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Tuesday, Nov 4th
11:00 AM - 12:00 PM PDT
Ahead of the Curve: Psychology, Technology & Planning Strategies That Set You Apart
Location: Level 2: 254-255
Kristy Archuleta, PhD, LMFT, CFT – University of Georgia
Timothy M. Todd, Ph.D. – Liberty University School of Law
Michael G. Kothakota, Ph.D. – Wolfbridge Wealth
Emily Koochel, PhD, AFC, CFT, BFA (she/her/hers) – eMoney Advisor
Breakout Session: Panel
CE: 1 CFP CE Credit(s)
Tuesday, Nov 4th
1:30 PM - 2:30 PM PDT
Navigating the Start of Your Career: NexGen Career Pathways
Location: Level 2: 250-251
Landon Warmund, CFP®, CSLP – Reliant Financial Services
Breakout Session: Panel
Wednesday, Nov 5th
10:45 AM - 11:45 AM PDT
Partnering for Success: The Business Case for Financial Counselor Collaboration
Location: Level 3: 350-351
Rachael DeLeon, - (she/her/hers) – Association of Financial Counseling and Planning Education
Adrienne Ross, CFP®, AFC®, ChFC®, MQFP® – Clear Insight Wealth Management/APFORIA, lTD
Jessica Medina, AFC, Esq. – Jessica Medina LLC
Oriana Falkowski, AFC®, M.Ed. – Young and Scrappy
Breakout Session: Panel
CE: 1 CFP CE Credit(s)