Full Schedule

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Mon, Nov 3
Tue, Nov 4
Wed, Nov 5

Full Schedule

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Monday, November 3, 2025
7:00 AM - 4:30 PM PDT
Registration and Help Desk

7:00 AM - 4:30 PM PDT

Registration and Help Desk

7:30 AM - 8:30 AM PDT
Networking and Coffee

7:30 AM - 8:30 AM PDT

Networking and Coffee

Activity

8:30 AM - 9:30 AM PDT
Opening General Session

8:30 AM - 9:30 AM PDT

Unbiased: How to Manage Risk in the Gray Zone

Andy Fastow – Former CFO of Enron

General Session

9:30 AM - 10:00 AM PDT
Break

9:30 AM - 10:00 AM PDT

Break

10:00 AM - 11:00 AM PDT
Education Breakout Sessions | Block 1

10:00 AM - 11:00 AM PDT

Afterlife in the Cloud: Digital Estate Planning Best Practices

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)

10:00 AM - 11:00 AM PDT

Lights, Camera, Action Plan: From Setup to Strategy - Live!

Katie Braden, CFP® (she/her/hers) – Advisor Video Marketing

Breakout Session: Workshop

10:00 AM - 11:00 AM PDT

The Journal of Financial Planning's Research Showcase - Part 1

James DiLellio, Ph.D., M.B.A – Pepperdine | Graziadio Business School

Gilles Hudelot, CFP®, AFC® – Fruition

Jeremy Ko – ShoreUp Retirement Solutions

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

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.

Michelle Hirsch, CAPI (she/her/hers) – Brunswick Private Client

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

10:00 AM - 11:00 AM PDT
Knowledge Circle

10:00 AM - 11:00 AM PDT

African American Knowledge Circle: Town Hall

Chris Woods, CFP®, CKA®, CEPA© – Silvis Financial

Knowledge Circle

10:00 AM - 4:00 PM PDT
Financial Planning Challenge: Case Study Presentations

10:00 AM - 4:00 PM PDT

Financial Planning Challenge: Case Study Presentations

Financial Planning Challenge

11:00 AM - 11:15 AM PDT
Break

11:00 AM - 11:15 AM PDT

Break

11:15 AM - 12:15 PM PDT
Asian American/Pacific Islander Knowledge Circle

11:15 AM - 12:15 PM PDT

Asian American/Pacific Islander Knowledge Circle: Founder Unfiltered - The Realities of Launching and Leading Your Own Firm

John Eing, CFP®, CPA, MBA – Quantum Financial Advisors

James Lee, CFP®, CRPC®, AIF® (he/him/his) – Lee Investment Management

Knowledge Circle

11:15 AM - 12:15 PM PDT
Education Breakout Sessions | Block 2

11:15 AM - 12:15 PM PDT

Equity Compensation & Taxes - Know Enough to Be Dangerous

John Owens, CFP®, EA, ECA, CPWA® (he/him/his) – Brooklyn Fi

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

11:15 AM - 12:15 PM PDT

Federal Employees Retirement Benefits Overview

Emmanuel Eliason, CFP®, EA – Eliason Wealth Management

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

11:15 AM - 12:15 PM PDT

The Journal of Financial Planning's Research Showcase - Part 2

Eric T. Ludwig, CFP®, Ph.D. – The American College of Financial Services

Harry Mamaysky, PhD – QuantStreet Capital

Aaliyah Kissick – The Financial Literacy Diaries

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

11:15 AM - 12:15 PM PDT

What If Tomorrow Changes Everything? A Real-Life Case for Business Continuity Planning

Jim Bode – Beck Bode

Angel W. Costanza, MBA (she/her/hers) – Beck Bode

Breakout Session: Lecture

12:15 PM - 1:30 PM PDT
Partner Pavilion Grand Opening and Lunch

12:15 PM - 1:30 PM PDT

Partner Pavilion Grand Opening and Lunch

Activity

12:15 PM - 5:00 PM PDT
Partner Pavilion

12:15 PM - 5:00 PM PDT

Partner Pavilion

Activity

12:30 PM - 1:00 PM PDT
Lightning Session

12:30 PM - 1:00 PM PDT

What You Need to Know When Your Clients Divorce

Location: Partner Pavilion Classroom

Carol Lee Roberts, CFP, CeFT, CDFA (she/her/hers) – Institute for Divorce Financial Analysts

30-Minute Kickstart

1:30 PM - 2:30 PM PDT
Education Breakout Sessions | Block 3

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

Shon Eckert, CFP®, ChFC, BFA

Megan McCoy, Ph.D., LMFT, AFC®, CFT™ – Kansas State University

Breakout Session: Lecture

1:30 PM - 2:30 PM PDT

Creating and Capturing more Value with Service Offering Design

Sergei N. Freiman – awezzom Management consulting

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

1:30 PM - 2:30 PM PDT

Security Analysis: A Practical Guide for Financial Advisors to Discuss Managing Investment Portfolios with their Clients

Stephen R. Soper, CFP®, CIMA, CTFA, CRC, ATFA – Passumpsic Bank - Trust and Investments

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

1:30 PM - 2:30 PM PDT

The Healer in the Planner: Why the Future of Advice Is Relational

Joy Slabaugh, CFP®, MTax, LPCMH – Wealth Alignment Institute

Saundra Davis, MCC, APFC®, FBS® – Sage Financial Solutions, Inc.

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

1:30 PM - 2:30 PM PDT
Tax & Estate Planning Knowledge Circle

1:30 PM - 2:30 PM PDT

Tax & Estate Planning Knowledge Circle

Knowledge Circle

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

2:00 PM - 2:30 PM PDT

How AI Transforms Portfolio Management: Building a Model Portfolio for the Modern Financial Planner

Location: Partner Pavilion Classroom

Adam Link, AAMS, CRPC – Fireweed Capital

30-Minute Kickstart

2:30 PM - 2:45 PM PDT
Break

2:30 PM - 2:45 PM PDT

Break

2:45 PM - 3:45 PM PDT
Education Breakout Sessions | Block 4

2:45 PM - 3:45 PM PDT

Blueprint for Version 2.0: Build Out Your Business Development Engine to Drive Scalable Growth

Kristin C. Harad, CFP® (she/her/hers) – Full Advisor Coaching

Breakout Session: Workshop

2:45 PM - 3:45 PM PDT

Growth through efficiency: Harness the power of AI to skyrocket your business

Sharon Gai – Culture Fluid

Breakout Session: Lecture

CE: 1 CFP CE Credit(s)

2:45 PM - 3:45 PM PDT

Pro Bono Financial Planning Training

Celeste Revelli, CFP®, BFA™, CSM®, CSPO® – Fidelity Investments

Breakout Session: Lecture

2:45 PM - 3:45 PM PDT

Reflections on a 40 -Year Career Serving the LGBTQ+ Community

Stuart H. Armstrong, CFP®, ADPA – Centinel Financial Group

Breakout Session: Roundtable Discussion

CE: 1 CFP CE Credit(s)

2:45 PM - 3:45 PM PDT
Knowledge Circle

2:45 PM - 3:45 PM PDT

Investment Planning Knowledge Circle: Why Advisors Need Ongoing Investment Knowledge

Freddy Garcia, MBA, CFP® – Left Brain Wealth Management

Knowledge Circle

4:00 PM - 5:00 PM PDT
Networking Reception

4:00 PM - 5:00 PM PDT

Networking Reception

Activity