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Monday, Nov 3rd
10:00 AM - 11:00 AM PDT
Afterlife in the Cloud: Digital Estate Planning Best Practices
Location: Level 2: 250-251
Jamie P. Hopkins, CFP®, JD, LLM, CLU, RICP, ChFC, MBA (he/him/his) – Bryn Mawr Trust Advisors
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
10:00 AM - 11:00 AM PDT
Passing the Torch: The Human Side of Business Succession
Location: Level 3: 352-353
Melanie Henderson, Licensed Professional Counselor, MA (she/her/hers)
Jason Henderson – Edward Jones
Breakout Session: Lecture
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Monday, Nov 3rd
10:00 AM - 11:00 AM PDT
The Journal of Financial Planning's Research Showcase - Part 1
Location: Level 3: 350-351
James DiLellio, Ph.D., M.B.A – Pepperdine | Graziadio Business School
Gilles Hudelot, CFP®, AFC® – Fruition
K. Jeremy Ko, Ph.D. – ShoreUp Retirement Solutions
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
10:00 AM - 11:00 AM PDT
Underinsured and Overexposed - Rethinking P&C Insurance in a Volatile Market: A practical guide for advisors to spot gaps, start conversations, and safeguard outcomes.
Location: Level 2: 252-253
Michelle Hirsch, CAPI (she/her/hers) – Brunswick Private Client
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
11:15 AM - 12:15 PM PDT
Equity Compensation & Taxes - Know Enough to Be Dangerous
Location: Level 2: 250-251
John Owens, CFP®, EA, ECA, CPWA® (he/him/his) – Brooklyn Fi
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
11:15 AM - 12:15 PM PDT
Federal Employees Retirement Benefits Overview
Location: Level 2: 254-255
Emmanuel Eliason, CFP®, EA – Eliason Wealth Management
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
11:15 AM - 12:15 PM PDT
From Intentions to Action: Easily Getting Your Clients to Follow Through on Estate & Legacy Planning with Digital Tools
Location: Level 3: 352-353
Farah Baxter – Soalma
Breakout Session: Lecture
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Monday, Nov 3rd
11:15 AM - 12:15 PM PDT
The Journal of Financial Planning's Research Showcase - Part 2
Location: Level 3: 350-351
Eric T. Ludwig, CFP®, Ph.D. – The American College of Financial Services
Harry Mamaysky, Ph.D. – QuantStreet Capital
Aaliyah de Toeni Zhu – The Financial Literacy Diaries
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
11:15 AM - 12:15 PM PDT
What If Tomorrow Changes Everything? A Real-Life Case for Business Continuity Planning
Location: Level 2: 252-253
Jim Bode – Beck Bode
Angel W. Costanza, MBA (she/her/hers) – Beck Bode
Breakout Session: Lecture
Monday, Nov 3rd
1:30 PM - 2:30 PM PDT
2025 Montgomery-Warschauer Award: The Benefits of Behavioral Nudges: Using Choice Architecture to Improve Decisions and Shape Outcomes in Retirement Savings Programs
Location: Level 3: 350-351
Shon Eckert, CFP®, ChFC, BFA
Megan McCoy, Ph.D., LMFT, AFC®, CFT™ – Kansas State University
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
1:30 PM - 2:30 PM PDT
Creating and Capturing more Value with Service Offering Design
Location: Level 2: 254-255
Sergei N. Freiman – awezzom Management consulting
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
1:30 PM - 2:30 PM PDT
Moving Up Market
Location: Level 3: 352-353
Chris Smith – PSBLTY Co.
Breakout Session: Lecture
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Monday, Nov 3rd
1:30 PM - 2:30 PM PDT
Security Analysis: A Practical Guide for Financial Advisors to Discuss Managing Investment Portfolios with their Clients
Location: Level 2: 252-253
Stephen R. Soper, CFP®, CIMA, CTFA, CRC, ATFA – Passumpsic Bank - Trust and Investments
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
2:45 PM - 3:45 PM PDT
Growth Through Efficiency: Harness the Power of AI to Skyrocket Your Business
Location: Level 2: 252-253
Sharon Gai – Culture Fluid
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
2:45 PM - 3:45 PM PDT
Pro Bono Financial Planning Training
Location: Level 3: 352-353
Celeste Revelli, CFP®, BFA™ (she/her/hers) – Fidelity Institutional
Scott Kahan, CFP® – Financial Asset Management Corporation
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Monday, Nov 3rd
2:45 PM - 3:45 PM PDT
Reverse Mortgages in Retirement Planning
Location: Level 2: 250-251
Stephen J. Resch – Finance of America
Craig Lemoine, Ph.D., CFP® (he/him/his) – University of Illinois Champaign - Urbana
Breakout Session: Lecture
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CE: 1 CFP CE Credit(s)
Tuesday, Nov 4th
11:00 AM - 12:00 PM PDT
12 IRA Mistakes: Help Your Clients Avoid Common and Costly IRA Pitfalls
Location: Level 3: 352-353
Brandon Buckingham, J.D., LL.M. – Prudential Retirement Strategies
Breakout Session: Lecture
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CE: 1 CFP CE Credit(s)
Tuesday, Nov 4th
11:00 AM - 12:00 PM PDT
Building a Strong Bench to Scale Your Business
Location: Level 2: 250-251
Sarah Mouser, CFP® CDFA® CES™ CTS™ CCFS® ELA™ – Verdence Capital Advisors
Breakout Session: Lecture
Tuesday, Nov 4th
11:00 AM - 12:00 PM PDT
Decoding High Performing Firms: Insights from the 2025 Global Advisor Study
Location: Level 3: 350-351
Livia Ramirez – Dimensional Fund Advisors
Breakout Session: Lecture
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Tuesday, Nov 4th
1:30 PM - 2:30 PM PDT
Critical Insights for Advising Clients on Rental Income Properties with a FAQ on 1031-721 exchanges
Location: Level 2: 254-255
Rich Arzaga, CFP®, CCIM – The Real Estate Whisperer Financial Planning
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Tuesday, Nov 4th
1:30 PM - 2:30 PM PDT
Navigating Tax Law Changes: Financial Planning Opportunities for 2026
Location: Level 2: 252-253
Jason Deshayes, CPA/PFS, CFP®, CKA – Cerity Partners, LLC
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Tuesday, Nov 4th
1:30 PM - 2:30 PM PDT
The Power of Connection: Collaborative Planning with eMoney
Location: Level 3: 352-353
Connor Sung, CFP®, BFA™ – eMoney Advisor
Emily Koochel, PhD, AFC, CFT, BFA (she/her/hers) – eMoney Advisor
Breakout Session: Lecture
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CE: 1 CFP CE Credit(s)
Tuesday, Nov 4th
3:00 PM - 4:00 PM PDT
351 Exchange Funds
Location: Level 2: 252-253
Meb Faber – Cambria Investments
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Tuesday, Nov 4th
3:00 PM - 4:00 PM PDT
Active ETFs are Changing the ETF Landscape
Location: Level 2: 250-251
Brandon Clark – Federated Hermes
Breakout Session: Lecture
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CE: 1 CFP CE Credit(s)
Tuesday, Nov 4th
3:00 PM - 4:00 PM PDT
Applied Behavioral Economics: From Overlooked to Overbooked - How to Build a 7-Figure+ Advisory Business
Location: Level 3: 352-353
Derrick Kinney – Success for Advisors
Otto Rivera, CFP®, EA – White Lighthouse Investment Management
Breakout Session: Lecture
Tuesday, Nov 4th
3:00 PM - 4:00 PM PDT
Beyond the Numbers: Financial Psychology in Risk and Planning
Location: Level 3: 350-351
Charles Chaffin, Ph.D. – Money and Risk Inventory, LLC; Iowa State University
John E. Grable, PhD, CFP® – Money and Risk Inventory, LLC; University of Georgia
Breakout Session: Lecture
Wednesday, Nov 5th
9:30 AM - 10:30 AM PDT
Behavioral Intelligence in Practice: Elevating Client Outcomes Through Psychology and Self-Awareness
Location: Level 3: 350-351
Dennis Moore, CFP®, MBA – Financial Planning Association
Paul Brahim, CFP® – Wealth Enhancement Group
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Wednesday, Nov 5th
9:30 AM - 10:30 AM PDT
Bridging the Divide: Tools for Navigating Couples Money Gridlock
Location: Level 2: 252-253
Rick Kahler, CFP®, CFT, CeFT (he/him/his) – Kahler Financial Group, Inc. - Advanced Wellbeing, LLC
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Wednesday, Nov 5th
9:30 AM - 10:30 AM PDT
Key Roth IRA & Roth 401(k) Rules for Funding & Tax-free Distributions
Location: Level 2: 254-255
Denise Appleby, MJ, APA, AKA, CISP, CRC, CRPS, CRSP – Appleby retirement Consulting Inc.
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Wednesday, Nov 5th
10:45 AM - 11:45 AM PDT
Family Caregiving, Dementia, and Aging Planning: Addressing the Human Side of Financial Planning
Location: Level 2: 254-255
Annalee Kruger – Care Right. Inc.
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Wednesday, Nov 5th
10:45 AM - 11:45 AM PDT
Navigating the Longevity Landscape: A Fresh Look at Long-Term Care Planning & Insurance
Location: Level 2: 252-253
Kelly Augspurger, CSA, CLTC®, LTCCP® – Steadfast Insurance LLC
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)
Wednesday, Nov 5th
10:45 AM - 11:45 AM PDT
Tax Planning Strategies in the One Big Beautiful Bill
Location: Level 2: 250-251
Randy Gardner, JD, LLM, MBA, CPA, CFP®, RLP(R), AEP(R) (Distinguished), – Goals Gap Planning, LLC
Breakout Session: Lecture
CE: 1 CFP CE Credit(s)