Join us for a day of learning, networking, and inspiration!
- Learn from two of the most influential and respected experts in the financial industry: Barry Ritholtz and Christine Benz.
- Earn up to 18 hours of CE credits, including a super CE session for 13 hours before the main conference.
- Network and build lasting relationships over lunch, drinks, and between sessions with fellow CFPs.
- Discover the latest trends, insights, and best practices for your clients and your practice.
- Limited Space for the VIP Luncheon with Barry and Christine!
Schedule of Events
7:00 AM – 8:00 AM – Exhibitor setup and Registrations
7:15-8:15 - Super CE
8:00 – 8:30 – Continental Breakfast with Exhibitors
8:30 – 9:30 Keynote: “How to Avoid Financial Disasters: A Guide for the Ultra-High-Net-Worth Investor” Barry Ritholtz
9:30-10:30 – Breakout 1
Understanding the ABCDs of Medicare and Affordable Care Act – Sam George and Grant George, Medicare Done Professionally (one hour CFP & KS Insurance)
Sponsored by:
Why Advisors Are Chosing ETF’s Over Mutual Finds and How SMA’s Compare - Daniel Ong, CFA, Avantis Investors (one hour CFP & KS Insurance)
Sponsored by:
Unlocking Bitcoin ETF’s – Jack Stock, CIMA® Vice President, Product Specialist, ARK Invest/Resolute Investment Managers one hour CFP & KS Insurance (pending))
Sponsored by:
10:30 – 11:00 – Exhibit Break
11:00 – 12:00 – Breakout 2
Pathways to Growth – Reya Wannessian, Capital Group/American Funds (one hour CFP & KS Insurance)
Sponsored by:
Total Integration, Total Control: Master Your Business Management – Paul Wick, SVP, Bisness Development, Orion (one hour CFP & KS Insurance)
Sponsored by:
Indexing Exposed: Passive Indices May Be More Active Than You Think – Marlena Lee, Head of Investment Solutions and Vice President, Dimensional Fund Advisors(one hour CFP & KS Insurance)
Sponsored by:
12:00 – 1:00 – Lunch, Exhibitors and VIP luncheon
1:00 – 2:00 – Breakout 3
Know Your Worth - Driving Enterprise Value and Exploring Succession Options – Jeff Harris, Carson Group (one hour CFP & KS Insurance)
Sponsored by:
Unpacking Social Security, Steven Sweeney, Allianz (one hour CFP)
Sponsored by:
Attract and Retain Trust Assets – A Panel Discussion to Help Advisors Understand Trusts and Create Multi-Generational Relationships Through their Use – Rosemary Hueser, BOK Financial Advisor Trust Service (one hour CFP & KS Insurance (pending))
Sponsored by:
2:00 – 2:30 – Exhibit Break
2:30 – 3:30 – Keynote: “5 Must-Knows About Retirement Spending” Christine Benz, Director of Personal Finance, Morningstar, Inc
3:30 Reception with Exhibitors
Keynote Speakers
Navigating Financial Disasters will illustrate the perils of wealth using entertaining stories he has gathered over his career.
Barry Ritholtz: CIO of Ritholtz Wealth Management and host of the Bloomberg Masters in Business Podcast.
Retirement Spending in 2024 – Actionable Trends for your Clients Financial Plan will address the latest research on retirement spending, highlighting the key lessons from the latest research trends.
Christine Benz: Director of Personal Finance at Morningstar and one of the 100 most influential women in finance.
Next Steps
- Sign up before July 26th for a discounted early pricing!
- Select the VIP Luncheon before space is filled. The proceeds benefit our scholarship fund!
- Register separately for the morning Super CE session, “The Advisor’s Guide to IRAs” using this link. Register Here for Super CE
- Look for additional updates in July to help plan your breakout session choices.
- Share your registration on LinkedIn and invite your fellow planners to join you at the conference!
We look forward to seeing you at the Symposium!