Carol Anderson, MS
Journey into Elderhood: Helping Clients Prepare for the Second Half of Life with Meaning and Purpose
Monday, October 12
8:15 AM - 9:30 AM
Marion Asnes
Sponsored Breakfast Session
Responding to Uncertainty: How Three Portfolios Managers are Positioning Their Strategies for 2010
Sponsored by Foreside Advisory Network
Tuesday, October 13
7:30 AM - 8:30 AM
Bill Bachrach, CSP, CPAE
High Trust Leadership: Thinking and Acting Like the CEO of a Financial Planning Firm
Sunday, October 11
8:15 AM - 9:30 AM
Roadmap to Success: Speaking the Language of Trust
Monday, October 12
10:00 AM - 11:45 AM
Lee A. Baker, CFP®
Diversity Summit Knowledge Cafe
Saturday, October 10
11:30 AM - 1:30 PM
William Baldwin, JD, LLM
Financial Planning Coalition Advocacy Update
Sunday, October 11
1:00 PM - 2:00 PM
Louis Barajas, CFP®
Diversity Summit Knowledge Cafe
Saturday, October 10
11:30 AM - 1:30 PM
Shifting Demographics: Connecting With the New Financial Consumer
Monday, October 12
10:00 AM - 11:45 AM
Dan Barry
Live Presentation
Living in a Fiduciary World
Sunday, October 11
3:00 PM - 3:40 PM
Capitol Update Live
Monday, October 12
1:00 PM - 2:00 PM
Brian D. Birdwell
Sponsored Breakfast Session
Financial Planning: Critical to Your Survival!
Sponsored by First Command Financial Services
Monday, October 12
7:00 AM - 8:00 AM
Brian P. Boak, CLU, LUTCF
The Missing Piece of Financial Planning: Personal Property & Casualty
Sunday, October 11
8:15 AM - 9:30 AM
Norman M. Boone, MBA, CFP®
Managing Client Expectations Using Investment Policy Statements
Sunday, October 11
8:15 AM - 9:30 AM
Chris Boruff
Exhibitor Presentation
What's New at Morningstar
Morningstar
Saturday, October 10
6:15 PM - 7:00 PM
Tom Bradley
Sponsored Educational Super Session
What's Next? The Future of the Financial Services Industry and the Implications for RIAs
Sponsored by TD AMERITRADE Institutional
Monday, October 12
2:00 PM - 3:00 PM
Michael A. Branham, CFP®
The Toughest Client Questions Ever
Sunday, October 11
9:45 AM - 10:45 AM
Jill M. Brink, Ph.D.
You Think Your Client has Dementia: Now What
Monday, October 12
10:00 AM - 11:45 AM
John H. Brown, JD
The Role of The Advisor in Exit Planning for Their Business Owner Clients
Monday, October 12
8:15 AM - 9:30 AM
U. Calvin Brown, MST,CFP®
Calming Clients in a Volatile Market
Sunday, October 11
11:00 AM - 12:00 PM
Elissa Buie, CFP®
The Toughest Client Questions Ever
Sunday, October 11
9:45 AM - 10:45 AM
Using Creative Presentations to Build Client Trust and Commitment
Monday, October 12
8:15 AM - 9:30 AM
Dick Cancelmo
Sponsored Breakfast Session
Responding to Uncertainty: How Three Portfolios Managers are Positioning Their Strategies for 2010
Sponsored by Foreside Advisory Network
Tuesday, October 13
7:30 AM - 8:30 AM
Colin B. Coombs, CFP®, CLU
Journey into Elderhood: Helping Clients Prepare for the Second Half of Life with Meaning and Purpose
Monday, October 12
8:15 AM - 9:30 AM
Eric Cott, CRPC
Exhibitor Presentation
Enhance your Practice with Equity Options Strategies
Institute for Management and Executive Development Rutgers, The State University of New Jersey and The Options Industry Council
Sunday, October 11
12:15 PM - 1:00 PM
Herbert K. Daroff, JD, CFP®
Retirement Income Planning
Monday, October 12
8:15 AM - 9:30 AM
Brian A. Davis
Exhibitor Presentation
Scottrade Advisor Services/Portfolio Director
Scottrade Advisor Services
Sunday, October 11
1:15 PM - 2:00 PM
Saundra Davis, MSFP
Diversity Summit Knowledge Cafe
Saturday, October 10
11:30 AM - 1:30 PM
Roy T. Diliberto, CFP®, ChFC
Developing a Client-Centered Financial Life Planning Practice
Tuesday, October 13
8:45 AM - 10:15 AM
Marilyn Capelli Dimitroff, CFP®
Financial Planning Coalition Advocacy Update
Sunday, October 11
1:00 PM - 2:00 PM
James E. Dobbs, CFP®
Trends in Private Wealth Management-Advanced Preservation and Distribution
Strategies
Saturday, October 10
1:00 PM - 3:00 PM
Brian Doherty
Sponsored Educational Super Session
Retirement Income Planning: Does Your Retirement Income Strategy Have What It Takes?
Sponsored by New York Life Insurance Company
Sunday, October 11
2:00 PM - 3:00 PM
Karen M. Dolan, CFA, MBA
Morningstar’s Approach to Fund Analysis
Sunday, October 11
11:00 AM - 12:00 PM
Sal Esposito
Exhibitor Presentation
Simplifying IT - Financial Planning made easy!
Finance Logix
Monday, October 12
12:35 PM - 1:15 PM
Harold Evensky, CFP®
The Toughest Client Questions Ever
Sunday, October 11
9:45 AM - 10:45 AM
Jim Fiske
Sponsored Educational Session
The X's and O's of Personal Property and Casualty Policies
Sponsored by Chubb Personal Insurance
Sunday, October 11
7:00 AM - 8:00 AM
Marc S. Freedman, CFP®
Why Leadership Matters in Financial Planning-Now More Than Ever!
Monday, October 12
8:15 AM - 9:30 AM
Bryan Freeman
Life Settlements as a Financial Planning Tool
Sunday, October 11
11:00 AM - 12:00 PM
Gregory H. Friedman, CFP®, MS
The Expanding Role of CRM Software in Advisor's Offices
Sunday, October 11
11:00 AM - 12:00 PM
Providing Services to Financial Planners
Tuesday, October 13
8:45 AM - 10:15 AM
Patrick D. Geddes
The Debate on Socially Responsible Investing: Myth and Reality
Monday, October 12
8:15 AM - 9:30 AM
Andre D. Guillemin
Exhibitor Presentation
Reengineering the Financial Planner with Today's Mobile Technologies
Pyxis Mobile
Saturday, October 10
5:30 PM - 6:00 PM
Jonathan T. Guyton, CFP®
GOTCHA: Hidden Treasures and Traps in Retirement Income Generation
Tuesday, October 13
10:30 AM - 11:45 AM
Angela S. Herbers
Providing Services to Financial Planners
Tuesday, October 13
8:45 AM - 10:15 AM
Sean Heron, CFA, MBA
Exhibitor Presentation
Enhance your Practice with Equity Options Strategies
Institute for Management and Executive Development Rutgers, The State University of New Jersey and The Options Industry Council
Sunday, October 11
12:15 PM - 1:00 PM
Phillips Hinch
Capitol Update Live
Monday, October 12
1:00 PM - 2:00 PM
Lisa L. Horuczi Markus, MBA
Shifting Demographics: Connecting With the New Financial Consumer
Monday, October 12
10:00 AM - 11:45 AM
Jane Hyun
Shifting Demographics: Connecting With the New Financial Consumer
Monday, October 12
10:00 AM - 11:45 AM
Bert Jacobs
Optimism Can Take You Anywhere
Saturday, October 10
3:30 PM - 5:00 PM
Elizabeth W. Jetton, CFP®
Becoming a Valuable Planner for the Third Age of Life
Sunday, October 11
11:00 AM - 12:00 PM
Mark E. Johannessen, CFP®
Global Update
Sunday, October 11
10:00 AM - 12:00 PM
Rob Kaimowitz
Sponsored Breakfast Session
Responding to Uncertainty: How Three Portfolios Managers are Positioning Their Strategies for 2010
Sponsored by Foreside Advisory Network
Tuesday, October 13
7:30 AM - 8:30 AM
Deena B. Katz, CFP®, LHD
The Financial Planning Profession: Yesterday, Today and Tomorrow
Sunday, October 11
8:15 AM - 9:30 AM
John Kilroy, CPA, CFP®
2009 Federal Tax Update
Sunday, October 11
8:15 AM - 9:30 AM
Michael E. Kitces, MSFS, CFP®, CLU,ChFC
Evaluating the Benefits of Roth Conversions
Sunday, October 11
11:00 AM - 12:00 PM
Providing Services to Financial Planners
Tuesday, October 13
8:45 AM - 10:15 AM
S. Timothy Kochis, J.D., MBA
The Toughest Client Questions Ever
Sunday, October 11
9:45 AM - 10:45 AM
Patrick Kuhse
Prominence to Prison: Why Smart People Can Do Such Dumb Things
Tuesday, October 13
8:45 AM - 10:45 AM
Stephen J. Larson, PhD, CFP®
Financial Frontier Award Winner Presentation
Purchase a Time-Share Interval or Rent Rooms?
Tuesday, October 13
10:30 AM - 11:45 AM
Robert B. Larson, JD, J.D.
Financial Frontier Award Winner Presentation
Purchase a Time-Share Interval or Rent Rooms?
Tuesday, October 13
10:30 AM - 11:45 AM
Douglas A. Lennick, CFP®
Becoming a Behavioral Advisor; Delivering Superior Portfolio Performance for Your Clients
Friday, October 9
8:00 AM - 5:00 PM
Becoming a Behavioral Advisor; Delivering Superior Portfolio Performance for Your Clients
Saturday, October 10
8:00 AM - 3:15 PM
Sponsored Educational Super Session
Why People Do What They Do With Their Money
Sponsored by Ameriprise Financial
Monday, October 12
2:00 PM - 3:00 PM
Ross Levin, CFP®
The Toughest Client Questions Ever
Sunday, October 11
9:45 AM - 10:45 AM
Ron Lieber
The Toughest Client Questions Ever
Sunday, October 11
9:45 AM - 10:45 AM
Linda Lubitz Boone, CFP®
Managing Client Expectations Using Investment Policy Statements
Sunday, October 11
8:15 AM - 9:30 AM
Jeff Miller
Sponsored Breakfast Session
Responding to Uncertainty: How Three Portfolios Managers are Positioning Their Strategies for 2010
Sponsored by Foreside Advisory Network
Tuesday, October 13
7:30 AM - 8:30 AM
Peter Montoya
The Brand Called "You"
Tuesday, October 13
8:45 AM - 10:15 AM
John A. Nersesian, CFP®, CIMA
Institutional Portfolio Construction and Investment Policy: A New Paradigm for Serving the Needs of Endowment and Foundation Clients
Saturday, October 10
8:00 AM - 12:00 PM
Trends in Private Wealth Management-Advanced Preservation and Distribution
Strategies
Saturday, October 10
1:00 PM - 3:00 PM
T. Mark Pace, CLU, RHU, ChFC
Applications of Life Expectancy Analysis in Financial Planning
Monday, October 12
10:00 AM - 11:45 AM
Philip K. Palaveev
The Best Friend and Worst Enemy: Creating Successful Partnerships
Monday, October 12
10:00 AM - 11:45 AM
Mark Palmer
Sponsored Educational Super Session
Advisor Perspectives - Benchmarking Study Insights
Sponsored by Charles Schwab
Sunday, October 11
2:00 PM - 3:00 PM
Courtney Pullen, MA, LPC
Preparing Individuals and Families for Inherited Wealth
Tuesday, October 13
8:45 AM - 10:15 AM
Sam Richter
Live Presentation
Relationship Intelligence - Using Google, the Invisible Web, and Social Media to Know More About Your Prospects and Clients
Sunday, October 11
12:15 PM - 1:00 PM
Richard P. Rojeck, CFP®
Estate Planning in the Financial Planning Process
Monday, October 12
10:00 AM - 11:45 AM
Marci Rossell
The Economy 2009: A Roadmap to Recovery
Monday, October 12
3:45 PM - 5:15 PM
Jennifer J. Rudolph
Capitol Update Live
Monday, October 12
1:00 PM - 2:00 PM
Richard C. Salmen, CFP®, CFA, CTFA, EA
Financial Planning Coalition Advocacy Update
Sunday, October 11
1:00 PM - 2:00 PM
Karen P. Schaeffer, CFP®
Multi-Generational Planning: Get the Kids Involved
Sunday, October 11
8:15 AM - 9:30 AM
Sharon K. Seal, P.C.C.
The Leader in the Mirror
Sunday, October 11
11:00 AM - 12:00 PM
Spenser Segal, AIFA
Exhibitor Presentation
Selecting a CRM: Real Stories on What Works (and What Doesn't)
Actifi & TD AMERITRADE Institutional
Monday, October 12
1:20 PM - 1:50 PM
Kevin S. Seibert, CFP®, CEBS, CRC
Lessons In Retirement Income Planning: Part 1
Saturday, October 10
8:00 AM - 12:00 PM
Lessons In Retirement Income Planning: Part 2
Saturday, October 10
1:00 PM - 3:00 PM
Krista S. Sheets, CPBA, CPVA
Five Steps to Five-Star Service for Financial Professionals
Monday, October 12
8:15 AM - 9:30 AM
Kenneth R. Solow, CFP®, CLU, ChFC
Buy and Hold is Dead (Again)
Sunday, October 11
8:15 AM - 9:30 AM
Louis P. Stanasolovich, CFP®
Organizational Leadership: How Different Practice Sizes Determine the Decisions of Owners
Monday, October 12
10:00 AM - 11:45 AM
Tyronne Stoudemire
Shifting Demographics: Connecting With the New Financial Consumer
Monday, October 12
10:00 AM - 11:45 AM
Gregory D. Sullivan, CFP®, CPA
Organizational Leadership: How Different Practice Sizes Determine the Decisions of Owners
Monday, October 12
10:00 AM - 11:45 AM
Michael Sundberg
Securing Information Amidst the Regulatory Landscape
Monday, October 12
8:15 AM - 9:30 AM
Marie Swift
Live Presentation
FPA Twitter Live! With Industry Thought Leaders
Sunday, October 11
1:15 PM - 2:00 PM
Laura A. Tarbox, CFP®
Why You Need a Study Group Now
Sunday, October 11
11:00 AM - 12:00 PM
Scott G. Thayer, CIMA®
Institutional Portfolio Construction and Investment Policy: A New Paradigm for Serving the Needs of Endowment and Foundation Clients
Saturday, October 10
8:00 AM - 12:00 PM
Paul D. Tomasula, Jr., CLU, ChFC
Financial Frontier Award Winner Presentation
Constructing and Defending Core Portfolios in Chaotic Markets
Tuesday, October 13
10:30 AM - 11:45 AM
Matthew Tucker
Sponsored Breakfast Session
The ETF Revolution: Transforming the way you Invest in Fixed Income
Sponsored by iShares
Sunday, October 11
7:00 AM - 8:00 AM
Frank Van Nostrand
Everything You Wanted to Know About Social Security Retirement Benefits, But Didn't Know Who to Ask!
Tuesday, October 13
8:45 AM - 10:15 AM
Katy Votava, PhD, MS, RN
Planning and Preparing for Your Client's Healthcare Costs
Sunday, October 11
9:45 AM - 10:45 AM
Charles F. Wachendorfer
Becoming a Behavioral Advisor; Delivering Superior Portfolio Performance for Your Clients
Friday, October 9
8:00 AM - 5:00 PM
Becoming a Behavioral Advisor; Delivering Superior Portfolio Performance for Your Clients
Saturday, October 10
8:00 AM - 3:15 PM
David M. Walker
I.O.U.S.A.: America on the Brink of Financial Crisis
Sunday, October 11
3:45 PM - 5:15 PM
Monica Walker, CPA
Sponsored Breakfast Session
Responding to Uncertainty: How Three Portfolios Managers are Positioning Their Strategies for 2010
Sponsored by Foreside Advisory Network
Tuesday, October 13
7:30 AM - 8:30 AM
Richard M. Weber, MBA, CLU, AEP®
Life Insurance as an Asset Class: A Value-added Component of an Asset Allocation
Sunday, October 11
9:45 AM - 10:45 AM
Timothy D. Welsh, CFP®
Sponsored Breakfast Session
Compliance Proof Your Business
Sponsored by Laserfiche Document Management
Monday, October 12
7:00 AM - 8:00 AM
Peter R. Wheeler, CLU,ChFC,CFP®
Wealth Management: Delivering on the Promise
Sunday, October 11
8:15 AM - 9:30 AM
Stock Options and Grants: The Advisor's Guide to Equity Compensation
Tuesday, October 13
8:45 AM - 10:15 AM
Glenn Young
Exhibitor Presentation
Achieve Your Business Vision with TD AMERITRADE Institutional
TD AMERITRADE Institutional
Sunday, October 11
3:10 PM - 3:40 PM
Mark W. Yusko
Alternative Thinking About Investments
Monday, October 12
10:00 AM - 11:45 AM
Michael J. Zmistowski, RFC
Lessons In Retirement Income Planning: Part 1
Saturday, October 10
8:00 AM - 12:00 PM
Lessons In Retirement Income Planning: Part 2
Saturday, October 10
1:00 PM - 3:00 PM
Annuities: Waging War On The Risks
Tuesday, October 13
8:45 AM - 10:15 AM
Evelyn M. Zohlen, MBA, MS, CFP®
Organizational Leadership: How Different Practice Sizes Determine the Decisions of Owners
Monday, October 12
10:00 AM - 11:45 AM