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Printable 2019 Conference Schedule

 

 

 CE: Credits:  CE credits for qualified sessions are approved and noted below.

  

 

 

 



4/11/19: Just Announced! Closing Keynote Speaker - Ryan 'Birdman' Parrott

 

  

 


 

 

Thursday, May 16, 2019 - 8:30 AM

 

Tax Efficient Withdrawal Strategies In Retirement

Michael Kitces, CFP®, MSFS, MTAX, CLU, ChFC, RHU, REBC, CASL
Nerd's Eye View
I Pinnacle Advisory Group; Publisher I Partner

Start Time: 8:30 AM  l  End Time: 9:50 AM  l  Speaker: Michael Kitces (view speaker bio)

 



The traditional approach to liquidations in retirement is very straightforward: spend taxable dollars first, and let tax-deferred retirement accounts keep growing, because "no one" wants to pay taxes any sooner than they have to! Except the reality is that there really is such thing as "too much" tax-deferred compounding growth, which makes future retirement distributions so large it drives the retiree into higher tax brackets and results in less wealth! In this session, we explore a more effective tax-efficient withdrawal approach of equalizing tax brackets throughout life, by mixing together taxable, tax-deferred, and tax-free accounts over time, and leveraging strategies like systematic partial Roth conversions and even capital gains harvesting to smooth out tax brackets from year to year and reduce cumulative taxation throughout retirement!


1.5 CFP, CPA, CIMA, NAPFA CE 

 


 

Thursday, May 16, 2019 - 10:10 AM  [Breakout Sessions - Select One]

 

Navigating Education Planning Under The Tax Cuts & Jobs Act

Start Time: 10:10 AM  l  End Time: 11:00 AM  l  Speaker: Ross Riskin, CPA/PFS, CCFC (view speaker bio)

 

 

Due to the rising costs of higher education, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes. In this presentation, Ross A. Riskin, CPA/PFS, CCFC, will share highlights from the AICPA’s Adviser’s Guide to Education Planning (Released January 2019), which are focused on education planning strategies for high income/high net worth individuals, divorced/divorcing couples, and grandparents. In addition, Ross will also cover relevant changes from the 2017 Tax Cuts and Jobs Act (TCJA).


1 CFP, CPA, CIMA, NAPFA CE 

 

 

Create Client Loyalty Across Generations By Understanding Family Dynamics

Start Time: 10:10 AM l End Time: 11:00 AM  I  Speaker: Jean Dunn, CFP® (view speaker bio)

 


Intergenerational wealth transfer represents one of the largest attrition risks to an advisor’s book of business. But there are steps you can take to build better relationships with an entire family by meeting their specific needs and serving them better. In turn, this will help you extend your practice to the next generation. THIS PROGRAM PROVIDES: • A quick process to identify what relationships are at risk if a wealth transfer event occurs • Insights on family dynamics that can help you develop relationships beyond the primary decision maker • A tool that helps you develop an action plan for key clients, based on their specific family dynamics


1 CFP, CPA, CIMA, NAPFA CE 

 

 

  

 

Advanced Roth Conversion Strategies

Start Time: 10:10 AM  l  End Time: 11:00 AM
Speaker: Michael Kitces, CFP®, MSFS, MTAX, CLU, ChFC, RHU, REBC, CASL (view speaker bio)


Michael Kitces will offer duplicate breakout sessions, back to back. If you miss it the first time, catch it the next hour!

The natural appeal of a Roth-style retirement account is the potential for tax-free growth for life. However, the reality is that creating a Roth account has a “cost” – the upfront tax liability of contributing to (or converting into) the account, which is avoided with a traditional pre-tax IRA or 401(k). As a result, optimal Roth strategies involve not merely contributing to or converting into Roths, but managing the timing and leveraging the available tax law to maximize the strategy. In this session, we explore techniques to maximize Roth contributions, including so-called “Backdoor Roth” IRAs and “Mega Backdoor Roth” 401(k) strategies, and leveraging the Roth recharacterization rules to optimally fill lower tax brackets, and be able to ensure that an investment in a Roth has a positive return before being required to commit to it!


 

1 CFP, CPA, CIMA, NAPFA CE 

 

 


 

Thursday, May 16, 2019 - 11:10 AM [Breakout Sessions - Select One]

 

A Wealth Manager's World: Why P&C Matters

Start Time: 11:00 AM l End Time: 12:00 PM l Speaker: Linden Nelson, CIC, CPRM + Tara G. McCoy (view speaker bio's)

 

 

An overview of property and casualty insurance and its effects on a client's full financial picture. The presentation includes statistics and highlights on why clients expect more from their advisor and how understanding P&C exposures and risks can solidify a client relationship and protect assets under management. Whether it's insuring a home to its proper value, securing a world-class art collection or protecting net worth from life-changing liability lawsuits, learn how personal insurance goes from being a "should have" to a "must have." Additionally, the presentation navigates through contemporary concerns in the insurance world and addresses how smart cars, short-term vacation rentals, electric scooters and more are all creating a greater need to have a trusted insurance advisor in your corner.

 

1 CFP, CPA, CIMA, NAPFA, TDI CE 

 

 

Navigating Couple Dynamics

Start Time: 11:00 AM  l  End Time: 12:00 PM  l  Speaker: Sonya Lutter, Ph.D., CFP® (view speaker bio)

Two-thirds of couples live with a partner at least once before marriage. The financial implications of non-married romantic relationships are great and could have a measurable impact on long-term financial planning. For instance, married respondents accumulate more wealth and financial and non-financial assets than other household types. Among married couples, only half reportedly discuss financial matters before marriage. Regardless of marital status, financial decisions are hard for couples. A love and money curriculum was developed to guide couples through conversations about the role money plays in their relationships. Findings indicate that couples experienced a reduction in the stress finances put on their relationship and increased happiness with their financial situation, communication, and household responsibilities. Financial planners would benefit from more direct conversations about relationship status. Research indicates that positive outcomes associated with using the love and money curriculum can be replicated across professions and that financial planners have benefited from more overt conversations with clients.


1 CFP, CPA, CIMA, NAPFA CE 

 

 

Advanced Roth Conversion Strategies

Start Time: 11:10 PM l End Time: 12:00 PM
Speaker: Michael Kitces, CFP®, MSFS, MTAX, CLU, ChFC, RHU, REBC, CASL (view speaker bio)

 

Michael Kitces will offer duplicate breakout sessions, back to back. If you missed the last session, catch it the during this hour! 

The natural appeal of a Roth-style retirement account is the potential for tax-free growth for life. However, the reality is that creating a Roth account has a “cost” – the upfront tax liability of contributing to (or converting into) the account, which is avoided with a traditional pre-tax IRA or 401(k). As a result, optimal Roth strategies involve not merely contributing to or converting into Roths, but managing the timing and leveraging the available tax law to maximize the strategy. In this session, we explore techniques to maximize Roth contributions, including so-called “Backdoor Roth” IRAs and “Mega Backdoor Roth” 401(k) strategies, and leveraging the Roth recharacterization rules to optimally fill lower tax brackets, and be able to ensure that an investment in a Roth has a positive return before being required to commit to it!


 

1 CFP, CPA, CIMA, NAPFA CE   

 

 


 

Thursday, May 16, 2019 - 1:00 PM  [Breakout Sessions - Select One]

 

Lessons Learned From Recent Disasters

Start Time: 1:00 PM  l  End Time: 1:50 PM  l  Speaker: Linda Shirkey (view speaker bio)

 

This session will provide practical tips garnered from financial firms across the country that have experienced business disruption due to fires, landslides, hurricanes, extended power outages, etc. Although examiners rarely, if ever, review the quality of disaster recovery plans, the more a team has discussed/practiced/tested the plan, the more smoothly things will go in a real event. There are always surprises--this session will discuss such surprises and how different firms have reacted to them. Additional topics will be effective ways to involve staff in preparing, testing and staying current with the plan. We will also focus on the disaster risks endemic to the DFW area. We will discuss the appropriate level of detail in a disaster recovery plan, frequency of review and testing. Depending on the size of the audience, we will encourage interaction so members can also learn from one another.


1 CFP, CPA, CIMA, NAPFA CE

 

Collaborative Divorce & The Financial Professionals

Start Time: 1:00 PM  l  End Time: 1:50 PM  l  Speaker: David T. Brunson, CFP®, CFA, CDFA (view speaker bio)

Collaborative Divorce is process in which couples have the opportunity to work through the issues of their divorce with a focus on formulating agreements that center on their most important individual and mutual goals. Collaborative Divorce professionals help couples manage this confidential process outside of the courtroom, providing the resources, structure and emotionally safe space needed for a couple to consider their unique situation and arrive at a mutually-agreeable settlement–outside the eye of the public. The Collaborative Divorce approach is a confidential settlement process that focuses on helping couples and their families find their way to respectful resolution, creating an emotionally safe environment for the parties to express their interests and goals, negotiate and resolve their conflict without going to court. The process recognizes that, even though a marriage may be ending, relationships and obligations often continue, especially when children are involved. The Collaborative Divorce process results in solutions that enables each person impacted by a divorce – especially children – to have the best post-divorce lives possible. Parents divorcing collaboratively are better able to protect their children from the damaging effects of a highly contentious divorce and preserve more of their mutual respect for each other as parents. Collaborative Divorce provides divorcing couples an innovative alternative to a traditional courtroom divorce. In Collaborative Divorce, control isn’t handed over to a judge unfamiliar with a couple’s or a family’s unique circumstances. Instead, the divorcing couple works with specially trained Collaborative Divorce professionals — and without court interference — to arrive at a creative and customized solution, just for them, that will deliver the most positive outcome possible for the couple and the family. This presentation will educate the participants about the Collaborative Divorce Process and role that Financial Professionals play in the process.


1 CFP, CPA, CIMA, NAPFA CE  

 

 

Lifestyle Design for Financial Planning Employees
How to work remote, wear jeans, and build a life you love (without having to start your own company)

Start Time: 1:00 PM l End Time: 1:50 PM l Speaker: Grant Mosher, CFP®  (view speaker bio)

Love being a financial planner but wish you had more balance and flexibility throughout your day? Love your company but wish you could skip the commute -- and the dress code? Thanks to secure WiFi and the ever-evolving lineup of technology for financial planning professionals, it's now easier than ever to work from anywhere, wear your favorite clothes, and create a balanced lifestyle... all without losing connection with your team and clients. For employees and employers alike, this workshop will help you get clear on what you want out of your life and career and how to take the next steps towards making it happen. Employees: You'll walk away with 3 hard-hitting questions to determine if working remote is actually right for you. And, if so, we'll equip you with a step-by-step action plan and template script to take back to the office and help your employer feel more comfortable giving it a shot. Employers: Managing a remote workforce likely sounds scary at first, but it may just be the key to scaling your business, reducing overhead, and engaging with a more fulfilled and loyal team. Plus, it can free you up to enjoy your life a little more, as well! (And, don't worry, we will address the compliance and data security questions.)

 

 

CPA, CIMA, NAPFA CE (Does not qualify for CFP CE - Practice Management)


 

 


 

Thursday, May 16, 2019 - 2:00 PM  [Breakout Sessions - Select One]

 

The Future of Your RIA: Succession Planning 

Start Time: 2:00 PM l End Time: 2:50 PM l Speaker: Thomas Fink (view speaker bio)

 

For RIA owners at the top of their game, handing over the keys to the kingdom is often the last thing they want to consider. No one likes to think there’s a sell-by date for his or her leadership. But the truth is, if the business is important to you, succession planning is one of the most vital decisions you can make. It’s important to acknowledge that succession planning is sensitive and personal, especially if your business is your life’s work (and your family’s nest egg). And it starts with figuring out what’s next — or, in many cases, who’s next. Here are three scenarios for discussion: Keep it in the family. For those who own a family business, a good first step is to sit down with the other members of the family to discuss the future: Hire new talent. If the business won’t be taken over by a family member, or if the anointed family member would like some help, now is the time to groom someone new. Perhaps there is someone already on your team to whom you would like to give more responsibility. Another idea: consider hiring recent graduates who you can mentor. Either way, your pick is going to need some buy-in. Think beyond hiring for a specific task and salary and invest in people who you trust with the next generation of management responsibility. Think of it not just as hiring, but as investing in human capital. Look outside the business. If you’re ready to hand over the reins to someone outside the business, you have several additional options. One to consider early on is working with an industry aggregator, who can not only give you a good price for your business but will also help with media relations, marketing and top talent. No matter how you choose to move forward, the most important thing is that you put a plan in place.


1 CPA, CIMA, NAPFA CE (Does not qualify for CFP CE - Practice Management)

 

Hope Is Not A Strategy

Start Time: 2:00 PM l End Time: 2:50 PM l Speaker: Bud Moore, CFP® (view speaker bio)

 

The value of a privately held business in many cases, represents the bulk of an owner's net worth . With this realization and concentration of risk, it is important to set up your most valuable asset for success. "Hope is Not a Strategy" deals with the operational metrics of how to operate a business to minimize risk and maximize results, all in the backdrop of building business enterprise value.


Practice Management (Does not qualify for CFP) 

 

 

Diversity & Demography: Planning To Meet The Needs Of The Client Of The Future

Start Time: 2:00 PM l End Time: 2:50 PM l Speaker: Ajamu Loving, Ph.D. (view speaker bio)

This presentation discusses the present state of diversity in the financial planning industry.  We also examine the prevailing attitudes concerning diversity in financial planning. Next, we discuss the power of diversity in creating more profitable companies. Then we discuss the potential opportunities available by working with other traditionally underrepresented minority groups. We discuss the educational and business ownership advances in the African American community.  We discuss the underinvestment opportunities and ways to reach the Latino community. We discuss the current lack of professional advice being received in the Asian community as well as their willingness to work with advisors.  Then we discuss how women are increasingly becoming the financial decision maker in traditional families. Next, we cover how different types of non-traditional families present opportunities for advisors to be impactful in their lives. We close by discussing a strategy to implement a diversity program within your own company or practice. This strategy is very much like the financial planning process, in it's structure.

 

1 CFP, CPA, CIMA, NAPFA CE 

 


 

Thursday, May 16, 2019 - 3:00 PM

 

DOOR PRIZE GIVEAWAYS!

Start Time: 3:00 PM l End Time: 3:10 PM

During this time sponsors and exhibitors will draw names and announce the winners of the door prizes. Be sure to visit the sponsors for your chance to win!

 

 

Thursday, May 16, 2019 - 3:10 PM

 

Minding the Fiduciary Gap: A New Client Engagement Standard

JT Thorpe
VP, CEO Advisor Business Consultant I Oppenheimer Funds
 

Start Time: 3:10 PM l End Time: 4:30 PM l Speaker: John 'JT' Thorpe (Speaker Bio)

 

 


The pending Fiduciary Rule by the Department of Labor has many advisors wondering how it might affect them. Regardless of the uncertainty on this ruling one thing is clear: a new client engagement standard has been set. Your ability to attract and retain high-net-worth clients is dependent on not only the wealth management strategy you employ, but your capacity to provide an exceptional and highly personalized level of service and recognition that reflects the sophistication of your business and your best clients. The tools in our CEO Advisor Institute are designed to help you accomplish just that.  This presentation will provide an exceptional and highly personalized level of service and recognition that reflects the sophistication of your business and your best clients.


1.5 CFP, CPA, CIMA, NAPFA CE 

 

 

 



 

Friday, May 17, 2019


 


Friday, May 17, 2019 - 7:30 - 8:20 AM 
Optional Early Bird Bonus CE Session (1 CFP, CPA, CIMA, NAPFA, TDI CE)

 


Early Risers - Earn an extra hour of CE!

 

Special Needs Planning for Families

Start Time: 7:30 AM l End Time: 8:20 AM I Speaker Tresi M. Weeks, J.D. (view speaker bio)

 


This course will provide a basic understanding of planning for Special Needs Clients with an emphasis on the insurance principles and coverages available to fund the different trusts that can be utilized for said clients. This course will discuss the planning resources available thru State and Federal programs and the importance of coordinating benefits. This course will also discuss Special Needs Trusts, including where and how to use life insurance and how to avoid common mistakes with life insurance. The course will be taught using slides and Case Studies. 
This course will also discuss Special Needs Trusts, including where and how to use life insurance and how to avoid common mistakes with life insurance.

 

1 CFP, CPA, CIMA, NAPFA, TDI CE

 



Friday, May 17, 2019 - 8:30 AM

 

Keynote: Cut the Crap - Improve Your Health & Increase Your Wealth By Focusing On What Really Matters
Jake B. Melton - Speaker I Author I Coach

Start Time: 8:30 AM  l  End Time: 9:50 AM  l  Speaker: Jake B. Melton (view speaker bio)

 



Having experienced of a life of mental health challenges and financial instability, I have learned to understand what is and what isn't necessary to our overall success and happiness in life. Whether it's in finances, family, work, entrepreneurship, etc., the principles remain the same. If you are wanting to increase your financial stability, increase savings, improve your mental or physical state and overall wellness, more frequently donate and give to charity, pay off debt, build a financial business, you can do so by just refocusing on what matters most and cutting out that which doesn't. Cutting the crap in your life helps you eliminate things that aren't helping your financial state or overall health and wellness and refocusing on the things that can help you become financial independent, happy, and successful. Maximizing your freedom from debt, burden, stress, and anxiety is crucial in helping you achieve added confidence and success in your financial journey. Whether you are building a financial planning empire or you want to simply improve your financial circumstances, this is the experience for you.


1.5 CFP, CPA, CIMA, NAPFA CE  

 


 

Friday, May 17, 2019 - 10:10 AM  [Breakout Sessions - Select One]

 

Incorporating Socially Responsible, Impact Investments Into Your Practice

Start Time: 10:10 AM l End Time: 11:00 AM l Speaker: Shane Yonston, AIF®, CFP®, MFP (view speaker bio)

 

Attendees will gain a broad overview filled with detailed knowledge of Socially Responsible Investment (SRI) practices from a 15-year veteran advisor in this field. This session will be interactive and participants are encouraged to offer their insights and experiences in this space as well, so we can all benefit from our collective knowledge. We will discuss the origins and history of SRI, and explore the various strategies and tactics involved with SRI portfolio management, including shareholder engagement, community investing, ESG (Environmental, Social & Governance) screens, and Impact Investments. In the middle, we’ll poll the room to survey the common perceptions of Socially Responsible, Impact investing, including how this approach affects portfolio performance. We will touch briefly on why advisors are choosing to utilize SRI strategies, before jumping into ways to incorporate them into your practice. We’ll cover how much they cost, how to market them, and how to adjust your service model. In addition, attendees will learn about the major product and service providers in this space, and we'll talk about some pros and cons of outsourcing versus building out systems internally, depending on the structure and size of your firm. We’ll end with a 5-minute Q&A discussion and a handout of Tools & Resources.


1 CFP, CPA, CIMA, NAPFA CE  


 

 

Power In Numbers: How Business Metrics Can Boost Firm Performance

Start Time: 10:10 AM l End Time: 11:00 AM l Speaker: Lisa Crafford, MBA (view speaker bio)


Business decisions shouldn’t be guesswork. In fact, you already have all the information you need to make better decisions about recruitment, talent retention, prospecting and client retention. Join us to learn how to use data to make better decisions in your firm. 

Learning objectives: 
Understand why it’s important to consistently monitor standard business metrics. Recognize the opportunity to analyze business metrics to gauge company financial health and talent retention. Demonstrate how to leverage business metrics to proactively identify drivers or inhibitors to revenue growth.

 

Practice Management (Does not qualify for CFP) 


 

Where Portfolio Theory Meets Practice

Start Time: 10:10 AM l End Time: 11:00 AM l Speakers: Chris Sidoni, CFA, CFP® & Chad Hileman (view speaker bio's)

 


Portfolio theory assumes a simplified world. The theoretical framework typically ignores taxes and models straightforward investor preferences and behavior. Advisors work with clients in a world that is much more complex. Taxes clearly matter, and client tax considerations vary significantly. Similarly, clients have a range of investment preferences that are not assumed in traditional theoretical models. In this session, we explore tools and methods to address this complexity. We bring client tax considerations directly into the portfolio design process. We show how to derive after-tax capital market assumptions and demonstrate how to conduct tax-aware portfolio optimization. We also introduce ways that advisors can engage clients collaboratively on behavioral issues that may stand in the way of their investment success. 


1 CFP, CPA, CIMA, NAPFA CE 

 

 

 

Friday, May 17, 2019 - 11:10 AM  [Breakout Sessions - Select One]

 

 

The Usual Suspects: Retirement Plan Options For Small Business Owners

Start Time: 11:10 AM l End Time: 12:00 PM l Speaker: Edmund Wong, AIF®, CFP®, RICP® (view speaker bio)

 

This presentation explores, compares and contrasts the different retirement plan options available to a small business owner and walks the audience through the thought process of how to select a plan based on the employee demographics, budget and planning goals of the business owner.

 

 

1 CFP, CPA, CIMA, NAPFA CE 

 

 

Investment Strategies For Blockchain & Crypto

Start Time: 11:10 AM  l  End Time: 12:00 PM  l  Speaker: Matthew Le Merle (view speaker bio)

 

There has been much talk about blockchain technologies and new cryptocurrencies as one of the most disruptive innovations of our lifetimes. Does this present an investment opportunity? What questions are still unanswered and what could be the long-term impact? With the frequency of headlines and products launching around cryptocurrencies, your clients are sure to turn to you for answers to distill fact from fiction. Together we will explore this new landscape to better understand the fundamentals of blockchain, the potential risks and evolving future.

 

1 CFP, CPA, CIMA, NAPFA CE 

 

The New Age of Estate Planning: Questions That Make You a Hero to Your Clients

Start Time: 11:10 AM l End Time: 12:00 PM l Speaker: Marvin Blum, J.D., CPA (view speaker bio)

 

It’s a whole new world of estate planning: higher estate tax exemptions, higher capital gains tax rates, larger inheritances, rising rates of divorce and litigations, electronic data. The list goes on and on. Your daddy’s way of doing estate planning doesn’t work anymore. Marvin Blum provides a list of questions you should ask every client. The answers almost always lead to a need for a serious estate planning update. Clients will appreciate that you care, strengthening your relationship with the family. Following is an overview of questions Blum will address. (1) Do you own anything in your name (other than retirement accounts)? (2) After you’re gone, will your retirement assets be protected? (3) Can you have your cake and eat it too (i.e., how can you get assets out of your estate but still have access and control)? (4) Do you have any appreciated assets (i.e., how can you engineer a basis step-up)? (5) Do you love your grandkids equally? (Consider a life insurance policy that goes to them per capita instead of per stirpes.) (6) Does your Will address electronic assets? (7) Do you have a “Red File”? (8) What keeps you awake at night, and are you worried money will ruin your kids? (9) To what end have you created this wealth? (Consider a FAST solution to legacy planning—the Family Advancement Sustainability Trust.) (10) A question you may be asking yourself as the financial advisor: What’s in it for me?

 


1 CFP, CPA, CIMA, NAPFA CE 

 


 

Friday, May 17, 2019 - 12:00 PM

 

DOOR PRIZE GIVEAWAYS!

Start Time: 12:00 PM  l  End Time: 12:10 PM 

During this time sponsors and exhibitors will draw names and announce the winners of the door prizes.  Visit the sponsor booths for chances to win great prizes!

 

Closing Keynote:  The Spark

Ryan 'Birdman' Parrott 

Navy Seal Veteran I Author I Philanthropist I Entrepreneur

Start Time: 12:10 PM  l  End Time: 1:00 PM  

 

 

 


Along each of our journeys in life, we tend to gravitate towards something that we can put our entire heart and soul into with a calling to serve others. This is the greatest gift we could give one another. During this lecture, Ryan “Birdman” Parrott, Former Navy SEAL will lead you down his journey and his calling to serve, capturing the one thing that drives us all to be elite: THE SPARK!

 

Learning Objectives: Personal and team growth; Communication in the chain of command;  Defining your WHY;  Being led before being a leader!

 

ryanbirdmanparrott.com 

 
1.5 CFP, CPA, CIMA, NAPFA CE 

 

Ryan “Birdman” Parrott, Author, Public Speaker, and Founder of two non-profits benefitting Veterans and First-Responders is originally from Detroit, Michigan. Ryan Enlisted in the Navy after watching the Twin Towers fall on 9/11, and Parrott served eight years as a U.S. Navy SEAL attached to Team SEVEN, completing three combat tours to Iraq before being assigned to Advanced Training Command as an Instructor.

 

In 2005, while serving in Iraq, Ryan was riding atop a Humvee manning the gun turret in enemy territory, when his vehicle was hit by an improvised explosive device (IED), causing a flash fire and throwing him from the Humvee. Ryan regained composure with his face and arms burned, and witnessed his fellow team members suffer devastating burn and blast injuries. While Ryan’s burns were only first and second degree, his teammates suffered lifelong injuries.

 

After completing his service, Ryan moved to Dallas, and in April of 2011, Ryan had the privilege of meeting a retired Army Ranger officer who suffered significant burn injuries, and Ryan was inspired and humbled by his display of strength and courage, despite his debilitating scarring. Ryan was discouraged that this Ranger, and others like him, were not benefitting from progressive treatment of burns in the same way that amputees benefit from incredible advancements in prosthetics.

 

Searching for better answers, Ryan sought out physicians, medical professionals, civilian burn survivors as well as firefighters and paramedics, seeking to understand how burn treatment could be improved.

 

In 2012, Ryan established Sons of the Flag to help burn survivors and their families find the help and medical attention that they deserve.

 

He is also the founder of the Bird’s Eye View Project, addressing the extreme needs of Veterans and First Responders through extreme sports. And, he is the author of Sons of the Flag: Real Accounts from the last 100 years of American Service.

 


 

 

Optional Add On:  CFP® Board of Standards Ethics

Start Time: 1:10 PM l End Time: 3:00 PM

 



2 CFP Ethics CE (Does not qualify for TDI CE) 

 

Attendees must attend the full 2 hour class in order to receive CE.

 

 

The 2019 CFP Board Ethics course is designed to bring practitioners up to speed on the changes to the Code of Ethics and Standards of Conduct approved earlier this year. Though these changes don’t replace the current Code and Standards until October 1, 2019, certificants are encouraged to start integrating the updates into their practices sooner rather than later. This course qualifies participants for two hours of CFP Board Ethics CE and covers the significant changes taking place.

 

Learning Objectives:

At the end of the course, participants will be equipped to:

  • Identify the significant changes in the Standards and how the changes affect CFP® professionals.
  •  Act in accordance with CFP Board's fiduciary duty.
  • Apply the Practice Standards when providing financial planning services.
  • Provide all disclosures required by the Standards.
  • Recognize, avoid, or fully disclose and manage conflicts of interest.

 

Guest speaker: Bonnie Kirchner, CFP®, MST has been a financial advisor since 1990 and a CFP ® Practitioner since 1996.  She has a degree in Financial Planning and Counseling from Purdue University and a Master of Taxation degree from Bentley University where she currently serves on the faculty. Not only is Ms. Kirchner an enlightening speaker on a number of financial planning concepts, but she is incredibly inspiring; especially when incorporating her own dramatic journey and the important lessons learned along the way. Prior to publishing her book, Who Can you Trust With Your Money?, published by FT Press, she co-anchored the morning drive radio business magazine, “Early Exchange”, and was the daily financial reporter for Boston’s CBS affiliate in addition to running her own practice. Her personal and professional experiences give her extraordinary insight into the issues surrounding trust and money as well as ethical breaches. Bonnie is the founder and owner of Sea Change Financial Education,a firm dedicated to educating individuals on financial matters and the emotions which drive decision making.

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 
 
 
 
 
 
 
 
 
 
 
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