Monday, May 1

9:45 AM to 11:00 AM

Coming of age in an era of technology, economic volatility, social change, and unprecedented connectivity, Millennials have...

9:45 AM to 11:00 AM
Michael Gallmeyer,

Ph.D.

McIntire School of Business, University of Virginia

The last few years have seen a re-evaluation of the methods and products used to build investment portfolios.  This session...

9:45 AM to 11:00 AM
Michael Kitces,

MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL

Pinnacle Advisory Group, The Kitces Report, and Nerd’s Eye View

What will 2017 and our new president bring in the world of taxes?  2013 marked the dawn of a new environment for income and...

9:45 AM to 11:00 AM
Marcia Wagner,

 J.D.

The Wagner Law Group

Join industry expert Marcia Wagner for a presentation designed specifically for wholesalers and asset managers.  Ms. Wagner...

11:15 AM to 12:30 PM
David Richman,

J.D.

Eaton Vance Advisor Institute

Where would your clients place you on their “professional respect continuum?”  Are you at the pinnacle, perhaps right...

11:15 AM to 12:30 PM
Ed Easterling
Crestmont Research

The stock market is random in the short term and highly predictable over the longer term (periods of five–10 years and longer...

11:15 AM to 12:30 PM
C. Frederick Reish,

J.D.

Drinker Biddle & Reath LLP

The Department of Labor’s fiduciary regulation and the related prohibited transaction exemptions for investment advice to...

11:15 AM to 12:30 PM
Michael Kitces,

MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL

Pinnacle Advisory Group, The Kitces Report, and Nerd’s Eye View

Since 2010, anyone is permitted to do a Roth conversion of a traditional Individual Retirement Account or 401(k), regardless...

1:30 PM to 2:45 PM
Dale Yahnke,

CFA®, CFP®

Dowling & Yahnke
Dana Jackson
Morgan Stanley Graystone Consulting
Nadia Allaudin,

CIMA®

Merrill Lynch
Sterling Shea
Barron's

In this interactive panel discussion, three veteran advisors will share insights on how they are evolving and adapting their...

1:30 PM to 2:45 PM
Francois Gadenne,

MBA

Retirement Income Industry Association

Reading the popular, professional and academic literature on investment, wealth and retirement planning confuses both the...

1:30 PM to 2:45 PM
Chris DeSantis,

MBA

CPDeSantis.com

Generational diversity in the financial services workplace is more prevalent than at any time in its history.  During this...

1:30 PM to 2:45 PM
Paul Tiffany,

Ph.D., MBA

Haas School of Business, University of California, Berkeley

The rise of China has been the most significant global economic event of recent times.  The United States (U.S) has both...

3:00 PM to 4:15 PM
Robert Cooper,

Ph.D.

Cooper Neuroscience Lab and Cooper Strategic

Robert Cooper, best-selling author and high performance expert, combines his groundbreaking neuroscience research with his...

3:00 PM to 4:15 PM
Keith Ambachtsheer
Rotman International Centre for Pension Management

In the mid-70’s, Peter Drucker predicted that demographic dynamics would make pensions a hot societal issue.  Professor ...

3:00 PM to 4:15 PM

There are currently five generations in the U.S. over the age of 21, each bringing their own perspectives to family, finances...