Sign In   |   Join
2018 Winter Sympoisum Schedule
Share |

Time

Type

Speaker

Topic

6:00 - 6:30 am

Ethics
Check-in

Please visit our Sponsors

 

6:30 - 8:30 am

Ethics

Bonnie Kirchner, CFP®

Sea Change Financial Education

Ethics Training

8:00 - 8:45 am

General Check-in

Please visit our Sponsors

Get Here Early! Video Testimonial Booth Open!

8:45 – 8:55 am

Opening Remarks

Dan Lash, CFP®

2018 Symposium Chair

Opening Remarks

8:55 - 9:45 am

Session 1

Mark Tibergien

Chief Executive Office,
Pershing Advisor Solutions

The Enduring Advisory Firm

9:45 -10:35 am

 

Session 2

Kathleen Burns Kingsbury

KBK Wealth Connection

Breaking Money Silence

10:35 -11:00 am

Break

Please visit our Sponsors

Did you create your video testimonial yet?

11:00 – 11:50 am

Session 3

Amy Florian

Corgenius

In-Office Skills for Advising Clients through Life’s Toughest Times

11:50 – 12:15 pm

Awards

TBD

Congratulate our Winners!

12:15 – 1:15 pm

Lunch

Networking! Videoing!

1:15 - 2:05 pm

Session 4

Richard Clarida

Global Strategic Advisor, PIMCO

Global Economic Update

2:05 - 2:55 pm

Session 5

Stephanie Markiewicz

Senior VP, Federal Govt. Relations,
Fidelity Investments

Government Affairs

2:55 - 3:20 pm

Break

Please visit our Sponsors

Why We Work? Brand Your Story!

3:20 - 4:10 pm

Session 6

Lauran Star

LS Consulting Group

Generational Shifts, How to Effectively Communicate with Them and Their Money perspectives

4:10 - 5:00 pm

Session 7

Michael Kitces, CFP®

Pinnacle Advisory Group

Managing Sequence of Return Risk in Retirement

5:00 - 5:10 pm

Closing Remarks

Howard Pressman, CFP®

2018 FPA NCA President

Closing Remarks

5:10 - 6:10 pm

Networking Happy Hour!

Meet us at the Lobby Bar!

 

Register for the 2018 Winter Symposium Now!