DAY 1: Thursday, November 4, 2021
7:45 - 8:00 a.m. CT - Welcome and Opening Remarks, Alex Offerman, CFP®, President FPA of Illinois
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8:00 - 9:00 am CT - The Advisors' Guide to Crypto with Tyrone V. Ross Jr., Founder, 401STC. 1 CFP® CE credit approved
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9:00 - 9:15 a.m. CT - Break! Visit our Exhibitors!
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9:15 - 10:15 a.m CT - How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies with Derek Tharp, Ph.D., CFP®, CLU®, RICP®, Assistant Professor of Finance at USM; Financial Planner at Conscious Capital; Researcher at Kitces.com. 1 CFP® CE credit approved
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10:15 - 10:30 a.m. CT - Break! Visit our Exhibitors!
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10:30 - 11:30 a.m. CT - Emotions are Information: Balancing the Head and the Heart in Financial Plans with Sarah Newcomb, Ph.D, Director of Behavioral Science, Morningstar. 1 CFP® CE credit pending approved
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11:30 - 11:45 a.m. CT - Break! Visit our Exhibitors!
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11:45 a.m. - 1:15 p.m. CT - Capital Market Outlook: Challenges and Opportunities with Katie Nixon, CFA, CIMA®, CPWA®, Chief Investment Officer, Wealth Management, Northern Trust. 1.5 CFP® CE credit approved
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1:15 p.m. CT- Day 1 Wrap-Up
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1:30 - 2:30 p.m. CT - Visit our Exhibit Hall
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DAY 2: Friday, November 5, 2021
7:45 - 8:00 a.m. CT - Welcome and Opening Remarks, Donovan J. Sanchez, CFP®, Education Committee Chair, FPA of Illinois
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8:00 - 9:00 a.m. CT - Attracting and Meeting the Needs of Gen X and Gen Y Clients with Sophia Bera, CFP®, Founder, Gen Y Planning. 1 CFP® CE credit pending
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9:00 - 9:15 a.m. CT - Break! Visit our Exhibitors!
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9:15 - 10:15 a.m. CT - Getting Ahead of the 2021 Biden Build Back Better Tax Plan with Daniel F. Rahill, CPA, JD, LL.M. CGMA, Managing Director, Wintrust Wealth Management 1 CFP® CE credit approved
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10:15 - 11:00 a.m. CT - Break! Visit our Exhibitors!
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11:00 a.m. - 12:00 p.m. CT - Diversity and Inclusion: Are you Showing Sympathy or Empathy? with Michael Thomas, Ph.D., AFC®, Lecturer of Financial Planning at The University of Georgia, Founder of Modom Solutions. 1 CFP® CE credit approved
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12:00 p.m. CT- Day 2 Wrap-Up
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12:15 - 1:30 p.m. CT - Visit our Exhibit Hall
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