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Full Schedule

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Tuesday, November 4, 2025
7:30 AM - 5:15 PM PDT
Registration and Help Desk

7:30 AM - 5:15 PM PDT

Registration and Help Desk

Location: Level 3

8:00 AM - 9:30 AM PDT
Networking and Breakfast

8:00 AM - 9:30 AM PDT

Networking and Breakfast

Location: Level 3: Partner Pavilion

Activity

8:00 AM - 5:00 PM PDT
Recharge Room

8:00 AM - 5:00 PM PDT

Recharge Room

Location: Level 3: 354

Activity

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8:00 AM - 6:00 PM PDT
Partner Pavilion

8:00 AM - 6:00 PM PDT

Partner Pavilion

Location: Level 3: Partner Pavilion

Activity

9:30 AM - 10:30 AM PDT
General Session

9:30 AM - 10:30 AM PDT

AI with Intent: Using Intelligence Ethically, Effectively, and Authentically

Location: Level 3: 367-369

Shannon Rosic – Informa Connect

Andrew Altfest, CFP® , MBA (he/him/his) – Wealth Management/Fintech

Azish Filabi – The American College Maguire Center for Ethics in Financial Services

Sindhu Joseph, Ph.D. (she/her/hers) – CogniCor

Harry Mamaysky, Ph.D. – QuantStreet Capital

General Session

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11:00 AM - 12:00 PM PDT
Education Breakout Sessions | Block 5

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)

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)

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

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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11:00 AM - 12:00 PM PDT

Reviewing the Tax Return for Financial Planning Opportunities

Location: Level 2: 252-253

Jason Deshayes, CPA/PFS, CFP®, CKA – Cerity Partners, LLC

Breakout Session: Workshop

CE: 1 CFP CE Credit(s)

11:00 AM - 12:00 PM PDT
Knowledge Circle

11:00 AM - 12:00 PM PDT

Financial Education & Career Pathways with JAG Nevada

Location: Level 2: 256

Knowledge Circle

11:00 AM - 12:30 PM PDT
Financial Planning Challenge: How Do You Know

11:00 AM - 12:30 PM PDT

Financial Planning Challenge: How Do You Know

Location: Level 2: 261-262

Financial Planning Challenge

CE: 1 CFP CE Credit(s)

11:15 AM - 11:45 AM PDT
Lightning Session

11:15 AM - 11:45 AM PDT

The College Funding Conundrum Addressing America’s Number One Financial Fear

Location: Level 3: Partner Pavilion Theater

Brock Jolly, CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS®, RICP®, CEPA® – The College Funding Coach®|Veritas Financial

30-Minute Kickstart

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12:00 PM - 12:30 PM PDT
Lightning Session

12:00 PM - 12:30 PM PDT

Financial Clarity, Powered by Intuitive Tech

Location: Level 3: Partner Pavilion Theater

Troy Patton, CPA/ABV – FinanceGeeks

30-Minute Kickstart

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12:00 PM - 1:30 PM PDT
Lunch

12:00 PM - 1:30 PM PDT

Lunch

Location: Level 3: Partner Pavilion

Activity

12:45 PM - 1:15 PM PDT
Lightning Session

12:45 PM - 1:15 PM PDT

The 80% Challenge: Enhancing Financial Planning for the Women's Wealth Transfer

Location: Level 3: Partner Pavilion Theater

Sophie Bradshaw, CFP® (she/her/hers) – Tower View Wealth Management

30-Minute Kickstart

CE: 0.5 CFP CE Credit(s)

1:30 PM - 2:00 PM PDT
Lightning Session

1:30 PM - 2:00 PM PDT

10 Ways AI Can Save You 10+ Hours a Week

Location: Level 3: Partner Pavilion Theater

Hunter Romano – Slant

Alex Garcia – Slant

30-Minute Kickstart

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1:30 PM - 2:30 PM PDT
Education Breakout Sessions | Block 6

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)

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)

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

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)

1:30 PM - 2:30 PM PDT
Knowledge Circle

1:30 PM - 2:30 PM PDT

Women & Finance Knowledge Circle: Embracing Leadership

Location: Level 2: 256

D. Crystal Alford-Cooper, CFP®, CDFA™, CRC® – Law & Associates Wealth Advisor

Claudia Kane, CFP®, CIMA, CPWA®, ADPA®, CDFA®, – Raymond James Financial Services

Knowledge Circle

1:30 PM - 3:30 PM PDT
CFP Ethics: Code of Ethics and Standards of Conduct

1:30 PM - 3:30 PM PDT

CFP Ethics: Code of Ethics and Standards of Conduct

Location: Level 2: 261-262

David Mannaioni, CFP®, MPAS (he/him/his) – College for Financial Planning

CE: 2 CFP CE Credit(s)

2:15 PM - 2:45 PM PDT
Lightning Session

2:15 PM - 2:45 PM PDT

Stories that Inspire: The Secret to Impactful Leadership

Location: Level 3: Partner Pavilion Theater

Dawn Herscher, MBA (she/her/hers) – Dawn Herscher, Inc.

30-Minute Kickstart

CE: 0.5 CFP CE Credit(s)

2:30 PM - 3:00 PM PDT
Coffee and Snack Break

2:30 PM - 3:00 PM PDT

Coffee and Snack Break

Location: Level 2 Hallway and Partner Pavilion on Level 3

3:00 PM - 3:30 PM PDT
Lightning Session

3:00 PM - 3:30 PM PDT

Introducing Zocks: The AI Assistant for Financial Advisors That Saves You 8+ Hours a Week

Location: Level 3: Partner Pavilion Theater

Haley Olson – Zocks

30-Minute Kickstart

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3:00 PM - 4:00 PM PDT
Education Breakout Sessions | Block 7

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)

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)

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

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

3:00 PM - 4:00 PM PDT

The Hardest Conversation: Helping Clients Move Past Estate Planning Roadblocks

Location: Level 2: 254-255

Jean M. Lynn, CFP® – Your Financial Personality

Breakout Session: Workshop

CE: 1 CFP CE Credit(s)

3:45 PM - 4:15 PM PDT
Lightning Session

3:45 PM - 4:15 PM PDT

Jump 2.0: A Deeper Dive into Functionality

Location: Level 3: Partner Pavilion Theater

Dallin Burningham – Jump

30-Minute Kickstart

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4:15 PM - 5:00 PM PDT
General Session

4:15 PM - 5:00 PM PDT

How the Hell Did We Make This Happen? The Story of FPA’s Founding Merger

Location: Level 3: 367-369

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

Elissa Buie, CFP® – Yeske Buie

Richard P. Rojeck, MBA, CFP®, AIF® – Sagemark Consulting

G. Joseph Votava, Jr., JD, CFP®, CPA – Bond, Schoeneck & King PLLC

General Session

5:00 PM - 6:00 PM PDT
Networking Reception

5:00 PM - 6:00 PM PDT

Networking Reception

Location: Level 3: Partner Pavilion

Activity

5:15 PM - 5:45 PM PDT
Lightning Session

5:15 PM - 5:45 PM PDT

Encore Presentation: The College Funding Conundrum Addressing America’s Number One Financial Fear

Location: Level 3: Partner Pavilion Theater

Brock Jolly, CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS®, RICP®, CEPA® – The College Funding Coach®|Veritas Financial

30-Minute Kickstart

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7:00 PM - 9:00 PM PDT
FPA Student Social at Top Golf

7:00 PM - 9:00 PM PDT

FPA Student Social at Top Golf

Location: MGM: Top Golf

Activity

8:00 PM - 10:00 PM PDT
Closing Night Party

8:00 PM - 10:00 PM PDT

Closing Night Party

Location: MGM: Hakkasan

Activity