Agenda

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Thursday, June 7, 2018
7:00 AM - 7:45 AMRegistration/ Light Breakfast 
7:45 AM - 8:00 AMOpening Remarks
Owen Ricketts, Forum Chairman
8:00 AM - 8:50 AMTug of War
Rod Smyth, RiverFront Investment Group
8:50 AM - 9:40 AMSovereignty, Security & Trade: Trends Challenge the International Order
Chris Coughlin, Frontier Development International, LLC
9:40 AM - 10:00 AMBreak 
10:00 AM - 10:50 AM"Arming" the Chief Investment Officer
Paul Ma, Fidelity
10:50 AM - 12:00 PMModern Portfolio Theory 2.0
Michael Kitces, Pinnacle Advisory Group
12:00 PM - 1:00 PMLunch 
1:00 PM - 1:50 PMRethinking Risk Tolerance
Michael Kitces, Pinnacle Advisory Group
1:50 PM - 2:40 PMHealth, Wealth, and Family: Connecting the Dots
Heather Holmes, Genivity
2:40 PM - 3:00 PMBreak 
3:00 PM - 3:50 PMUsing Technology to Engage Prospects Earlier (PM)
Soraya Morris, MoneyGuidePro, Created by PIEtech
3:00 PM - 3:50 PMConnecting with Each Generation
Jon Boldt, Ivy Investments
3:00 PM - 4:40 PMCPA Ethics (must attend entire session)
Kellie Fedkenheuer
3:50 PM - 4:40 PMEstate Planning Review
Heather Szajda, VA Estate & Trust Law
3:50 PM - 4:40 PMMove Up the Value Chain (PM)
Heather Tompkins, MoneyGuidePro, Created by PIEtech
4:40 PM - 6:00 PMForum Cocktail Reception 
Friday, June 8, 2018
7:00 AM - 7:50 AMRegistration/Light Breakfast 
7:50 AM - 8:00 AMOpening Remarks 
8:00 AM - 8:50 AMChallenges and Strategies for Moving from Accumulation to Distribution Planning
Jamie Hopkins, American College
8:50 AM - 9:40 AMThe Last Active Investor Standing
Scott Krauthamer, AB Global
 
 
9:40 AM - 10:00 AMBreak 
10:00 AM - 10:50 AMTax Reform Impact: Financial Services, Estate Planning, and Retirement Planning
Jamie Hopkins, American College
10:50 AM - 11:40 AMA Barbell Year in 2018
Phil Orlando, Federated
11:40 AM - 12:40 PMLunch 
12:40 PM - 1:30 PMReal Estate Update and Tax Credit Usage
Laura Lafayette, Richmond Realtors Assoc.
1:30 PM - 1:50 PMBreak 
1:50 PM - 3:30 PMCFP Ethics (must attend entire session)
Dan Candura