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Full Schedule

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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