Breakfast & Networking

Network with Exhibitors

Cohort Conversations

Break

Breakout Session Block 1

Financial Health and Wellness: Working with the Human Behind the Numbers

Speakers: Dr. Sarah Asebedo

1 CFP CE Credit Available

 

This session will introduce the concept of financial health and wellness and how you can use this framework to create vibrant client relationships and to maximize your impact.

Using Tax Returns in the Financial Planning Process

Speakers: Felicia Wong

1 CFP CE Credit Available

 

Feel like there is a lot to still learn about taxes? Want to understand more about key tax areas to focus on with your clients? There is much to learn about taxes beyond the CFP^® curriculum. In this session, we will go through a sample tax return to discuss what you can find and discuss planning opportunities you can bring up with clients. This hands-on approach will help you deepen your understanding and equip you with actionable insights to better serve your clients' tax planning needs.

AI and The Financial Advisory Landscape

Speaker: Stephen de Man

1 CFP CE Credit Available

 

In this session, we will explore the intersection of artificial intelligence (AI) and the financial advisory landscape. This is designed for those who may have dabbled a bit with ChatGPT and or Large Language Models. It will level set on terminology in the space, give an overview of the evolution happening with regards to AI and how and where advisors can plug in. The presentation will not cover investments nor get into deep technical questions on the mechanics of AI. 

Breakout Session Block 2

Best Practices for Advising the Next Generation

Speakers: Joe’Mar Hooper, MPA, Megan Stiles, CVA^®, AFC^®, Dalia Rodriguez, AFC^®, Jeaneese Ayandokon, and Nikita Wolff

1 CFP CE Credit Available

Join the 3rd Decade team as we discuss communication techniques and
strategies that advisors can use to have engaging, relevant, and appropriate conversations with younger Millennials and Gen Z about their finances, advantageous for both traditional and pro bono clients. Through role playing scenarios and feedback discussions, this interactive session
will provide real world examples and takeaways advisors can use to better engage with both younger clients and those from diverse backgrounds.

3rd Decade is a national nonprofit that provides financial education and mentoring for low to moderate income young adults.

Career Development Panel: Exploring Paths to Success in Financial Planning

Speakers: Lillian Turner, Alia Wagenhoffer, and Jamie Bosse.

1 CFP CE Credit Available

 

Want more in your career than a book of clients? Not all individuals in Financial Planning desire to sit in front of clients as their primary role. With ever expanding opportunities in the technology and practices used in the Financial Planning industry, there might be other paths to a fulfilling career. Whether in client-facing, back office, Fin-Tech or a combination of the three, innovations and challenges await. Join the panel members in a discussion around the industry, how they found their way and learn tips to charting your own path.

Proven Solutions to Obtain a Win-Win Future with Your Team & Firm

Speaker: Julie Johnson

In viewing recent studies found in Cerulli, Kitces and other renowned resources, there are many industry statistics citing the finding that a high percentage of younger/newer advisors are "failing". I will provide supporting data and case studies which show that in fact, often it is the industry that is failing these advisors. Whether it is within practice management, business development or succession planning, training programs are disconnected with the needs of the current NexGen advisors. NexGen advisors need support, customized/personalized training, transparency, and communication. This presentation focuses on proven solutions for NexGen advisors to advocate for and achieve what they need and deserve within their team.

Lunch

Cohort Conversations

Break

Breakout Session Block 3

Voice Your Value: Influence with Every Word

Speakers: George Fernandez

1 CFP CE Credit Available

This session will equip participants with communication skills to enhance their influence across all interactions. Participants will learn to navigate diverse perspectives and ensure their messages resonate effectively, address key challenges such as seeking help, advancing in their career, negotiating compensation, and driving meaningful change within their firm.

Futureproof Your Practice: Embracing The Human Element To Thrive In The Age of AI

Speakers: Brendan Frazier

1 CFP CE Credit Available

Technology is a familiar foe to the profession of financial advice. Between robo-advisors and the rise of artificial intelligence, the role of an advisor in the future is shifting. It won't be long before constructing a financial plan and building a portfolio can be done faster, cheaper and more reliably with technology than with a human. This raises some familiar questions:

• What does this mean for financial advisors in the future?
• How do I add enough value to justify my fees?
• What can I do to insulate my value from the threat of technology?"

In this presentation, you'll learn how embracing the human element will take financial advice to a level we've never seen (and how to do it).

Closing Reception

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Bourbon with Boersen Afterparty, powered by CFP Board

Location: Carcara Restaurant & Bar at the Sheraton Phoenix Downtown

Join CFP Board Chair Matt Boersen, CFP^®, CFA^® for cocktails and networking with CFP^® professionals. Matt founded his firm Straight Path Wealth Management in 2011 when he was in his early 20s. In 2024, he made CFP Board history by becoming its youngest chair at age 35. InvestmentNews recognized him in 2020 as one of the top 40 advisors under 40 nationwide. As CFP Board Chair, Matt is committed to building a robust financial planning talent pipeline.

 

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Breakfast & Networking

Cohort Conversations

Break

Closing Keynote with Michael Kitces

From Inception to Industry Titan – A Michael Kitces Narrative

Join us for an exploration of financial planning with renowned Chief Financial Planning Nerd, Michael Kitces! Get ready to dive deep as he recounts the last twenty years of his career journey. In this exclusive live Q&A session, Michael will speak about how financial planning has evolved and what he believes the future of our profession holds. Don’t miss your chance to ask one of the most influential financial planning voices your burning questions!