Welcome & Opening General Session

Navigating Turbulent Markets
Christian Newton, Dimensional Fund Advisors

Speaker Sponsor:

CFP® Approved: 1 Credit

9:55 AM – 10:55 AM

Session Block 1

1A: Navigating the Opportunities in ESG Investing
Andrew Olig, Calvert Research and Management
CFP® Approved: 1 Credit

1B: Your Money Story
Bill McManus, Hartford Funds
CFP® Approved: 1 Credit

Speaker Sponsor: 

1C: Washington 529 College Savings Plans - Overview and Updates 
Lucas Minor, WA529 - WA GET and DreamAhead
CFP® Approved: 1 Credit

11:25 AM – 12:25 PM

Session Block 2

2A: An Integrated Divorce Process and the Financial Planner
Kathleen Miller, Mercer Advisors
CFP® Approved: 1 Credit

2B: Strengths-Based Wealth Management: A New Competitive Advantage
Sam Ushio, Connect 3x
CFP® Approved: 1 Credit

2C: Fixed Income Market Outlook - Virtual Presentation on-site
Maria Giraldo, Guggenheim Investments
CFP® Approved: 1 Credit

Speaker Sponsor: 

1:25 PM – 2:25 PM

Session Block 3

3A: Opportunity Zones and DSTs
Jay Frank, Cantor Fitzgerald
CFP® Approved: 1 Credit

3B: Secrets of Succession: A Guide for Buyers, Sellers and Everything In Between
Nicole Frey, Succession Resource Group
CFP® Approved: 1 Credit

3C: Win the Relationship, Not the Deal
Casey Jacox, Winning the Relationship, LLC
CFP® Approved: 1 Credit

Speaker Sponsor:

2:35 PM – 3:35 PM

Session Block 4

4A: The Importance of Risk Management in Financial Planning - Why it's not always best to try and "Save $100 on your car insurance"
Cam Gravrock, AHT Insurance
CFP® Approved: 1 Credit

Title Sponsor: 
   

4B: Direct Indexing: Thinking beyond the ETF to Drive Successful Investor Outcomes
Jennifer Sireklove, Parametric
CFP® Approved: 1 Credit

4C: Elderly Homeowners: Supporting their Financial Plan
Jerry Auippa, Longbridge Financial
CFP® Approved: 1 Credit

Closing General Session

2022 Tax Update
Hudson Etienne, TAX DRx

CFP® Approved: pending