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)

10:15 AM – 11:15 AM EDT
FPA Membership Roundtable: Your Voice, Our Future

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

11:15 AM – 11:30 AM EDT

Break

Location: GCCC: Union Station Ballroom Prefunction

11:30 AM – 12:30 PM EDT
Closing General Session

11:30 AM – 12:30 PM EDT

The Surprising Path to the Good Life

Location: GCCC: Union Station Ballroom

Daniel Pink

General Session

12:30 PM – 1:00 PM EDT
Daniel Pink Meet & Greet

12:30 PM – 1:00 PM EDT

Daniel Pink Meet & Greet

Location: GCCC: Union Station Ballroom Prefunction

Activity