Full Schedule

All Days
Mon, Apr 28
Tue, Apr 29
Wed, Apr 30

Full Schedule

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Monday, April 28, 2025
1:00 PM – 4:30 PM CDT
Network with Partners

1:00 PM – 4:30 PM CDT

Network with Partners

Location: Foyer

1:00 PM – 6:00 PM CDT
Registration & Help Desk

1:00 PM – 6:00 PM CDT

Registration & Help Desk

Location: Foyer

4:00 PM – 4:45 PM CDT
Connections Kick-off

4:00 PM – 4:45 PM CDT

Connections Kick-off

Location: Monarch

Event

4:00 PM – 8:00 PM CDT
Recharge Zone

4:00 PM – 8:00 PM CDT

Recharge Zone

Location: Medinah

5:00 PM – 6:00 PM CDT
Opening Circle

5:00 PM – 6:00 PM CDT

Opening Circle

Location: Ballroom E

Event

6:00 PM – 7:30 PM CDT
Reception and Dinner

6:00 PM – 7:30 PM CDT

Reception and Dinner

Location: Marquis Tent

Meal

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9:00 PM – 11:59 PM CDT
Afterglow

9:00 PM – 11:59 PM CDT

Afterglow

Location: Hotel Bar

Event

Tuesday, April 29, 2025
8:00 AM – 9:00 AM CDT
Breakfast

8:00 AM – 9:00 AM CDT

Breakfast

Location: Marquis Tent

Meal

8:00 AM – 5:00 PM CDT
Registration & Help Desk

8:00 AM – 5:00 PM CDT

Registration & Help Desk

Location: Foyer

8:00 AM – 6:00 PM CDT
Recharge Zone

8:00 AM – 6:00 PM CDT

Recharge Zone

Location: Medinah

8:30 AM – 4:30 PM CDT
Network with Partners

8:30 AM – 4:30 PM CDT

Network with Partners

Location: Foyer

9:00 AM – 10:15 AM CDT
Keynote

9:00 AM – 10:15 AM CDT

American Nations: The Rival Regional Cultures Of North America

Location: Ballroom F

Colin Woodard

Keynote

10:15 AM – 10:45 AM CDT
Beverage and Snack Break

10:15 AM – 10:45 AM CDT

Beverage and Snack Break

Location: Foyer

Break

10:45 AM – 12:00 PM CDT
Educational Breakout Session | Block 1

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)

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

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

10:45 AM – 12:00 PM CDT

The Wealth (R)evolution: Navigating the Future of Financial Advice

Location: Monarch

Gabriel Garcia – SEI

Breakout Session

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12:00 PM – 1:30 PM CDT
Lunch

12:00 PM – 1:30 PM CDT

Lunch

Location: Marquis Tent

Meal

1:30 PM – 2:45 PM CDT
Educational Breakout Session | Block 2

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)

1:30 PM – 2:45 PM CDT

The 6 Mindsets of Excellent Leaders

Location: Conference Dining Room

Stephanie Bogan – Limitless Advisor Coaching

Breakout Session

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

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CE 1.5 CFP CE Credit(s)

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)

2:45 PM – 3:15 PM CDT
Beverage and Snack Break

2:45 PM – 3:15 PM CDT

Beverage and Snack Break

Location: Foyer

Break

3:15 PM – 4:30 PM CDT
Educational Breakout Session | Block 3

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)

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)

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)

3:15 PM – 4:30 PM CDT

Q1 Market Review and Q2 Expectations

Location: Monarch

Kylie Riebe – Dimensional Fund Advisors

Breakout Session

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CE 1.5 CFP CE Credit(s)

3:15 PM – 4:30 PM CDT
Open Conversation: Demystifying Insurance in Retirement Planning – Emotional Investing and Annuity Solutions

3:15 PM – 4:30 PM CDT

Open Conversation: Demystifying Insurance in Retirement Planning – Emotional Investing and Annuity Solutions

Location: Doral - Lower Level of the Hotel

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4:30 PM – 5:30 PM CDT
Under the Trees

4:30 PM – 5:30 PM CDT

Under the Trees: Attracting and Retaining Talent

Location: Mallard

Event

4:30 PM – 5:30 PM CDT

Under the Trees: Building a Multi-Generational Team to Serve Multi-Generational Families

Location: Ballroom F

Event

4:30 PM – 5:30 PM CDT

Under the Trees: Financial Planning for Widows

Location: Conference Dining Room

Event

4:30 PM – 5:30 PM CDT

Under the Trees: The AI Edge

Location: Monarch

Event

5:45 PM – 7:00 PM CDT
Dinner

5:45 PM – 7:00 PM CDT

Dinner

Location: Marquis Tent

Meal

7:00 PM – 9:00 PM CDT
Goofy Golf

7:00 PM – 9:00 PM CDT

Goofy Golf

Location: Ballroom E

Event

9:00 PM – 11:59 PM CDT
Afterglow

9:00 PM – 11:59 PM CDT

Afterglow

Location: Hotel Bar

Event

Wednesday, April 30, 2025
8:00 AM – 9:00 AM CDT
Breakfast

8:00 AM – 9:00 AM CDT

Breakfast

Location: Marquis Tent

Meal

8:00 AM – 5:00 PM CDT
Network with Partners

8:00 AM – 5:00 PM CDT

Network with Partners

Location: Foyer

8:00 AM – 5:00 PM CDT
Registration & Help Desk

8:00 AM – 5:00 PM CDT

Registration & Help Desk

Location: Foyer

8:00 AM – 6:00 PM CDT
Recharge Zone

8:00 AM – 6:00 PM CDT

Recharge Zone

Location: Medinah

9:00 AM – 10:15 AM CDT
Keynote

9:00 AM – 10:15 AM CDT

Self-Inflicted Wounds: The Fragmenting Global Order and How to Navigate Rising Risks

Location: Ballroom F

Elliott Harris

Keynote

CE 1 CFP CE Credit(s)

10:15 AM – 10:45 AM CDT
Beverage and Snack Break

10:15 AM – 10:45 AM CDT

Beverage and Snack Break

Location: Foyer

Break

10:45 AM – 12:00 PM CDT
Educational Breakout Session | Block 4

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)

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)

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)

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

12:00 PM – 1:30 PM CDT
Lunch and Under the Trees

12:00 PM – 1:30 PM CDT

Lunch and Under the Trees

Location: Marquis Tent

Meal

1:30 PM – 2:45 PM CDT
Educational Breakout Session | Block 5

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)

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

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CE 1.5 CFP CE Credit(s)

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)

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)

2:45 PM – 3:15 PM CDT
Beverage and Snack Break

2:45 PM – 3:15 PM CDT

Beverage and Snack Break

Location: Foyer

Break

3:15 PM – 4:30 PM CDT
Educational Breakout Session | Block 6

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)

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)

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)

4:45 PM – 6:00 PM CDT
Keynote

4:45 PM – 6:00 PM CDT

Retreat Closing

Location: Ballroom F

Keynote

6:15 PM – 7:30 PM CDT
Dinner

6:15 PM – 7:30 PM CDT

Dinner

Location: Marquis Tent

Meal

8:00 PM – 10:00 PM CDT
Closing Night Party

8:00 PM – 10:00 PM CDT

Closing Night Party

Location: Marquis Tent & Patio

Event

10:00 PM – 11:59 PM CDT
Afterglow

10:00 PM – 11:59 PM CDT

Afterglow

Location: Hotel Bar

Event