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Wednesday, November 5, 2025
7:30 AM - 11:45 AM
PDT
Registration and Help Desk
7:30 AM - 11:45 AM
PDT
Registration and Help Desk
Location: Level 3
8:00 AM - 9:30 AM
PDT
Networking and Coffee
8:00 AM - 9:30 AM
PDT
Networking and Coffee
Location: Level 3: Partner Pavilion
Activity
8:00 AM - 10:30 AM
PDT
Partner Pavilion
8:00 AM - 10:30 AM
PDT
Partner Pavilion
Location: Level 3: Partner Pavilion
Activity
8:00 AM - 12:00 PM
PDT
Recharge Room
8:00 AM - 12:00 PM
PDT
Recharge Room
Location: Level 3: 354
Activity
Powered by
8:15 AM - 8:45 AM
PDT
Lightning Session
8:15 AM - 8:45 AM
PDT
Getting in the Door: What You Need to Know To Get Your First Financial Planning Role
Location: Level 3: Partner Pavilion Theater
Daniel M. Yerger, Ph.D., MBA, CFP®, ChFC®, AIF®
– MY Wealth Planners LLC
30-Minute Kickstart
8:15 AM - 9:00 AM
PDT
CFP Board Update
8:15 AM - 9:00 AM
PDT
CFP Board Update
Location: Level 3: 367-369
General Session
9:00 AM - 9:30 AM
PDT
Lightning Session
9:00 AM - 9:30 AM
PDT
From DIY to ROI: Turning Clients’ Self-Planning into Loyalty and Growth
Location: Level 3: Partner Pavilion Theater
Barry Cothran, MS-MOT
– Vision and Hope Financial LLC
30-Minute Kickstart
Powered by
9:30 AM - 10:30 AM
PDT
Education Breakout Sessions | Block 8
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)
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)
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)
9:30 AM - 10:30 AM
PDT
The Power of We: Building a More Inclusive and Equitable Profession
Location: Level 2: 250-251
James Serrano, CFP®, MSEEM
– Modera Wealth Management, LLC
Breakout Session: Workshop
9:30 AM - 10:30 AM
PDT
Knowledge Circle
9:30 AM - 10:30 AM
PDT
Neurodivergent Planners Knowledge Circle: Thriving as a Neurodivergent Financial Planner - Tools, Tactics, and Honest Talk
Location: Level 2: 256
Otto Rivera, CFP®, EA
– White Lighthouse Investment Management
Knowledge Circle
9:30 AM - 11:30 AM
PDT
CFP Ethics: Code of Ethics and Standards of Conduct
9:30 AM - 11:30 AM
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)
9:45 AM - 10:15 AM
PDT
Lightning Session
9:45 AM - 10:15 AM
PDT
Your Practice, Your Voice: An Overview of FPA's 2025 Public Policy Activities
Location: Level 3: Partner Pavilion Theater
Shannon J. Pike, CFP®
– Kassouf Wealth Advisors, LLC
30-Minute Kickstart
CE: 0.5 CFP CE Credit(s)
10:30 AM - 10:45 AM
PDT
Coffee Break
10:30 AM - 10:45 AM
PDT
Coffee Break
Location: Level 2 Hallway, Level 3 Hallway
10:45 AM - 11:45 AM
PDT
Education Breakout Sessions | Block 9
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)
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)
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)
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)
10:45 AM - 11:45 AM
PDT
Knowledge Circle
10:45 AM - 11:45 AM
PDT
International Knowledge Circle: Your Client Is Leaving the US! Now What?
Location: Level 2: 256
Otto Rivera, CFP®, EA
– White Lighthouse Investment Management
Knowledge Circle
11:45 AM - 12:00 PM
PDT
Break
11:45 AM - 12:00 PM
PDT
Coffee & Snack Break
Location: Level 3
12:00 PM - 1:00 PM
PDT
Closing General Session
12:00 PM - 1:00 PM
PDT
Animal Spirits: Center Stage at FPA Annual Conference 2025
Location: Level 3: 367-369
Michael Batnick, CFA®
– Ritholtz Wealth Management
Ben Carlson, CFA
– Ritholtz Wealth Management
General Session
