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FPA ANNUALCONFERENCE 2017SCHEDULEO CTO B E R 2 – 4 , 2 0 1 7 N A S H V I L L E , T NR E G I ST E R AT F PAA N N UA L . O R G / R E G I ST E R
SCHEDULEMonday, October 27:00 am – 8:45 amCFP Ethics8:00 am – 8:45 amFirst Time Attendee OrientationPhillip FulmerGENERAL SESSION9:00 am – 10:15 amCollege Football Hall of Fame CoachLearn the impact Coach Fulmer had as a football coach, mentor and motivationalspeaker. Fulmer built his program by motivating his teams to victory when thepressure was highest. His motivation was rooted in his role as a principled mentorwho pushed his young men to grow socially, spiritually, academically, personally,and athletically.10:15 am – 10:45 amBreak10:45 am – 11:45 amProtecting Your Assets fromYour Future Former SpouseDaniel Run, JD, LL.M.Sustainable Spending forRetirementWade Pfau, Ph.D., CFAAdvanced Strategiesin Planning with LifeInsuranceModerator: Toby LoveWomen, Money & Divorce:The Financial ChallengesWomen Face DuringThis TransitionStacy Francis, CFP , CDFA, CESAcademic ResearchPresentationsJournal of FinancialPlanning and Academy ofFinancial ServicesWhy You Don’t KnowWhat You Think You Know –U.S. and International CaseStudies from the Field!Jennifer Patterson, CFP ,CIMA, TEP11:45 am – 1:30 pmExhibit Hall Grand Openingand Lunch“The Annual Conference is a greatconference, and if you come with the11:45 am – 7:30 pmExhibit Hall Openright attitude, and are willing to jump inand reach out and meet other people,12:15 pm – 1:15 pm02Professional DevelopmentCenter Session #1 – FairwayIndependent Mortgageyou will get the full experience.”The schedule of events is subject to change. A continuously updated version is available at fpaannual.org.J EAN N A FIFER, CFP FPA MEMBER
SCHEDULEMonday, October 21:30 pm – 2:30 pmAssisting Divorcing Clientswith Financial Matters —Including a Specializationin Forensic Accounting andFraud Examinations onBehalf of ClientsPeggy Tracy, CFP , CPACould a HealthSavings Account BeBetter than an Employer —Matched 401(k)?Greg Geisler, Ph.D.(Montgomery-WarschauerAward winner)Understanding How theBrain Impacts FinancialDecision-MakingTed Klontz, Ph.D.Let’s All Learn How toFish to SustainLong-Term EconomicGrowthMichael S. Falk, CFA, CRCAcademy of FinancialServices SessionNexGenMini TalksTED K LONTZ, PH .D .President at Klontz ConsultingUnderstanding How the BrainImpacts Financial Decision-MakingFEATUREDSPEAKERFounder of the Financial Psychology Institute.Author of Mind Over Money. Associate Professor ofPractice of Financial Psychology & Behavioral Financeat Creighton University.C F P C E TO P I C : B E H AV I O RA L F I N A N C E2:30 pm – 3:00 pmBreak — Visit our Partnersat the Exhibit Hall3:00 pm – 4:00 pmThe Crazy World ofDivorce — High LevelHealth Care ReformTax ImplicationsCarolyn McClanahan, CFP , MD Jere Doyle, JD, LL.M.Academy of FinancialServices SessionTax Reform Act: What YouNeed to KnowJohn Scroggins, JD, LL.M., AEP 4:00 pm – 4:30 pmBreak — Visit our Partners at the Exhibit Hall4:30 pm – 5:30 pmAcademy of Financial Services Session5:30 pm – 7:30 pmOpening Reception6:00 pm – 7:00 pmRoundtable —How to Get PublishedModerator: Ben LewisMedia PanelRoundtable —Practice Managementand Marketing Issues forNexGens and MillenialsRoundtable — What I haveLearned in Growing MyPractice over the LastUmp-Teen YearsRoss Richardson, CFP ; Bill Carter,CFP , ChFC , CLU ; Paul Fain, CFP Roundtable — Dealingwith Divorcing ClientsRoundtable —Retirement RealitiesRobert PowellTheory in PracticeKnowledge CircleThe schedule of events is subject to change. A continuously updated version is available at fpaannual.org.03
SCHEDULETuesday, October 36:30 am – 7:45 amBreakfast7:00 am – 7:55 amPartner Breakfast SessionsCommonwealth Financial, Dimensional Fund Advisors Network,Longbridge Financial, Social Security SolutionsRon InsanaGENERAL SESSIONContributor to CNBC and MSNBC8:15 am – 9:30 amAs the U.S. and global economies move toward recovery, learn how Ron Insanaapplies his journalistic perspective to how Wall Street, Main Street and Washingtonshape what the new normal means for all of us.9:30 am – 10:00 amBreak — Visit our Partners at the Exhibit Hall9:30 am – 7:30 pmExhibit Hall Open10:00 am – 11:00 amAdvanced Strategies andStructure: Use Life Insuranceto Increase Your Net After— Tax ROISusan J. Bruno, CPA/PFS,CFP Academic ResearchPresentationsJournal of FinancialPlanning and Academy ofFinancial ServicesFactor Based InvestingLarry Swedroe, CPARetirement PlanningKnowledge Circle“The FPA Annualan awesomeopportunity to comeinto a venue that isunique and differentand part of the FPAcommunity thatcan’t be repeatedanywhere else.”Capitol PreferencesChris Davis04Conference isJ AN ET STAN ZAK,CFP 11:00 am – 11:30 amBreak — Visit our Partners at the Exhibit Hall11:30 am – 12:30 pmThe Health Care Mosh Pit:Hot Topic UpdatesKaty Votava, Ph.D., CFP and Carolyn McClanahan,MD, CFP 11:30 am – 12:30 pmWomen and Finance Knowledge CircleWealth Planning forForeign PeopleComing to the U.S.Andrew Fisher, CFA, CPAThe schedule of events is subject to change. A continuously updated version is available at fpaannual.org.FPA MEMBERCostly Mistakes toLook for in a Client’sEstate PlanningJohn Scroggins, AEP,JD, LL.M.NexGen Town Hall
SCHEDULETuesday, October 312:30 pm – 1:45 pmLunch / Exhibit Hall Open1:00 pm – 3:00 pmFinancial Planning Challenge — How Do You Know?1:45 pm – 2:45 pmWomen’s Panel: Why It Is Imperative to Bring Women Into the Forefrontof Your Practice and Not Just the Back OfficeModerator: Susan J. Bruno, CPA/PFS, CFP Panelists: Stacy Francis, CFP , CDFA, CES; Sara Hamilton, MBA; Cheryl Holland, CFP ;Nicole M. Perkins, JD2:45 pm – 3:15 pmBreak — Visit our Partners at the Exhibit Hall3:15 pm – 4:15 pmHow the Family OfficeSupports the FamilyEnterpriseSara Hamilton, MBACFP Board SessionAdvanced FinancialPlanning Strategies forUnmarried CouplesJoshua (JT) HatfieldCharles, CFP , ChFC,CLU , CEP, ADPA4:15 pm – 4:45 pmBreak — Visit our Partners at the Exhibit Hall4:45 pm – 5:45 pmTechnology Panel —Digital Technologyand the Evolution ofFinancial PlanningInternational Cross-BorderKnowledge CircleBusiness SuccessKnowledge CircleCounseling AmericansLeaving the U.S. andMoving Elsewhere —Oops and Aha MomentsBrian Wruk, CFP , MBAKATY VOTAVA, P h.D .Understanding andManaging Debt for theYoung EmergingPhysicianMichael R. Clancy, MBA,CFP , CLU A major focus of Dr. Katy’s research is health care costsand outcomes for people during their retirement years.She has been featured on the Nightly Business Report,Health.com and speaks frequently on health care finance.Executive CompStrategiesTim Kochis, JD, CFP 5:45 pm – 7:30 pmPublic Policy andRegulationKnowledge CircleInvestment PlanningKnowledge CirclePresident at GOODCARE.COM,OnMedicare Columnist at InvestmentNewsComing to Grips withToday’s Health Care IssuesFEATUREDSPEAKERCFP CE TOPIC: RETIREMENT PLANNINGAND INSURANCE PLANNINGCocktail Reception in the Exhibit HallThe schedule of events is subject to change. A continuously updated version is available at fpaannual.org.05
SCHEDULETuesday, October 36:00 pm – 7:00 pm8:30 pm – 11:30 pm(cont.)Roundtable —EstatePlanning andTax Reform: Makingthe AdjustmentsModerator: Robert PowellPanelist: John Scroggins,AEP, JD, LL.M.Roundtable —Financial PlanningChallengesin Today’s WorldModerator: Rita Cheng, CFP Panelist: Sameer Somal,CFP Roundtable —Investment Outlookfor the Balanceof the DecadeRoundtable — Technology RealitiesFPA AnnualConference PartyRoundtable —Passing the Torch: SuccessionPlanningIssuesModerator: Tim Kochis, JD, CFP “It's an opportunity to build relationships with otherfinancial planners, meet partners and inventorsthat can help you be successful in your practice.”EVELY N ZO HLEN , M BA, M S, CFP FPA MEMBERWednesday, October 46:30 am – 7:45 amBreakfast7:00 am – 7:55 amBreakfast SessionsJean ChatzkyWhat the World’s Wealthiest,Most Successful People Do DifferentlyGENERAL SESSION8:15 am – 9:30 amAward-winning journalist, best-selling author and sought-after motivational speakerJean Chatzky has created a global platform that is making significant strides to helpmillions of men and women battle an epidemic with a devastating impact–debt.Jean is the financial editor for NBC’s Today, a contributing editor for More Magazine,a columnist for The New York Daily News, and a contributor to The Oprah WinfreyShow. She also hosts a daily show on Oprah Radio, exclusively on Sirius/XM Radio.9:30 am – 10:00 am06BreakThe schedule of events is subject to change. A continuously updated version is available at fpaannual.org.
SCHEDULEWednesday, October 410:00 am – 11:00 amColor Your Message —The Art of DigitalMarketingand Social MediaLisa CaprelliAn In-Depth Look at OptimalRebalancing StrategiesMichael Kitces, MSFS, MTAX,CFP , CLU, ChFCAcademic ResearchPresentationsJournal of FinancialPlanning and Academyof Financial ServicesTax Planning Knowledge CircleC H ERYL H OL L AND , C F P President & Founder ofAbacus Planning GroupThe Leadership Pipeline:Recruiting, Mentoring andDeveloping the Next GenerationFEATUREDSPEAKERRecognized as one of the top 30 mostinfluential people in NAPFA’s 30-year history.CFP CE TOPIC: PRACTICE MANAGEMENTAND CAREER DEVELOPMENT11:00 am – 11:30 amBreak11:30 am – 12:30 pmCharitable GivingTrends: LeveragingComplex Assets toMaximize Impact forYour ClientsBryon K. Clontz, CFP , CLU ,ChFC, CAP, AEPCyberSecurity Issuesin Financial Services:How to Stay ProtectedSteven Ryder, MS, CFP ,CCIM, ChFCCross-Border Perspectives:The Issues You Want toShare — Based on the FPAKnowledge Circle SurveyPanelists: Brian Wruk, CFP ;Marina Hernandez, CFP ,EA; Jennifer Patterson, CFP :Andrew Fisher, CFA, CPAFive Industry TrendsReshaping Financial AdviceMichael Kitces, MSFS, MTAX,CFP , CLU, ChFCThe DOL Ruling:Afterwards — Now WhatDoug Lennick, , CFP NexGen WiserTogether CaféBest Practices:Success Stories ofToday’s NexGen andMillennial Practitioner“The FPA Annual Conference is a absolutely greatway for someone to sharpen their axe at a lotof different levels. There are so many differentopportunities for learning.”1:30 pm – 3:30 pmCFP EthicsDEN N IS STEARN S, CFP , ChFCFPA MEMBERThe schedule of events is subject to change. A continuously updated version is available at fpaannual.org.07
FPA ANNUALCONFERENCE2017O CTO B E R 2 – 4 , 2 0 1 7 N A S H V I L L E , T NREGISTER BY AUGUST 18 TO SAVE 200ON THE CONFERENCE RATER E G I ST E R AT F PAA N N UA L . O R G / R E G I ST E R
Award-winning journalist, best-selling author and sought-a er motivational speaker Jean Chatzky has created a global platform that is making significant strides to help millions of men and women battle an epidemic with a devastating impact-debt. Jean is the financial editor for NBC's Today, a contributing editor for More Magazine,
