8:10 AM - 9:00 AM: Opening Keynote
Finding Your WHY
Presenter: Andrew Lamb, MBA I Founder & Owner I 4 Leaf Performance
9:00 AM - 9:10 AM: Networking Break I Visit with Sponsors
9:10 AM - 10:00 AM: Breakout sessions
I. Direct Indexing
Presenter: Bill Bailey, JD, LLM | Client Portfolio Manager | Goldman Sachs
II. HSA Planning
Presenter: Ben Henry-Moreland, CFP, EA | Senior Financial Planning Nerd | Kitces
10:00 AM - 10:15 AM: Networking Break I Visit with Sponsors I Morning Refreshments
10:15 AM - 11:05 AM: Breakout Sessions
I. Alts As An Asset Class
Presenter: Ted Norcross, CIMA | VP, Product Specialist | CAIS
II. NexGen Advisors Are the Key to Your Financial Future and Success
Presenter: Alanah Philips, MBA | Advisor Launch Lab
11:05 AM - 11:15 AM: Networking Break I Visit with Sponsors
11:15 AM - 12:05 PM: Keynote
5 Pillars of Emotional Health
Presenter: Dr. Karthik Ramanan | Emotional Health Mentor
12:05 PM - 1:00 PM: Networking Lunch with Sponsors
1:00 PM - 1:50 PM: Keynote
Advanced Education Planning: From 529 Plans to Student Loan Forgiveness
Ross Riskin | Chief Learning Officer | Investments & Wealth Institute
1:50 PM - 2:00 PM: Networking Break I Visit with Sponsors
2:00 PM - 2:50 PM: Breakout Sessions
I. Digital Estate Planning: Afterline in the Cloud
Jamie Hopkins, ESQ., LLM, MBA, CFP® | CEO | Bryn Mawr Trust
II. Tax Planning VS Tax Advicer
Ben Henry-Moreland, CFP, EA | Senior Financial Planning Nerd | Kitces
2:50 PM - 3:05 PM: Networking Break I Visit with Sponsors I Afternoon Refreshments
3:05 PM - 3:55 PM: Closing Keynote
Adaptive Based Retirement Income Planning
Jamie Hopkins, ESQ., LLM, MBA, CFP® | CEO | Bryn Mawr Trust
4:00 PM - 5:00 PM: Post Symposium Reception
Join your FPA colleagues, peers, partners and guest speakers for a special networking hour!