Join Us Thursday, March 26, 2020 at the WSCC Conference Center

About  | Schedule |  Registration  |  Keynote Announcement  |  Venue | Sponsor/Exhibitors


Approved for CE Credit

7:00 AM –
8:00 AM
Registration, Networking, and Breakfast  
8:00 AM –
9:00 AM

Opening Keynote: Five Industry Trends Reshaping Financial Advice

Presented by: Michael Kitces

 9:00 AM –
9:15 AM
 9:15 AM –
10:15 AM

Retirement Planning in the Aftermath of the SECURE Act

Presented by: Michael Kitces

 10:15 AM –
10:30 AM
 10:30 AM –
11:30 AM

Generous Giving as Part of a Financial Plan

Presented by: Heather Tuininga

Tax Planning for Business Owners and Investors

Presented by: Sabin Pradhan


Behind the Scenes – Supporting the Client and the Attorney through the Estate Planning Process

Presented by: Leslie Geller

Sponsored by: Capital Group/American Funds

 11:30 AM –
11:45 AM
11:45 AM –
1:00 PM
Lunch and Chapter Updates
 1:00 PM –
2:00 PM

Working with Clients with Diminished Capacity and their Fiduciaries

Presented by: Carla Calogero

Cash Balance Retirement Plans - Grow your 401(k) Business Dramatically

Presented By: Martin Smith

Game Changer: The Growing Role of ETF's in Modern Wealth Management

Presented by: Eliot Bishop

Sponsored by: Charles Schwab & Co., Inc.

 2:00 PM –
2:15 PM 
 2:15 PM –
3:15 PM

Training the Investor Brain

Presented by: Bob Schmit

 Retirement Account Beneficiary Designation Planning - Before and After the SECURE Act

Presented by: Ryan Montgomery



2020 Foresight - Equity Outlook for the Year Ahead

Presented by: Sam Stovall

Sponsored by: Proshares

 3:15 PM –
3:45 PM
Break and Networking
 3:45 PM –
4:45 PM

Closing Keynote: Implementing Health Care Into Wealth Care

Presented by: Carolyn McClanahan 

4:45 PM –
5:30 PM
Wine Down Social


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