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Full Schedule

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Wednesday, May 3, 2023
6:30 AM – 7:30 AM ET
Morning Yoga

6:30 AM – 7:30 AM ET

Morning Yoga Class
Location: Cypress Courtyard

Event

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7:30 AM – 9:00 AM ET
Breakfast

7:30 AM – 9:00 AM ET

Breakfast
Location: Calusa Terrace

Meal

Favorite

7:30 AM – 3:30 PM ET
Network with Exhibitors

7:30 AM – 3:30 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

Demographics Precipitates Economics: Profound Strategic Planning for the Post Pandemic Era
Location: Calusa Ballroom A-E

Ken Gronbach

General Session

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Ken Gronbach ### 1883041###Keynote Speaker#########
Keynote Speaker: Ken Gronbach
###

10:00 AM – 3:00 PM ET
Massage Station

10:00 AM – 3:00 PM ET

Massage Station
Location: Great Egret

Event

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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 4

11:00 AM – 12:15 PM ET

Creative Strategies - Grounded Wisdom: Discovery Process and Policy-Based Financial Planning

Location: Estero C

Elissa Buie, CFP® – Yeske Buie

Dave Yeske, DBA, CFP® (he/him/his) – Yeske Buie

Breakout Session

1.5 CFP CE Credits

Favorite

Elissa Buie, CFP® – Yeske Buie ### 171554###Presenter###CEO###Yeske Buie###
Presenter: Elissa Buie, CFP® – Yeske Buie
### @@@ Dave Yeske, DBA, CFP® (he/him/his) – Yeske Buie ### 173187###Presenter###Managing Director###Yeske Buie###
Presenter: Dave Yeske, DBA, CFP® (he/him/his) – Yeske Buie
### he/him/his

11:00 AM – 12:15 PM ET

Fine to Flourish - Making Monitoring Meetings Fun Again

Location: Estero B

Meghaan Lurtz, PhD – Kansas State University

Breakout Session

1.5 CFP CE Credits

Favorite

Meghaan Lurtz, PhD – Kansas State University ### 1561544###Presenter###Professor of Practice###Kansas State University###
Presenter: Meghaan Lurtz, PhD – Kansas State University
###

11:00 AM – 12:15 PM ET

How AI is Enabling Next-Level Client Care for RIAs

Location: Estero A

Sindhu Joseph, CEO (she/her/hers) – CogniCor

Breakout Session

1.5 CFP CE Credits

Favorite

Sindhu Joseph, CEO (she/her/hers) – CogniCor ### 1891426###Speaker###CEO###CogniCor###
Speaker: Sindhu Joseph, CEO (she/her/hers) – CogniCor
### she/her/hers

11:00 AM – 12:15 PM ET

The Best Laid Plans for Succession…
Location: Calusa Ballroom F-G

Frederick M. Hanish (he/him/his) – FP Transitions

Breakout Session

Favorite

Frederick M. Hanish (he/him/his) – FP Transitions ### 1919912###Presenter###Senior Consultant###FP Transitions###
Presenter: Frederick M. Hanish (he/him/his) – FP Transitions
### he/him/his

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 5

1:45 PM – 3:00 PM ET

Belief Systems that Limit Evolution of Financial Planning Practices

Location: Estero B

Amy N. Mullen, CFP® (she/her/hers) – Money Quotient

Breakout Session

1.5 CFP CE Credits

Favorite

Amy N. Mullen, CFP® (she/her/hers) – Money Quotient ### 1896700###Speaker###President###Money Quotient###
Speaker: Amy N. Mullen, CFP® (she/her/hers) – Money Quotient
### she/her/hers

1:45 PM – 3:00 PM ET

Dimensional SMAs – The Next Dimension in Customized Investing & Tax Management
Location: Calusa Ballroom F-G

Todd Reesing – Dimensional Fund Advisors

Ashish Bhagwanjee (he/him/his) – Dimensional Fund Advisors

Breakout Session

Favorite

Todd Reesing – Dimensional Fund Advisors ### 1576783###Presenter###Regional Director and Vice President###Dimensional Fund Advisors###
Presenter: Todd Reesing – Dimensional Fund Advisors
### @@@ Ashish Bhagwanjee (he/him/his) – Dimensional Fund Advisors ### 1947437###Presenter###Senior Portfolio Manager and Vice President###Dimensional Fund Advisors###
Presenter: Ashish Bhagwanjee (he/him/his) – Dimensional Fund Advisors
### he/him/his

1:45 PM – 3:00 PM ET

From SECURE Act 1.0 to 2.0: What Advisers Must Know

Location: Estero C

Denise Appleby, MJ, APA, AKA ,CISP, CRC, CRPS, CRSPS,CRSPSP, APA – Appleby Retirement Consulting, Inc.

Breakout Session

1.5 CFP CE Credits

Favorite

Denise Appleby, MJ, APA, AKA ,CISP, CRC, CRPS, CRSPS,CRSPSP, APA – Appleby Retirement Consulting, Inc. ### 1076886###Speaker###CEO###Appleby Retirement Consulting, Inc.###
Speaker: Denise Appleby, MJ, APA, AKA ,CISP, CRC, CRPS, CRSPS,CRSPSP, APA – Appleby Retirement Consulting, Inc.
###

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 6

3:30 PM – 4:45 PM ET

Caregiving, Aging, and Dementia Impact on Your Clients AUM

Location: Estero C

Annalee Kruger, MBA – Care Right Inc.

Breakout Session

1.5 CFP CE Credits

Favorite

Annalee Kruger, MBA – Care Right Inc. ### 681054###Speaker###President###Care Right Inc.###
Speaker: Annalee Kruger, MBA – Care Right Inc.
###

3:30 PM – 4:45 PM ET

Challenging Assumptions Through Scientific Research: Understanding Research and Working with Researchers

Location: Estero B

Stuart J. Heckman, PhD, CFP® – Kansas State University

Michael Kothakota, PhD, CFP® – CFP Board

Timothy M. Todd, PhD, JD – Liberty University School of Law

Breakout Session

1.5 CFP CE Credits

Favorite

Stuart J. Heckman, PhD, CFP® – Kansas State University ### 175284###Speaker###Associate Professor###Kansas State University###
Speaker: Stuart J. Heckman, PhD, CFP® – Kansas State University
### @@@ Michael Kothakota, PhD, CFP® – CFP Board ### 1929942###Presenter###Head of Research###CFP Board###
Presenter: Michael Kothakota, PhD, CFP® – CFP Board
### @@@ Timothy M. Todd, PhD, JD – Liberty University School of Law ### 1753035###Presenter###Associate Dean for Faculty Development & Scholarship; Professor of Law###Liberty University School of Law###
Presenter: Timothy M. Todd, PhD, JD – Liberty University School of Law
###

3:30 PM – 4:45 PM ET

Intentional Wealth: Understanding family dynamics and how to develop deeper relationships with your clients

Location: Calusa Ballroom F-G

Courtney Pullen, M.A. (he/him/his) – The Pullen Consulting Group

Breakout Session

1.5 CFP CE Credits

Favorite

Courtney Pullen, M.A. (he/him/his) – The Pullen Consulting Group ### 194976###Speaker###President###The Pullen Consulting Group###
Speaker: Courtney Pullen, M.A. (he/him/his) – The Pullen Consulting Group
### he/him/his

3:30 PM – 4:45 PM ET

Trading Methodologies and Best Practices: Mathematics, Customizations, Householding and Taxes
Location: Estero A

Brian Huckstep, CFA, CFP® – Advyzon

Breakout Session

Favorite

Brian Huckstep, CFA, CFP® – Advyzon ### 1961793###Presenter###CIO###Advyzon###
Presenter: Brian Huckstep, CFA, CFP® – Advyzon
###