Monday, October 16

11:00 AM to 12:00 PM

In a society that focuses on the importance of having all the answers, how can leveraging the...

11:00 AM to 12:00 PM
Richard Brink,

CFA®

AllianceBernstein

What drives investment success? In the coming years, investment success it is believed will be less about maximizing returns...

12:45 PM to 1:45 PM

Much of the roughly $26 trillion U.S. retirement market rests in the hands of an aging baby boomer generation. Financial...

12:45 PM to 1:45 PM
Michael Kitces,

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

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

While it is ‘standard’ for advisors to diversify into an asset allocated portfolio, the question of where to locate those...

2:00 PM to 3:00 PM
Amy Florian
Corgenius

Clients become increasingly susceptible to diminished capacity and/or elder abuse as they age. Yet...

2:00 PM to 3:00 PM
Shelley Taylor
University of Pittsburgh, Institute for Entrepreneurial Excellence
Tricia Staible,

J.D.

Robinson Fans Holdings, Inc.

For family and closely-held businesses, planning for succession is one of the toughest and most...

3:15 PM to 4:15 PM
David Grau Sr.,

J.D.

FP Transitions

Whether buying or selling a practice, it is important to know how best to align the interests of buyers, sellers, and their...

3:15 PM to 4:15 PM
Philip Palaveev
The Ensemble Practice, LLC

Building the next generation of professionals (G2) is key to growth, a portal for replenishing a...

Tuesday, October 17

9:30 AM to 10:30 AM
Ellen Maidman-Tanner
PinnacleCare Private Health Advisory
Michael Tanner
Cato Institute

Ever since the adoption of the Affordable Care Act in 2010, the U.S. healthcare system has been in chaos, with almost daily...

9:30 AM to 10:30 AM
Arun Muralidhar,

Ph.D.

Mcube Investment Technologies

Dynamic beta offers an intelligent and informed approach to proactively manage risk and return....

10:45 AM to 11:45 AM
Samuel Donaldson LL.M.
Georgia State University

How do recent developments in estate planning impact your practice? Learn how important cases, rulings, regulations, and...

10:45 AM to 11:45 AM
Rodney Zeeb,

J.D.

The Heritage Institute

High-level planning and philanthropic conversations can be an exercise in futility if a family can’t talk with one another in...