Conference Schedule


Saturday, May 4  
Session Time   Session Title
 
9:00 AM - 6:00 PM   Registration Open
 
10:00 AM - 12:30 PM   Pre-Conference Session: Ingraining Fiduciary Principles into Your Financial Planning Practice
 
1:00 PM - 2:15 PM   Circle Gathering
 
2:15 PM - 2:30 PM   Session Break
 
2:30 PM - 3:45 PM   Opening General Session: The Neuroscience of Change - Putting Conversational Intelligence to Work
 
3:45 PM - 4:00 PM   Connections Break
 
4:00 PM - 5:00 PM   Women as Agents of Change: Their Emerging Role in the Family, Business and Society and Its Impact on the Financial Services Industry
  The State of Retirement in the U.S.: Surveying the Landscape and the Role Financial Planners Should Be Playing to Addressing Their Clients' Needs in Aging and Retirement
  Financial Planning in the Age of Uncertainty: Welcome to the 21st Century!
 
5:00 PM - 5:15 PM   Session Break
 
5:15 PM - 6:15 PM   Financial Planning at the End of Life
  Spinning Fire: What the Flow Arts Taught a Financial Planner About Change
  Prenuptials: Protecting Your Clients From Predators, Strippers, and Cabana Boys
 
6:15 PM - 7:00 PM   Welcome Reception
 
7:00 PM - 8:30 PM   Dinner Connections
 
8:30 PM - 10:00 PM   Afterglow
 
Sunday, May 5  
Session Time   Session Title
 
7:30 AM - 8:00 AM   Breakfast Served
 
7:30 AM - 5:00 PM   Registration Open
 
8:00 AM - 9:00 AM   Sponsored Breakfast Session - Real Estate: The Evolution of an Asset Class
 
9:00 AM - 9:15 AM   Session Break
 
9:15 AM - 10:30 AM   Effective Ways to Communicate Through Technology
  The Wise Guide: When Your Client Is Aging
  It's Not Just Their Money... It's Their Life!
 
10:30 AM - 11:00 AM   Refreshment Break
 
11:00 AM - 12:00 PM   Sponsored Education Session: Marketing in an Era of Change
 
12:00 PM - 1:45 PM   Lunch - Under the Trees
 
1:45 PM - 3:00 PM   Retirement Distribution Strategies: What Works and What Doesn't Under Investment Return and Tax Uncertainty
  FutureThink: Future Scenarios for the Creation, Delivery & Tracking of Financial Planning
  How Advisers Can Help Women Maximize Their Impact in the World
 
3:00 PM - 3:30 PM   Refreshment Break
 
3:30 PM - 4:30 PM   Aging Successfully: A Different Way of Planning for Long-Term Care
  10 Metrics Every Adviser Should Track
  Financial Planning for Same-Sex Couples
 
4:30 PM - 4:45 PM   Session Break
 
4:45 PM - 6:00 PM   FPA Town Hall
 
6:15 PM - 7:00 PM   Exhibit Area Reception
 
7:00 PM - 8:30 PM   Dinner Connections
 
8:30 PM - 10:00 PM   Social Activity (Goofy Golf)
 
Monday, May 6  
Session Time   Session Title
 
7:30 AM - 8:00 AM   Breakfast Served
 
7:30 AM - 5:00 PM   Registration Open
 
8:00 AM - 9:00 AM   Sponsored Breakfast Session - Next Time Will Be Different: Why Economists Can't Predict Financial Panics and Crises
 
9:00 AM - 9:15 AM   Session Break
 
9:15 AM - 10:30 AM   This Could Change Everything: Challenging Our Assumptions about Money, Debt, Inflation & Entitlements
  After Retirement, Then What? Having the Hard Conversations
  Building Succession Through M & A Activity
 
10:30 AM - 11:00 AM   Refreshment Break
 
11:00 AM - 12:00 PM   Sponsored Education Session: Investing in Commercial Real Estate
 
12:00 PM - 1:30 PM   Lunch - Under the Trees
 
1:30 PM - 2:45 PM   Using Human Asset Language to Help Clients in Transition
  Let's Put Square Pegs Into Square Holes - Freeing Planners to Plan and Advisers to Advise...and How to Pick the Best Pegs
  The End of Growth: Planning for a Resource-Constrained World
 
2:45 PM - 3:15 PM   Refreshment Break
 
3:15 PM - 4:30 PM   An Overview of Retirement Planning
  Change from the Client's Perspective: What Do They Really Care About?
  Trust Funding After the Death of a Spouse: A Case Study in Asset Placement
 
4:30 PM - 4:45 PM   Session Break
 
4:45 PM - 6:00 PM   General Session: Imagining the World of 2020
 
6:00 PM - 6:30 PM   Free Time
 
6:30 PM - 10:30 PM   Closing Night Reception, Dinner and Dance Party
 
10:30 PM - 10:30 PM   Conference Adjourns