Type here to filter the list

Tuesday, Apr 29th
10:45 AM - 12:00 PM CDT
Critical Insights for Advising Clients on Rental Income Properties
Location: Ballroom F
Rich Arzaga, CFP®, CCIM – The Real Estate Whisperer Financial Planning
Breakout Session
CE 1.5 CFP CE Credit(s)
Tuesday, Apr 29th
10:45 AM - 12:00 PM CDT
Ditch Balance, Embrace Work-Life Integration: How to Achieve Professional Success and Personal Fulfillment
Location: Mallard
Kristin C. Harad, CFP® (she/her/hers) – Full Advisor Coaching
Breakout Session
Tuesday, Apr 29th
10:45 AM - 12:00 PM CDT
Rethinking How We Attract and Retain Talent in 2025 & Beyond
Location: Conference Dining Room
Hannah Moore, CFP® – Guiding Wealth
Breakout Session
Tuesday, Apr 29th
10:45 AM - 12:00 PM CDT
The Wealth (R)evolution: Navigating the Future of Financial Advice
Location: Monarch
Gabriel Garcia – SEI
Breakout Session
Powered by
Tuesday, Apr 29th
1:30 PM - 2:45 PM CDT
Applying Research Insights to Your Practice, Enhancing Client Outcomes, and Elevating the Profession: A Year in Review from the Journal of Financial Planning
Location: Mallard
Michael G. Kothakota, Ph.D. – WolfBridge Wealth
Stuart J. Heckman, PhD, CFP®, CFA – Texas Tech University
Timothy M. Todd, PhD, JD – Liberty University
Breakout Session
CE 1.5 CFP CE Credit(s)
Tuesday, Apr 29th
1:30 PM - 2:45 PM CDT
The 6 Mindsets of Excellent Leaders
Location: Conference Dining Room
Stephanie Bogan – Limitless Advisor Coaching
Breakout Session
Tuesday, Apr 29th
1:30 PM - 2:45 PM CDT
The AI Edge: Practical Strategies to Revolutionize Efficiency and Client Experience
Location: Monarch
Matt Reiner, CFA, CFP® – Capital Investment Advisors
Breakout Session
Powered by
CE 1.5 CFP CE Credit(s)
Tuesday, Apr 29th
1:30 PM - 2:45 PM CDT
Working with clients confronting diminished capacity
Location: Ballroom F
Michael P. Haubrich, CFP®, CSA – Financial Service Group
Breakout Session
CE 1.5 CFP CE Credit(s)
Tuesday, Apr 29th
3:15 PM - 4:30 PM CDT
Building a Multi-Generational Team to Serve Multi-Generational Families
Location: Ballroom F
Lisa A.K Kirchenbauer, CFP®, CPWA®, RLP®, CeFT® (she/her/hers) – Omega Wealth Management, LLC
Jared Jones, CFP, CIMA, RLP, CeFT – Omega Wealth Management
Breakout Session
CE 1.5 CFP CE Credit(s)
Tuesday, Apr 29th
3:15 PM - 4:30 PM CDT
Financial Planning for Widows: Navigating the Next Chapter
Location: Conference Dining Room
Susan Bradley, CFP, CeFT – Sudden Money Institute
Breakout Session
CE 1.5 CFP CE Credit(s)
Tuesday, Apr 29th
3:15 PM - 4:30 PM CDT
Optimizing Business Value: Getting Comfortable with a Business Owners Most Valuable Asset
Location: Mallard
Gary S. Hallett, CEPA, M&AMI – Gateway Business Advisors
Breakout Session
CE 1.5 CFP CE Credit(s)
Tuesday, Apr 29th
3:15 PM - 4:30 PM CDT
Q1 Market Review and Q2 Expectations
Location: Monarch
Kylie Riebe – Dimensional Fund Advisors
Breakout Session
Powered by
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
10:45 AM - 12:00 PM CDT
Adapting to Changing Client Expectations: Strengthening Relationships in a New Era
Location: Conference Dining Room
Amy N. Mullen, CFP® (she/her/hers) – Money Quotient, Inc.
Breakout Session
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
10:45 AM - 12:00 PM CDT
Political Advocacy: How to Serve Your Clients, Drive Business, and Elevate the Profession
Location: Mallard
Jessica Goedtel, CFP®, EA (she/her/hers) – Pavilion Financial Planning
James Lee, CFP®, CRPC®, AIF® (he/him/his) – Lee Investment Management
Breakout Session
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
10:45 AM - 12:00 PM CDT
Tax and Financial Planning with 2025 Tax Reform
Location: Ballroom F
Lawrence K. Pon, CFP®, CPA/PFS, EA, USTCP AEP (he/him/his) – Pon Associates
Breakout Session
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
10:45 AM - 12:00 PM CDT
What Got You Here Won’t Get You There
Location: Monarch
Carlisha Bradley, MPA (she/her/hers) – Amplify for Women
Breakout Session
Wednesday, Apr 30th
1:30 PM - 2:45 PM CDT
A Glimpse into the Future: Financial Planners as Agents of Transformation
Location: Conference Dining Room
Cynthia D. Alvarez Bisonó, MPAS™, SE-AWMA™, CFP® (she/her/hers) – Patrimonial Group
Breakout Session
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
1:30 PM - 2:45 PM CDT
A Resilient Approach to Build a Comprehensive Cybersecurity Program
Location: Monarch
Brian Edelman – FCI Cyber
Vincent Guyaux, Harvard Certificate in Cybersecurity Risk Management – Buckler
Breakout Session
Powered by
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
1:30 PM - 2:45 PM CDT
Asset Protection and Creative Business Structures: When the "Where" is as Important as the "What"; PLUS BONUS CONTENT - How do you Know if your Lawyer is up to the Task in a complex world?
Location: Ballroom F
Kurt Brewer – Brewer Law LLC
Breakout Session
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
1:30 PM - 2:45 PM CDT
Enhancing Client Engagement: Motivational Interviewing in Financial Planning
Location: Mallard
Derek F. Hagen, CFP®, CFT™, FBS®, CFA, CIPM – Money Quotient
Breakout Session
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
3:15 PM - 4:30 PM CDT
AI in Financial Planning & Wealth Management
Location: Mallard
Craig Lemoine, PhD, CFP® (he/him/his) – University of Illinois Champaign - Urbana
Breakout Session
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
3:15 PM - 4:30 PM CDT
Navigating Medicare Costs, Coverage & Change: Revolutionizing Medicare Support with Digital Solutions
Location: Monarch
Mark S. Brownstein, CSA – Emerald Medicare
Breakout Session
CE 1.5 CFP CE Credit(s)
Wednesday, Apr 30th
3:15 PM - 4:30 PM CDT
Strengthening Financial Intimacy for Couples – Practical Tools for Financial Planners
Location: Conference Dining Room
Richard Kahler, CFP®, CFT, CeFC (he/him/his) – Kahler Financial Group, Inc
Breakout Session
CE 1.5 CFP CE Credit(s)