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Full Schedule

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Tuesday, May 2, 2023
7:30 AM – 9:00 AM ET
Breakfast

7:30 AM – 9:00 AM ET

Breakfast
Location: Calusa Terrace

Meal

Favorite

7:30 AM – 4:45 PM ET
Network with Exhibitors

7:30 AM – 4:45 PM ET

Network with Exhibitors
Location: Calusa Foyer

Favorite

8:00 AM – 5:00 PM ET
Event Registration and Help Desk

8:00 AM – 5:00 PM ET

Event Registration and Help Desk

Favorite

8:00 AM – 5:00 PM ET
Recharge Zone

8:00 AM – 5:00 PM ET

Recharge Zone
Location: Blue Heron

Favorite

9:00 AM – 10:30 AM ET
General Session

9:00 AM – 10:30 AM ET

How to Hack Your Identity
Location: Calusa Ballroom A-E

Alexa Clay

General Session

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Favorite

Alexa Clay ### 1883038###Keynote Speaker#########
Keynote Speaker: Alexa Clay
###

10:00 AM – 3:00 PM ET
Massage Station

10:00 AM – 3:00 PM ET

Massage Station
Location: Great Egret

Event

Powered by

Favorite

10:30 AM – 11:00 AM ET
Break

10:30 AM – 11:00 AM ET

Break

Favorite

11:00 AM – 12:15 PM ET
Educational Breakout Sessions | Block 1

11:00 AM – 12:15 PM ET

10,000 Hours of Ikigai: Three Insights from the Path to Purpose
Location: Estero A

Sam Ushio – Connect3x

Breakout Session

Favorite

Sam Ushio – Connect3x ### 1891427###Speaker###Founder & Chief Ikigai Officer ###Connect3x###
Speaker: Sam Ushio – Connect3x
###

11:00 AM – 12:15 PM ET

Foundations of Equity Compensation +
Location: Estero C

Daniel Zajac, CFP, EA, CLU – Zajac Group

Breakout Session

Favorite

Daniel Zajac, CFP, EA, CLU – Zajac Group ### 1896701###Speaker###Managing Partner###Zajac Group###
Speaker: Daniel Zajac, CFP, EA, CLU – Zajac Group
###

11:00 AM – 12:15 PM ET

Home Equity In Retirement Planning

Location: Calusa Ballroom F-G

Kellan Brown – Finance of America Reverse

Kacie Swartz, CFP®, CIMA® – Black Barn Financial

Jacqueline Campbell – Alexander Legacy Private Wealth Management

Craig Lemoine, PhD, CFP® (he/him/his) – University of Illinois Champaign - Urbana

Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® (he/him/his) – Carson Group

Breakout Session

1.5 CFP CE Credits

Favorite

Kellan Brown – Finance of America Reverse ### 1919914###Moderator###Senior Vice President Business Development & Strategic Partnerships###Finance of America Reverse###
Moderator: Kellan Brown – Finance of America Reverse
### @@@ Kacie Swartz, CFP®, CIMA® – Black Barn Financial ### 1925707###Panelist###Managing Partner###Black Barn Financial###
Panelist: Kacie Swartz, CFP®, CIMA® – Black Barn Financial
### @@@ Jacqueline Campbell – Alexander Legacy Private Wealth Management ### 1959436###Panelist###President, CEO, & Senior Wealth Advisor###Alexander Legacy Private Wealth Management###
Panelist: Jacqueline Campbell – Alexander Legacy Private Wealth Management
### @@@ Craig Lemoine, PhD, CFP® (he/him/his) – University of Illinois Champaign - Urbana ### 432631###Panelist###Director of Financial Planning###University of Illinois Champaign - Urbana###
Panelist: Craig Lemoine, PhD, CFP® (he/him/his) – University of Illinois Champaign - Urbana
### he/him/his @@@ Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® (he/him/his) – Carson Group ### 421581###Panelist###Managing Partner of Wealth Solutions###Carson Group###
Panelist: Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® (he/him/his) – Carson Group
### he/him/his

11:00 AM – 12:15 PM ET

The Future of Financial Advice: The Neuroscience of Connection and Well-Being

Location: Estero B

Julie Fortin, CFP®, FBS®, CeFT® – Northstar Financial Planning

Marlis Jansen, LMFT, FBS – Graddha LLC

Breakout Session

1.5 CFP CE Credits

Favorite

Julie Fortin, CFP®, FBS®, CeFT® – Northstar Financial Planning ### 1398211###Speaker###Wealth Manager & Partner###Northstar Financial Planning ###
Speaker: Julie Fortin, CFP®, FBS®, CeFT® – Northstar Financial Planning
### @@@ Marlis Jansen, LMFT, FBS – Graddha LLC ### 1398212###Speaker###Founder and CEO###Graddha LLC###
Speaker: Marlis Jansen, LMFT, FBS – Graddha LLC
###

12:15 PM – 1:45 PM ET
Lunch

12:15 PM – 1:45 PM ET

Lunch
Location: Calusa Ballroom A-E

Meal

Favorite

1:45 PM – 3:00 PM ET
Educational Breakout Sessions | Block 2

1:45 PM – 3:00 PM ET

Beyond The Tax Benefit: Why Do People Give to Charity

Location: Estero C

Corliss Taylor, JD, MBA, CTFA – Raymond James Financial, Inc.

John W. Cullum, CFP® – American Heart Association

Breakout Session

1.5 CFP CE Credits

Favorite

Corliss Taylor, JD, MBA, CTFA – Raymond James Financial, Inc. ### 1899938###Presenter###Vice President, Charitable Endowment Development Officer###Raymond James Financial, Inc.###
Presenter: Corliss Taylor, JD, MBA, CTFA – Raymond James Financial, Inc.
### @@@ John W. Cullum, CFP® – American Heart Association ### 971969###Presenter###Senior Advisor, Charitable Estate Planning###American Heart Association###
Presenter: John W. Cullum, CFP® – American Heart Association
###

1:45 PM – 3:00 PM ET

FinTech Innovation Session
Location: Estero A

Katie Staples – AssetBook

Michael Kerins, CFA, FRM – AdvisorArch

Jacob B. Wagner, CDMP – The 4FP Agency

Breakout Session

Favorite

Katie Staples – AssetBook ### 1965757###Panelist###Administrative Officer###AssetBook###
Panelist: Katie Staples – AssetBook
### @@@ Michael Kerins, CFA, FRM – AdvisorArch ### 485285###Panelist###CEO & Co-Founder###AdvisorArch###
Panelist: Michael Kerins, CFA, FRM – AdvisorArch
### @@@ Jacob B. Wagner, CDMP – The 4FP Agency ### 681051###Panelist###Principal and CEO###The 4FP Agency###
Panelist: Jacob B. Wagner, CDMP – The 4FP Agency
###

1:45 PM – 3:00 PM ET

Navigating Uncertainty: Overcoming Our Addiction to Knowledge and the Illusion of Control
Location: Calusa Ballroom F-G

Don St. Clair, CFP®, AIF®, ChSNC®, CCFC (he/him/his) – St. Clair Financial

Breakout Session

Favorite

Don St. Clair, CFP®, AIF®, ChSNC®, CCFC (he/him/his) – St. Clair Financial ### 216540###Speaker###President###St. Clair Financial###
Speaker: Don St. Clair, CFP®, AIF®, ChSNC®, CCFC (he/him/his) – St. Clair Financial
### he/him/his

1:45 PM – 3:00 PM ET

Neuropsychology of Anxiety: How to Help Anxious Clients

Location: Estero B

Barbara Kay, MA, LPC, RCC, TIPC – Barbara Kay Coaching

Breakout Session

1.5 CFP CE Credits

Favorite

Barbara Kay, MA, LPC, RCC, TIPC – Barbara Kay Coaching ### 874836###Speaker###President###Barbara Kay Coaching###
Speaker: Barbara Kay, MA, LPC, RCC, TIPC – Barbara Kay Coaching
###

3:00 PM – 3:30 PM ET
Break

3:00 PM – 3:30 PM ET

Break

Favorite

3:30 PM – 4:45 PM ET
Educational Breakout Sessions | Block 3

3:30 PM – 4:45 PM ET

Evolution of the Profession Panel
Location: Estero B

Elissa Buie, CFP® – Yeske Buie

James Lee, CFP®, CRPC®, AIF® – Lee Investment Management

Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC

Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™ – Association of African American Financial Advisors

Autumn K. Campbell, CFP® – Facet Wealth

Breakout Session

Favorite

Elissa Buie, CFP® – Yeske Buie ### 171554###Moderator###CEO###Yeske Buie###
Moderator: Elissa Buie, CFP® – Yeske Buie
### @@@ James Lee, CFP®, CRPC®, AIF® – Lee Investment Management ### 1919724###Panel Member###Founder and President###Lee Investment Management###
Panel Member: James Lee, CFP®, CRPC®, AIF® – Lee Investment Management
### @@@ Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC ### 594341###Panel Member###Principal###Moisand Fitzgerald Tamayo, LLC###
Panel Member: Dan Moisand, CFP® – Moisand Fitzgerald Tamayo, LLC
### @@@ Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™ – Association of African American Financial Advisors ### 1919725###Panel Member###Chairman of the Board of Directors###Association of African American Financial Advisors###
Panel Member: Christian Nwasike, MFP®, MBA, JSM, CRA®, CLC, MSI Fellow™ – Association of African American Financial Advisors
### @@@ Autumn K. Campbell, CFP® – Facet Wealth ### 601548###Panel Member###Senior Lead Planner###Facet Wealth###
Panel Member: Autumn K. Campbell, CFP® – Facet Wealth
###

3:30 PM – 4:45 PM ET

The Human Touch: Harnessing the Power of Emotion to Attract and Retain Clients
Location: Estero A

Diana Cabrices – Diana Cabrices Consulting

Breakout Session

Favorite

Diana Cabrices – Diana Cabrices Consulting ### 1902051###Speaker###Founder & Fractional Chief Evangelist###Diana Cabrices Consulting###
Speaker: Diana Cabrices – Diana Cabrices Consulting
###

3:30 PM – 4:45 PM ET

The MasterClass on Life Transitions for Financial Planners

Location: Estero C

Susan Bradley, CFP, CeFT – Sudden Money Institute

Breakout Session

1.5 CFP CE Credits

Favorite

Susan Bradley, CFP, CeFT – Sudden Money Institute ### 319158###Speaker###Founder/CEO###Sudden Money Institute###
Speaker: Susan Bradley, CFP, CeFT – Sudden Money Institute
###

3:30 PM – 4:45 PM ET

Using Annuities to Enhance Retirement Portfolios

Location: Calusa Ballroom F-G

Mark Paulson – Allianz Investment Management

Tim Rembowski – DPL Financial Partners

Breakout Session

1.5 CFP CE Credits

Favorite

Mark Paulson – Allianz Investment Management ### 1919878###Presenter###VP Hedging###Allianz Investment Management###
Presenter: Mark Paulson – Allianz Investment Management
### @@@ Tim Rembowski – DPL Financial Partners ### 1919880###Presenter###VP, Member Success###DPL Financial Partners###
Presenter: Tim Rembowski – DPL Financial Partners
###