AGENDA

Sunday, October 13, 2024
12:00 PM - 5:00 PM
Registration Desk Open
Windmill Plaza Foyer
 
 
12:30 PM - 1:30 PM
Lunch for Workshop Attendees
Hill Country D
 
 
1:30 PM - 4:00 PM
Creating a Powerful -- and Purposeful -- Personal Brand
Hill Country A
Sheri Fitts, Sheri Fitts & Co.
Sheri Fitts
Monday, October 14, 2024
7:00 AM - 5:00 PM
Registration Desk Open
Windmill Plaza Foyer
 
 
7:30 AM - 8:30 AM
Breakfast
Independence Ballroom
 
 
7:30 AM - 4:00 PM
Speaker Prep Room Open (Speakers only)
Hill Country B
 
 
8:30 AM - 8:45 AM
Coffee & Chat with Sponsors
Independence Ballroom
 
 
8:45 AM - 8:50 AM
Welcome Address
Independence Ballroom
 
 
8:50 AM - 9:40 AM
Keynote
Independence Ballroom
Fred Barstein, TRAU & TPSU
Joseph Denoyior, HUB International
Craig Reid, Marsh McLennan Agency
Scott Colangelo, Prime Capital Investment Advisors
Jania Stout, Fiduciary Plan Advisors-A OneDigital Company
Fred Barstein Joseph Denoyior Craig Reid Scott Colangelo Jania Stout
9:40 AM - 10:30 AM
General Session Hosted by American Century Investment Management
Independence Ballroom
 
 
10:30 AM - 11:00 AM
Morning Break
Independence Ballroom
 
 
11:00 AM - 11:30 AM
Breakout Session 2
Hill Country A
 
 
Breakout Session Hosted by JP Morgan Asset Management
Hill Country G
 
 
Breakout Session 3
Hill Country E
 
 
Breakout Session 1
Hill Country C - No Tech Room
 
 
11:35 AM - 12:05 PM
Breakout Session 2
Hill Country C - No Tech Room
 
 
Breakout Session 3
Hill Country E
 
 
Breakout Session Hosted by OneAmerica
Hill Country G
 
 
Breakout Session 1
Hill Country A
 
 
12:10 PM - 1:10 PM
Lunch
Independence Ballroom
 
 
1:15 PM - 1:45 PM
Breakout Session 4
Hill Country A
 
 
Breakout Session 3
Hill Country E
 
 
Breakout Session 2
Hill Country C - No Tech Room
Christopher Roper, Qualified Plan Advisors
Christopher Roper
Breakout Session Hosted by PIMCO
Hill Country G
 
 
1:50 PM - 2:20 PM
Breakout Session 3
Hill Country E
 
 
Breakout Session Hosted by UBS
Hill Country G
 
 
Breakout Session 1
Hill Country A
 
 
Breakout Session 2
Hill Country C - No Tech Room
 
 
2:25 PM - 2:55 PM
A Fiduciary Framework to Participant Solutions
Hill Country A
Matthew Eickman, Qualified Plan Advisors
Matthew Eickman
History Does Repeat Itself (or it’s 2007 all over again)
Hill Country G
Craig Rosenthal, Fiduciary Decisions
Craig Rosenthal
Breakout Session 3
Hill Country E
Pam Brooks, Oswald Financial
Pam Brooks
Breakout Session 2
Hill Country C - No Tech Room
 
 
3:00 PM - 3:30 PM
Afternoon Break
Independence Ballroom
 
 
3:30 PM - 4:00 PM
Breakout Session 2
Hill Country C - No Tech Room
 
 
Breakout Session Hosted by Nuveen
Hill Country G
 
 
Breakout Session 4
Hill Country A
Daniella Moiseyev, Independent
Daniella Moiseyev
Breakout Session 3
Hill Country E
 
 
3:30 PM - 5:30 PM
RPA Aggregator Roundtable-Private Event
Fredericksburg EFG
 
 
4:00 PM - 4:30 PM
Breakout Session 3
Hill Country E
 
 
Firm Operations Idea Exchange
Hill Country C - No Tech Room
Todd Zempel, Gordon Asset Management
Todd Zempel
Breakout Session 1
Hill Country A
 
 
Breakout Session Hosted by Betterment
Hill Country G
 
 
4:30 PM - 5:00 PM
Breakout Session 1
Hill Country A
 
 
Breakout Session 2
Hill Country C - No Tech Room
 
 
Breakout Session 3
Hill Country E
 
 
Breakout Session 4
Hill Country G
 
 
5:00 PM - 7:00 PM
Networking Reception
Henry's Hollow
 
 
Tuesday, October 15, 2024
7:00 AM - 5:00 PM
Registration Desk Open
Independence Foyer
 
 
7:30 AM - 8:30 AM
Breakfast
Independence Ballroom
 
 
7:30 AM - 3:00 PM
Speaker Prep Room Open (Speakers only) (Clone)
Hill Country B
 
 
8:30 AM - 8:45 AM
Coffee & Chat with Sponsors
Independence Ballroom
 
 
8:45 AM - 8:50 AM
Welcome to Day Two
Independence Ballroom
 
 
8:50 AM - 9:40 AM
The Power of Behavioral Finance: A Journey from Nudging to Advising and AI
Independence Ballroom
Shlomo Benartzi, UCLA Anderson School of Management | Save More Tomorrow
Shlomo Benartzi
9:00 AM - 12:00 PM
RPA Aggregator Roundtable-Private Event (Clone)
Fredericksburg EFG
 
 
9:40 AM - 10:30 AM
General Session Hosted by Capital Group | American Funds
Independence Ballroom
 
 
10:30 AM - 11:00 AM
Morning Break
Independence Ballroom
 
 
11:00 AM - 11:30 AM
Breakout Session 1
Hill Country C - No Tech Room
 
 
Breakout Session 2
Hill Country E
 
 
Breakout Session 4
Hill Country G
 
 
Opposites Attract: Completing Competencies
Hill Country C - No Tech Room
Janine Moore, HUB
Apryl Pope, Retirement Plan Partners, LLP | Pope Financial Planning, LLC
Bryan Peebles, Strategic Retirement Partners
Jeanne Sutton, Strategic Retirement Partners
Darrell Ellisor, HUB Texas at Peak Financial Group, a division of HUB International
Janine Moore Apryl Pope Bryan Peebles Jeanne Sutton Darrell Ellisor
Best Practices for PEPs
Hill Country A
Kristina Keck, Woodruff Sawyer
Kristina Keck
11:35 AM - 12:05 PM
Breakout Session 4
Hill Country G
 
 
Breakout Session 1
Hill Country A
 
 
Breakout Session 2
Hill Country C - No Tech Room
 
 
Insights: Advisors Using AI
Hill Country E
Jania Stout, Fiduciary Plan Advisors-A OneDigital Company
Jania Stout
12:10 PM - 12:40 PM
Navigating the Behavioral Finance Frontier: Unveiling Secrets for Advisor Success
Hill Country E
Berta Aldrich, Berta Aldrich, LLC
Berta Aldrich
Breakout Session 3
Hill Country C - No Tech Room
 
 
Breakout Session 1
Hill Country G
 
 
Personalizing Retirement Income at Scale
Hill Country A
Paula Friedman, McLean Asset Management Corporation
Alex Murgiua, RISA®
John Faustino, Broadridge
Wade Pfau, RISA ®| McLean Asset Management Corporation
Paula Friedman Alex Murgiua John Faustino Wade Pfau
12:40 PM - 1:45 PM
Lunch
Independence Ballroom
 
 
1:50 PM - 2:20 PM
Crafting an Unbeatable Company Culture: Ensuring Your Financial Services Team Stays Forever
Hill Country E
Lorie Jones, Fidelis Wealth
Lorie Jones
Breakout Session 3
Hill Country G
Taylor Hammons, Kestra Financial
Taylor Hammons
Breakout Session 1
Hill Country C - No Tech Room
 
 
2:25 PM - 2:55 PM
Breakout Session 2
Hill Country E
 
 
Breakout Session 3
Hill Country G
 
 
Breakout Session 1
Hill Country C - No Tech Room
 
 
3:00 PM - 3:30 PM
Afternoon Break
Independence Ballroom
 
 
3:30 PM - 5:00 PM
Workshop 2
Hill Country E
Kelly Majdan, Power Through Wellness
Ivana Polonijo, Courageous Being Center
Kelly Majdan Ivana Polonijo
Video Bootcamp: Maximize Impact, Minimize Jitters: Expert Techniques for High-ROI Recording
Hill Country C - No Tech Room
Sharon Gottula, Idea Decanter
Laura Garfield, Idea Decanter
Sharon Gottula Laura Garfield
AI for Financial Advisors
Hill Country A
Frank Lazaro, AE Marketer
Frank Lazaro
5:00 PM - 7:00 PM
Networking Reception
Courtyard Deck