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

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

Schedule

Approved for CFP 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
Break
 9:15 AM –
10:15 AM

Should Equities Decline In Retirement, Or Is A Rising Equity Glidepath Actually Best?

Presented by: Michael Kitces

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

Generous Giving as Part of a Financial Plan

Presented by: Heather Tuininga

Taxation and Financial Planning for Equity Compensation

Presented by: Sabin Pradhan

 

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

Presented by: Leslie Geller | Capital Group/American Funds

 11:30 AM –
11:45 AM
Break
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: D.J. Tierney | Charles Schwab & Co., Inc.

CWU Panel
 2:00 PM –
2:15 PM 
Break
 2:15 PM –
3:15 PM

Training the Investor Brain

Presented by: Bob Schmit

 TBA

 

TBA

 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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