- Monday, April 25, 2022
1:00 PM – 6:00 PM CST
Event Registration
1:00 PM – 6:00 PM CST
Event Registration
Location: Lost Pines Foyer
2:00 PM – 6:00 PM CST
Network with Exhibitors
2:00 PM – 6:00 PM CST
Network with ExhibitorsLocation: Lost Pines FoyerEvent
3:00 PM – 4:00 PM CST
Connections Kick-Off
3:00 PM – 4:00 PM CST
Connections Kick-off
Location: Baron ABC
4:30 PM – 5:45 PM CST
General Session
4:30 PM – 5:45 PM CST
Because I Said I WouldLocation: Lost Pines 1-4General Session
Alex Sheen ### 1546113###Keynote Speaker#########Keynote Speaker:
5:45 PM – 6:15 PM CST
Alex Sheen Meet & Greet
5:45 PM – 6:15 PM CST
Alex Sheen Meet & GreetLocation: Lost Pines Foyer | Ryan Insurance TableEvent
6:00 PM – 7:30 PM CST
Dinner
6:00 PM – 7:30 PM CST
DinnerLocation: Pecan Court and TerraceMeal
7:30 PM – 11:00 PM CST
Afterglow
7:30 PM – 11:00 PM CST
AfterglowLocation: Hotel Bar: ShellersEvent
9:00 PM – 11:59 PM CST
Optional After-Hours Hospitality Lounge
9:00 PM – 11:59 PM CST
Afterglow After-Hours Hospitality LoungeLocation: Ranger RoomEvent
- Tuesday, April 26, 2022
7:00 AM – 5:45 PM CST
Event Registration and Help Desk
7:00 AM – 5:45 PM CST
Event Registration and Help Desk
Location: Lost Pines Foyer
7:30 AM – 9:00 AM CST
Breakfast
7:30 AM – 9:00 AM CST
BreakfastLocation: Lost Pines 5-6Meal
9:00 AM – 10:15 AM CST
General Session
9:00 AM – 10:15 AM CST
The Pursuit of Human DignityLocation: Lost Pines 1-4General Session
Austin Channing Brown ### 954125###Keynote Speaker#########Keynote Speaker:
10:00 AM – 6:00 PM CST
Network with Exhibitors
10:00 AM – 6:00 PM CST
Network with Exhibitors Location: Lost Pines FoyerEvent
10:15 AM – 11:00 AM CST
Coffee and Snack Break
10:15 AM – 11:00 AM CST
Coffee and Snack BreakLocation: Lost Pines FoyerBreak
10:30 AM – 3:30 PM CST
Massage Station
10:30 AM – 3:30 PM CST
Massage StationLocation: Lost Pines 1-3 FoyerEvent
11:00 AM – 12:15 PM CST
Educational Breakout Sessions | Block 1
11:00 AM – 12:15 PM CST
2022 Individual Income Tax Developments And Planning OpportunitiesLocation: Baron ABC – Goals Gap Planning, LLC
Breakout Session
Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP(R), AEP(R) (Distinguished), – Goals Gap Planning, LLC ### 684759###Speaker###Founder###Goals Gap Planning, LLC###Speaker: – Goals Gap Planning, LLC
11:00 AM – 12:15 PM CST
Authenticity, Safe Spaces, No JudgementLocation: Austin Colony – Jewell Fears Consulting
Breakout Session
Jewell N. Fears – Jewell Fears Consulting ### 1599853###Speaker###Founder/CEO###Jewell Fears Consulting###Speaker: – Jewell Fears Consulting
11:00 AM – 12:15 PM CST
Leveraging Housing Wealth for Enriched Retirement PlansLocation: Baron EFGBreakout Session
Jerry Auippa, CRMP – Longbridge Financial ### 516278###Presenter###Sr. Account Executive###Longbridge Financial###Presenter: – Longbridge Financial
11:00 AM – 12:15 PM CST
The Value of Professional Financial Planning: Developing a Holistic Theory to Guide the ProfessionLocation: Baron D – Kansas State University
Breakout Session
Stuart J. Heckman, PhD, CFP® – Kansas State University ### 175284###Speaker###Associate Professor###Kansas State University###Speaker: – Kansas State University
12:15 PM – 1:45 PM CST
Lunch
12:15 PM – 1:45 PM CST
Lunch Location: Lost Pines 5-8Meal
12:30 PM – 1:30 PM CST
Roundtable Discussion
12:30 PM – 1:30 PM CST
Roundtable Discussion with Finance America Reverse - By Invitation OnlyLocation: HoustonEvent
1:45 PM – 3:00 PM CST
Educational Breakout Sessions | Block 2
1:45 PM – 3:00 PM CST
Families Have Changed. . .Estate Planning Has Changed. . .Has Your Practice Adapted?Location: Baron D – American Heart Association
Breakout Session
Charlie Goldsmith – American Heart Association ### 1389531###Presenter###Senior Advisor###American Heart Association###Presenter: – American Heart Association
@@@ Lois Ann Stanton, JD ### 1596674###Presenter#########Presenter:
1:45 PM – 3:00 PM CST
Rethinking Monte Carlo Results for Better Client ConversationsLocation: Austin Colony – University of Southern Maine
Breakout Session
Derek Tharp, PhD, CFP, CLU – University of Southern Maine ### 430372###Speaker###Assistant Professor of Finance###University of Southern Maine###Speaker: – University of Southern Maine
1:45 PM – 3:00 PM CST
The Psychology of an M&A DealLocation: Baron EFGBreakout Session
John Langston, CAIA – Republic Capital Group ### 1597094###Presenter###Founder, Managing Partner###Republic Capital Group###Presenter: – Republic Capital Group
1:45 PM – 3:00 PM CST
What I Do When I Do Financial PlanningLocation: Baron ABC – Greenville Financial Advisors
Inspired Coaching Services
– Flow Financial Planning, LLC
– Guiding Wealth
Breakout Session
Stephen C. Brody, CFP®, ChFC, RLP, EdD – Greenville Financial Advisors
Inspired Coaching Services ### 319160###Speaker###Senior Financial Life Planner
Lead Coach and Mentor###Greenville Financial Advisors
Inspired Coaching Services###Speaker: – Greenville Financial Advisors
Inspired Coaching Services
@@@ Meg Bartelt, CFP, RLP – Flow Financial Planning, LLC ### 1547256###Speaker###President###Flow Financial Planning, LLC###Speaker: – Flow Financial Planning, LLC
@@@ Hannah Moore, CFP® – Guiding Wealth ### 224856###Moderator###Owner###Guiding Wealth###Moderator: – Guiding Wealth
3:00 PM – 3:30 PM CST
Coffee and Snack Break
3:00 PM – 3:30 PM CST
Coffee and Snack BreakLocation: Lost Pines FoyerBreak
3:30 PM – 4:45 PM CST
Educational Breakout Sessions | Block 3
3:30 PM – 4:45 PM CST
12 IRA Mistakes: Help Your Clients Avoid Common and Costly IRA PitfallsLocation: Baron EFG – Prudential Retirement Strategies
Breakout Session
Brandon Buckingham, J.D., LL.M. – Prudential Retirement Strategies ### 1593022###Presenter###Vice President and National Director, Advanced Planning Group###Prudential Retirement Strategies###Presenter: – Prudential Retirement Strategies
3:30 PM – 4:45 PM CST
Financial Strategies to Help Families Pay for College and the Strategic Use of Student LoansLocation: Austin ColonyBreakout Session
Cozy Wittman – College Inside Track ### 802010###Speaker###Director of Education and Partnerships###College Inside Track###Speaker: – College Inside Track
3:30 PM – 4:45 PM CST
Slow Financial Planning in an Accelerating WorldLocation: Baron DBreakout Session
Nathan Gehring, CFP® – Kahler Financial Group ### 968229###Speaker###Financial Planner###Kahler Financial Group###Speaker: – Kahler Financial Group
3:30 PM – 4:45 PM CST
The Human Niche: Speech Act Theory and the Language of ListeningLocation: Baron ABCBreakout Session
Don St. Clair, CFP®, AIF®, ChSNC®, CCFC – St. Clair Financial ### 216540###Speaker###President###St. Clair Financial###Speaker: – St. Clair Financial
4:45 PM – 5:45 PM CST
Under the Trees
4:45 PM – 5:45 PM CST
Under the Trees: A Deeper Dive - The Human Niche
Location: Baron ABC
4:45 PM – 5:45 PM CST
Under the Trees: Family Meetings
Location: Baron D
4:45 PM – 5:45 PM CST
Under the Trees: Financial Planning 2032
Location: Baron EFG
4:45 PM – 5:45 PM CST
Under the Trees: Pro Bono Financial Planning
Location: Austin Colony
5:15 PM – 6:15 PM CST
Happy Hour
5:15 PM – 6:15 PM CST
Happy HourLocation: Barons FoyerEvent
6:15 PM – 7:30 PM CST
Dinner
6:15 PM – 7:30 PM CST
DinnerLocation: Pecan Court and TerraceMeal
7:30 PM – 9:30 PM CST
Goofy Golf and Games
7:30 PM – 9:30 PM CST
Goofy Golf and GamesLocation: Riversong LawnEvent
9:00 PM – 11:59 PM CST
Optional After-Hours Hospitality Lounge
9:00 PM – 11:59 PM CST
Afterglow After-Hours Hospitality LoungeLocation: Ranger RoomEvent
9:30 PM – 11:00 PM CST
Afterglow
9:30 PM – 11:00 PM CST
AfterglowLocation: Hotel Bar: ShellersEvent
- Wednesday, April 27, 2022
7:00 AM – 5:45 PM CST
Event Registration and Help Desk
7:00 AM – 5:45 PM CST
Event Registration and Help Desk
Location: Lost Pines Foyer
7:30 AM – 9:00 AM CST
Breakfast
7:30 AM – 9:00 AM CST
Breakfast Location: Lost Pines 5-8Meal
9:00 AM – 10:30 AM CST
General Session
9:00 AM – 10:30 AM CST
Age Against the Machine: Ending Ageism in the WorkplaceLocation: Lost Pines 1-4General Session
Ashton Applewhite ### 954129###Keynote Speaker#########Keynote Speaker:
10:00 AM – 6:00 PM CST
Network with Exhibitors
10:00 AM – 6:00 PM CST
Network with ExhibitorsLocation: Lost Pines FoyerEvent
10:15 AM – 10:45 AM CST
Ashton Applewhite Meet & Greet
10:15 AM – 10:45 AM CST
Ashton Applewhite Meet & GreetLocation: Lost Pines Foyer | Ryan Insurance TableEvent
10:30 AM – 11:00 AM CST
Coffee and Snack Break
10:30 AM – 11:00 AM CST
Coffee and Snack BreakLocation: Lost Pines FoyerBreak
10:30 AM – 3:30 PM CST
Massage Station
10:30 AM – 3:30 PM CST
Massage StationLocation: Lost Pines 1-3 FoyerEvent
11:00 AM – 12:15 PM CST
Educational Breakout Sessions | Block 4
11:00 AM – 12:15 PM CST
Controllable vs. Uncontrollable: Navigating Risks to a Retirement Spending PlanLocation: Baron DBreakout Session
Schyler Adams, CFP® – Allianz Life ### 1562885###Presenter###Director, Advanced Strategies & Planning Platforms###Allianz Life###Presenter: – Allianz Life
11:00 AM – 12:15 PM CST
Help Us, Please: The Role of Financial Planners with Clients Confronting Diminished Capacity and Physical DeclineLocation: Baron ABC – Financial Service Group, Inc.
Breakout Session
Michael P. Haubrich, CFP®, CSA® – Financial Service Group, Inc. ### 477427###Speaker###Owner/Founder###Financial Service Group, Inc.###Speaker: – Financial Service Group, Inc.
11:00 AM – 12:15 PM CST
Inclusive Financial Well-being Empowerment Model for Serving Independent, Neurodivergent IndividualsLocation: Austin Colony – Kansas State University
Breakout Session
Meghaan Lurtz, PhD – Kansas State University ### 1561544###Speaker###Professor of Practice###Kansas State University###Speaker: – Kansas State University
11:00 AM – 12:15 PM CST
Internal Succession: The Modern Advisor’s Secret Growth WeaponLocation: Baron EFGBreakout Session
Scott Leak, CFP® ### 1603453###Presenter#########Presenter:
12:15 PM – 1:45 PM CST
Lunch
12:15 PM – 1:45 PM CST
LunchLocation: Lost Pines 5-8Meal
12:30 PM – 1:30 PM CST
Roundtable Discussion
12:30 PM – 1:30 PM CST
Roundtable Discussion with Gray Harbor Capital - By Invitation OnlyLocation: HoustonEvent
1:45 PM – 3:00 PM CST
Educational Breakout Sessions | Block 5
1:45 PM – 3:00 PM CST
...and You Leave Knowing How to Think Like a CFP®Location: Baron ABCBreakout Session
Thom Allison, CFP® – The Mather Group ### 1545708###Speaker###Managing Director###The Mather Group###Speaker: – The Mather Group
1:45 PM – 3:00 PM CST
Advanced Annuity Practices in 2022Location: Austin Colony – Nationwide Advanced Consulting Group
Breakout Session
Tom Duncan, JD, CLU, ChFC – Nationwide Advanced Consulting Group ### 1615373###Presenter###Senior Director###Nationwide Advanced Consulting Group###Presenter: – Nationwide Advanced Consulting Group
1:45 PM – 3:00 PM CST
At The Capacity Crossroads: 3 Visions For Scaling The Advisory Firm You WantLocation: Baron DBreakout Session
Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL – Kitces.com ### 181912###Speaker###Chief Financial Planning Nerd###Kitces.com###Speaker: – Kitces.com
1:45 PM – 3:00 PM CST
Tax-efficient Withdrawal Strategies for Five GroupsLocation: Baron EFG – Social Security Solutions, Inc. and Reitree, Inc.
Breakout Session
William Reichenstein, PhD, CFA – Social Security Solutions, Inc. and Reitree, Inc. ### 161735###Speaker###Head of Research###Social Security Solutions, Inc. and Reitree, Inc.###Speaker: – Social Security Solutions, Inc. and Reitree, Inc.
3:00 PM – 3:30 PM CST
Coffee and Snack Break
3:00 PM – 3:30 PM CST
Coffee and Snack BreakLocation: Lost Pines FoyerBreak
3:30 PM – 4:45 PM CST
Educational Breakout Sessions | Block 6
3:30 PM – 4:45 PM CST
Direct Indexing and the Next Dimension in Customized InvestingLocation: Baron D – Dimensional Fund Advisors
– Dimensional Fund Advisors
Breakout Session
Shawn Jaberzadeh – Dimensional Fund Advisors ### 1576782###Presenter###Regional Manager and Vice President###Dimensional Fund Advisors###Presenter: – Dimensional Fund Advisors
@@@ Todd Reesing – Dimensional Fund Advisors ### 1576783###Presenter###Regional Director and Vice President###Dimensional Fund Advisors###Presenter: – Dimensional Fund Advisors
3:30 PM – 4:45 PM CST
Financial Planning for Retirement in the 21st Century: A Psychosocial ViewLocation: Baron ABCBreakout Session
Gregg M. Lunceford, PhD, CFP® – Mesirow Financial ### 958514###Speaker###Wealth Advisor###Mesirow Financial###Speaker: – Mesirow Financial
3:30 PM – 4:45 PM CST
Keep Clients on Track Through Life's Ebbs and Flows Without Losing Your MindLocation: Austin ColonyBreakout Session
Robert V. Bolen, CFP®, CFA®, CeFT®, FBS® – Touchstone Pathway ### 958621###Speaker###CEO, Founder###Touchstone Pathway###Speaker: – Touchstone Pathway
3:30 PM – 4:45 PM CST
Surfacing (Real) Money Issues in a NanosecondLocation: Baron EFGBreakout Session
Rick Kahler, MS, CFP®, CFT-I™, CeFT™, CCIM – Kahler Financial Group ### 681048###Speaker###Founder###Kahler Financial Group###Speaker: – Kahler Financial Group
4:45 PM – 5:45 PM CST
Under the Trees
4:45 PM – 5:45 PM CST
Under the Trees: Exploring Our Assumptions
Location: Baron EFG
4:45 PM – 5:45 PM CST
Under the Trees: Leveraging NexGen Talent to Drive Revenue, Retention and Experience
Location: Baron ABC
4:45 PM – 5:45 PM CST
Under the Trees: Metaverse, Blockchain and You
Location: Austin Colony
4:45 PM – 5:45 PM CST
Under the Trees: Parallels Between Your Pandemic Experience and Your Clients Facing Disruption
Location: Baron D
6:15 PM – 7:30 PM CST
Dinner
6:15 PM – 7:30 PM CST
DinnerLocation: Lost Pines 5-8Meal
7:30 PM – 10:30 PM CST
Closing Party
7:30 PM – 10:30 PM CST
Closing PartyLocation: LBJ Pavilion and DeckEvent
9:00 PM – 11:59 PM CST
Afterglow After-Hours Hospitality Lounge
9:00 PM – 11:59 PM CST
Afterglow After-Hours Hospitality LoungeLocation: Ranger RoomEvent
10:00 PM – 11:00 PM CST
Afterglow
10:00 PM – 11:00 PM CST
AfterglowLocation: Hotel Bar: ShellersEvent
- Thursday, April 28, 2022
8:00 AM – 9:00 AM CST
Breakfast
8:00 AM – 9:00 AM CST
BreakfastLocation: Lost Pines 5-8Meal
8:00 AM – 11:00 AM CST
Network with Exhibitors
8:00 AM – 11:00 AM CST
Network with ExhibitorsLocation: Lost Pines FoyerEvent
9:00 AM – 11:00 AM CST
General Session
9:00 AM – 11:00 AM CST
Michael Kitces Unplugged and Retreat ClosingLocation: Lost Pines 1-4General Session
Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL – Kitces.com ### 181912###Keynote Speaker###Chief Financial Planning Nerd###Kitces.com###Keynote Speaker: – Kitces.com
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