Speakers


Blaine F. Aikin, CFA, CFP®, AIFA | more
Pre-Conference Session: Ingraining Fiduciary Principles
Saturday, May 4
10:00 AM - 12:30 PM
 
Lowell Catlett, PhD | more
General Session: Imagining the World of 2020
Monday, May 6
4:45 PM - 6:00 PM
 
Heather Ettinger | more
Women as Agents of Change
Saturday, May 4
4:00 PM - 5:00 PM
 
How Advisers Can Help Women Maximize Their Impact
Sunday, May 5
1:45 PM - 3:00 PM
 
Michael S. Finke, PhD, CFP® | more
An Overview of Retirement Planning
Monday, May 6
3:15 PM - 4:30 PM
 
Terri Finney | more
It's Not Just Their Money... It's Their Life!
Sunday, May 5
9:15 AM - 10:30 AM
 
Amy L. Florian, MPS, FT | more
The Wise Guide: When Your Client is Aging
Sunday, May 5
9:15 AM - 10:30 AM
 
Gregory H. Friedman, CFP® | more
Building Succession Through M & A Activity
Monday, May 6
9:15 AM - 10:30 AM
 
Judith E. Glaser, MS | more
Opening General Session
Saturday, May 4
2:30 PM - 3:45 PM
 
How Advisers Can Help Women Maximize Their Impact
Sunday, May 5
1:45 PM - 3:00 PM
 
Tanseem Goodman, JD | more
Change from the Client's Perspective
Monday, May 6
3:15 PM - 4:30 PM
 
Mary Gresham, PhD | more
After Retirement, Then What? Having the Hard Conversations
Monday, May 6
9:15 AM - 10:30 AM
 
Kate Healy | more
Sponsored Education Session: Marketing in an Era of Change
Sunday, May 5
11:00 AM - 12:00 PM
 
Jeffrey C. Holland | more
Sponsored Breakfast Session - Cole Real Estate Investments
Sunday, May 5
8:00 AM - 9:00 AM
 
Basel G. Jamra, Esq. | more
Prenuptials
Saturday, May 4
5:15 PM - 6:15 PM
 
Grace A. Jamra, Esq. | more
Prenuptials
Saturday, May 4
5:15 PM - 6:15 PM
 
Elizabeth W. Jetton, CFP® | more
Financial Planning in the Age of Uncertainty
Saturday, May 4
4:00 PM - 5:00 PM
 
How Advisers Can Help Women Maximize Their Impact
Sunday, May 5
1:45 PM - 3:00 PM
 
Richard S. Kahler, CFP®, CCIM, ChFC, MS | more
Let's Put Square Pegs Into Square Holes
Monday, May 6
1:30 PM - 2:45 PM
 
Holly Gillian Kindel, CFP®, CLU, CPCC | more
Spinning Fire: What the Flow Arts Taught a Financial Planner
Saturday, May 4
5:15 PM - 6:15 PM
 
Michael E. Kitces, MSFS, CFP®, CLU,ChFC | more
FutureThink: Future Scenarios
Sunday, May 5
1:45 PM - 3:00 PM
 
Stephanie J. Lee, CFP® | more
Financial Planning for Same-Sex Couples
Sunday, May 5
3:30 PM - 4:30 PM
 
Manish Malhotra | more
Retirement Distribution Strategies
Sunday, May 5
1:45 PM - 3:00 PM
 
Carolyn McClanahan, M.D., CFP® | more
Financial Planning at the End of Life
Saturday, May 4
5:15 PM - 6:15 PM
 
Brendan Moynihan | more
Sponsored Breakfast Session: Next Time Will Be Different
Monday, May 6
8:00 AM - 9:00 AM
 
Robert J. Powell, III | more
The State of Retirement in the U.S.
Saturday, May 4
4:00 PM - 5:00 PM
 
Mark L. Prendergast, CPA, CFP® | more
Trust Funding After the Death of a Spouse
Monday, May 6
3:15 PM - 4:30 PM
 
Louise A. Schroeder, CFP® | more
Aging Successfully
Sunday, May 5
3:30 PM - 4:30 PM
 
Raymond P. Sheffield, LLM | more
Trust Funding After the Death of a Spouse
Monday, May 6
3:15 PM - 4:30 PM
 
Donald L. St. Clair, CFP®, AIF | more
This Could Change Everything
Monday, May 6
9:15 AM - 10:30 AM
 
Dennis G. Stearns, CFP®, ChFC | more
FutureThink: Future Scenarios
Sunday, May 5
1:45 PM - 3:00 PM
 
Alycia Sutor | more
Change from the Client's Perspective
Monday, May 6
3:15 PM - 4:30 PM
 
Richard E. Vodra, JD, CFP® | more
The End of Growth: Planning for a Resource-Constrained World
Monday, May 6
1:30 PM - 2:45 PM
 
Richard B. Wagner, J.D., CFP® | more
This Could Change Everything
Monday, May 6
9:15 AM - 10:30 AM
 
Michael Weil | more
Sponsored Education Session: Investing in
Monday, May 6
11:00 AM - 12:00 PM
 
Paul West | more
10 Metrics Every Adviser Should Track
Sunday, May 5
3:30 PM - 4:30 PM
 
Bill Winterberg, CFP® | more
Effective Ways to Communicate Through Technology
Sunday, May 5
9:15 AM - 10:30 AM
 
FutureThink: Future Scenarios
Sunday, May 5
1:45 PM - 3:00 PM
 
Steven D. Zimmerman, CFP®, ChFC, CLU | more
Using Human Asset Language to Help Clients in Transition
Monday, May 6
1:30 PM - 2:45 PM
 
Susan K. Zimmerman, LMFT, ChFC, CLU | more
Using Human Asset Language to Help Clients in Transition
Monday, May 6
1:30 PM - 2:45 PM
 
Evelyn M. Zohlen, MBA, MS, CFP® | more
How Advisers Can Help Women Maximize Their Impact
Sunday, May 5
1:45 PM - 3:00 PM