AGENDA

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Thursday, June 6, 2019
7:00 AM - 7:45 AMRegistration/ Light Breakfast 
7:45 AM - 8:00 AMOpening Remarks
Owen Ricketts, Forum Chairman
8:00 AM - 8:50 AMCrossroads: Is the Cycle Over?
Chris Konstantinos, RiverFront
8:50 AM - 9:40 AMConcentrated Wealth at Work
Abram Claude, Columbia Funds
9:40 AM - 10:00 AMBreak 
10:00 AM - 10:50 AM3rd Quarter Market Update
Kristina Hooper, Invesco
10:50 AM - 12:00 PMEvaluating Existing Variable Annuities
Michael Kitces, Pinnacle Advisory Group
12:00 PM - 1:10 PMLunch 
1:10 PM - 2:00 PMTo Roth or Not to Roth
Michael Kitces, Pinnacle Advisory Group
2:00 PM - 2:50 PMWomen & Wealth
Kamila McDonnough, CFP Board
2:50 PM - 3:10 PMBreak 
3:10 PM - 4:00 PMThe Future of Advice
John Diehl, Hartford Funds
3:10 PM - 4:00 PMClient Consultant Relationships and the Power Dynamics
John Davenport
3:10 PM - 5:00 PMCPA Ethics
John Montoro, Realtime Accounting
4:00 PM - 4:10 PMBreak 
4:10 PM - 5:00 PMOpportunities in Planning and Saving with ABLE Programs
Sarah Pennington, ABLEnow
Christine Papa, Capital Group
4:10 PM - 5:00 PMVA Medicaid Market
Jonathan Lowe, Anthem
5:00 PM - 6:00 PMForum Cocktail Reception 
Friday, June 7, 2019
7:00 AM - 8:00 AMRegistration/Light Breakfast 
8:00 AM - 8:50 AMAcross the Universe: How Global Bonds Meet the Core Objective
Brian Resnick, AllianceBernstein
8:50 AM - 9:40 AMGetting to Know Today's Medicare
Michael Vayette, United HealthCare
9:40 AM - 10:00 AMBreak
 
 
 
10:00 AM - 10:50 AMPreparing Your Practice for the Great Wealth Transfer
Matt Sommer, Janus Henderson
10:50 AM - 11:10 AMBreak 
11:10 AM - 12:00 PMEconomic/Market Outlook: It All Depends on Your Time Horizon
Linda Duessel, Federated Investments
12:00 PM - 1:00 PMLunch 
1:00 PM - 1:50 PMMaximizing the New 199A Deduction for Small Business
John Peterson, Kaufman & Canoles
1:50 PM - 2:10 PMBreak 
2:10 PM - 3:50 PMCFP Ethics
Dan Candura