2017 Agenda
| Thursday, June 8, 2017 | ||
|---|---|---|
| 7:00 AM - 7:45 AM | Registration/ Light Breakfast | |
| 7:45 AM - 8:00 AM | Opening Remarks | |
| 8:00 AM - 8:50 AM | Global Outlook | Chris Konstantinos, Riverfront Investment Group |
| 8:50 AM - 9:40 AM | Health Care Update: The Politics of TrumpCare | Rick Mayes, University of Richmond |
| 9:40 AM - 10:00 AM | Break | |
| 10:00 AM - 10:50 AM | Responsible Investing is Good Business | David Gordon, Eaton Vance |
| 10:50 AM - 12:10 PM | Cutting Edge Income Tax Planning Development & Opportunities | Michael Kitces, Pinnacle Advisory Group |
| 12:10 PM - 1:10 PM | Lunch | |
| 1:10 PM - 2:00 PM | Capturing Today's Referable Moments - (Practice Management - No CE) | David Gordon, Eaton Vance |
| 1:10 PM - 2:00 PM | Financial Planning in a Fiduciary World | Ryan Sullivan, PIEtech |
| 1:10 PM - 2:00 PM | Applying Behavioral Finance in Your Financial Planning Practice | Michael Kitces, Pinnacle Advisory Group |
| 2:00 PM - 2:10 PM | Break | |
| 2:10 PM - 3:00 PM | Estate Planning: Identifying, Protecting & Selling Antiques | David Staples, eBIDlocal.com |
| 2:10 PM - 3:00 PM | The Importance of Social Security Due to Recent Changes | Steve Gaito, Retirement Resource Mgt. |
| 2:10 PM - 3:00 PM | Listening to Hear: Fostering Advisor-Client Relationships | Dr. Ruth Lytton, Virginia Tech |
| 3:00 PM - 3:10 PM | Break | |
| 3:10 PM - 4:00 PM | Alternative Investments & the Case for Managed Futures | Michael Sherbert, Catalyst Funds/Milburn |
| 3:10 PM - 4:00 PM | Student Loan Borrowing & Repayment/Forgiveness Strategies AND Washington Financial Aid Update | Sammy Redd, New College Institute |
| 3:10 PM - 4:00 PM | CPA Ethics | Chuck Overbey |
| 4:00 PM - 4:10 PM | Break | |
| 4:10 PM - 5:00 PM | CPA Ethics | |
| 4:10 PM - 5:00 PM | Mistakes to Avoid: Influences that Lead to Bad Investment Decisions | Clay Hilbert, Davenport & Co. |
| 4:10 PM - 5:00 PM | Special Needs Planning Tools: 529ABLE & Pooled Special Needs Trusts | Joanne Marcus & Karen Dunivan, Commonwealth Community Trust |
| 5:30 PM - 6:30 PM | Forum Social | |
| Friday, June 9, 2017 | ||
| 7:00 AM - 8:00 AM | Registration/Light Breakfast | |
| 8:00 AM - 8:50 AM | Stress-testing Your Retirement Planning Process | Ryan Sullivan, PIEtech |
| 8:50 AM - 9:40 AM | Advising Clients through the Toughest Times of Life | Amy Florian, Corgenius |
| 9:40 AM - 10:00 AM | Break | |
| 10:10 AM - 11:00 AM | Estate Planning to Avoid Family Squabbles | Sheryl Herndon, White & McCarthy |
| 10:10 AM - 11:00 AM | Planning for Health Care in Retirement | Carlo Cordasco, Nationwide Retirement Inst. |
| 10:10 AM - 11:00 AM | Cybersecurity in a Digital & Interconnected World | Vince Tiseo, Goldman Sachs |
| 11:00 AM - 11:10 AM | Break | |
| 11:10 AM - 12:00 PM | Investment Themes for 2017 | Ralph Greggs, Fidelity |
| 12:00 PM - 1:00 PM | Lunch | |
| 1:00 PM - 1:50 PM | Understanding the Bond Market in 2017 | Kris Moreton, Columbia Threadneedle |
| 1:00 PM - 1:50 PM | Cognitive Decline and Money Management: From a Legal Perspective | Andrea Yoak, ThompsonMcMullan, P.C. |
| 1:00 PM - 1:50 PM | Options & Considerations for LTC Needs | Lynn Hancock, Always Best Care |
| 1:50 PM - 2:10 PM | Break | |
| 2:10 PM - 4:00 PM | CFP Ethics | Dan Candura, Braintree |