Rudy Aguilera
Insulating Your Clients From Volatility
Monday, October 11
10:00 AM - 11:45 AM
Mitch Anthony
Moving from ROI to ROL: A Greater Return on Life
Sunday, October 10
9:45 AM - 10:45 AM
Dan Ariely, PhD
The Upside of Irrationality
Saturday, October 9
3:30 PM - 5:00 PM
Stuart H. Armstrong, II, CFP®, CLU®, CLTC
Insurance Strategies for GLBT, Nontraditional and Unmarried Couples
Saturday, October 9
1:00 PM - 3:00 PM
Marion Asnes
CRM Financial Planning Software: Essentials for an Efficient, Profitable Practice
Sunday, October 10
8:15 AM - 9:30 AM
Bill Bachrach, CSP, CPAE
Values-Based Financial PlanningTM; the Art of Creating an Inspiring Financial Plan
Sunday, October 10
8:15 AM - 9:30 AM
Lynn Ballou, CFP®, EA
Calculating the Cost of Compensation Trends in the Next Decade
Sunday, October 10
8:15 AM - 9:30 AM
James A. Barnash, CFP®
The Business of Financial Advice in a Consumer Capitalism Model
Monday, October 11
8:15 AM - 9:30 AM
Somnath Basu, Ph.D.
A New Economy: Structural Changes and its Aftermath
Sunday, October 10
8:15 AM - 9:30 AM
Stephanie L. Bogan
Calculating the Cost of Compensation Trends in the Next Decade
Sunday, October 10
8:15 AM - 9:30 AM
Susan Bradley, CFP®
Managing Financial Transitions: Trust and Communication Become More Complicated with Clients Facing Major Life Events
Monday, October 11
8:15 AM - 9:30 AM
Tom Bradley
Sponsored Educational Super Session
The State of the Wealth Management Industry and Opportunities to Enhance Your Business
Sponsored by TD AMERITRADE, Instutional
Sunday, October 10
2:00 PM - 3:15 PM
Jason Brady, CFA
Sponsored Educational Breakfast Session
Opportunities and Pitfalls: Investing for Income in an Uncertain World
Sponsored by Thornburg Investment Management
Monday, October 11
7:00 AM - 8:00 AM
Ian Bremmer, PhD
Managing Risk in an Unstable World
Monday, October 11
4:00 PM - 5:30 PM
Jill M. Brink, Ph.D.
Ripping Off the Elderly: Protecting Your Older Client with Memory Loss
Sunday, October 10
11:00 AM - 12:00 PM
Caleb Brown, CFP®, MBA
Everything You Wanted to Know About Hiring or Getting Hired as a NexGen Planner
Sunday, October 10
11:00 AM - 12:00 PM
U. Calvin Brown, MST,CFP®
LLCs Are All The Rage-but is this Entity Right for Everyone?
Sunday, October 10
11:00 AM - 12:00 PM
Joel P. Bruckenstein, CFP®
CRM Financial Planning Software: Essentials for an Efficient, Profitable Practice
Sunday, October 10
8:15 AM - 9:30 AM
The Financial Planners Guide to Cloud Computing
Sunday, October 10
11:00 AM - 12:00 PM
J Grady Cash, Jr., CFP®
Managing Health Issues for Aging Clients and Elderly Parents
Monday, October 11
8:15 AM - 9:30 AM
Aaron Coates, CFP®, CIMA
Smooth Sailing, Perfect Storms, and Professional Progress
Monday, October 11
10:00 AM - 11:45 AM
Jennifer Connelly
How to Create a Win/Win Media Relations Strategy
Sunday, October 10
9:45 AM - 10:45 AM
Kim DellaRocca
Calculating the Cost of Compensation Trends in the Next Decade
Sunday, October 10
8:15 AM - 9:30 AM
Damon M. Deru
What Is Rebalancing Software and Why Should I Be Using it in My Practice?
Tuesday, October 12
8:15 AM - 10:15 AM
David J. Drucker, MBA, CFP®
Return on Technology Investment (ROTI)
Sunday, October 10
11:00 AM - 12:00 PM
What Is Rebalancing Software and Why Should I Be Using it in My Practice?
Tuesday, October 12
8:15 AM - 10:15 AM
Mary Anne Ehlert, CFP®
Bringing You Protected Tomorrows: Your Clients’ Journey Through an Eight-Step Special Needs Planning Program
Tuesday, October 12
8:15 AM - 10:15 AM
Jeffery V. Fanning, CFP®,ChFC,AAMS,LUTCF
Outsourcing Portfolio Management
Monday, October 11
10:00 AM - 11:45 AM
Jim Fiske
Sponsored Educational Breakfast Session
See the Storm Before It's Coming: How to Evaluate the Strength of an Insurance Company
Sponsored by Chubb Personal Insurance
Sunday, October 10
7:00 AM - 8:00 AM
Deborah Fox
Late Stage College Funding: Unique Strategies for High-Income Families to Reduce Their College Expenses
Monday, October 11
8:15 AM - 9:30 AM
Marc S. Freedman, CFP®
The Opportunity You've Been Waiting for - the Mass Affluent Need Your Help!
Tuesday, October 12
8:15 AM - 10:15 AM
Oleg Gorelik, CFP®, CLU, ChFC
Investing In Precious Metals: Why and How
Monday, October 11
8:15 AM - 9:30 AM
Kacy Gott, CFP®, CPA
Long Distance Clients: How to Keep the Relationships Alive
Monday, October 11
10:00 AM - 11:45 AM
Jonathan T. Guyton, CFP®
Real Life and Portfolio Distributions: Join the Conversation
Tuesday, October 12
8:15 AM - 10:15 AM
Shari Harley, MA
Powerful Communication Skills: Asking the Right Questions and Listening to the Answers
Sunday, October 10
11:00 AM - 12:00 PM
Philip E. Harriman, CLU, ChFC, RFC
Balancing Boomers' Balance Sheets
Sunday, October 10
11:00 AM - 12:00 PM
Joshua T. Hatfield Smith, CFP®, ChFC, CLU, CEP
Planning for Unmarried Couples
Monday, October 11
10:00 AM - 11:45 AM
Neesha Hathi
Sponsored Educational Super Session
The Evolution of an Advisor’s Office: Integration is the Enabler, Growth is the Key
Sponsored by Charles Schwab Advisor Services
Monday, October 11
2:00 PM - 3:15 PM
Vern C. Hayden, CFP®
Differentiate or Deep Six Your Business!
Monday, October 11
8:15 AM - 9:30 AM
W. Eric Hehman, CFP®
The Lifecycle of a Financial Planning Career: Experiences, Milestones & Transitions
Monday, October 11
8:15 AM - 9:30 AM
Edward A. Jacobson, PhD
Re-energize and Renew Your Relationships With High-Impact Client Review Meetings
Tuesday, October 12
10:30 AM - 11:45 AM
Richard W. Kagawa, CFP®, CLU,ChFC,LUTCF
Managing Health Issues for Aging Clients and Elderly Parents
Monday, October 11
8:15 AM - 9:30 AM
Terri R. Kallsen, CFP®
Sponsored Educational Breakfast Session
Advanced Estate Planning
Sponsored by First Command Financial Services, Inc.
Monday, October 11
7:00 AM - 8:00 AM
Eric H. Kies, MBA, CFP®
The Lifecycle of a Financial Planning Career: Experiences, Milestones & Transitions
Monday, October 11
8:15 AM - 9:30 AM
Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation for 2010
Tuesday, October 12
10:30 AM - 11:45 AM
John Kilroy, CPA, CFP®
Tax Efficient Charitable Giving: Planning Opportunities for You and Your Clients
Tuesday, October 12
8:15 AM - 10:15 AM
Michael E. Kitces, MSFS, CFP®, CLU,ChFC
Real Life and Portfolio Distributions: Join the Conversation
Tuesday, October 12
8:15 AM - 10:15 AM
Dodd Kittsley, CFA
Sponsored Educational Breakfast Session
Navigating the ETF Landscape
Sponsored by iShares
Sunday, October 10
7:00 AM - 8:00 AM
Douglas A. Lennick, CFP®
Applying Behavioral Advice: How to Improve Client Decision-making, Portfolio Performance and Differentiate Yourself in the Industry
Saturday, October 9
8:00 AM - 12:00 PM
Sponsored Educational Super Session
Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life
Sponsored by Ameriprise Financial Services, Inc.
Monday, October 11
2:00 PM - 3:15 PM
Keith A. Loveland, JD, AIFA, CIDA
Code of Ethics: Acting Like a Fiduciary Under CFP Board Rule 1.4
Saturday, October 9
9:00 AM - 11:30 AM
Living in a Fiduciary World
Tuesday, October 12
8:15 AM - 10:15 AM
Marioleni Mandelis, CFP®, JD
Real Life and Portfolio Distributions: Join the Conversation
Tuesday, October 12
8:15 AM - 10:15 AM
Cicily Carson Maton, CFP®
Enhancing the Planning Experience by Collaborating with a Financial Therapist
Tuesday, October 12
8:15 AM - 10:15 AM
Carolyn McClanahan, CFP®, MD
How Healthcare Reform Affects You and Your Clients
Monday, October 11
10:00 AM - 11:45 AM
Insurability Rules! Improving the Rates for Life, Long Term Care, and Disability Insurance
Tuesday, October 12
10:30 AM - 11:45 PM
Jerry J. McCoy, LL.B., LL.M.
The Future of Charitable Planning
Tuesday, October 12
10:30 AM - 11:45 AM
Allen C. McLellan, CFP®
Protecting Income: A Planner’s Look at Disability Income Insurance
Sunday, October 10
8:15 AM - 9:30 AM
Daniel B. Moisand, CFP®
Breaking Up Is Hard To Do
Sunday, October 10
11:00 AM - 12:00 PM
Amy N. Mullen
High Concept, High Touch: The Future of Financial Planning
Tuesday, October 12
8:15 AM - 10:15 AM
Debra C. Newman, CLU, ChFC, LTCP
Landscape of Innovative Long Term Planning Solutions
Monday, October 11
10:00 AM - 11:45 AM
Kenneth V. Nordstrom, CLU,ChFC,AEP
Estate Planning Concepts and Product Funding Alignment
Monday, October 11
8:15 AM - 9:30 AM
Edward D. O'Brien
Achieving Success with CRM
Monday, October 11
8:15 AM - 9:30 AM
Jim Pavia
How to Create a Win/Win Media Relations Strategy
Sunday, October 10
9:45 AM - 10:45 AM
Jeffrey H. Rattiner, CPA, CFP®, MBA
Personal Financial Planning for Divorce
Tuesday, October 12
10:30 AM - 11:45 AM
Ted S. Rich
Outsourcing Portfolio Management
Monday, October 11
10:00 AM - 11:45 AM
Matthew D. Sarrel, CISSP
Information Security: Protect Your Practice Today and Tomorrow
Monday, October 11
10:00 AM - 11:45 AM
Raymond P. Sheffield, LLM
Disclaim with No Disdain: It's All in the Family!
Sunday, October 10
8:15 AM - 9:30 AM
Jean Sinclair, MBA, MSBA, CFP®
Long Distance Clients: How to Keep the Relationships Alive
Monday, October 11
10:00 AM - 11:45 AM
Dan Skiles
Outsourcing Portfolio Management
Monday, October 11
10:00 AM - 11:45 AM
Michael S. Snowden, CFP®
CFP Code of Ethics
Saturday, October 9
1:00 PM - 3:00 PM
Matt Springer, CFA
What Is Rebalancing Software and Why Should I Be Using it in My Practice?
Tuesday, October 12
8:15 AM - 10:15 AM
Karin Maloney Stifler, CFP®
Living in a Fiduciary World
Tuesday, October 12
8:15 AM - 10:15 AM
Linda Stimac, CFP®
Reconditioning the Rainmaker in You
Tuesday, October 12
10:30 AM - 11:45 AM
Marie Swift
Web 2.0 and Social Media Boot Camp 2010
Saturday, October 9
8:30 AM - 12:00 PM
Managing and Leveraging Your Social Media Strategy
Saturday, October 9
1:00 PM - 3:00 PM
Donald B. Trone
Sponsored Educational Super Session
Defining The FPA's Fiduciary Ethos
Sponsored by Thornburg Investment Management, FPA Fiduciary Education Initiative Sponsor
Sunday, October 10
2:00 PM - 3:15 PM
Living in a Fiduciary World
Tuesday, October 12
8:15 AM - 10:15 AM
Katy Votava, PhD, MS, RN
What’s Happening Now with Medicare?
Sunday, October 10
8:15 AM - 9:30 AM
Charles F. Wachendorfer
Applying Behavioral Advice: How to Improve Client Decision-making, Portfolio Performance and Differentiate Yourself in the Industry
Saturday, October 9
8:00 AM - 12:00 PM
Richard M. Weber, MBA, CLU, AEP®
Resolving a Client’s Need for Commissionable Insurance Products While Upholding CFP Board Practice Standards
Monday, October 11
10:00 AM - 11:45 AM
Ben Welch
What Is Rebalancing Software and Why Should I Be Using it in My Practice?
Tuesday, October 12
8:15 AM - 10:15 AM
Timothy D. Welsh, CFP®
Sponsored Educational Breakfast Session
Prepare for the Coming Compliance Tsunami
Sponsored by Laserfiche Document Imaging
Monday, October 11
7:00 AM - 8:00 AM
David Wessel
Will The Great Recession Be Followed By The Great Stagnation?
Sunday, October 10
4:00 PM - 5:30 PM
William D. Winterberg, CFP®
Emerging Trends in Financial Services Technology
Sunday, October 10
8:15 AM - 9:30 AM
Joni C. Youngwirth
Practicing What We Preach: What the Advisor Retirement Boom Means For You—and Our Industry
Sunday, October 10
8:15 AM - 9:30 AM
Mark W. Yusko
What You Think You Know Will Hurt You
Sunday, October 10
11:00 AM - 12:00 PM
Jinnan Zhou, PhD
What Is Rebalancing Software and Why Should I Be Using it in My Practice?
Tuesday, October 12
8:15 AM - 10:15 AM